BPACRM365
by BPA Solutions
Easy and affordable CRM powered by Microsoft 365, perfect for small & mid-sized organizations.
Easy and affordable CRM on M365. BPACRM365 is a SharePoint Online app which integrates with Microsoft Planner and leverages Microsoft Power Automate and Microsoft Power BI. We provide extensions to interface your CRM with Microsoft Outlook, AI tools to search for similarities and generative AI to help users closing deals. BPACRM365 is easy to install, plug-and-play and self-explaining for end users. It’s 100% flexible and your power users can change pages, forms, navigation, buttons and add additional modules and lists.
BPACRM365 is free of charge for a 30-day trial period and a SaaS subscription is needed beyond this period, please contact sales@bpa-solutions.net for pricing.
BPACRM365 includes the following features:
- Account, lead and contact management
- Task and meeting management
- Sales opportunity management
- Customer support management
- Marketing campaign management
- Project management
- Document management
The app package includes SPFx Web Parts and Application Customizers needed for the CRM to work including:
- Relational capabilities
- Intelligent forms
- Reminders
- Graphical charts
- Automated document generation
- Microsoft Planner integration
Prerequisites: For installing BPACRM365 you must have administrative permissions over the SharePoint tenant.
The automated first load process will install the needed CRM pages, forms, lists and columns to start right away.
We propose the following optional extensions to extend BPACRM365 capabilities. These options might require additional professional services and extra cost from BPA, please contact sales@bpa-solutions.net for pricing.
- Prebuilt Microsoft Power BI reports
- BPACRM365 connector for Microsoft Outlook to copy emails in the CRM
- Productivity app for Microsoft Teams to interact with the CRM while chatting
- Forms app for Microsoft Teams to add data in the CRM while chatting
- BPA Pilot app to search for similarities and use generative AI
Access our support page: https://www.bpa-solutions.net/support to find the needed documents and videos to start your BPACRM365 project.
