SharePortals Key Features
The Key to Better Workflows and Effective Client Management
At SharePortals, we are passionate about enhancing your business with our cutting-edge CRM software. Say goodbye to disorganised information and hello to a comprehensive system that centralises communications, automates tasks, and offers insightful analytics. Join us in revolutionising the way you connect with your customers and watch your business thrive.
Outlook Integration
SharePortals links Outlook emails and attachments directly to the right record, so teams always see what matters - saving you valuable time on everyday tasks
Stage Management
Ensure every record moves through your business the right way. Define rules, enforce approvals, and give teams visibility into every stage of a process.
Document Management
Make documents easy to find, manage, and control. Tag files, manage versions, and keep everything securely in Microsoft 365.
Compliance
Keep sensitive data safe while meeting regulatory requirements. SharePortals uses your Microsoft 365 security and Purview to ensure full control and auditability.
Workflow
Automate repetitive tasks and standardise processes across your organisation. Use Power Automate for simple flows, or SharePortals’ Workflow Engine for complex multi-step processes.
Task Management
Keep tasks linked to records and documents so nothing falls through the cracks. Teams can plan, track, and complete work using Planner or To Do without leaving SharePortals.
Charts & Reporting
Turn data into actionable insights with dashboards and real-time charts. Spot trends, monitor performance, and make informed decisions faster.