As a template, our software comes ready-to-use as a turnkey CRM solution, yet it’s also configurable. Make it as easy or complex as your business needs demand. This video is an introduction of the major components and modules in this value-packed, user-friendly CRM system.
SharePoint CRM Template’s powerful plugin for Outlook makes managing your email communications with business contacts a breeze. Create new CRM entries from Outlook with the just the click of a button!
Something that is sometimes confusing to salespeople when using a CRM database is this question: What is a lead? Here we explain how SharePoint CRM Template can be used to manage both leads AND opportunities.