Easily access your CRM in Microsoft Teams! Learn quick tricks to pop up the CRM window and bookmark it in Chrome for seamless navigation.

Manage financial deals efficiently in Microsoft Teams with CRM As A Service—centralized tracking, collaboration, and seamless Outlook sync.

Easily access and restore archived leads in CRM As A Service with the Archive View. Keep your sales pipeline organized and efficient.

Many organizations invest in Microsoft 365 because of its comprehensive suite of tools designed to improve collaboration, communication,...

Integrating CRM directly into Microsoft Teams simplifies the sales process and boosts team productivity.

Following the success of Ticketing As A Service and Checklist As A Service, we are thrilled to introduce CRM As A Service for Microsoft Team

When discussing CRM systems, you’ll often hear terms like "Lead," "Opportunity," "Contact," and "Organization." While these are all...

In CRM As A Service , certain features like configuring Forms or managing Case workflows need to be controlled and maintained by specific...

Hi All, Today, let’s dive into a powerful feature that enables you to customize your Lead  and Opportunity  forms in CRM As A Service ....

Customize your sales pipeline with ease using CRM As A Service. Add new stages or build from scratch for better visibility into every deal.

Easily manage and track leads within Microsoft Teams using CRM As A Service. Stay organized and convert leads faster.

Manage leads with ease using CRM As A Service. Track, qualify, and convert opportunities, and gain insights on lost deals for future success

Easily upload leads into CRM As A Service from Excel or CSV files. Follow our step-by-step guide to streamline lead management.

A key feature of CRM As A Service for Microsoft Teams is its customizable Filters, which allow you to personalize your CRM experience