ViewPointCRM for Small Business

This offer is available to UK customers only.

ViewPointCRM is a powerful, easy-to-deploy CRM solution designed for small and mid-sized businesses, built using Microsoft Power Apps and SharePoint. It provides a cost-effective and flexible platform that connects your entire sales process, from initial lead capture through to generating professional quotes, within your existing Microsoft 365 ecosystem.

Many growing businesses rely on spreadsheets or disconnected systems, leading to inefficiencies, missed opportunities, and limited visibility. ViewPointCRM centralises your customer, sales, and operational data into one intuitive platform, helping your team work more efficiently and make better-informed decisions.

• End-to-end sales pipeline management
• Customer and contact database
• Opportunity and quote management
• Outlook integration for email, attachment, and appointment tracking
• Chronological notes with @mentions and notifications
• Task tracking for customers and opportunities
• Bulk document upload with drag-and-drop functionality
• Product and pricing database with quote calculations
• Quote templates and automated document generation
• Emailing of quote documents and attachments
• Audit and change tracking
• Custom alerts and notifications
• Personal favourites area for quick access
• Sales pipeline dashboard for real-time visibility
• Role-based security and business rules
• Customisable welcome screens, branding, and dropdown options
• Native integration with Microsoft Excel
• Power BI-ready for advanced reporting

Key Benefits:

• Reduce administrative workload and manual processes
• Increase lead conversion and sales velocity
• Improve data accuracy and business visibility
• Seamlessly integrate with Microsoft 365 tools your team already uses
• Lower licensing and implementation costs compared to traditional CRM systems

Ideal For:
Small and mid-sized businesses looking for a scalable, easy-to-use CRM solution capable of managing up to 1,000 enquiries per month.

Built to work natively within the Microsoft ecosystem, ViewPointCRM enables your business to maximise the value of your existing Microsoft 365 investment while improving sales performance and operational efficiency.