https://store-images.s-microsoft.com/image/apps.13021.3893a584-1cf2-45bd-9ba8-4fba696f59c7.efe2aefe-6948-4bf2-a75d-97db5b75a577.e2663354-92c2-48c8-a470-659489bd4aa4

SP CRM Core

by SP Marketplace

(1 ratings)

SP CRM Core offers a comprehensive sales solution for SharePoint and MS Teams.

SP CRM is a SharePoint app that centralizes customer relationship management within your existing Microsoft 365 environment. Built on SharePoint, Microsoft Teams, and the Power Platform, it offers an easy-to-use, out-of-the-box solution that consolidates customer data, sales activities, and communication into a single platform.

Unlike complex standalone CRM systems, SP CRM leverages your existing Microsoft investment to streamline customer management, enhance communication, and improve sales performance—all while minimizing manual data entry and duplication.

Key Features


  1. Customer Database: Centralize all customer data and interaction history.
  2. Sales Pipeline Management: Track leads and opportunities through a customizable sales funnel.
  3. Automated Task & Follow-Up Reminders: Stay on top of customer engagements.
  4. Email Integration: Link Outlook and Teams communications for complete visibility.
  5. Reporting & Analytics: Gain insights into sales performance with interactive dashboards.

Key Benefits


  • Enhanced Customer Engagement: Keep track of interactions and follow-ups in one place.
  • Improved Sales Efficiency: Automate repetitive tasks and focus on building relationships.
  • Centralized Data Management: Reduce silos and maintain accurate customer records.
  • Seamless Collaboration: Integrate with Teams for real-time communication and updates.
  • Leverage Microsoft 365: Maximize your existing investment without extra licensing costs.

Is CRM Core a fit for your organization?

If your organization already uses Microsoft 365, SP Policy Manager is a perfect fit. It’s especially valuable for:

  • Sales Teams: Manage leads and track pipeline progress.
  • Customer Support: Maintain communication records and follow-up tasks.
  • Account Management: Monitor customer engagement and satisfaction.
  • Non-Profits: Track donors, volunteers, and partnership relationships.

Natively Built on Microsoft 365


All SP Marketplace products are no-code solutions natively built on the Microsoft 365 Platform. Each module is built using SharePoint, Power Automate, Power BI and MS Teams. The benefits of this approach are:
  • All documents, data and the product itself reside on your Office 365 Tenant, not a third-party cloud
  • Sign-ons and governance is done through your existing Active Directory
  • ​Higher user adoption rates because it is a natural part of your Office 365 environment.
  • The product is 100% customizable by Power Business Users
  • It evolves over time with the Microsoft 365 Platform to take advantage of new capabilities provided by Microsoft.

At a glance

https://store-images.s-microsoft.com/image/apps.23243.3893a584-1cf2-45bd-9ba8-4fba696f59c7.efe2aefe-6948-4bf2-a75d-97db5b75a577.006439d9-9393-4e59-ad77-14e2d98a6b05
https://store-images.s-microsoft.com/image/apps.63935.3893a584-1cf2-45bd-9ba8-4fba696f59c7.efe2aefe-6948-4bf2-a75d-97db5b75a577.f64587cd-abee-4843-ad45-0fbcc1fb377a
https://store-images.s-microsoft.com/image/apps.51661.3893a584-1cf2-45bd-9ba8-4fba696f59c7.efe2aefe-6948-4bf2-a75d-97db5b75a577.374c4341-3cf4-40b2-8e36-eb1c702d7697
https://store-images.s-microsoft.com/image/apps.11742.3893a584-1cf2-45bd-9ba8-4fba696f59c7.efe2aefe-6948-4bf2-a75d-97db5b75a577.5c9dfd29-277d-485d-a6dd-9d8c16646570
https://store-images.s-microsoft.com/image/apps.20121.3893a584-1cf2-45bd-9ba8-4fba696f59c7.efe2aefe-6948-4bf2-a75d-97db5b75a577.4f636281-17ea-4817-9350-945ea284a2c9