Fortes CRM Milestones

Fortes CRM is a customer relationship management solution designed for project-driven organizations. It enables teams to manage contacts, organizations, and sales activities in one centralized environment.

Key capabilities:

- Contact and organization management

- Integration with Fortes Milestones for seamless project and CRM alignment

- Document storage via Microsoft SharePoint using the Microsoft Graph API

- Automated folder creation for organizations and contacts

- Role-based access and secure document management

Fortes CRM helps organizations work smarter by connecting CRM data directly with project management workflows and Microsoft 365.