SharePoint CRM by SP Marketplace

SharePoint CRM application by SharePoint Marketplace is a simple CRM which provides Campaign Tracking, Contact Management, and Case Management built for all versions of SharePoint On-Premise and Office 365 SharePoint Online environments. It is a flexible, easy to use and adaptable CRM (Customer Relationship Management) application. Taking advantage of native SharePoint functionality, SharePoint CRM provides a rich and comprehensive feature set to manage business relationships.

SP CRM is designed for small to medium company looking for a basic CRM application to support marketing, sales and customer service needs. Add web parts and branding, customize the template to create the solution to fit your organization's specific needs to drive customer satisfaction and revenue productivity.

SP Customer Management Application includes:

• Campaign management
• Lead management
• Opportunity tracking
• Account/contact management
• Management and tracking of Marketing, Sales and Contract documents
• Full Customer Service module with case management

Marketing Management: Track and manage campaigns, marketing documents, projects and more.

New Leads, Sales Opportunities: Capture leads from web forms via incoming email and turn them into leads. Notify key sales staff of new leads for qualification. Track qualified prospects through the sales process. Manage Pipeline and Forecasting with dashboards and reports.

Account Management: Centralized Accounts/Contacts lists cross reference with Cases, Communications, Contracts libraries, tasks and appointments to allow you to get the overall picture of the Account at any time.

Customer Service: Capture and track customer cases, issues and requests using the customer service feature. Cases can be captured through incoming email, phone, or web form (from your external site). Be alerted via email to new cases, assign and track cases and automatically notify the customer when the case is done via email.

This template is priced for the small to medium organization and is a one-time fee for unlimited users or monthly subscription for Office 365.