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SharePoint CRM by SP Marketplace SharePoint CRM by SP Marketplace

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SharePoint CRM by SP Marketplace

Product Summary

App
Ideal for
  • Administrators
  • Developers
  • Power Users / End Users
  • Business Managers
Price, US $
2,995.00
Licensing
Per Site Collection
Free Trial

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.

 

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SharePoint CRM by SP Marketplace
SharePoint CRM by SP Marketplace
SharePoint CRM by SP Marketplace
SharePoint CRM by SP Marketplace

User reviews

Average user rating from: 4 user(s)

Rating 
 
4.6  (4)
Ratings (the higher the better)
Rating*
Product Reviews
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SharePoint CRM by SP Marketplace 2013-02-28 19:55:56 Ruth Osterfeld
Rating 
 
4.5
Reviewed by Ruth Osterfeld    February 28, 2013

Great Product for our Business

I would recommend anyone considering a CRM to check out this program. We are a small business & it works well for us.

Product Reviews

Pros
Our previous CRM program charged a yearly fee and was very cumbersome & unadaptable to our business. CRM/Sharepoint cost for the whole program what we paid yearly for our previous program. We've found it to be very adaptable and easy to use for our purposes. So many ways to get information from different points of view - by contact, account, representative, etc.
Cons
We weren't able to get the program to convert prospects to accounts, which was supposed to be easy to do.
Version Reviewed
CRM Lite
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20
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SharePoint CRM by SP Marketplace 2012-09-15 17:50:28 Sue Libby
Rating 
 
5.0
Reviewed by Sue Libby    September 15, 2012

Great product for small to medium size companies needing CRM

None

Product Reviews

Pros
Product meets the needs of small to medium sized companies searching for a CRM solution at a reasonable price. And its fully customizable.
Cons
None
Version Reviewed
2.2
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01
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SharePoint CRM by SP Marketplace 2012-09-14 17:10:06 miked@crushlogic.com
Rating 
 
5.0
Reviewed by miked@crushlogic.com    September 14, 2012

CRM feature as a larger solution

Great feature set and flexible.

Product Reviews

Pros
This CRM template enabled us to provide a feature as part of a broader solution.
Cons
Non yet
Version Reviewed
2.2
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01
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SharePoint CRM by SP Marketplace 2012-08-16 18:41:38 Tom Frantz
Rating 
 
4.0
Reviewed by Tom Frantz    August 16, 2012

CRM LITE REVIEW

Surprisingly has lots of feature for price. Also works on 365 which we use. can't really find a better solution. I would recommend investigating.

Product Reviews

Pros
Looks like a very heavily featured CRM for Sharepoint for very little money. Just strated investigating it.
Cons
Haven't spent enough time looking at it, non so far though.
Version Reviewed
2.0
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12
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