SMP 365 CRM
Connect customer relationships with delivery handover.
SMP 365 CRM connects leads and accounts, opportunities, forecasting, with a clear path to sales-to-delivery handover.
Book a tailored demoExplore the workflow
Guided product preview. Illustrative demonstration data.
- Open the opportunity
- Review account context
- Prepare the delivery handover
Built around the work your team does
Leads and accounts
Opportunities
Forecasting
Sales-to-delivery handover
Your Microsoft environment. A clear deployment conversation.
This system is delivered through the Microsoft 365 and SharePoint environment. Discuss identity, permissions, records and optional services in the context of your organisation’s deployment.
Security and data handlingFrequently asked questions
Is this the full system?
This guided preview uses illustrative data and selected interactions. A tailored demonstration shows the complete workspace and configuration options.
Can this fit our workflows?
We work through your roles, forms, approvals, reports and operational requirements during the demonstration and solution design.
How do we get started?
Book a tailored demo with the SMP 365 team to discuss your operation, Microsoft environment and the workflows you want to improve.