Host Your CRM on your System - Your Microsoft Tenant (Portal)!
BTMEC has developed a full featured CRM solution using Microsoft's SharePoint system. SharePoint is a product of Microsoft and part of Microsoft 365 suite of applications. You will need to source Microsoft 365 licenses separately.
The following are main functions of CALOT CRM solution:
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- Contacts - SharePoint List |
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- Accounts - SharePoint List |
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- Leads - SharePoint List |
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- Opportunities - SharePoint List |
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- Tasks - SharePoint List |
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- Sales Calendar |
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- Sales Document Library - System Reports - Power BI Dashboard |
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- Configuration and Set-up Documentation |
All automated tasks and flows have been designed using Microsoft Power Automate. As part of the solution delivery, we will also provide these flows, related documentation and training to use the system.
If you don't have your Microsoft Tenant, we can host your CRM on our Tenant. Please contact us for details. The CRM system cost will include Microsoft licenses to access the system. Please get in touch so we can customise the solution for you depending on the number of users.
Please contact us for a quote.
For more information about this solution, please visit CALOT CRM website.
