Rated
5.0
5 stars

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Support and Documentation

Related Apps and Services

SP Marketplace

Application Description

SharePoint CRM by SharePoint Marketplace is a simple yet full featured CRM which provides Campaign Tracking, Contact Management, and Case Management built for all versions of SharePoint and Office 365 SharePoint Online environments. It is a flexible, easy to use and adaptable CRM (Customer Relationship Management) application. Taking advantage of native SharePoint functionality, SharePoint CRM provides a rich and comprehensive feature set to manage business relationships.

If you are small to medium company looking for a basic CRM application to support your marketing, sales and customer service needs, then this may fit your needs. Add web parts, branding and customize to create the solution to fit your organization's specific needs to drive customer satisfaction and revenue productivity.

SP Customer Management Template includes:

- Campaign Management
- Lead Management
- Opportunity tracking
- Account/Contact management
- Manage and track Marketing, Sales and Contract documents
- Full Customer Service module with case management

Recent Reviews

Great Small to medium sized business CRM solution

  • 5.0
  • Overall Rating 5 stars

Reviewed by:Jim-Frank Reviewed on:3/21/2013

Fair price, great solution!

  • 5.0
  • Overall Rating 5 stars

Reviewed by:JSWaddell Reviewed on:9/16/2012

Great Product for small to medium sized businesses

  • 5.0
  • Overall Rating 5 stars

Reviewed by:Charles_Smithson Reviewed on:9/15/2012

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App Details

  • Version:

    2.4
  • Release Date:

    11/16/2012
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