Provide your sales, service and project teams with a modern CRM app they can use on their favorite device, anywhere, with their preferred Microsoft tools.
BPACRM365 is dedicated to salespersons on the move and back-office collaborators to run on their phone, tablet or desktop, with their preferred Microsoft tools.
Unlike traditional CRM software, the app provides a robust collaboration platform for the whole company, because it’s powered by SharePoint and includes powerful search capabilities, document sharing features and tight integration with Office tools.
The app leverages robust technologies for instant discussions and video conferencing (Teams), process automation (Power Automate), reporting (Power BI) and more. You can select among options to extend app capabilities, like searching the CRM app while chatting in Teams, prebuilt Power BI reports, and prebuilt workflows.
Prebuilt Power BI reports give managers instant insights about sales, customer service rating, campaigns performance and projects health.
Thanks to modular components and advanced form capabilities, power users are independent to extend the app or develop new apps. Clients can self-deploy the app by accessing online documentation, tutorials and videos.
Give your sales, service and project teams a modern CRM app they can use on their favorite device, anywhere, with their preferred Microsoft tools.