Free SharePoint CRM Template
Powered by Microsoft 365
Limited customisation options. Free for unlimited users. Select either ‘Contact Management’ or ‘CRM’ template during install.
Easy entry, fully integrated, and highly customisable SharePoint template add-on to help you manage customer relationships.
An Easier and Cost Effective
Alternative to Dynamics 365
CRM right there in Microsoft 365
Single sign on without delay for access directly from Microsoft 365 to powerful CRM, integrated with Outlook and Teams.
Simplicity, low cost and better value
Easy to use CRM that avoids complexity and inherits the function and quality of Microsoft 365 through native integration.
Sales visualisation and forecasting
Simply drag and drop to visually edit your pipeline to track development and prioritise sales activity.
Microsoft cloud mobility and security
Enjoy Microsoft 365 flexibility to work anywhere on any device and the security already built into Microsoft Cloud services.
Enable the Full Power of Microsoft Office 365 Cloud Services Without the Complexity and Cost of Dynamics 365.
Strive for more in Microsoft 365 with Betasoft's Free CRM template.
Betasoft Solutions Limited
Build Better Customer Relationships
To Drive Revenue & Profitability
You already have Microsoft 365 and SharePoint Online… Why not take the next step and manage customer engagement with SharePortals CRM?
CRM right there in Microsoft 365
Nurture and engage - connect marketing, sales and orders by plugging CRM straight into Microsoft 365 and SharePoint Online.
Saves time and joines up proceses
Automation that lets you join up processes and sync activity, so your sales function gets more done in less time.
Know your customers better
Single sign on without delay for access directly from Microsoft 365 to powerful CRM, integrated with Outlook and Teams.
Centralises your business data
Put Contacts, Accounts, Opportunities, Documents, Emails and Reporting all in one place, to power a single view of your business.
Deploy SharePortals to your Microsoft 365 Tenant Now!
...but before we get started, we only needs a few pieces of information from you: