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What is SP CRM?

SP CRM is a user-friendly yet thorough customer relationship management platform tailored for Office 365, providing a complete overview of sales operations and pipeline oversight. This tool supports the full spectrum of activities from marketing initiatives to lead generation, opportunity tracking, and customer account management. Integrated within Office 365, it works effortlessly with Microsoft Teams and SharePoint, enabling sales teams to utilize the system without needing to log into a different application. By being part of the Office 365 Digital Workplace, sales professionals are equipped to not only track potential deals but also access crucial documents, data, and insights needed to close sales. The platform's collaborative attributes allow diverse sales functions, including sales engineers, development teams, and leadership, to collaborate effectively. Moreover, when paired with SP Projects and SP Customer Service, it forms a comprehensive solution for efficiently overseeing customer relationships. This synergy not only boosts the overall effectiveness of the sales process but also cultivates a more dynamic and productive workplace atmosphere. Ultimately, SP CRM empowers organizations to enhance communication and streamline workflows in a way that drives success.

What is BuddyCRM?

Create tailored sales experiences by implementing thorough management of contacts and accounts. Direct your marketing strategies with precision to achieve optimal results. Develop and distribute native HTML emails to specific customer groups to enhance engagement. Track your sales journey through the pipeline, moving from leads to opportunities, quotes, and successful closures. Simplify your daily operations by automating tasks like setting reminders for calls, sending emails, sharing brochures, and entering new leads. Produce detailed reports that encapsulate all aspects of your CRM, including activities, leads, tasks, sales, and financial metrics. Utilize the integrated quoting feature to instantly generate client quotes following meetings. Keep your product data and images well-organized, enabling you to swiftly craft compelling presentations of your offerings, thereby improving your overall sales approach. Furthermore, ensure that all interactions are logged, creating a detailed record of customer engagement that can inform future strategies. This holistic approach not only enhances sales efficiency but also fosters stronger relationships with your clientele.

Media

Media

Integrations Supported

Microsoft 365
Microsoft Power Apps
Microsoft SharePoint
Microsoft Teams

Integrations Supported

Microsoft 365
Microsoft Power Apps
Microsoft SharePoint
Microsoft Teams

API Availability

Has API

API Availability

Has API

Pricing Information

$15 per user per month
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

SP Marketplace

Date Founded

2012

Company Location

United States

Company Website

www.spmarketplace.com/office-365-sharepoint-crm.html

Company Facts

Organization Name

BuddyCRM

Date Founded

2012

Company Location

United Kingdom

Company Website

buddycrm.com

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

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

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