CRM Software

Our CRM Software is a powerful Customer Relationship Management solution that runs inside of Microsoft Outlook and Microsoft Teams and is designed to simplify lead management, sales tracking, and customer interactions. Built within the secure environment of Microsoft 365, our CRM provides a no-login and no-app-download solution to centralize customer data, automate workflows, and provide actionable insights for better decision-making. This software is ideal for businesses of all sizes, including startups and large enterprises, seeking to enhance customer engagement and streamline operations.

With its user-friendly interface and advanced features, our CRM Software enables teams to collaborate effectively and deliver personalized experiences to clients. By addressing challenges such as scattered customer data and inefficient processes, our CRM Software helps businesses save time, boost productivity, and maximize revenue growth. It is the ultimate tool for building stronger customer relationships and driving business success.

What are the unique features of the CRM?

* Built inside of the secure environment of Microsoft Teams, Microsoft Outlook and Microsoft 365.

* Track companies, contacts, deals and activities using folders, categories and flags.

* Send email templates to individual contacts or a group of contacts.

* Use workflow to automate simple tasks.

* Use the built-in reporting, Microsoft Excel or Microsoft Power BI for Reporting

What are the main features of the CRM?

Contacts & Companies

• Contacts, companies and deals shared with your team.

• Same data on your desktop and mobile device.

• Organized Outlook style with by categories, folders and follow up flags.

• Email Templates.

• Notes, tasks and appointments for follow-ups.

• Automatic filing of emails.

Sales

• All deals and leads in one place.

• Easily add a contact from an email.

• Integration with web forms and lead-generating tools.

• Emails, notes, and documents.

• Reminders using Outlook appointments and tasks.

• Automated workflows.

• Advanced Reporting using Excel and Power BI dashboards.

Marketing

• Marketing emails right inside your CRM.

• Easy to turn a lead into a deal.

Safe Data Storage

• All data is stored in Microsoft SharePoint.

• All data is stored on your Microsoft tenant. If your Microsoft servers are in the US, then the data is in the US. If your Microsoft servers are in Canada, then your data is in Canada.

Advanced Customizations and Integrations

• Custom and required fields.

• Specify field layout.

• Simple workflows and approvals, create rules and reminders.

• Integration to other apps such as MailChimp, Microsoft Forms and Microsoft Business Central.

The CRM consists of two separate applications. The Main CRM and the Outlook side panel.