Customer and Case Management
powered by Microsoft Office 365
Get more from your existing Microsoft investment with an easy entry, fully integrated, and highly customisable Microsoft Office 365 add-on to help you manage customer relationships.
An Easier and Cost Effective Alternative to Dynamics 365
Enable the Full Power of Microsoft Office 365 Cloud Services Without the Complexity and Cost of Dynamics 365
Manage Customers in One Place
If you already use Microsoft Office 365 for business documents and communications, now you can organise records and keep content in one centralised platform.
We don’t store your customer data! Everything is held and fully accessible within your existing Microsoft Office 365 tenant using SharePoint Online.
Outlook Customer Contact Manager
See additional contact information, related records, and easily save emails and attachments to records for others to see with the click of a button, whether using Microsoft Office 365 Outlook desktop or Outlook web.
Inherit Microsoft Platform Power
Use the Microsoft Power Platform tools your organisation is already familiar with to create automation rules, and integrate directly in to Microsoft Teams channels, messages, approvals, tasks, and more.
Storing all data within your Microsoft Office 365 tenant means you always get to use the latest Microsoft technologies instantly to enhance your experience.
Visualise Data Across Your Business
Power BI works seamlessly with all your Microsoft Office 365 data, so storing everything in one place makes it easier than ever to generate powerful dashboards and reports, as well as easily export data.
Build better customer relationships
to drive revenue and profitability
You already have Office 365 and SharePoint Online… It just makes sense to
manage customer engagement with SharePortals CRM!
Take the first step towards better customer journeys
Unique value-add for Microsoft Cloud Partners
Complement your product and services range with a lower cost, Office 365 CRM solution.
Make your Office 365 service offer more compelling by partnering with us. Standout from the thousands of Microsoft Cloud partners worldwide by partnering with SharePortals to differentiate your brand and provide more value to your customers.
Add SharePortals to your CRM solution set to provide a lower cost, easy entry point for customers who don’t have the budget for Microsoft Dynamics or 3rd party solutions.
