The sales CRM that lives inside your Microsoft 365
Accounts, contacts, leads, opportunities and activities in SharePoint, with an Outlook add-in that logs emails in one click. No new platform, no per-seat SaaS, and your data stays in your tenant.
Solution Modules
Explore the specific components of this solution.
Dashboard
Total leads and estimated value, opportunities and amount, pipeline by stage, upcoming activities and top five deals, filtered by "mine" or "all".
Accounts
Companies with industry, size, country, website, owner and status, each with its own document library.
Contacts
People linked to their account, with role, email and phone, and a one-click email button.
Leads
Source, stage, priority, estimated value, next step and last contact date on a Kanban board.
Opportunities
Stage, amount, probability and close date, with opportunity IDs and proposal numbers that follow the deal everywhere.
Activities
A chronological timeline of calls, meetings, emails and tasks, linked to the lead, account and contact.
Import and Templates
CSV import for accounts, contacts and leads, and an email template library by stage and language.
Proposal Folders
A document folder per opportunity in the account library, named with the opportunity ID and the proposal number once it is issued.
Health and Configuration
Admin-only data-quality checks, schema verification and upgrade, and notification settings.
See the Sales CRM in Action
A 2-minute walkthrough of the CRM inside SharePoint and Outlook, using demo data only.
Challenges & Solutions by Role
Sales Director
"The pipeline lives in spreadsheets and inboxes. I only see the real picture when someone builds a report at the end of the month."
Leads and opportunities sit on Kanban boards by stage, with estimated value, probability and expected close date. The dashboard shows totals, pipeline by stage, upcoming activities and the top five opportunities.
A live pipeline every day, without asking the team for an update.
Account Manager
"Logging calls and emails in a CRM takes longer than the call itself, so it does not get done."
The Outlook add-in links the sender to a contact, picks or creates the opportunity and logs the email in one click. Follow-ups in the same conversation are suggested automatically. Quick Create adds account, contact and lead in one form.
Activity history that fills itself while you work in Outlook.
IT Manager
"Another SaaS CRM means another login, another vendor security review and customer data stored outside our tenant."
Built on SharePoint Framework (SPFx). Data lives in SharePoint lists in your own Microsoft 365 tenant, users sign in with Microsoft 365, and the web part creates and upgrades its own lists without scripts. The only extra permission is Mail.Send.
No new platform to run and no per-seat SaaS fees. Your data stays under your existing security and compliance.
Benefits
We quantify delivered value through clear metrics.
Kanban Pipelines
Leads and opportunities by stage, with KPI cards, value, probability and expected close date. Move a deal to the next stage in two clicks.
Outlook Add-in
Link the sender to a contact, log the email against an opportunity and tag it in Outlook with the opportunity and proposal number. Works in new Outlook, web and Mac.
Quick Create
Add a new account, its contact and the first lead in a single form.
Email From the CRM
Send email through Microsoft Graph from any contact, with reusable templates by stage and language, and the email logged as an activity automatically.
Activities and Follow-ups
Calls, meetings, emails and tasks on one timeline, with overdue items highlighted and due dates that keep the team honest.
Microsoft 365 Copilot Built In
Users with a Microsoft 365 Copilot licence can draft emails and plan next year with the CRM context already filled in. Their existing licence covers it, and the data never leaves Microsoft 365.
Email and Teams Notifications
Power Automate flows notify people when an activity is assigned to them and send a daily summary, switched on from the CRM settings.
Self-Configuring
The web part creates its SharePoint lists on first run and later applies schema updates without deleting anything. CSV import gets your existing data in on day one.
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