Get more from your existing Microsoft investment with an easy to use, fully integrated, and highly customisable Microsoft Office 365 interface to help you manage customer relationships.

Betasoft SharePortals CRM is a unique and easy to use interface which unlocks the power of SharePoint Online, included within most Microsoft 365 plans but rarely used to full effect. You can start of by managing contacts and company records, and with basic configuration add in your own record types such as deals, cases, projects, whatever you need! All records can have relationships easily defined, and with the power of SharePoint Online's content management for documents and emails added, you have a powerful management interface at your fingertips.

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 see and manage the stage 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

Our product includes our own modern, customisable charts for typical reporting and dashboard scenarios. For organisations who want to take it further, as everything's stored in SharePoint Online, you can also use Power BI to create reports and dashboards which connect data from other systems in to your customer data. Export data to CSV or Spreadsheet to work with it further.

Work in Outlook

With our Outlook Customer Manager add-in, you can create and search for contacts, manage your own businesses related records such as deals, cases, applications, and easily save emails and attachments to records for others to see with the click of a button, whether using Microsoft 365 Outlook desktop or Outlook web.

Power Up

As everything's stored in SharePoint Online, you can use the Microsoft Power Automate for Office 365 licensing which comes with most Microsoft 365 plans to create powerful workflows. For example you can create automation rules, and integrate directly in to 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

If you already use Microsoft 365 for business documents and communications, now you can organise records and keep content in one centralised platform where you own the data. We don’t store your customer data! Everything is held and fully accessible within your existing Microsoft 365 tenant using SharePoint Online.

Get Started With The Push of a Button

We have streamlined the provisioning process automation, so all you need to do is click a few buttons to get a fully functioning system within minutes. No drawn out installation process where you need some professional services from us to get going. If we can help we're happy to, but if you prefer to see for yourself and follow the online help, it's all there ready to go.

SharePortals

oleh Betasoft Ltd