Betasoft SharePortals CRM

Powered by SharePoint Online and Office 365

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Betasoft SharePortals is a CRM and Case-Management suite built as an app within SharePoint Online. It connects 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.

Betasoft SharePortals can be easily extended with the vast range of Microsoft Cloud services, such as Power Suite (Automate, BI and Apps), AI and others.

USER INTERFACES

Modern & Multi-Platform

A modern, responsive Web user interface to manage all customer interactions, emails and related documents. A significant departure from the standard Sharepoint interfaces users have become acquainted with.

EMAIL INTEGRATION

Sophisticated Email Functionality and Integration

Compose emails and synchronise with yourExchange mail service. Import emails from your Microsoft Outlook mail service. Capture and store email attachments.

OFFICE 365 INTEGRATION

Integrate Seamlessly with Office 365 Technology

Leverage Microsoft single-sign-on, email integration, security dashboards and more. Configure and utilise PowerAutomate and AI workflows to enhance your CRM. Interoperate with legacy applications without code or APIs.

Key Benefits of SharePortals CRM

Unify your Data

Unify your customer data in one place by storing all information in SharePoint Online. Your Office 365 Administrators retain full control over the underlying lists and containers.

All data in one place

Manage activity relating to entities including documents, emails, notes, tasks, and calls.

Highly customisable

Configure SharePortals to manage the end-to-end lifecycle of customer interactions for order processing management, contract management, project management, case management, and more.

Multi-platform

Work on the move on your mobile device. Fully responsive design.

Use PowerAutomate

Automate reminders for task or contract expirations, extraction of key text from documents, retention policies for information and more.

Integrate with O365

Integrate with native services within the Microsoft Office 365 suite, 3rd party online services, and even 3rd party services or desktop applications.

Kanban Dashboard

Track and update your deals in a pipeline board. Monitor key metrics.

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