SharePortals
oleh Betasoft Ltd
Leverage Microsoft 365 services with a CRM interface
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.
Manage the Lifecycle
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.