Simplify Sales and Marketing on Microsoft 365

Comprehensive CRM Solution

SP CRM Core is our next generation CRM application, built on Microsoft 365. At its heart is a core application that keeps sales and customer relationships straightforward. It tracks leads, manages accounts, and follows opportunities in one place, from opening a campaign through to a closed sale.

Easy Integration with Microsoft Teams

Built into Microsoft 365 and Microsoft Teams, SP CRM Core lets your sales team work without extra logins. It runs on the tools your team already opens every morning, so there is nothing new to learn and nothing new to sign into.

Utilizing Microsoft 365 Infrastructure

Using familiar Microsoft 365 tools, SP CRM Core gives sales reps instant access to the documents and insights attached to every deal. Reps track leads, close opportunities, and stay on top of activities with tools they already trust.

Core to the Sales Process

SP CRM Core delivers the building blocks of a CRM that fit the majority of organizations, large and small. Out of the box, sales people manage their day-to-day activity, sales managers get an overview of team progress, and the sales and marketing team builds and measures campaigns. Reporting pulls it together through Microsoft Power BI.

Role-Based Workspaces

SP CRM Core is delivered through workspaces built around the roles in your sales organization. Marketing gets a workspace for campaigns, programs, and collateral. Each sales rep gets a territory workspace holding their own leads, opportunities, accounts, and activities. Sales management gets a separate workspace with team dashboards and reassignment controls, and account management gets a workspace for customers after the sale closes. A sales rep who lands on the sales management page is redirected back to their own homepage automatically.

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Collaborative Sales Environment

SP CRM Core keeps sales teams working in one place. Sales engineers, development reps, and managers share notes, documents, and conversation history against the same opportunity, so nobody has to ask where a deal stands.

Enhanced Sales Experience

SP CRM Core is built entirely on modern SharePoint and Microsoft Teams. It gives sales teams pipeline tracking, activity management, document handling, and reporting inside the environment they already work in, without a separate CRM platform to administer.

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Key Features

Sales Tracking

Track leads, qualify opportunities, and manage accounts across the full sales lifecycle, with automated handoff at each stage.​

Sales Reporting

Analyze pipeline, forecast revenue with weighted opportunity values, and track rep activity through Power BI dashboards.​

Facilities Management

Plan and track marketing campaigns with budgets, timelines, and collateral. Associate campaigns with leads and opportunities to measure revenue impact through Power BI.

Manage Sales Docs

Attach and manage documents, images, and collateral against leads, opportunities, and accounts, so every record carries its own file history.​

Setup to Support any sales process

Customize process stages, fields, and task lists to match your sales workflow, with Power Automate handling notifications and follow-ups.​

Total Customer Management Solution

Extend CRM Core alongside SP IT Helpdesk for post-sale service management, giving your team a single view of customer activity from first contact through ongoing support.

Opportunity and Pipeline Tracking

Move qualified leads through your own stages to closed won, with activities, documents, and notes carried forward at every step.

Account and Contact Management

Once a deal closes, the opportunity becomes an account. Track multiple locations, contacts, documents, and follow-up activity against each customer.

Sales Activity Tracking

Every call, meeting, and follow-up sits against the right lead, opportunity, or account, with overdue activity surfaced on the rep homepage.

Opportunity and Pipeline Tracking

Move qualified leads through your own stages to closed won, with activities, documents, and notes carried forward at every step.

SP CRM CORE IN ACTION

Global Impact

Global Impact replaced a costly per-seat SaaS platform with SP CRM, customized it in-house to support 38 CFC zones worldwide, and brought in SP Marketplace consulting to build custom Power BI dashboards and a geographic charity invitation add-on.

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Benefits of CRM Core

1. Streamline Sales:

2. Empower Sales Teams:

3.Enhanced Visibility:

4. Customization and Scalability:

5. Security and Compliance:

6. PaaS Data Ownership

1. Streamline Sales:

Track leads, opportunities, and accounts through one process, with automated follow-up reminders and the collaboration tools already in Microsoft 365 and SharePoint for meetings, chat, and screen sharing.

2. Empower Sales Teams:

SP CRM Core gives your sales team the resources and history they need in Microsoft Teams. Reps organize tasks, chat one to one, and set up meetings against the deal they are working, so context stays with the record.

3.Enhanced Visibility:

SP CRM Core gives you a full view of the customer life cycle, which makes forecasting more accurate. Customizable dashboards track the numbers that matter at a glance, and native Power BI integration lets you combine CRM data with other reporting in one place.

4. Customization and Scalability:

SP CRM Core is built natively on Microsoft 365 and SharePoint, so it adapts to the way your sales team already sells. Pipeline stages, lead sources, campaign types, forms, and views can all be configured to match your process. Because it is no-code, power business users make those changes without developer involvement, and the product scales from a small team to a large sales organization.

5. Security and Compliance:

SP CRM Core is delivered as Platform as a Service, installed inside your own Microsoft 365 tenant rather than hosted on a third-party SaaS platform. Customer records, sales documents, and contact data never leave your environment, and your existing Microsoft 365 security, compliance, and governance policies apply automatically.

6. PaaS Data Ownership

​Your customer data, sales history, and documents stay in your own tenant. Data residency, retention rules, conditional access, and audit logging all carry across from your existing Microsoft 365 setup, and authentication runs through Active Directory with no separate logins. If you ever move away from SP CRM Core, your customer data stays exactly where it has always been.

FAQ's

What is CRM Core for Microsoft 365?

CRM Core is a customer relationship management solution designed to work directly within Microsoft 365.
Built on Microsoft SharePoint, CRM Core allows teams to manage leads, contacts, accounts and opportunities without leaving the Microsoft tools they already use. Sales teams can track customer relationships, manage pipelines and collaborate using familiar applications such as Microsoft Teams and Outlook

How does CRM Core work with Microsoft 365?

CRM Core runs within your existing Microsoft 365 environment.
Because it is built on Microsoft SharePoint, your CRM data remains inside your organisation’s Microsoft tenant. This allows teams to manage customer information while working in tools like Microsoft Teams, SharePoint and Outlook

CRM Core vs Dynamics 365

The main difference between CRM Core and Microsoft Dynamics 365 is the scale and complexity of the platform.
Dynamics 365 is a large enterprise CRM system that includes multiple business applications covering sales, customer service, marketing automation and analytics.
CRM Core focuses on the essential CRM functionality most sales teams need, such as managing leads, contacts, accounts and opportunities, while running directly inside Microsoft 365.
This makes CRM Core easier to adopt for organisations that want a CRM within their existing Microsoft environment.
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What is the price of CRM Core?

SP CRM Core is licensed annually and sold in batches of 50 users based on your total number of Microsoft 365 users. FullStart deployment is included in year one. For teams of ten or fewer, SP CRM Small Business starts at $995 per year and can be bought directly online. Contact us for a quotation based on your user numbers.

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Can CRM Core manage leads and sales pipelines?

Yes. CRM Core is designed to support the core activities of a sales team, including:

• Lead capture and qualification
• Account and contact management
• Opportunity tracking
• Sales pipeline visibility
• Customer interaction history

All of this can be managed within your Microsoft 365 workspace.
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Who is CRM Core designed for?

CRM Core is designed for organisations that already use Microsoft 365 and want a CRM solution that fits naturally into their existing environment.
It is often used by organisations that want to manage customer relationships and sales pipelines without introducing a completely separate CRM platform

Does CRM Core integrate with Microsoft Teams and Outlook?

Yes. Because CRM Core runs inside Microsoft 365, teams can collaborate using familiar tools such as Microsoft Teams, Outlook and Microsoft SharePoint while managing customer data.
This helps keep customer conversations, documents and sales activity connected in one place.

Do sales reps need training to use it?

Very little. Reps work from a homepage inside SharePoint or Teams that shows their leads, opportunities, accounts, and overdue activities, using an interface they already know. Sales managers usually benefit from a short session covering the management dashboard, reassignment, and Power BI reporting.

How long does SP CRM Core take to implement?

SP CRM Core is a no-code, out-of-the-box application. It arrives with pipeline stages, notifications, permission groups, and dashboards already configured, so there is no development phase to work through. Our FullStart deployment service is included in year one and covers setup, configuration, and handover to your team.

Where does our customer data live?

In your own Microsoft 365 tenant. SP CRM Core is a Platform as a Service application, so nothing sits on a shared third-party cloud. You own and control the data, and if you ever end your SP Marketplace subscription it stays accessible inside your Microsoft 365 environment.

Can we customize it to match our sales process?

Yes, and without writing code. Pipeline stages, lead sources, campaign types, forms, fields, and views are all configurable by power business users. Global Impact made basic changes in-house and brought in an SP Marketplace consultant for additional Power BI dashboards and a custom add-on.

What is the difference between SP CRM Core and SP CRM Small Business?

They are the same application with the same features. SP CRM Core is sold in batches of 50 users based on your total Microsoft 365 user count and is deployed through our FullStart service. SP CRM Small Business is packaged for smaller teams and charities, starts at $995 per year, and can be bought directly from our store.

Is Sp CRM core compliant with gcc and gcc high?

Yes. SP CRM Core is compatible with Microsoft 365 GCC and GCC High. It installs directly into your own Microsoft 365 tenant and runs on native components including SharePoint, Teams, Power Automate, and Power BI, so if your tenant is GCC or GCC High, the application runs inside that accredited environment and inherits your existing identity controls, data residency rules, conditional access policies, and audit logging.
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There is no SP Marketplace cloud, no external database, and no vendor-hosted portal, which means the application introduces no third-party cloud service into your environment and your policy data stays where your other Microsoft 365 content already sits.
GCC and GCC High have documented feature differences from Commercial across SharePoint and the Power Platform, so our team confirms feature availability and connector support against your specific environment before deployment.

CRM CORE FOR GCC & GCC HIGH

Flexible CRM for Any Industry​ 

Professional Services

IT and technology

Construction and property​

Manufacturing and distribution​

Business services

CRM Natively Built on Microsoft (Office) 365

SP Marketplace products are no-code business applications built natively on the Microsoft 365 platform. They harness the power of SharePoint, Teams, Power Automate, and Power BI to deliver:

​Native
Integration

​​All documents, data, and the entire product ecosystem reside seamlessly within your Microsoft (Office) 365 Tenant, avoiding dependence on third-party clouds and ensuring heightened data security.
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Seamless Sign-Ons and Governance

​​Authentication and governance seamlessly integrate with your existing Active Directory, providing a cohesive user experience aligned with your organizational structure.
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Enhanced User
​Adoption​

​​Integrated into your Microsoft (Office) 365 environment, our solutions achieve higher user adoption rates, becoming an intuitive extension of daily operations for your teams.
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Tailored
Customization​​​

​Empowering Power Business Users, our products offer 100% customization flexibility, allowing organizations to tailor the solution to their unique needs without complex coding.
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Future-Proof Evolution​

​Evolving in harmony with the Microsoft (Office) 365 Platform, our products stay at the forefront of innovation, continually leveraging new capabilities introduced by Microsoft (Office) to ensure sustained relevance and efficiency over time.

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To support small businesses and charities with small teams, we also offer ​SP CRM Small Business Edition. It is the same SP CRM Core with the same features and functionality, packaged so that smaller Microsoft 365 organizations can buy it directly from our store.

Maximize Sales Potential, 
​Minimize Marketing Fuss

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