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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 OttoCRM?

OttoCRM distinguishes itself as a dependable CRM software provider in India, specifically crafted to help businesses effectively manage leads, customers, follow-ups, deals, and sales activities through an intuitive platform. This software equips sales teams with a detailed view of every opportunity, allowing them to stay organized and respond to customer inquiries swiftly. Featuring an array of tools such as lead management, sales pipeline monitoring, WhatsApp integration, AI Copilot support, quotation management, in-depth reporting, and performance dashboards, OttoCRM streamlines daily sales tasks. Additionally, it offers businesses the option to connect their preferred tools, ensuring all customer interactions are consolidated in one place. This platform serves a diverse clientele, including startups, small businesses, growing companies, and larger sales teams across multiple industries, all while maintaining user-friendliness with its simple interface that requires minimal training. Ultimately, OttoCRM not only enhances sales processes but also fosters improved customer engagement seamlessly, allowing organizations to focus on what truly matters: building lasting relationships with their clients.

Media

Media

No images available

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 Version
Free Trial Offered?

Pricing Information

$5/month
Free Version
Free Trial Offered?

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

OttoCRM

Company Location

India

Company Website

ottocrm.in/

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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