A Powerful CRM Solution - Try SharePortals For Free
Basic SharePoint CRM Powered by Microsoft 365 - Free for Life
Get a fully integrated, easy-to-use CRM in Microsoft 365 - no complex setup, no extra software. Start managing contacts, companies, and sales pipelines while staying fully in control of your data.
Limited customisation options. Free for unlimited users. Select either ‘Contact Management’ or ‘CRM’ template during install.
Before You Start
What you need to know about your free CRM installation:
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When you click “New Trial,” Microsoft will prompt you to sign in with your Microsoft 365 credentials. You must have Microsoft 365 System Administrator permissions, including SharePoint Administrator rights.
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Each SharePortals solution you install creates a new SharePoint site within your tenant.
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Once authenticated, we will install two Azure Enterprise Applications in your tenant:
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SharePortals
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SharePortals Integrations
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During setup, you’ll be asked to grant certain permissions, including access to your email account. These permissions are required to enable the SharePortals applications.
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All data you manage within SharePortals is stored securely in your own SharePoint environment.
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Our servers only retain user email addresses and license information.
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To install the Outlook Add-in, please visit Microsoft AppSource and install it directly from there.
An Easier and Cost Effective Alternative to Dynamics 365
Enable the Full Power of Microsoft Office 365 Cloud Services Without the Complexity and Cost of 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.
Do more with Microsoft 365 using the Free SharePortals CRM Template.
Unlock The Power of Microsoft 365 With SharePortals, The Intuitive CRM.
SharePortals is set up to work the way your business does.
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.
Bring all your client data, emails, documents, and tasks together, all within Microsoft 365. No more jumping between platforms.
Unified Client Management
Work directly from Outlook or your favourite browser to edit and create new or template files from all Microsoft 365 apps.
Seamless Microsoft 365 Integration
SharePortals and Power Automate cut out repetitive tasks and automate workflows - saving time and reducing admin.
Automated Workflows
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.
Collaborate Across Teams
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.
Smarter Document Management
From Mailchimp to Xero - connect the tools you already use. Customise your SharePortals installation using intuitive no-code point-and-click tools.
Custom-fit to 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: