Discover SharePortals
SharePoint CRM & SharePoint DMS for Microsoft 365
SharePortals is a modern SharePoint CRM and SharePoint DMS built natively for Microsoft 365.
It brings together customer records, documents, emails, tasks and workflows into one structured system — without replacing SharePoint or moving your data outside your tenant.
Instead of building and maintaining a CRM or document management system manually in SharePoint, SharePortals provides a ready-to-use platform that works with the Microsoft tools your team already uses.
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What Is A SharePoint CRM?
A SharePoint CRM is a customer relationship management system built using SharePoint Online and Microsoft 365 as its foundation.
Instead of relying on a separate third-party CRM platform, organisations use SharePoint to store customer information, manage documents, track activity, and support internal workflows - all within their existing Microsoft 365 environment. This approach is particularly attractive to businesses that already use:
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SharePoint Online
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Microsoft Teams
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Outlook
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OneDrive
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Power Automate
and want to avoid introducing additional systems or data silos.
The Challenges with DIY SharePoint CRMs
Microsoft SharePoint is a powerful platform that boasts many advantages. However, when built manually, its proven that DIY SharePoint CRM setups commonly suffer from:
Disconnected customer data
Inconsistent structures between teams
Limited reporting and visibility
Manual processes and duplicated effort
Ongoing maintenance and technical overhead
These challenges often lead to poor user adoption and unreliable data over time. SharePortals removes this complexity and circumvents these difficulties by providing a structured CRM layer on top of SharePoint.
How SharePortals Solves These Issues
Avoid the pitfalls and challenges of DIY CRMs with SharePortals, the ready-made SharePoint CRM.
SharePortals provides a structured CRM layer built directly on top of SharePoint and Microsoft 365. Instead of starting from scratch, you get a ready-made system that enables you to:
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Manage contacts, companies, cases and projects
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Automatically link emails and attachments
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Track customer activity in a single timeline
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Visualise pipelines and business stages
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Automate reminders and internal workflows
All while keeping your data securely inside your Microsoft 365 tenant.
What Is A SharePoint DMS?
SharePortals SharePoint DMS includes Key Capabilities:
A SharePoint DMS (Document Management System) provides a centralised platform for creating, storing, organising and sharing documents securely across teams. SharePoint’s rich metadata, version control, access permissions and search capabilities form a strong foundation - and with SharePortals, these DMS features are enhanced with CRM integration and workflow automation.
Store & tag documents against specific client or project records
Version history control & audit trails
Integrated search across records, emails, notes & files
Powerful compliance & security with Microsoft 365 Purview
Why Choose SharePortals for Your SharePoint CRM & DMS?
SharePortals is different because it bridges the gap between customer relationship management and document control, using the Microsoft tools you already pay for, like SharePoint, Outlook, Planner and Teams.
Keep all your client information in one structured system that grows with your business.
Unified Customer Data & Case Management
Seamless Microsoft 365 Integration
Streamline business processes with built-in automation or Microsoft Power Automate.
Automated Workflows & Processes
Easy to customise without coding, and extendable with Power Platform capabilities.
Flexible & Scalable Platform
Take advantage of powerful tools like SharePortals MailChimp Integration and more.
Integrate Crucial Business Solutions
Who Uses SharePortals?
Whether you’re in professional services, legal, finance, construction, marketing, HR or any organisation that needs both CRM and DMS, SharePortals provides a flexible platform that aligns with your team’s workflows. SharePortals is used by organisations that need:
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CRM + document management together
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Microsoft 365 data ownership
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Flexible workflows
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Customisation without code
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Quick deployment time
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Lower costs than Dynamics, Salesforce, or other traditional CRM Platforms
Businesses both nationwide and international across all sectors choose SharePortals, including:
Professional Services
Legal & Compliance
Construction & Engineering
Public Sector & Education
Software & Technology
Deploy SharePortals to your Microsoft 365 Tenant Now!
Transform how you manage customers, documents and workflows with a SharePoint CRM and DMS built for Microsoft 365. If you’re currently:
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building a CRM in SharePoint
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managing documents in folders
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relying on spreadsheets
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and/or struggling with disconnected systems
SharePortals CRM & DMS provides a faster, supported alternative.