SharePortal’s latest update is all about making your workflow smarter, smoother, and more connected. By adding powerful new tools and refining our existing features, we’re enhancing the way you use our Office 365 CRM functions for document management and task handling.
Whether you’re a longtime user or new to SharePortal, here’s how our new features can simplify your day-to-day operations.
Bring Outlook Reminders into Focus with Record View Integration
When tasks and reminders live in different places, keeping track of follow-ups and deadlines can get messy. With the new Outlook reminder integration, SharePortal brings your reminders directly into the Record View, alongside every relevant document and note. No more jumping between tabs or scrambling to remember key tasks—your Outlook reminders are now built into the SharePortal experience, making it effortless to stay on top of to-dos. Think of it as an all-in-one command center for your day, designed to make your Office 365 CRM even more cohesive.
Effortless Scheduling: Create Microsoft Teams Meetings from Contact Records
Gone are the days of toggling between applications to set up meetings. Now, SharePortal allows you to create a Microsoft Teams meeting right from a contact’s record, using the email saved in the record. Need to check in with a client? Set up a follow-up call? With this feature, you can move seamlessly from managing client information to booking meetings in seconds, all from one place. It’s a small step, but one that can significantly cut down on wasted time and streamline your communication flow in a Microsoft 365 CRM.
Single-Record Templated Emails: Personalised Communication with Just One Click
Sometimes, sending a message to a single contact needs the polish of a templated email without feeling like a mass communication. With this update, you can send pre-designed, branded emails to individual contacts, maintaining that personal touch while saving time on repetitive messaging. From sending project updates to delivering quick follow-ups, this feature gives you the best of both worlds: efficiency and individuality in your communication.
Track Bulk Messages at the Individual Level for Precise Marketing
Keeping track of which clients received a bulk message—like a new product announcement or a promotional offer—can be a challenge, especially when you’re dealing with high volumes. With SharePortal’s latest update, bulk marketing messages are saved to each individual contact’s record, so you have a complete history of interactions at your fingertips. This means better insights, easier follow-ups, and the ability to personalise future communications based on each client’s engagement history. It’s a CRM, but smarter.
Automatically File Emails into the Right Records—Without Lifting a Finger
Email filing is a necessary part of client management, but it shouldn’t take up hours of your week. SharePortal’s new auto-import feature ensures that incoming emails are filed directly into the correct records, removing the need for manual sorting. Whether it’s a project update, a client inquiry, or an internal email, everything is where it should be, exactly when you need it. It’s time-saving, accuracy-enhancing, and makes it easier than ever to keep a clean, organised workspace.
Stability and Performance: A Smoother, Faster Experience Across the Board
No update would be complete without a focus on performance. With this release, SharePortal has undergone a series of fixes and enhancements to create a faster, more stable user experience. From optimising load times to improving reliability across all devices, these tweaks make SharePortal a tool you can count on for every part of your workflow, day in and day out.
Ready to See the Difference?
This update reflects SharePortal’s commitment to creating a seamless, powerful platform that supports you every step of the way. From enhanced communication to efficient email management, every feature in this update is designed with productivity in mind.
Want to see these updates in action? Book a call today to find out how our Office 365 CRM and document manager can bring more order to your workflow.