Simple CRM

Easily track customers, companies, and deals – all connected in one simple SharePoint solution built using the Lists app.

Overview

• Simple CRM built in SharePoint using Lists and Libraries
• Includes Contacts, Companies, and Deals – all linked via Lookup columns
• Allows you to associate multiple contacts with each company and deals with specific clients
• Ideal for sales, marketing, or business development teams
• No third-party apps, just clean, out-of-the-box SharePoint functionality

Benefits

• Get a 360° view of all your customers and deals in one place
• Eliminate data silos – everyone works from the same connected system
• Improve team collaboration between Sales, Marketing, and Operations
• Replace scattered Excel trackers with a centralized, dynamic workspace
• Perfect for simple CRM needs – no need to purchase or maintain costly third-party CRM software

Built With

SharePoint Lists

Key Features