Thinking Dynamics?
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Why-namics?!

Deploy easy-to-use apps in minutes with Betasoft SharePortals –
using MS 365 SharePoint Online to leverage your existing MS investment.

Let's Get Started Install Now Scottish Summit - Plant a Tree

Your everything engine

CRM that complements Office 365 perfectly

Everything you need right there in Office 365 to deliver the journey today’s customers expect. Plug in and inherit the benefits of the world’s most widely used productivity platform.

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Delivering digital transformation since 2005.

Betasoft SharePortals is an Add-In solution to extend the capability of Microsoft SharePoint Online and is owned and developed by Betasoft, in Glasgow, Scotland.

Betasoft has a 15-year track record in providing IT services and is now a trusted Microsoft Cloud partner, specialising in content services. Since 2015 we have helped over 500 organisations in the UK and worldwide across many sectors to achieve digital transformation using Microsoft 365 cloud technology.

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As a Microsoft Cloud Partner, Betasoft has expertise in Microsoft cloud technology. However, as an Add-In solution, SharePortals is not developed and/or maintained by or in collaboration with Microsoft Corporation or its group of companies.

When you choose Betasoft SharePortals, you know the buck stops with us! SLA driven support, onboarding and a comprehensive database of guides and FAQs makes sure your trust in SharePortals keeps right on delivering ROI.

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

CRM right there in Microsoft 365

Single sign on without delay for access directly from Office 365 to powerful CRM, integrated with Outlook and Teams.

Simplicity, low cost and better value

Easy to use CRM that avoids complexity and inherits the function and quality of Office 365 through native integration.

Sales visualisation and forecasting

Simply drag and drop to visually edit your pipeline to track development and prioritise sales activity.

Microsoft cloud mobility and security

Enjoy Office 365 flexibility to work anywhere on any device and the security already built into Microsoft Cloud services.

All Features Install Now

Organise & Plan

CRM Data Import

Load records direct from spreadsheets, or use scripts to import more complex information, such as activity data and documents.

Custom Entities & Fields

Make CRM work the way you want by adding or modifying existing fields to documents, accounts, and opportunities and more. or even create your own entity.

Document Storage

Betasoft SharePortals CRM in the Microsoft Cloud allows you to store up to 30 million records in each container within your Office 365 account.

Task Management

Create and assign tasks across your entire team, either related or unrelated to CRM records, to better manage any type of activity.

Workflow

Build workflows using Microsoft Power Automate to initiate on a schedule, when records are created, or directly from the interface.

Mobile Apps

Create mobile apps to interact with CRM data for a variety of scenarios, including dealing with offline scenarios.

Sales Lifecycle

Manage Leads

Add leads manually or automatically from a variety of sources, qualify, and convert to opportunities.

Manage Contacts

Store people and companies and track interactions all in one place, within your Office 365 account.

Manage Opportunities

Track activity across all of your opportunities and manage pipeline progress and opportunity ownership.

Kanban View

Visualise opportunity pipelines to quickly view stages and total value per stage by simple drag ‘n’ drop.

Order Management

Create and add documents for quotes, orders, invoices, contracts and more and store and link them to CRM records.

Productivity & Insight

Dashboard

See all of the tasks assigned to you and view any recent activity by yourself or others on records you own.

E-mail Templates

Create emails quickly by using templates to compose frequently repeated content and auto associate with a contact or company.

Document Templates

Unlimited support for creating as many document templates as you require within your Office 365 account.

E-mail Integrations

Send emails, auto-associate to records and save existing messages from your mailbox with a single click, right out of the box.

Social Media Record & Business Insights

Get more soft intelligence for contacts and companies as well as your business with social media insights all within the CRM.

Custom Reporting

Use Power BI to analyse CRM progress across a variety of metrics, and integrate with datasets outside the CRM such as finance systems.

Security & Compliance

Single Sign-On

Seamless access to CRM features without the need to log on again once you are signed into Office 365.

E-Signature

Require internal or external users to authenticate to access a shared document, and digitally capture signatures using add-on services.

Permissions

Tightly control access with granular role-based permissions for different types of resources, right down to individual records or documents.

Data Retention

Secure management of all data within the CRM using advanced Office 365 auditing, searching, and retention policy management.

GDPR Dashboard

GDPR compliance capabilities let you track requests and breaches, and search CRM and Office 365 storage, emails and conversations.

Mobility & Collaboration

Teams CRM Button

Integrated workspace chat and videoconferencing with direct access to Betasoft SharePortals CRM from within the Microsoft Teams interface.

Teams Meetings

Schedule Teams meetings against records stored in the CRM.

Custom Mobile Apps

Increase mobile and remote working capabilities by using PowerApps to create No-Code custom apps for iOS and Android devices.

Automation & API

Automation

Use Power Automate to create buttons for starting or scheduling workflows, or for automating actions when data is added or modified.

Sharepoint Syntex

Automatically collect and extract data from any documents or images stored within the CRM, for example extract data from invoices including headers, dates, total, and line-item data to simplify payment processes.

Marketing Automation

Power email marketing campaigns utilising your CRM data within Mailchimp and other marketing platforms to help feed your pipeline.

Powerful API

Boost collaboration by providing access to items such as site collections, lists, libraries and files with SharePoint API or Office 365 Graph.

See SharePortals in action

Book your online demo

Get a quick demo of SharePortals and discover:

How you can track leads, contacts, accounts, and opportunities
How to track orders and fulfilment
How easily Betasoft SharePortals integrates with Office 365
How you can tailor the system to suit your business
How to build better customer relationships to drive revenue and profitability