SP CRM
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SP CRM
By SP Marketplace
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4.0 out of 5 stars
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SP CRM Reviews & Product Details

Editadmin
Verified User in Business Supplies and Equipment
AB
Mid-Market(51-1000 emp.)
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What do you like best about SP CRM?

I think it had a lot of option for intergration, and that part of the process was easyto use Review collected by and hosted on G2.com.

What do you dislike about SP CRM?

In the beginning, hard to navigate and use Review collected by and hosted on G2.com.

What problems is SP CRM solving and how is that benefiting you?

It is helping us control a lot of data, and allows the field reps to see complete picture on leads Review collected by and hosted on G2.com.

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SP CRM Overview

Editedit
What is SP CRM?

SP CRM by SP Marketplace is a comprehensive customer relationship management solution built natively on Microsoft 365 and SharePoint, designed to help organizations centralize customer data, improve communication, and streamline sales processes. Unlike standalone SaaS CRMs, SP CRM leverages your existing Microsoft 365 tenant, providing a secure, familiar platform that enhances user adoption and reduces costs. SP Marketplace has a long history of delivering no-code business applications that help businesses optimize their operations and maximize their Microsoft 365 investment. The SP CRM solution offers a centralized hub for managing customer relationships, providing tools to track leads, manage accounts, monitor sales pipelines, and automate follow-ups. Key features include integrated contact management, task tracking, sales forecasting, and customizable workflows. By integrating with SharePoint, Outlook, and Teams, SP CRM ensures seamless collaboration and communication across your organization, enabling sales teams to work efficiently from any device. With SP CRM, organizations can boost productivity, improve customer engagement, and drive revenue growth. The solution enables businesses to manage their entire customer lifecycle—from initial contact to post-sale support—within their existing Microsoft 365 ecosystem. By keeping all customer data within your tenant, SP CRM enhances security, improves compliance, and reduces the need for additional IT infrastructure. Whether you're managing a sales team, client accounts, or service requests, SP CRM delivers a cost-effective, scalable solution to help your organization build stronger, more profitable customer relationships. The Full featured CRM includes: – Track opportunities through stages, and share communication across the team – Sales rep workspace to focus on contacts today, appointments, leads and tasks – Full visibility into the pipeline through dashboards and drill-down features for management – Sales team collaboration, access to resources, announcements and meeting calendar – Receive email alerts for important events and activities – Track marketing campaigns, events and the related projects to deliver them – Capture leads from the website, email, and lists that are automatically fed into the sales process. – Ability to quickly share the latest marketing activities and resources to the sales team. – Access from any device, anytime, anywhere

SP CRM Details
Discussions
SP CRM Community
Languages Supported
English, French, Hebrew, Korean, Spanish, Chinese (Simplified)
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Product Description

CRM for SharePoint

Seller Details
Seller
SP Marketplace
Year Founded
2012
HQ Location
Penn Valley, California
Twitter
@SP_Marketplace
630 Twitter followers
LinkedIn® Page
www.linkedin.com
18 employees on LinkedIn®
Erin D.
ED
Overview Provided by:
Erin Daly
Senior Sales and Marketing Executive at Xsell | Lead Generation | Digital Marketing

Recent SP CRM Reviews

SM
Scott M.Enterprise (> 1000 emp.)
5.0 out of 5
"Great system to keep you on track."
Easy to manage and keep all you client information in 1 spot
Read more
Subha B.
SB
Subha B.Small-Business (50 or fewer emp.)
2.5 out of 5
"Great sales tool for small & medium sales teams"
It easily runs on mobile. So you can check any time of the day.
Read more
SAILAJA V.
SV
SAILAJA V.Mid-Market (51-1000 emp.)
5.0 out of 5
"It is simple use this software"
It is simple use to use this SP CRM , Easily to track customer data, lead details and campign details . can be used for B2B sales
Read more
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6 out of 7 Total Reviews for SP CRM

4.0 out of 5
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6 out of 7 Total Reviews for SP CRM
4.0 out of 5
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SP CRM Pros and Cons

How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
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Cons
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SM
Enterprise(> 1000 emp.)
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Review source: G2 invite
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What do you like best about SP CRM?

Easy to manage and keep all you client information in 1 spot Review collected by and hosted on G2.com.

What do you dislike about SP CRM?

Nothing, its a grteat easy to use system Review collected by and hosted on G2.com.

What problems is SP CRM solving and how is that benefiting you?

All my contacts and pervious information from my last phone call or customer visit Review collected by and hosted on G2.com.

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Subha B.
SB
Growth Marketing Associate
Small-Business(50 or fewer emp.)
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Review source: G2 invite
Incentivized Review
What do you like best about SP CRM?

It easily runs on mobile. So you can check any time of the day. Review collected by and hosted on G2.com.

What do you dislike about SP CRM?

For those who don't prefer using Microsoft products, it can be bit of a challenge. Review collected by and hosted on G2.com.

What problems is SP CRM solving and how is that benefiting you?

It is easily accessible via mobile which is a great feature to have. Plus it runs on Microsoft 365 thus, all the user Microsoft user data easily syncs with the CRM. Review collected by and hosted on G2.com.

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SAILAJA V.
SV
Mid-Market(51-1000 emp.)
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Review source: G2 invite
Incentivized Review
Business partner of the seller or seller's competitor, not included in G2 scores.
What do you like best about SP CRM?

It is simple use to use this SP CRM , Easily to track customer data, lead details and campign details . can be used for B2B sales Review collected by and hosted on G2.com.

What do you dislike about SP CRM?

so far didnt find any difficulties to use Review collected by and hosted on G2.com.

What problems is SP CRM solving and how is that benefiting you?

To track customer details, easy analayzation of lead and campign details Review collected by and hosted on G2.com.

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RR
Enrollment Advisor
Enterprise(> 1000 emp.)
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Review source: G2 invite
Incentivized Review
What do you like best about SP CRM?

It is best for customer relationship Management Email Marketing where we can track the email , Document Storage, Task Management and Calendar / Reminder System. It covers entire process from the campagin , lead process where it is simple to use this software. Since we are in the sales team so this CRM Application is very uself and Email Marketing is very helpful. We was using HUBSPOT where call recording , Email Tracking , Lead status , Life cycle stage like this there were lots of feature which was very useful for us . Same like SP CRM Application is also have same features of Hubspot. Review collected by and hosted on G2.com.

What do you dislike about SP CRM?

There is no dislike in this application since this software is very useful for the business concern to achieve their target and increase their profit. We use this software mainly for Email Marketing and Lead process Review collected by and hosted on G2.com.

Recommendations to others considering SP CRM:

I will recommend the other business concern to try this software since the features is good and cost efficient Review collected by and hosted on G2.com.

What problems is SP CRM solving and how is that benefiting you?

This software consists of lost benefit like Email Marketing where we can track the mail , Document storage can be done, Internal Chat integration , Calender / Reminder is available, Task Management - Where you can create a task and followup the task Review collected by and hosted on G2.com.

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JA
real estate agend
Mid-Market(51-1000 emp.)
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Review source: G2 invite
Incentivized Review
Business partner of the seller or seller's competitor, not included in G2 scores.
What do you like best about SP CRM?

It is essential to our business. After going through a long training process the tool becomes second nature. The ability to log activities and data is great. There are countless features of the tool that I only know a fraction of. Running reports and exploring previous activities has been super beneficial to keeping in touch with old leads. Creating list and account views to have all of your information in one place is also very helpful. Searching for leads and accounts is very easy and accessible and quick to find. The dashboard tool is also useful it lets you know up to the minute how you are performing against your quota for the week/month/quarter. Review collected by and hosted on G2.com.

What do you dislike about SP CRM?

A lot of feature development is driven by their biggest customers, large corporate users, which is totally understandable but can be hard when you have different needs (as a small non-profit, for example). That said, the customizability and user community definitely help counteract this. Because of the scale of the user community and the ease of integration with other systems, you can also expect a lot of sales calls and emails from third-party apps as soon as you become a user Review collected by and hosted on G2.com.

Recommendations to others considering SP CRM:

We can easily run multiple business out of one SP CRM instance.....we have a parent company that does software consulting and then a child company that is a software publisher, and it's easy to manage accounts/contacts/opportunities/projects/the entire sales process for both in SP CRM. Review collected by and hosted on G2.com.

What problems is SP CRM solving and how is that benefiting you?

Although you don't need IT skills, you do need someone who is logical and methodical in order to customize it effectively. It is worth using the trial to see if it is right for you. We did that, and within 2-3 days, I was wildly excited about SFDC! Review collected by and hosted on G2.com.

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Verified User in Arts and Crafts
UA
Small-Business(50 or fewer emp.)
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Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about SP CRM?

When using SP CRM you can use a lot of handy functions! Review collected by and hosted on G2.com.

What do you dislike about SP CRM?

It takes a lot of time to set up, but once done, its great. Review collected by and hosted on G2.com.

What problems is SP CRM solving and how is that benefiting you?

SP CRM gave my sales a good boost! Review collected by and hosted on G2.com.

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