Explore how CRM As A Service helps VC firms track investments seamlessly—right inside Microsoft Teams.

Turn contact form submissions into CRM leads automatically using Microsoft Forms, Power Automate, and CRM As A Service.

Stay updated with team activities in CRM As A Service, view current and recent actions, and keep track of progress in real-time.

Easily manage every Activity—calls, meetings, tasks, and follow-ups—right from CRM As A Service in Microsoft Teams.

Centralize sales activity, notes, attachments, and emails in one view with the History panel in CRM As A Service.

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.

Unlock the full potential of Microsoft Teams with CRM As A Service—streamline sales and boost productivity in one place.

Integrating CRM directly into Microsoft Teams simplifies the sales process and boosts team productivity.

Following the success of Ticketing As A Service and Checklist As A Service, we are thrilled to introduce CRM As A Service for Microsoft Team

When discussing CRM systems, you’ll often hear terms like "Lead," "Opportunity," "Contact," and "Organization." While these are all...

Understand the roles of Owners and Members in CRM As A Service and how they help streamline your team's sales and data management.

Customize Lead and Opportunity forms in CRM As A Service to capture key sales data like competitors and business challenges.

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.

Manage leads with ease using CRM As A Service. Track, qualify, and convert opportunities, and gain insights on lost deals for future success

Easily upload leads into CRM As A Service from Excel or CSV files. Follow our step-by-step guide to streamline lead management.

A key feature of CRM As A Service for Microsoft Teams is its customizable Filters, which allow you to personalize your CRM experience

Uninstall and block TeamsWork apps like Ticketing, Checklist, or CRM As A Service in Microsoft Teams and the Admin Center with ease.