What is SharePortals?
SharePortals is the key to more effective client information management
SharePortals is a Microsoft 365 based platform that centralises your customer, case and project information, automates routine tasks, and gives teams real-time insights. By connecting emails, documents, tasks, and processes, it reduces errors and saves time. Your organisation can work smarter, faster, and more consistently while keeping control of data and compliance.
Unlock The Power of Microsoft 365 With SharePortals, the intuitive Customer and Document Manager.
SharePortals brings together Outlook, SharePoint, Planner, and Teams so your client-facing teams can access everything they need, without switching tools. Leverage bespoke automations and workflows, stay on top of tasks, and never lose track of client data or information ever again.
Outlook Integration
Work directly from Outlook or your favourite browser to edit and create new or template files from all Microsoft 365 apps.
Stage Management
Control the flow of information through their lifecycle. Enforce business rules and automate manual tasks.
Workflow Automation
SharePortals Workflows and Power Automate cut out repetitive tasks and automate daily tasks - saving time and reducing admin.
Charts
Assign tasks, share documents, and track progress - without needing access to each other’s inboxes or folders. Ideal for team task management in client-facing roles.
Document Management
Tag, version, and securely store files against client records with our integrated document management for Microsoft 365. Everything’s easy to find and stays up to date.