A powerful CRM solution for small to medium enterprise.
Our CRM is the most technically advanced commercial CRM application available for Microsoft SharePoint. With over 30 configurable web parts, Our CRM has been designed specifically for small businesses that are looking to enhance customer satisfaction/retention and increase annual revenue by introducing an affordability priced, highly effective CRM solution within their organisation.
Working with our partners at BPA Solutions, Etechbs™ IT Department is the exclusive UK distributor of the original Customer Relationship Management solution for Microsoft SharePoint.
What are the benefits of applying a CRM solution?
- Increased operational efficiency through streamlined business processes
- Improved communication between staff and customers
- Improved customer relations leading to enhanced customer retention levels
- Extended customer targeting and profiling
- Enhanced sales forecast accuracy
- Increased sales close figures
- Reduced customer service calls
A cost-effective CRM package for SMEs.
Our CRM delivers a fast return on investment for small business users. When compared to other mainstream CRM applications, many customers can save up to 60% on licensing costs. Contact us to find out more.
Access Our CRM on the move.
Our CRM app is the perfect solution for professionals who need to access their CRM application on the move. Our mobile CRM app is available for iOS. Android and Windows apps will be available soon.
Experts in all things SharePoint.
Etechbs™ IT Department will be with you every step of the way. Our dedicated in-house SharePoint experts provide a comprehensive range of planning, deployment and ongoing support services. We can integrate Our CRM package with your existing SharePoint platform, or we can deliver a brand new internal SharePoint installation together with Our CRM.
Choose your CRM package.
Our CRM is available in three different editions…
Enterprise Edition – For outside data integration and workflow.
Key features:
Web Connector - generate web forms that can be embedded on your web site or extranet. Generated data will be automatically update your selected SharePoint lists.
Replication – manual or automatic data replication of SharePoint list/view data from a farm/site to another farm/site.
External Data Connector – importing data on mass from an external database to SharePoint lists.
Sales System - a visual pipeline highlighting sales opportunities that require attention based on a set of bespoke rules.
LinkedIn – Utilise LinkedIn contacts directly from within Our CRM.
Self-Service – providing a secure environment for sharing information between staff and customers, including FAQ’s, Documents, Help Desk tickets and ticket tracking.
Professional Edition – increased functionality for advanced users.
Key features:
Office Connector – copy Microsoft Office items directly into SharePoint, including emails, contacts and documents.
Data Editor - advanced editing functionality for Our CRM, including intelligent and cascading lookup fields and configurable multi-tab forms.
Mail Merge - producing formatted Microsoft Word documents by merging SharePoint items. Generate different document types including labels, letters, quotes or reports.
Report Builder – generate reports from extracted data using advanced conditions and filters.
Permissions - dynamic item-level permissions for SharePoint lists.
Quote Generator – generate detailed quotes by adding related items to a SharePoint list.
KPI – identify KPIs and Risk values. These can be displayed for selected periods.
Standard Edition – for businesses that require basic functionality.
Key features:
Calendar – a powerful component that groups SharePoint lists into a single calendar. Other features include conditional formatting and call out events.
Data Viewer – perfect for users working with lots of customer data. Data viewer features custom actions that can easily be created to help users leverage large amounts of data efficiently.
Custom Fields – an additional custom column delivering advanced calculations based on the current or related lists.
Send Email – send personalised emails to selected contacts or contact groups, directly from the CRM dashboard. Create email templates and add attachments.
Charts - implement graphical charts that leverage data from selected lists and views. Over fifteen different charts are available.
Search – search selected lists or the entire site collection.
Hierarchy – display your customer data in a hierarchical tree view. Data will be displayed as parent and child items.
Book your free demonstration today.
Complete the form below and book your free online demonstration of our CRM today. Alternatively, you can speak directly with a sales associate by calling 020 86501 7676.
