SP CRM

CRM for SharePoint

Languages supported: English, French, Hebrew, Korean, Spanish, Chinese (Simplified)

8.6/10 (Expert Score) ★★★★★
Product is rated as #215 in category CRM Software
Ease of use
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Ease of Setup

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SP CRM turns Office 365 and SharePoint into a next generation Marketing and Sales application that covers the entire process from campaigns, leads, sales pipeline and account management activities. It is a simple to use, yet power alternative to more expensive enterprise CRMs. An out-of-the-box “native” SharePoint no-code solution, it is 100% customizable by business power users.
the Full featured CRM includes:

– Track opportunities through stages, and share communication across the team
– Sales rep workspace to focus on contacts today, appointments, leads and tasks
– Full visibility into the pipeline through dashboards and drill-down features for management
– Sales team collaboration, access to resources, announcements and meeting calendar
– Receive email alerts for important events and activities
– Track marketing campaigns, events and the related projects to deliver them
– Capture leads from the website, email, and lists that are automatically fed into the sales process.
– Ability to quickly share the latest marketing activities and resources to the sales team.
– Access from any device, anytime, anywhere

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Customer Reviews

SP CRM Reviews

rajarajeswari r.

Advanced user of SP CRM
★★★★★
Best for CRM Application

What do you like best?

It is best for customer relationship Management Email Marketing where we can track the email , Document Storage, Task Management and Calendar / Reminder System. It covers entire process from the campagin , lead process where it is simple to use this software. Since we are in the sales team so this CRM Application is very uself and Email Marketing is very helpful. We was using HUBSPOT where call recording , Email Tracking , Lead status , Life cycle stage like this there were lots of feature which was very useful for us . Same like SP CRM Application is also have same features of Hubspot.

What do you dislike?

There is no dislike in this application since this software is very useful for the business concern to achieve their target and increase their profit. We use this software mainly for Email Marketing and Lead process

Recommendations to others considering the product:

I will recommend the other business concern to try this software since the features is good and cost efficient

What problems are you solving with the product? What benefits have you realized?

This software consists of lost benefit like Email Marketing where we can track the mail , Document storage can be done, Internal Chat integration , Calender / Reminder is available, Task Management - Where you can create a task and followup the task

Review source: G2.com

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