Stay informed with real-time CRM notifications in Microsoft Teams. Get instant updates on leads, opportunities, and cases effortlessly.

Understand the roles of Contact, Other Participants, and Followers in CRM As A Service to improve collaboration and sales efficiency.

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

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

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

Simplify student admissions, tracking, and engagement with CRM As A Service—natively integrated within Microsoft Teams.

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.

If your sales team already uses Microsoft Teams for communication, integrating your CRM directly into Teams can streamline your workflow.

native apps like CRM As A Service are specifically designed to function seamlessly within the Microsoft Teams ecosystem. Here's why CRM As A

CRM as a Service with Microsoft Teams makes it easy to manage leads, opportunities, and customer interactions using familiar tools

Welcome aboard to CRM As A Service! Your organization has made a smart choice by selecting CRM As A Service as your customer relationship...

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 ....

CRM as a Service integrated into Microsoft Teams, streamline your scheduling process by synchronize calendar with outlook.

Case Management feature in CRM as a Service helps businesses track, manage, and resolve customer inquiries by providing a centralized record

With CRM as a Service integrated into Microsoft Teams, you can easily organize & maintain your contact database in one centralized location

This guides provides an overview of all the basic and advanced features of the Microsoft Teams CRM

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.