SharePoint CRM Template SharePoint CRM Template
 
 
A full-featured Customer Relationship Management (CRM) "Template" that takes advantage of Native SharePoint functionality while providing a rich environment to manage client relationships. Use "out-of-the-box"...... and when you are ready....extend, scale, personalize and configure to fit your company's business processes. Click on any of the links below to learn more and see sample screen shots of our Basic Product.
Leads
Accounts
Contacts
Interactions
Marketing Search
Outlook Email Add-In
Reports
Settings Control File
Notes
Tasks
Calendar Appointments
Opportunities
Outlook Calendar Add-In
Mobile Enabled
   
Simple to Use, Friendly for Novice Software Users
Operates on WSS and MOSS
Can take advantage of Third Party Web Parts
Personalize & Format Fields, Colors and Layout Views
Outlook Email and Appointment Connector
Create Your Own Business Modules

 

If you are using SharePoint as a platform to run Applications and are seeking a Customer Relationship Management system to manage business interactions, marketing and sales then look no further. 
 
CRM Templates and Stakeholder / Issue Management Templates offered within Unlimited User software licensing model*.
 
Cut costs with a Unifiied Infrastructure and start saving money with no more Per User Per Month Licensing fees. 
  
Manage Corporate-wide Interactions
Develop Opportunity Pipelines
Save Outlook Emails & Calendar Appointments
Track all Client Relationship Details
Use with your Mobile devices
   
Unlimited Users
Click Below to Register for a Personalized Demo!
Try out a demo now!

SharePoint CRM Template Screenshots

Try out a demo now!
*For a limited time only. Price can change without notification. All prices in US Dollars. Unlimited licensing dependent on Microsoft Server licenses.