Welcome to SharePortals!
This intuitive CRM platform will help you manage your client, project, and/or case information. It will handle all of your data:
Securely
Compliantly
Effectively
All from within your own Microsoft 365 tenant. SharePortals lets you use all of your favourite Office apps from one single place — no more constantly app switching!
SharePortals for Outlook!
Access your client information from within your favourite email client.
Save emails and attachments straight to into the Contact file or any related records.
Install the Add-In from the Microsoft Office Add-in store.
A Foundation for Effective Co-Pilot AI Projects
SharePortals, when deployed to your Microsoft 365 tenant, provides the most effective foundation for your Microsoft Copilot Agent projects.
SharePortals creates a formal structure with easy to configure metadata and security configuration.
Easy Record & Case Management
Use SharePoint's document management and record management features to bring context to all of your Microsoft 365 data in SharePoint, Calendar, Tasks, and Teams meetings.
SharePortals Integration
Enjoy the convenience of out-of-the-box integrations with industry-leading business solutions like Xero, Mailchimp, Docusign, and more.
Workflow & Stage Management
Easy-to-use status-based actions without leaving SharePortals. Make use of Microsoft Power Automate for advanced workflow automations.
