SharePoint CRM Template – an extendable, configurable CRM Solution for SharePoint

SharePoint CRM - CRM SharePoint

Welcome to our SharePoint CRM web site! This site is a labor of love and is continually updated with as much information as we can provide – so you can quickly get the information you have stopped by to find. Although we would be privileged if you would call us for a chat, we understand you are busy.

So if you don’t find what you are looking for or something we present isn’t clear, do not hesitate to reach out to us. We are not a hard-sell organization and promise not to harass you or use your personal contact details irresponsibly.

We stand by our slogan “Customer Success is More Important to Us than Simply Selling Software“. When you get to know us, you will know that it’s true – simply read our customer reviews.

About SharePoint CRM

SharePoint CRM Template enables any size business to implement a full-featured CRM solution for SharePoint easily and affordably.

The base SharePoint CRM application can be used alone or it can be extended even further with additional SharePoint web parts. By using your current Microsoft SharePoint platform, you will further leverage an existing investment by boosting it with key CRM features and functions. Our built-in configurator allows easy adjustments to tailor SharePoint CRM to fit to your business exactly, matching your corporate branding and procedures.

Benefits at a Glance

SharePoint CRMEasy to use and implement
SharePoint CRM TemplateOutlook CRM Plug-in for SharePoint provides seamless email integration  
SharePoint CRM TemplateBuilt-in Configurator to personalize SharePoint CRM to your business  
SharePoint CRM TemplateManage all aspects of your lead, opportunity & account processes  
SharePoint CRM TemplateTracks all interactions & relationship details for Customers and Prospects  
SharePoint CRM TemplateSecure – You maintain control of your sensitive customer data  
SharePoint CRM TemplateExtends and expands as your business evolves  
SharePoint CRM TemplateUpdates and ongoing new feature releases are available 2-4 times a year  
SharePoint CRM TemplateTechnical support included  

The beauty of SharePoint CRM Template is that it can be scaled up or down to mirror your company’s business processes – regardless of industry.

Request a demo! Try SharePoint CRM for yourself to see how your business can benefit.

SharePoint CRM is among the Top 50 SharePoint Plug-Ins for 2013 and has received rave reviews from customers on its simplicity and intuitiveness.

SharePoint CRM Template is available in English only at this time. CRM for Sharepoint is not compatible with Office 365

We also provide professional services to further customize, automate and integrate CRM into your set of business requirements, if desired. With nearly two decades of experience in training, consulting, integrating and developing CRM solutions – you can be confident we know what we are doing.