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CRM As A ​Service
for Microsoft Teams

A native 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.

Microsoft Teams CRM Tablet version
Microsoft Teams CRM mobile version

Why Your Organization Need
CRM As A Service

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CRM As A Service is a Microsoft Teams CRM that simplifies lead, prospect, and customer management with customizable pipelines and an intuitive Kanban view.

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Ideal for sales, marketing, and service teams, this Microsoft Teams CRM makes it easy to track relationships, manage deals, and handle cases—all without leaving Teams. Outlook synchronization keeps emails, calendar events, and contacts connected, ensuring your team always has the full picture.

Key Benefits of using
CRM As A Service

Save Time and Boost Sales Productivity

Work directly in Microsoft Teams with Outlook synchronization for mail, calendar, and contacts. Our app adapts to your workflows, storing all lead and customer data in one place for a complete 360° view—no app switching required.

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Easy to Use

With an interface inspired by Microsoft 365 tools like Teams and Outlook, our app feels instantly familiar. Its intuitive design reduces the learning curve so you can be productive from day one.

Enhance Collaboration and Communication

CRM As A Service keeps your team aligned with real-time chatbot notifications and colleague updates, so everyone works together to close deals.

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Simple and Intuitive

update opportunity with drag and drop in Microsoft Teams CRM

Update opportunity status easily with drag and drop

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All key details at your fingertips: activities, attachments, and more

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Integration of Microsoft Teams CRM and Outlook

Create Outlook calendar invitation right from CRM

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Key Features
of CRM As A Service

Sales Pipelines

Track and monitor all your sales opportunities through your sales pipelines to drive growth.

sales pipelines in Microsoft Teams CRM
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Contact & Organization

​Capture all key information about your contacts and organizations to better engage with your audience.

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Interaction & Audit Trail Tracking

Track all key information changes and get an accurate and comprehensive view of your customer data.

Lead Management

Empowering you to capture, qualify, and convert leads with precision.

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Syncs with Outlook Contacts, Calendar, and Email

All your tools work together for enhance efficiency and productivity

Microsoft Teams CRM Synchronization with Outlook Email, Contacts, Calendar

Real-Time Notification

Stay updated with real-time notification, ensuring you never miss important updates and can respond promptly

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Case Management

Enhance customer satisfaction by efficiently and promptly managing cases until resolution

Multi-Languages

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English, French, Spanish, Portuguese, German, Korean, Italian, Japanese, Chinese, Indonesian, Arabic, Netherlands, Hindi, etc.

Unlimited User

Everyone in your organization can collaborate seamlessly, enhancing teamwork and productivity

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Unlimited Leads & Cases

Grow without constraints ensuring every potential opportunity and customer issue is tracked and managed efficiently.

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Pay for Your Real Usage

No need to worry about dormant users, pay only for what you really use.

Custom Form

Tailor the structure and flow of your data collection and sales process to fit your specific business needs

Custom form feature in Microsoft Teams CRM

API

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Automate CRM interactions, extract valuable insights for reporting, or enhance your existing tools with CRM As A Service capabilities.

Features Integrated with
Microsoft 365

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Microsoft Teams Native Development

Built natively for Microsoft Teams, it takes full advantage of the platform’s features.

Simple & Intuitive UI

The interface is smooth and easy to use, requiring no training or user guides.

Web, Desktop & Mobile Ready

Use it on any device with the same seamless experience—desktop, mobile, or web.

Microsoft Single Sign-on

No extra logins needed. Users sign in with their Teams account, with no separate user lists to manage.

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Microsoft 365 Security & Compliance

CRM As A Service follows Microsoft 365 standards to keep sensitive data secure and confidential.

Microsoft Azure High Availability

Hosted on Microsoft Azure, the app runs on a reliable, scalable, and secure cloud infrastructure.

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Flexible Setup & Smart Sync

Calendar, Mailbox, and Contact Synchronization

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Easily Configure Status and Pipeline

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Tailor your form and workflow to your needs

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Enhance Your Experience with CRM As A Service Integration and Add-ons

At TeamsWork, we help organizations get the most out of their Microsoft investment. Our integrations and add-ons make daily operations easier, whether you’re a non-technical user or a tech professional.

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CRM API

Seamlessly Integrate CRM As A Service

Using our user-friendly API, connect CRM As A Service to your existing systems and to the rest of Microsoft ecosystem. 

Capture Leads with Microsoft Form

Create leads effortlessly using familiar tools like Microsoft Forms and Power Automate.

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Microsoft Forms

Power Automate

CRM API

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CRM API

Power BI

Advanced CRM Analysis with Power BI

Harness the power of data analytics without needing coding skills. Our ready-to-use Power BI report, integrated with CRM As A Service.

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Only 1 Subscription per Organization needed!
Unlimited Users! Unlimited Instances!

Free Plan (Free Forever)

US$0

Ideal for any organization or individuals with low opportunities volume but still wants to leverage a CRM platform.

Free tier plan includes:

  • 30 Opportunities/month

  • Desktop, Mobile & Web version

  • Chatbot Notifications 

  • Single Sign On

  • Azure High Availability

  • Security & Compliance

Premium Plan

US$8.75/org/month

Basic features for organizing customer relationship and tracking sales activities. Ideal for small teams starting their CRM journey.

Includes Free Plan, plus:

  • 1200 Opportunities/year

  • Leads Management

  • 1 Sales Pipeline

  • Unlimited Users

  • XL/CSV Export

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

  • 2 Mailbox Sync

  • Contact & Calendar Sync

  • Custom Forms

  • Unlimited Sales Pipeline

  • Priority Support

  • API Access

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

  • 9 Mailboxes Sync

  • Case Management

  • Power BI Report

Enterprise Plan

Contact Us for a Personalized Plan.

Enhance your CRM As A Service Experience with our Power BI Report

Power BI Report (Add On)

Start at US$10/org/month

Our ready-to-use Power BI report, integrated with CRM As A Service, provides advanced insights on your Opportunity and Sales performance. 
Available only on the Professional and above.

​​Features:

  • Perpetual License or Subscription

  • Right to Edit Report, Visuals and Formulas

  • Desktop Versions

  • Custom Charts and Tables

Plan and pricing
background CRM Anytime, Anywhere Available on Mobile, Web & Desktop!

CRM Anytime, Anywhere
Available on Mobile, Web & Desktop!

Microsoft Teams CRM on Desktop
Microsoft Teams CRM on Laptop or Macbook
Microsoft Teams CRM on Tablet or Ipad
Microsoft Teams CRM on Mobile Phone

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 opportunity, it will be accounted for the monthly or yearly subscription period. At the end of the period, we count how many opportunities were created and you will be charged based on that, as simple as that!

Read more about Quotas

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.

Background contact us

Got a Question or Need Help?

Reach out! Whether you're looking for support or have a cool suggestion for the app, we’re excited to hear from you!

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