Outlook and SharePoint CRM
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!
Browse Business Software Categories
C
Sales Opportunities vs. Sales Leads – CRM for SharePoint
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.
Deltek Vision CRM
Deltek Vision CRM is the enterprise CRM module designed within the Deltek ERP solution Vision. The platform automates client management, is designed specifically to support professional service firms and companies, and provides users with company-wide client life cycle visibility in order to support both new client prospecting and current client relationship nurturing processes.
– Project Art Catalyst CRM
Catalyst CRM works towards helping you increase customer satisfaction through specific customer connection applications that manage your customer relations and identify their desires.
– Moobiz CRM
Moobiz CRM helps users run businesses through applications that promote intra-team communication and efficiency through automation.
Amphis Software Amphis Customer
Amphis Customer is CRM and contact management software that enables users to manage customer-related information including customer notes and letters, as well as create customer appointments. The platform is equipped to manage quotes, estimates, invoices, tasks, statements and job sheets.
karmaCRM
karmaCRM is customer relationship management software that can be custom-tailored to facilitate user-specific workflows and company requirements, streamline daily activities, and provides users with productivity tools designed to optimize user workflows. The platform allows users to personalize windows, screens, tabs, labels and fields, manage tasks, contacts and customers, and integrates with third-party platforms including Outlook, Google Apps, and Formstack.
– The Selfservice Company
The Selfservice Company provides users with a virtual assistant that manages all customer questions and interactions for users.
Atol Produs Information Tool
Produs Information Tool (PIT) is a sales-centered solution that improves sales performance for users by implementing activity monitoring that organizes customer information in order to create campaigns that more effectively meet the user’s target audience’s desires.
– VirtuOZ
VirtuOZ’s Virtual Intelligent Agent solution helps you better address customer inquiries and requests as well as deliver personalized support.