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Cloud CRM - NextSet
by Next Set, Inc.Microsoft 365Price not published
Manage sales and marketing records, posts, documents, and searches within Microsoft Teams.
PRICINGNot published
DEPLOYMENTCloud
CATEGORYSales
UPDATED ON MARKETPLACE
What it does
Provides CRM and SFA functions for sales and marketing in Microsoft Teams. Functions include company, customer, negotiation, activity history, and business card management. The add-in supports viewing from PCs and smartphones, publication controls, viewer restrictions, rich-text documents, embedded links, full-text search, and multiple CRM/SFA installations.
Key capabilities
from the Microsoft Marketplace listingCompany management
Manages company records as part of the CRM and SFA functions.
Customer management
Manages customer records within Microsoft Teams.
Negotiation management
Manages negotiation records for sales and marketing activities.
Activity history
Manages activity histories associated with CRM and SFA records.
Publication management
Supports unread/read status, viewer confirmation, publication dates, and viewer restrictions by Office 365 account or group.
Rich-text documents
Creates rich-text documents with links to other posts and attachment file links.
Full-text search
Searches all data using keywords.
Multiple installations
Allows multiple CRM/SFA systems by dividing the application ID.
In the catalog
144 plugins in Microsoft Teams · Sales
Price distribution: 5 free, 6 freemium, 70 paid, 63 price not published
Pricing & deployment
Platform
Microsoft 365
Product
Microsoft Teams
Deployment
Cloud
Pricing
Price not published
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What the vendor says
«Cloud CRM allows you to use essential functions for sales and marketing such as company management, customer management, negotiation management, activity history management, business card management, etc. on Teams of Office 365. • CRM/SFA function that operates in the same environment as Office 365 (Browse [#LI] …»