CRM As A Service
for Microsoft Teams
A comprehensive Microsoft Teams CRM app to streamline your sales pipelines and track sales force activities, leading to more wins and improved business development.
Full access. No credit card required.
Why your organization need
CRM As A Service
Without the right CRM tool, managing prospects and existing customer relationships can become chaotic, leading to missed opportunities, poor customer service, and lost revenue.
Introducing CRM As A Service, a modern Microsoft Teams CRM system that enables your teams to organize and track all activities related to leads and sales pipelines.
With an intuitive interface, customizable sales pipelines, and synchronization with your Microsoft 365 account, you can efficiently organize, track, and analyze all customer interactions. This ensures that all your prospects and existing customers receive the attention they deserve, boosting revenues and enhancing customer satisfaction.
Watch how CRM As A Service can revolutionize your Sales team productivity.
Key Benefits of using
CRM As A Service
Save Time and Boost Sales Productivity
CRM As A Service saves you time by allowing you to stay within your familiar Microsoft Teams environment. It is already connected to your Outlook for seamless integration with your mail, calendar, and contacts.
CRM As A Service can be configured to adapt to your company's workflow and the data you want to store for your leads and opportunities. With all relevant information and interactions of your customer stored in one place, you get a comprehensive 360-degree view of your customer without switching between multiple applications.
Easy to Use
CRM As A Service is designed to be easy to use, with a beautifully crafted interface inspired by Microsoft 365 tools such as Teams and Outlook.
The features are intuitively designed, so you will immediately feel familiar with the app, reducing the learning curve and enabling you to start using it effectively from day one.
Enhance Collaboration and Communication
With CRM As A Service, you can enhance collaboration and communication within your team. Receive real-time chatbot notifications and stay informed with updates from your colleagues, ensuring that everyone is on the same page and working towards closing deals.
Key Features of
CRM As A Service
Lead Management
Empowering you to capture, qualify, and convert leads with precision.
Sales Opportunity Management
Track and monitor all your sales opportunities through your sales pipelines to drive growth.
Case Management
Enhance customer satisfaction by efficiently and promptly managing cases until resolution.
Contacts and Organizations
Capture all key information about your contacts and organizations to better engage with your audience.
Custom Forms & Sales Pipelines
Tailor the structure and flow of your data collection and sales processes to fit your specific business needs
Interactions & Audit Trail Tracking
Track all key information changes and get an accurate and comprehensive view of your customer data.
Real-Time Notification (Soon)
Stay updated with real-time notifications, ensuring you never miss important updates and can respond promptly
Synchronization with Microsoft 365
All your tools work together for enhanced efficiency and productivity.
Multi-Languages (Soon)
English, French, Spanish, Portuguese, German, Korean, Italian, Japanese, Chinese, Indonesian, Arabic, Netherlands, Hindi, etc.
Unlimited Users
Everyone in your organization can collaborate seamlessly, enhancing teamwork and productivity.
Unlimited Leads and Cases
Grow without constraints ensuring every potential opportunity and customer issue is tracked and managed efficiently.
Pay for Your Real Usage
No need to worry about dormant users, pay only for what you really use.
Features Integrated with
Microsoft Teams
Microsoft Teams Native Development
Unlike most Apps and Web Tools you will find in the market, CRM As A Service has been designed from inception to work within Microsoft Teams and take advantage of the benefits of that platform.
Simple & Intuitive UI
CRM As A Service has been designed to provide an intuitive and smooth user experience so that no prior user training or user guide is needed!
Web, Desktop & Mobile Ready
Get same great experience on any device, anywhere using Microsft Teams desktop, mobile and web version.
Microsoft Single Sign-on
No extra login and password to remember. Simply click Sign-in, and you are connected. App users are the same as Teams members and Teams owners, so no additional users list to manage.
Microsoft 365 Security & Compliance
As we know that Ticketing As A Service can process sensitive information (ex: HR data), we take the Security and Confidentiality of your Data very Seriously. See our FAQs to understand how we keep your Data Safe.
Microsoft Azure High Availability
Microsoft Azure infrastructure is delivering high availability and reliability, high efficiency, and smart scalability to provide a more secure, private, and trusted cloud for Checklist App and your data.
Only 1 Subscription per Organisation needed!
Unlimited Users! Unlimited Instances!
Free Plan (Free Forever)
US$0
Ideal for any organizations or individuals with low opportunities volume but still wants to leverage a CRM platform.
Free Plan includes:
• 30 Opportunities/month
• Desktop, Mobile & Web version
• Chatbot Notifications (Soon)
• Single Sign On
• Azure High Availability
• Security & Compliance
Professional Plan
US$29.50/org/month
Comprehensive CRM capabilities with Microsoft 365 integration and customizable forms. Perfect for growing teams needing robust tools.
Includes Premium Plan, Plus:
• 3600 Opportunities/year
• 1 Mailbox Synch
• Contact & Callendar Synch
• Custom Forms
• Unlimited Sales Pipeline
• Automation (Soon)
• Priority Support
Leader Plan
US$88.50/org/month
Designed for growing organizations, the Leader Plan offers an expanded quota for Opportunities, allowing your team to manage a higher volume of prospects.
Same as Pro Plan with:
• 12000 Opportunities/year
• 3 Mailboxes Synch
• Case Management
• Quote (Soon)
• API Access (Soon)
Frequently Asked Questions
Where is my Data Stored and is it Secure?
TeamsWork Servers and databases are hosted on Microsoft Azure. Unlike most competitors on the internet where you don't really know where your data is stored and if it's secure, with Microsoft Azure Cloud Services, you can be sure that your data is secure with the guarantee of maximum availability, security and confidentiality.
Our company is not using Microsoft Teams, can I still use your Product?
Unfortunately no. Our product has been designed to work within Microsoft Teams and its ecosystem.
However, anyone with an email address can raise a ticket and correspond with your support team.
How do you Count the Number of Opportunities?
Every time a user create a new oppotunity, it will be accounted for the monthly or yearly subscription period. At the end of the period, we count how many opportunites were created and you will be charged based on that, as simple as that!
How does TeamsWork comply with data privacy standards such as HIPAA and GDPR?
Our Apps provide comprehensive privacy and security protections that enable our customers to operate our products in compliance with HIPAA and GDPR.
Read more about HIPAA Compliance.
Read more about GDPR Compliance.
Contact Us
If you have an inquiry, need support or want to suggest a new feature for our App, please send your message using the contact form below.