CRM
Customer Relationship Management for SharePoint Online
CRM brings comprehensive customer relationship management to SharePoint Online. Manage accounts, contacts, opportunities, leads, and activities with visual pipeline boards, lead scoring and conversion, revenue forecasting, and interactive dashboards. Built for organizations that want powerful CRM capabilities without leaving the Microsoft 365 ecosystem, with FedRAMP-compliant security and audit logging.
Key Features
Account & Contact Management
Track customer accounts with industry, revenue, employee count, and hierarchical parent-child relationships. Manage contacts with roles, departments, and activity history linked to their accounts.
Opportunity Pipeline with Kanban View
Visual Kanban board for managing sales opportunities through configurable pipeline stages. Drag-and-drop opportunities between stages, track close dates, amounts, and win probability.
Lead Scoring & Conversion
Automated lead scoring based on configurable rules. Score leads by source, industry, company size, engagement level, and more. Convert qualified leads to accounts, contacts, and opportunities in one click.
Activity Tracking
Log calls, emails, meetings, and tasks linked to accounts, contacts, opportunities, or leads. Track activity history, set follow-up reminders, and see a complete timeline of customer interactions.
Revenue Forecasting & Analytics
Interactive dashboards with pipeline value by stage, win/loss analysis, revenue forecasts, lead conversion metrics, and activity summaries. Powered by Recharts for rich visualizations.
Automated Email Notifications
Automatic notifications for opportunity stage changes, lead assignments, activity reminders, and deal closures. Keep your sales team informed and responsive.
Use Cases
Government Contracting
Track government agency accounts, contract opportunities through capture management stages, and manage relationships with contracting officers and program managers.
B2B Sales Management
Manage your complete sales pipeline from lead generation to deal closure. Track opportunities by stage, forecast revenue, and analyze win/loss patterns.
Partner & Channel Management
Manage partner relationships, track joint opportunities, and coordinate activities across partner accounts with shared visibility and collaboration.
Customer Success
Track customer health, log support interactions, manage renewal opportunities, and identify upsell potential across your customer base.
Technical Details
SharePoint Framework (SPFx)
Three native SPFx web parts (Main, Dashboard, Admin) deployed to your SharePoint Online tenant app catalog. No external servers or databases required for core functionality.
Data Stays in Your Tenant
All accounts, contacts, opportunities, leads, activities, and configuration data are stored in SharePoint lists within your Microsoft 365 environment.
Role-Based Access Control
Admin, Editor, and Viewer roles control who can manage configuration, create and edit records, and view CRM data. Per-record ownership for additional access control.
FedRAMP-Compliant Security
Comprehensive audit logging, input validation, per-user lockout protection, system use banner, and session management for compliance requirements.