Sales Quoting and Customer Relationship Management in SharePoint

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Do you sometimes struggle with accurately quoting cost or time for projects? SharePoint is the perfect tool for managing customer relationships, tracking requirements, and ultimately generating accurate sales quotes with a few clicks. Using powerful solutions, such as Infowise Ultimate Forms, you can quickly construct tools to automate common processes that all businesses struggle with. Come join us as we discuss how to construct an effective Customer Relationship Management system inside of SharePoint.

At Infowise, we serve as your strategic partner, assisting in your digital transformation. ULTIMATEforms contains a wide array of SharePoint components, developed to give you the power to innovate, automate, and scale up your processes. ULTIMATEforms helps you create amazing, advanced business solutions based on your SharePoint lists and document libraries, using nothing but your browser! Anything from simple Leave Request or Expense Report and all the way to complex Help Desk or Project Management solutions can be built in minutes, without writing a single line of code.

Create an unlimited number of business process applications. Or even better, do you want to start with a fully-built solution? Browse our vast business solution library, install and re-purpose to service your needs, free of charge.

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Flexible Forms That Work the Way Your Business Does

Create modern, responsive forms in SharePoint that are easy to build and even easier to use. Add tabs, control who sees what, validate input, and capture complex data with repeating sections and electronic signatures.

Build forms that guide users, reduce mistakes, and keep your processes running smoothly, all while your data stays securely inside SharePoint.

Automation Without The Complexity

Replace complicated workflows with simple, powerful Actions that run directly inside SharePoint. Create, update, and connect data across systems like Exchange, SQL, and Teams with just a few clicks.

Set up automation in minutes, not hours, and give more people the ability to build and manage solutions without relying on developers or getting stuck in long backlogs.

Clear Reporting That Drives Action

Turn your SharePoint data into dashboards, reports, KPIs, calendars, and charts that are easy to understand and share.

Give your team real visibility into what is happening so they can respond faster, stay accountable, and make better decisions every day.

Pre-Built Solutions That Get You Started Fast

Launch complete SharePoint solutions in minutes using ready-to-use templates or create your own and reuse them anywhere.

Build once and deploy across sites and tenants with ease, so you can deliver consistent solutions faster without starting from scratch every time.