Welcome to SharePortals
A Simpler Way to Manage Client Work
SharePortals becomes your Digital Filing Cabinet that keeps all your documents, emails and notes in one secure place in your Microsoft 365 tenant - letting your team work faster and collaborate more easily.
Create and Manage Documents Easily in an intuitive interface that brings together Microsoft Word, Excel, Outlook and Teams.
Seamlessly Collaborate within your team using Microsoft Tasks and powerful workflow automation tools.
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Thinking of implementing Microsoft Dynamics 365 for your organisation, but feel it is too complex or costly?
SharePortals can be a simpler and more cost-effective alternative to Dynamics 365. SharePortals is built into your Microsoft 365 tenant, uses your SharePoint service to store your data and effectively connects your to your familiar Microsoft 365 applications. As with Dynamics and PowerApps you start form a pre-defined solution template and/or design your own entity record types.
Do more with the Microsoft 365 Services you already pay for.
SharePortals modernises the way you use Microsoft 365 by centralising your workflows and streamlining your processes with the power of AI automations that make low-value manual tasks a thing of the past.
Thinking of Dynamics 365 but find it too complex and too costly? SharePortals can be your perfect alternative!
Enhance the way you work with M365 Applications
Without ever leaving your SharePortals client file you will be able to:
Create and Edit Office Document from blank or your own templates
Create Outlook Reminders and Teams Meetings
Create and assign Microsoft Tasks to yourself or colleagues
Send and Receive Emails, synchronised to your Outlook Email folder
Auto-Import Customer replies to your Emails
Automate Processes such as Teams Approvals, e-Signatures and many others
Make managing correspondence easier, more efficient and secure
Secure and Trusted: Built on Microsoft 365, your data never leaves your tenant. Retain 100% control over security and governance.
One-Touch Efficiency: Stop searching for files - everything is in one organised place.
Consistent & Agile: Your team works the same way, wherever they are.
Easy to Adopt: Simple, intuitive, and cost-effective to roll out.
Gary Fielding - Managing Director, Idem Safety
Bruce Cameron - Commercial Property Manager, Kirkholm Properties
What Our Clients Say
Need Help Designing Your SharePortals Solution?
We're here to help with your digital transformation, so get in touch for a no obligation conversation!
Our friendly consultants are here to help translate your unique business processes and into a well-designed and effective CRM solution that automates your manual workflows and streamlines how you work.
SharePortals Resources
Explore user resources for everything from blog content on business and technology, to free user guides on how to manage your SharePortals installation.
Enjoy the support of freely accessible news, updates, blog content and step-by-step user instructions on how to get the best out of SharePortals and your Microsoft 365 tenant.
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.