SP CRM Core: Simplify Sales and Marketing with SP CRM Core on Microsoft (Office) 365

Comprehensive CRM Solution

SP CRM Core is our next generation CRM application, built on Microsoft (Office) 365. At the heart of our latest CRM product is a core  application, making  sales and customer relationships easy. It helps you track leads, manage accounts, and follow sales opportunities all in one place. From starting a campaign to closing a deal, SP CRM Core keeps your workflow organized and efficient.

Easy Integration with Microsoft Teams

Built right into Microsoft (Office) 365 and Microsoft Teams, SP CRM Core lets your sales team work smoothly without needing extra logins. This CRM solution on Microsoft (Office) 365 works with your team’s existing tools, simplifying daily tasks and making the sales process faster and more efficient.

Utilizing Microsoft 365 Infrastructure

By using the familiar Microsoft (Office) 365 tools, SP CRM Core gives your sales reps instant access to key documents and insights. This smart CRM on Microsoft (Office) 365 helps them track leads, close deals, and stay on top of tasks—all with tools they already know and trust.

Core to the Sales Process

The objective of SP CRM Core is to deliver the building blocks of a CRM that fits the majority of organizations, both large & Small. Delivering out of the box is the functionality to enable sales people to manage their day-to-day sales activates. Sales Management to have an overview of their sales team progress, and the sales-and-marketing team to build their campaigns. Bringing everything together via powerful  reporting delivered using Microsoft PowerBI.
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Building on our Core CRM will be the add-ons that deliver even more value. In summer 2025, we aim to bring Sales Leads directly into CRM Core from an external webform, and integrate emails right from Microsoft Outlook (thick client) into the heart of every lead, qualified lead, opportunity and Account Management record. Once Webform and Outlook integration is complete, we aim to deliver new add-ons that add even more value to sales and customer management.

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Collaborative Sales Environment

SP CRM Core is the perfect CRM on SharePoint, designed to help sales teams work together in one place. Whether it’s sales engineers, development reps, or managers, everyone can share ideas and tools to close deals faster and more effectively.

Enhanced Sales Experience

This quality management system SharePoint solution combines SharePoint and CRM to make sales easier and smoother for your team. Instead of relying on complicated tools like Dynamics CRM, this CRM solution is fully built on  Modern SharePoint and Microsoft Teams. It’s user-friendly and packed with all the features your team needs to succeed.

Facilitates Teamwork Across Roles

SP CRM Core uses SharePoint and CRM features to create a space where everyone can collaborate, no matter their role. From engineers to managers, teamwork becomes easier, helping your team close more deals and share knowledge for better results.
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PS. SP CRM Core does not require Dynamics CRM.  It is a separate CRM solution built on Microsoft Teams and SharePoint.

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Key Features

Sales Tracking

Manage and track sales activities from lead to closed account.

Sales Reporting

Analyze pipeline with flexible report views and dashboards.
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Facilities Management

Track and manage Marketing programs collateral and more.
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Manage Sales Docs

Manage files and docs linked to Accounts throughout the process. 

Setup to Support any sales process

Customize to support process stages and automate task.

Total Customer Management Solution

Combine with SP Projects and SP customer Service as an integrated customer management solution.

Benefits of CRM Core Facilities

1. Streamline Sales:

2. Empower Sales Teams:

3.Enhanced Visibility:

4. Customization and Scalability:

5. Security and Compliance:

1. Streamline Sales:

Optimize your sales process with our CRM solutions, tracking leads, opportunities, and accounts seamlessly. Benefit from automatic follow-ups and utilize powerful collaboration tools within Microsoft (Office) 365 and SharePoint, enhancing online meetings, chat, and screen shares.

2. Empower Sales Teams:

SP CRM Core in Microsoft Teams equips your sales team with essential resources and knowledge. Beyond traditional CRM, it offers collaborative tools like discussions, knowledge base, and social network integration. Organize tasks, chat one-on-one, and set up online meetings for effective collaboration.

3.Enhanced Visibility:

This CRM solution offers a complete view of the customer life cycle, making sales forecasting easier and more accurate. With CRM on Microsoft (Office) 365, you can take advantage of customizable dashboards that let you track important data at a glance. It seamlessly integrates with Power BI, allowing you to merge and analyze data in one place. For an even more powerful experience, you can connect it with tools like the SP Marketing Portal, SP Project Tracker Portal, or SP Customer Service Portal. This creates a fully integrated quality management system SharePoint system that simplifies your workflow and boosts efficiency.

4. Customization and Scalability:

Tailored to diverse organizational structures, our CRM manager effortlessly adapts to unique needs. Built on Microsoft (Office) 365 and SharePoint, the solution ensures scalability from small teams to large enterprises, growing alongside your organization.​

5. Security and Compliance:

As a Platform as a Service (PaaS) solution, our CRM manager guarantees secure data ownership on Microsoft (Office) 365. This stands in contrast to Software as a Service (SaaS) products, emphasizing commitment to fortifying policies and ensuring compliance with industry regulations

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?

CRM Core is licensed annually and priced by team size rather than per user. This makes it a cost-effective CRM option for organisations already using Microsoft 365.
Typical pricing tiers for CRM Core include:

• 5 users: around $995 per year
• 10 users: around $1,595 per year
• 50 users: around $2,850 per year

Because CRM Core runs directly within Microsoft SharePoint and integrates with tools such as Microsoft Teams, businesses can introduce CRM capabilities without purchasing additional per-user CRM licences.
For comparison, enterprise CRM platforms such as Microsoft Dynamics 365 typically start at around £50 per user per month, which can significantly increase costs as teams grow.
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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.

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 represent a paradigm shift in business applications, meticulously crafted as no-code modules on the robust Microsoft (Office) 365 Platform. Harnessing the power of SharePoint and Microsoft Teams, this approach unfolds a spectrum of benefits:

​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 better support small businesses and charities, with small teams, we also have SP CRM Small Business Edition. This is the same SP CRM Core, with all the same fantastic features and functionality, but packaged in a way that enables small businesses with Microsoft (Office) 365 to access this CRM directly, from our SP Marketplace store. During early 2026 we aim to bring auto-provisioning, which will cut the time (and cost) to deploy SP CRM Core Small Business Edition but at the monument, we are still required to manually provision using PnP. 

Maximize Sales Potential, 
​Minimize Marketing Fuss

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