Records Management
SharePortals Records Management combines structured and unstructured content with control, visibility and workflow automation.
Each record acts as a secure container for field values, content like documents and emails, and other information like tasks, notes, and relationships. Manage each record with ease regardless of the scale - whether you're dealing with a handful of entries or millions.
The Key Benefits of Records Management in The SharePortals CRM
SharePortals brings together all of your client data together with your email communications, so your client-facing teams can access everything they need, without switching tools.
Store up to 30 million records per record type, and leverage your existing Microsoft 365 SharePoint storage.
Volume
SharePortals is big on structure, so you don't start losing track of where things are.
Organise
There's no restriction on the type of record you have. Use our templates or create your own in minutes.
Centralisation
Records and content like documents, email, notes all get stored, managed, and secured in one place.