Use SharePortals to manage communications with your customers. Record emails, attachments, tasks, notes, call logs and more. Track Deals and their progress through your sales pipeline. Never again drop the ball with your leads and deals again.
All information you record lives in your own M365 SharePoint tenant. You retain 100% control over your data and documents and benefit from Microsoft’s class-leading compliance capabilities.
Work seamlessly with Office documents and enjoy Single Sign-On with your Microsoft 365 login.
You can use Microsoft 365 Power Platform technologies, such as Power Automate and Power BI reporting and analytics to expand and enhance your system to meet your specific requirements.
Access emails and documents sent to any member of your team, without accessing their personal mail boxes. Quickly create and assign tasks to colleagues. Create and collectively edit Microsoft Office documents.
Work within your Microsoft’s Outlook application on Windows, MacOS or the Web and save important emails and attachments to your Microsoft 365 service, using only a few mouse clicks.
Retrieve existing information, such as emails, attachments, tasks, call logs and notes relating to a Contact or related record.