End Of Year Special Offer

Free Outlook E-Mail to CRM Connector in Year 1 with every new SP CRM Core Subscription!

• SP CRM Core SMB 5-user             $995/year saving $795
• SP CRM Core SMB 10-user           $1,595/year saving $995
• SP CRM Core 50-user                     $2,850/year saving $1,495​

Orders must be complete by 5PM PST on December 31st 2025

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

SP CRM Core SMB is a streamlined, cost-effective CRM solution designed specifically for small to midsize businesses using Microsoft 365. Built directly on Microsoft SharePoint and Teams, it offers everything your team needs to manage customer relationships, track leads, and stay organized - without the complexity or cost of traditional CRM systems.

Simple, Seamless, and Built for Microsoft 365
No need to juggle multiple platforms or remember extra logins. SP CRM Core SMB works natively within your existing Microsoft 365 environment, including Teams and SharePoint, so your team can manage leads, track opportunities, and follow up with customers - all in one place they already know.

Designed for Small Business Sales Success
Whether you’re tracking a few dozen clients or building out your sales pipeline, SP CRM Core SMB keeps things straightforward. Easily manage contacts, accounts, and sales activities. Get visibility into team progress, and use built-in dashboards to see your pipeline at a glance. No fuss. No clutter. Just what you need.

Built on Familiar Tools, Ready to Grow
By leveraging the Microsoft 365 tools your team already useslike - outlook, SharePoint, and Teams - SP CRM Core SMB helps streamline communication and file sharing. It’s easy to use, simple to train on, and ready to scale as your business grows.

Key Features
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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.

So, what are the benefits?

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

​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.

Maximize Sales Potential, Minimize Marketing Fuss

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