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5.0
5 stars

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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

  • 5.0
  • Overall Rating 5 stars

Great tool for our team. Easy to use!

Reviewed by:JohnONeal Reviewed on:11/8/2013

  • 5.0
  • Overall Rating 5 stars

Great Small to medium sized business CRM solution

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

  • 5.0
  • Overall Rating 5 stars

Fair price, great solution!

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

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Version

2.4

Release Date

11/16/2012