A full-featured Customer Relationship Management "Template" with UNLIMITED USERS that takes advantage of Native SharePoint functionality while providing a rich environment to manage sales and service objectives. Defines relationships which you can use "out-of-the-box",extend, scale, personalize and configure to fit your company's business processes.
The SharePoint CRM Template offers the following related modules and sub-modules:
- Leads
- Accounts
- Contacts
- Interactions
- Opportunities
- Notes
- Tasks
- Calendar Appointments
- Outlook Email & Appointment Connector
- Support Tickets
- Marketing Search and Export
- Mobile Enabled
- Many to Many Relationship Connector
- Importer
Visit the SharePoint CRM Template Site to register for a personalized demonstration.













