Simple Customer Relation Management Tool for SharePoint

Most CRM software systems are complicated and difficult to manage. Initial setup requires extensive implementation. Employees need to be trained to adapt to the software. In many cases attempting to use this software leads to more hassles than improvements. There is a much simpler alternative. In our next webinar, we’ll demonstrate a “CRM Light” system that lets you get set up in minutes and begin using it right away. This system includes these features:

  • Easily manage new prospect information.
  • Use the same input system to manage customer information.
  • Automatically track history of customer communications.
  • Automate email communication to prospects and customers.
  • Track sales opportunities and follow ups.
  • Create and manage customer related tasks.
  • Use included reports to track progress.

If you are looking for a simple CRM system that is easy to manage and can be set up immediately, then this is the ultimate solution for you. We will provide a template available for download immediately following our presentation.

June 12th, 2025, 11:00 AM Eastern

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