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SharePoint CRM by SP Marketplace SharePoint CRM by SP Marketplace

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SharePoint CRM by SP Marketplace

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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SharePoint CRM by SP Marketplace
SharePoint CRM by SP Marketplace
SharePoint CRM by SP Marketplace

User reviews

Average user rating from: 4 user(s)

Rating 
 
4.6  (4)
Ratings (the higher the better)
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SharePoint CRM by SP Marketplace 2013-02-28 19:55:56 Ruth Osterfeld
Rating 
 
4.5
Reviewed by Ruth Osterfeld    February 28, 2013

Great Product for our Business

I would recommend anyone considering a CRM to check out this program. We are a small business & it works well for us.

Product Reviews

Pros
Our previous CRM program charged a yearly fee and was very cumbersome & unadaptable to our business. CRM/Sharepoint cost for the whole program what we paid yearly for our previous program. We've found it to be very adaptable and easy to use for our purposes. So many ways to get information from different points of view - by contact, account, representative, etc.
Cons
We weren't able to get the program to convert prospects to accounts, which was supposed to be easy to do.
Version Reviewed
CRM Lite
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SharePoint CRM by SP Marketplace 2012-09-15 17:50:28 Sue Libby
Rating 
 
5.0
Reviewed by Sue Libby    September 15, 2012

Great product for small to medium size companies needing CRM

None

Product Reviews

Pros
Product meets the needs of small to medium sized companies searching for a CRM solution at a reasonable price. And its fully customizable.
Cons
None
Version Reviewed
2.2
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01
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SharePoint CRM by SP Marketplace 2012-09-14 17:10:06 miked@crushlogic.com
Rating 
 
5.0
Reviewed by miked@crushlogic.com    September 14, 2012

CRM feature as a larger solution

Great feature set and flexible.

Product Reviews

Pros
This CRM template enabled us to provide a feature as part of a broader solution.
Cons
Non yet
Version Reviewed
2.2
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01
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SharePoint CRM by SP Marketplace 2012-08-16 18:41:38 Tom Frantz
Rating 
 
4.0
Reviewed by Tom Frantz    August 16, 2012

CRM LITE REVIEW

Surprisingly has lots of feature for price. Also works on 365 which we use. can't really find a better solution. I would recommend investigating.

Product Reviews

Pros
Looks like a very heavily featured CRM for Sharepoint for very little money. Just strated investigating it.
Cons
Haven't spent enough time looking at it, non so far though.
Version Reviewed
2.0
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34
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