CRM Hub
CRM application for Microsoft 365 that combines lead, sales pipeline, proposal, invoice, and reporting functions in one tool.
Twincore ITPrice not published
CRM Software
by SalesOutlookMicrosoft 365Freemium
Manage contacts, companies, deals, emails, and workflows inside Microsoft Outlook and Microsoft Teams.
PRICINGFreemium
DEPLOYMENTCloud
CATEGORYSales
UPDATED ON MARKETPLACE
What it does
CRM Software runs inside Microsoft Outlook, Microsoft Teams, and Microsoft 365. It organizes contacts, companies, deals, leads, activities, emails, notes, tasks, and appointments using folders, categories, and flags. The CRM includes email templates, automated filing, workflows, approvals, reminders, and reporting through Excel and Power BI. Data is stored in Microsoft SharePoint on the Microsoft tenant, and the product includes a main CRM application and an Outlook side panel.
Key capabilities
from the Microsoft Marketplace listingContact And Company Tracking
Contacts, companies, and deals can be shared with a team and organized with categories, folders, and follow-up flags.
Lead And Deal Management
Leads and deals can be managed in one place, including converting a lead into a deal.
Email Templates
Email templates can be sent to individual contacts or groups of contacts.
Automated Workflows
Workflows can automate simple tasks and create rules, reminders, and approvals.
CRM Reporting
Reporting is available through the built-in reporting features, Microsoft Excel, and Microsoft Power BI dashboards.
SharePoint Data Storage
CRM data is stored in Microsoft SharePoint on the Microsoft tenant.
Custom Fields
Custom and required fields and field layouts can be configured.
App Integrations
The CRM integrates with MailChimp, Microsoft Forms, and Microsoft Business Central.
Who it's for
The vendor names businesses of all sizes, including startups and large enterprises, and teams using Microsoft 365.
In the catalog
348 plugins in Power BI · Sales
Price distribution: 12 free, 8 freemium, 173 paid, 155 price not published
Pricing & deployment
Platform
Microsoft 365
Product
Power BI, Dynamics 365 Business Central, Microsoft 365, SharePoint, Microsoft Teams, Outlook, Excel
Deployment
Cloud
Pricing
Freemium
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What the vendor says
«Our CRM Software is a powerful Customer Relationship Management solution that runs inside of Microsoft Outlook and Microsoft Teams and is designed to simplify lead management, sales tracking, and customer interactions. Built within the secure environment of Microsoft 365, our CRM provides a no-login and …»