SharePortals CRM add-in built in SharePoint Online, powered by Microsoft Office 365

Microsoft continues to add an incredible number of new features to Office 365 regularly. Our SharePoint Online CRM gains new features constantly simply by being part of Office 365.

Past experiences have taught us trying to configure SharePoint as a CRM can create complexity. Our interface is quick and simple to use, making the user experience a breeze.

Create custom entities, fields, relations, workflows, and reports at ease with no-code configuration. No development work required, only Office 365 knowledge.

Your data stays safe and secure in your own Microsoft Office 365 tenant. Your data, integrations, and workflows exist, even if you choose to stop using our SharePortals interface.

What is SharePortals?

SharePortals is a CRM and Case-Management suite built as an app within SharePoint Online, connecting in to the fabric of your organisations own Office 365 tenant services.

You retain complete control over your data, documents and security configurations. With a little SharePoint experience, you can also customise many aspects of the solution.

SharePortals can be easily extended with the vast range of Microsoft Cloud services, such as Power Automate, Power Bi, and Power Apps.

Office 365 Security & Compliance Dashboard
Office 365 Power Automate
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Work Anywhere

Fully featured responsive system for desktop, tablet, and mobile devices.

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Automate

Configure automation within minutes using a variety of workflow templates, or create your own from scratch. All with no coding experience required!

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Manage Activities

See related documents, emails, notes, tasks, and calls for every record.

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Unified Data

Store all data centrally and securely - Contacts, Accounts, Deals, Documents, Emails and more.

Reporting

Use Power BI custom reports for sales insights, staff activity, and drill down from high level graphs to fine detail. Export to other formats such as Excel, PowerPoint, and PDF.