#1 CRM for Microsoft 365
The Best CRM
🆕 The best CRM for Microsoft Outlook, Microsoft Teams and Microsoft 365. The CRM is the No-Login No-App-Download CRM that runs anywhere you can run Microsoft Outlook or Microsoft Teams including PC, Mac, Web and Mobile.* Automatically file your emails.
The CRM was designed to be as easy to use as your Inbox. Organize items using categories, folders and flags. Use our CRM to create Microsoft Outlook tasks and appointments.
Complete your Microsoft 365 experience by including a workgroup solution to track Contacts, Companies Deals and Activities. Use email templates to send emails and campaigns.
Try The CRM for 30-days. No signup or Credit Card needed.
What We Offer
Automatic Filing of Emails
Use Microsft Outlook as you normally do and the CRM will automatically file emails for you! No more lost communications or asking what was sent to a customer. Users automatically document as they send and receive emails.
Familiar Interface
The best CRM is the one you’ll actually use. Open Microsft Outlook or Microsoft Teams and you are in your CRM. The CRM's interface allows you to organize using categories, folders and flags. Create a follow up using appointments and tasks. Users need less training and will always be in the CRM.
Powerful Reporting and Analytics
Use Microsoft Excel, Microsoft Power BI or our built in dashboards for a wide range of reporting and analytics! Data analytics can give you insight into sales data and pipeline.
Customization and Workflow
Easily customize field names and where they show on the form. Hide or show fields to create a customized form. Add choices for suggested field values. Use the basic workflow to send email, approve items or automate tasks. Use Power Automate to create advanced workflows such as integrating data to Business Central.
Email Templates and Marketing.
Use the CRM's email templates for individual emails or your email campaigns. Integrate into industry leading email marketing tools such as MailChimp.
Opportunity and Pipeline Management
Track your forecast and pipeline with the CRM. Never lose a deal again.
The CRM is your no-login no-app-download CRM. Your CRM is anywhere you can open Microsft Outlook, Microsoft Teams or Microsoft 365. Including Desktop and Mobile. No app to download. Enhance your Office Products by including a groupware application to track Companies, Contacts, Deals and Activities.
- Quickly see if a Contact is in the CRM from an Email.
- See all Activities and Emails for a Contact.
- Create a Contact from an Email.
Reporting is a must for a CRM. The CRM has multiple ways of Reporting to fit your needs. Our most popular Reporting Tool is our Microsoft Excel Reports. Easily create reports in the format you need including Pivot Charts, Pivot Tables, Drill Down and List Reports.
- Microsoft Excel Reporting
- Microsoft PowerBI Reports and Analytics
- Bulit in Dashboards
A sales opportunity can help businesses forecast future sales by analyzing historical data, industry trends, and sales patterns. Organize your data with with categories, folders, flagged items, tasks and events. Use search and filter to see the data that is relevenat.
- Improved Sales Forecasting
- Enhanced Customer Engagement
- Streamlined Sales Process
Works inside of Mobile Microsft Outlook and Microsoft Teams, no app to download and configure.
- Easy Point and Click Interface
- Runs inside mobile client.
- No Login - No App to download.
The CRM provides for Email Templates that can be sent from an Email or Contact Record. Schedule a series of Emails, Tasks and Appointments with our Sales WorkFlow.
- Create Email Templates from an Existing Email.
- Send Mass Mailing.
- Best of Class Email Marketing with MailChimp. (optional)
Microsoft Office Products Integration
Microsoft Outlook
The CRM is used to keep track of Companies, Contacts, Opportunities, Customer Service and Activities. The CRM uses your appointment and task items as you would normally use.
Microsft Teams
The CRM also runs inside of Microsoft Teams. This gives you another secure client to use on the Web, Desktop or mobile versions of Teams.
Microsoft Excel
Microsoft Excel is used for Advanced Custom Reporting. Excel can also be used to import and export data.
Microsoft PowerBI
Microsoft Power BI Desktop can be used for advanced analytics and AI style reporting. Get in sync with the most powerfull data analytics from Microsoft.
Data location and security
The CRM stores all the CRM data in a Microsoft SharePoint site. Your data is safe and in a location you can trust. If your Microsoft account is in US then the data is in the US. If your account is in Canada then your data is stored in Canada. Your data is stored on your Microsoft tenant.
Microsoft Power Automate and Microsoft CoPilot
While basic workflow is free there is also an advanced option to supercharge your workflow using Microsoft Power Automate and Microsoft CoPilot. A Microsoft Power Automate license is required for advanced workflow. A Microsoft CoPilot license is required to enchance the Power Automate workflow with AI.
What Client's Say
Wanted to give some positive feedback – I thought we could all use some. The system if working very well and people are using it. Makes me very happy!
You guys run a good shop and are very serviceable. I would have no problem recommending you to anyone... Take care and thanks!!!
I am looking forward to getting everyone onboard with the system, because I love it, and think it will be such a value add to have them all on it with me.
A great CRM. By using this CRM our team is ensure that they never miss a lead and are always able to see the information that they need when they need it. I love how easy it was to get this CRM setup and running with-in our organization. In no time I was able to add a field and start tracking leads.
Finally a system that does just what I need One system to house all my information for clients, suppliers and onboarding The CRM is straightforward, easy to use and customize without any hidden cost and great customer service. It's doesn't require learning a whole new product because it integrates right into Microsft 365.
I have been utilizing the CRM for several months and I must say, I am impressed with its performance and features. Our retention rates and customer satisfaction have improved since we started using this platform. Integrating it with Microsoft Outlook is seamless and very user-friendly, which makes it easier for us to manage customer relationships.
We decided on the CRM for two main reasons: 1) It is integrated with the Microsoft Outlook email client which we already use, and 2) It appeared to be intuitive, i.e. it works like the way our brains work.
Great for both novice and experienced CRM users Prior to implementing a CRM, we had no way to capture all of the sales intelligence. We needed an easy solution to start capturing this data. The CRM has done just that. The implementation was seamless and the customer service is outstanding. Quick response every time we have a question or an issue.
The CRM is a fast, intuitive, simple and a highly customizable CRM add-in which makes it ideal for a wide range of businesses. Essentially you get what you pay for, and the CRM offers better value-for-money in our opinion.
Latest News & Blog
New CRM. Run your CRM from anywhere
Run your CRM anywhere at any time.The CRM can now run anywhere you can run Microsft 365.. Open the CRM on a PC, Mac or any mobile device with the same interface. No login or app download necessary.
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Powerful Integrations using Power Automate
The CRM can now integrate to almost any other system. Use Microsoft Forms to automatically enter a lead into the CRM. Automatically create a company and contact in Business Central from the CRM. Add and remove users in MailChimp by adding a category to a contact in the CRM. The integrations are endless based on your imagination. Basic email and workflows are free. Purchase a Microsoft Power Automate license for advanced Workflows.
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Are you Ready for AI?
The CRM is AI ready. Just purchase a Microsoft Copilot license and use Microsoft Copilot Studio to create knowledge agents. More to come as AI evolves!
Read MoreStart Your CRM Project. It's Simple And Affordable
Get Started Today! We can have you up and running within the hour.
