SharePoint CRM is a Customer Relationship Management solution based on Microsoft Windows SharePoint Services technology (WSS). SharePoint CRM is a user friendly solution to be used daily by your internal people or external partners and agencies. SharePoint CRM is a highly customizable solution making it easy to tailor your CRM to your needs.
Easy Connector Outlook for SharePoint makes it easy to move your emails into the activity history of the related customer.
Easy CRM SharePoint is available in 3 versions: Easy CRM Entry, Enterprise and Unlimited. Each version is available on-premise or as Software as a Service (SaaS).
Features
- Account and contact management
- Opportunity management
- Activity management (emails, calls, meeting reports)
- Marketing campaigns management
- Document management (quotes, orders, price lists, etc)
- Customer service management (cases, solutions)
- Statistical reports (forecasts, pending activities
- Powerful search engine
Benefits
- Better follow and close deals
- Increase revenues
- Centralize and share customers information
- Create a customer knowledge base
- Reduce customer service answering time
- Lead efficient marketing campaigns
- Better follow and convert leads into customers
- Display reports on customer activities
- Share email and document templates
- Quickly access to customer's information
