SharePortals is your digital filing cabinet for client information. A Microsoft 365 platform that helps you secure and organise customer and case information and automate manual processes, SharePortals brings together many of the popular Microsoft 365 applications, such as SharePoint, Outlook Email and Calendar, Word, Excel, PowerPoint and Teams in one user-friendly interface for all your client document management needs.

We eliminate wasted time spent searching for files and information. SharePortals is a "one-touch" system that organises everything in one place so your teams can work faster and focus on what they do best: serving your clients.

SharePoint is a Microsoft-developed, web-based platform for creating intranets and managing content, facilitating collaboration, and sharing information securely within organisations. SharePoint manages information in lists and libraries. SharePortals, built on top of SharePoint, on the other hand, organises information in containers, acting like a digital filing cabinet.

SharePortals adds relationships between different types of containers, stage management as well as intuitive integrations with Outlook Email and Calendar. Unlike complex systems that go unused and are often expensive, SharePortals is cost effective, easy to implement and simple for teams to adopt thanks to its intuitive (and aesthetically pleasing) user interface.

SharePortals is built into Microsoft 365. It operates as an Azure Enterprise App and saves all your information in your own SharePoint tenant. SharePortals uses Microsoft 365 authentication and security.

Every paid-for user license includes 100% of SharePortals features. There are no limitations or tiers.

SharePortals is a secure, Microsoft-based solution which securely manages your information in your own SharePoint service. SharePortals uses your Microsoft 365 tenant’s authentication and security so you retain 100% control over the security of your data.

A Microsoft tenant is a dedicated, isolated, and individual version of Microsoft cloud services for a single organisation, serving as a secure digital container for user accounts, groups, licenses, information and applications.

Yes, you can. However, if you have purchased SharePortals from one of our valued partners please contact your account manager there. If you aren’t sure contact us and we’ll make sure you get what you need. We offer services for advanced integrations, multi system dashboard reporting, advanced migration needs, and more.

SharePortals uses SharePoint 365 to securely store your information. You will require a basic SharePoint 365 Plan as a minimum. SharePoint 365 is included with every Microsoft 365 license. If you are using the Outlook add-in you require a license for Outlook 365, which is also included with every Microsoft 365 package.

With SharePortals, all your company data stays safely within your own Microsoft 365 SharePoint tenant, protecting you from data breaches. You retain full control over security and permissions to that data. We neither have access to nor visibility of your data