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What is BPACRM365?

Small and medium enterprises frequently struggle to allocate funds for sophisticated and expensive CRM software solutions. BPACRM365 fills this niche by providing a modern application for managing customer relationships and project oversight, designed to function flawlessly within the robust and secure Office 365 cloud ecosystem. This application leverages cutting-edge technologies for instant communication and video conferencing via Teams, promotes collaboration through SharePoint, facilitates process automation, and delivers insightful reporting, among other features. Users benefit from the flexibility of accessing their CRM application on any device—whether it's a mobile phone, tablet, or computer—without the need for any third-party system integration, while also utilizing their preferred tools like Teams and SharePoint. By opting for BPACRM365, companies can enhance the performance of their sales and service teams, paving the way for significant accomplishments as they explore new technological advancements. What distinguishes BPACRM365 from other external CRM solutions is its integration with familiar Microsoft tools that sales teams are already accustomed to, significantly boosting overall user satisfaction. Furthermore, by operating the application within Microsoft Teams, teams not only improve their productivity but also make faster decisions through real-time discussions, easily accessing CRM data during conversations, which fosters a more collaborative environment. This unique blend of features positions BPACRM365 as a compelling choice for businesses eager to streamline their operations and improve customer engagement.

What is Agile Task Board?

The Agile Task Board tailored for SharePoint and Office 365 provides a powerful solution for managing your team's projects and tasks effectively. With this tool, you can track the current status of multiple tasks in real-time, ensuring that all project participants have access to the same information. As conversations evolve, updating the assignments and progress of tasks becomes a seamless process. You have the flexibility to customize the task board to align with your preferred agile methodology, keeping your team well-informed about ongoing project changes. This resource not only gives a detailed overview of the tasks within SharePoint but also allows the creation of unique status columns, swimlanes, and visually distinct card markings to enhance organization. Each task is displayed as a card, offering the ability to conveniently adjust essential information such as titles, assigned individuals, current progress, and relevant tags directly from the card interface. Moreover, integrating and personalizing these boards into any SharePoint page connected to your team or project hub is a simple endeavor, further optimizing your workflow. In addition to these features, the Agile Task Board also fosters collaboration by enabling comments and attachments on each task card, which enhances communication among team members and supports a more cohesive working environment.

Media

Media

Integrations Supported

Microsoft 365
Microsoft SharePoint
Microsoft Teams

Integrations Supported

Microsoft 365
Microsoft SharePoint
Microsoft Teams

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

BPA Solutions

Company Website

www.bpa-solutions.net/software/office365-crm-app/

Company Facts

Organization Name

Agile-IS

Date Founded

2011

Company Location

Germany

Company Website

www.agile-is.de

Categories and Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Categories and Features

Agile Project Management Tools

Backlog Management
Feedback Management
Gantt/Timeline View
Kanban Board
Prioritization
Request Management
Resource Management
Retrospectives Management
Status Tracking
Supports Scrum
Team Management
Template Management
Workflow Management

Kanban

Collaboration Tools
Dependency Tracking
KPI Monitoring
Milestone Tracking
Multi-Board
Prioritization
Project Planning
Roadmapping
Supports Scrum
Task Management
Time Tracking

Scrum

Backlog Management
Collaboration Board
Daily Reports
Iteration Management
KPI Monitoring
Milestone Tracking
Prioritization
Progress Tracking
Release Planning
Roadmapping
Sprint Planning
Task Management

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