SharePortals CRM & DMS

Leverage your Microsoft 365 investment to intuitively manage customer and other related business records using the user-friendly SharePortals platform.

Do you currently use Excel to track Contacts, Sales Leads, Client Work or other types of Cases? Do your processes involve Office documents? Do you send and receive many important emails? Juggle Tasks and need Reminders?

Betasoft SharePortals CRM is a unique and easy to use interface to help you better manage customer and related records. Centrally manage related emails, documents, tasks, reminders, notes and more. With the help of SharePoint, Betasoft SharePortals lets you manage your customer documents in a secure and uniquely intuitive manner.

SharePortals is easy to deploy, configure and use and priced to attract small to medium sized organisations.

Work in Outlook

The SharePortals Outlook add-in lets you intuitively save emails and attachments to contacts or related records in seconds. You can create new contact records or review information in existing ones. The Outlook add-in works on Windows, MacOS or when using Outlook for the Web.

Manage the Lifecycle

Enable stage management on a record type, and you can add business rules to control the lifecycle of a record by enforcing fields or workflows to be triggered when a certain stage is reached. Use the Kanban board experience to review and manage the stages of all records at a glance, allowing you to create and manage sales pipelines, application processes, or any other type of 'left-to-right' record experiences.

Visualise Your Customer Data

SharePortals provides you with built-in, customisable charts for typical reporting and dashboard scenarios. For advanced requirements you can leverage Power BI to build powerful reports and dashboards.

Power Up

As everything's stored in SharePoint Online, you can use the Microsoft Power Automate for Microsoft 365 licensing which comes with most Microsoft 365 plans to create powerful workflows. For example, you can create automation rules, and integrate directly into Microsoft Teams channels, messages, approvals, tasks, and more. Want to integrate with 3rd party solutions or create advanced workflows? You can purchase premium Power Platform licenses, and it will work with our product, for example integration with 3rd party marketing and finance products.

Manage Customer Data All Within Your Microsoft 365 Tenant

All information processed in SharePortals is stored in your own Microsoft 365 SharePoint tenant, only accessible to you. Single sign on with let your users access your SharePortals solution easily and without fuss.

Get Started with The Push of a Button

SharePortals can be deployed to your tenant with a few clicks of a button. We have automated the provisioning process so that all you need is a login with the required admin roles to grant permission when we deploy the SharePoint site, libraries and SharePortals Enterprise Apps.