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Office 365 CRM

Power-CRM is the Office 365 CRM

Power-CRM is developed on the Microsoft Office 365 and Power Platforms making it the perfect Office 365 CRM solution. 

  • Native Office 365 CRM application
  • No separate user ID’s or Passwords to maintain
  • Leverage Office 365 security like multi-factor authentication 
  • Connected to all the other Office 365 apps – Outlook, SharePoint, OneDrive and more
Office 365 CRM

Office 365 CRM

Power-CRM is the Office 365 CRM

Office 365 CRM

Power-CRM is developed on the Microsoft Office 365 and Power Platforms making it the perfect Office 365 CRM solution. 

  • Native Office 365 CRM application
  • No separate user ID’s or Passwords to maintain
  • Leverage Office 365 security like multi-factor authentication 
  • Connected to all the other Office 365 apps – Outlook, SharePoint, OneDrive and more

See a Demonstration - Weekdays at 12pm Eastern

See a Demonstration

Weekdays at 12pm Eastern

Microsoft Office 365 CRM

Get your teams working together on one platform Office 365 CRM

Adopting an Office 365 CRM provides centralization - all your Microsoft cloud apps in one platform

  • Power-CRM connects to all the other Office 365 apps
  • No additional user ID’s or passwords to manage
  • Create end-to-end business process that spans apps.
Microsoft Office 365 CRM

Get your teams working together on one platform Office 365 CRM

Adopting an Office 365 CRM provides centralization - all your Microsoft cloud apps in one platform

  • Power-CRM connects to all the other Office 365 apps
  • No additional user ID’s or passwords to manage
  • Create end-to-end business process that spans apps.

crm in outlook

Native Outlook App.

Improve user adoption and productivity with a CRM that works where your people work, right inside Microsoft Outlook.

Use with Outlook Desktop, Web, and Mobile. 

crm in outlook

Native Outlook App.

Improve user adoption and productivity with a CRM that works where your people work, right inside Microsoft Outlook.

Use with Outlook Desktop, Web, and Mobile. 

FULLY INTEGRATED WITH TEAMS

Power-CRM & Teams

Better Together

Microsoft Teams has quickly become the leading collaboration tool in the world. Power-CRM is fully integrated with Teams providing the ability to work in one application for CRM and collaboration. 

Collaborate on Power-CRM Accounts, Opportunities, Support Cases and Projects right inside Teams

Integrated Teams Chat (coming Oct. 2022) – Use Teams chat right inside Power-CRM and link chats to Power-CRM records like an Account, Contact, Opportunity, Case etc. 

FULLY INTEGRATED WITH TEAMS

Power-CRM & Teams are Better Together

Microsoft Teams has quickly become the leading collaboration tool in the world. Power-CRM is fully integrated with Teams providing the ability to work in one application for CRM and collaboration. 

Collaborate on Power-CRM Accounts, Opportunities, Support Cases and Projects right inside Teams

Integrated Teams Chat (coming Oct. 2022) – Use Teams chat right inside Power-CRM and link chats to Power-CRM records like an Account, Contact, Opportunity, Case etc. 

Microsoft teams integration Create & Join Teams Meeting right in Power-CRM

Easily create and join Teams meetings right from Power-CRM.

Meetings & Appointments synchronize between Power-CRM and Outlook.

Microsoft teams integration Create & Join Teams Meeting right in Power-CRM

Easily create and join Teams meetings right from Power-CRM and the meetings synchronize to your Outlook calendar.

IMPROVE PRODUCTIVITY

Add telephony integration with Teams Phone

Improve productivity and increase user adoption by adding telephony integration to Power-CRM with Teams Phone.

Teams Phone is a full VoIP business telephone system in Microsoft Teams.

Basic Teams Phone integration is included in all Power-CRM licenses:

  • Click to dial on any phone number field in Power-CRM
  • Screen-pop on incoming calls

Advanced Teams Phone integration is available in the Power-CRM Elite license and includes everything in Basic plus:

  • Call recording
  • Transcription of voice to text
  • Sentiment analysis
  • Auto keyword tracking

IMPROVE PRODUCTIVITY

Add telephony integration with Teams Phone

Improve productivity and increase user adoption by adding telephony integration to Power-CRM with Teams Phone.

Teams Phone is a full VoIP business telephone system in Microsoft Teams.

Basic Teams Phone integration is included in all Power-CRM licenses:

  • Click to dial on any phone number field in Power-CRM
  • Screen-pop on incoming calls

Advanced Teams Phone integration is available in the Power-CRM Elite license and includes everything in Basic plus:

  • Call recording
  • Transcription of voice to text
  • Sentiment analysis
  • Auto keyword tracking

the best excel integration Excel is natively integrated in Power-CRM

Analyze Power-CRM data in Excel with 2-clicks!

Several Excel options including the built-in Excel Online, create a static or dynamic worksheet, or create a Dynamic Pivot Table worksheet.

Update Power-CRM records in Excel and save the changes to the Power-CRM records.

full document management Manage documents with Native SharePoint integration

All the power of SharePoint document management in Power-CRM

Auto-creation of a SharePoint document library for Power-CRM records (Accounts, Contacts, Opportuntiies, Cases, etc.)

Templates and workflow

full document management Manage documents with Native SharePoint integration

All the power of SharePoint document management in Power-CRM

Auto-creation of a SharePoint document library for Power-CRM records (Accounts, Contacts, Opportuntiies, Cases, etc.)

Templates and workflow

the best excel integration Excel is natively integrated in Power-CRM

Analyze Power-CRM data in Excel with 2-clicks!

Several Excel options including the built-in Excel Online, create a static or dynamic worksheet, or create a Dynamic Pivot Table worksheet.

Update Power-CRM records in Excel and save the changes to the Power-CRM records.

document templates Microsoft Word Integration

Easily create document templates that merge info from Power-CRM records

Create templates for Account Summaries, Letters, Quotations and more

document templates Microsoft Word Integration

Easily create document templates that merge info from Power-CRM records

Create templates for Account Summaries, Letters, Quotations and more

READY TO SEE MORE?

READY TO SEE MORE?

CRM BUYERS GUIDE FOR SMB

See the top features small & medium-sized businesses need in a CRM

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