Top 15 SharePoint CRM Alternative and Similar Softwares | Apr 2024

A CRM/Project Management Site Template for SharePoint 2010 Enterprise or Office 365 Enterprise tenants.

- Custom User Interface
- Contacts Management
- Project Management
- Sales & Invoicing
- Client Enquiry - Showing any items related to a client
- Reporting
- Integrated User Guide

1. SuiteFlow P2CM

SuiteFlow P2CM SuiteFlow P2CM is “Product-to-Customer Management”. We define P2CM as “managing EVERYTHING that impacts the flow of your products to your customers”.SuiteFlow™ is a software system which helps your manage and grow you business. SuiteFlow™ manages: People, Organizations, Groups, Topics, Customer Service, Activity, Calendars, Phases (of work), Production, Documents, Time, Expenses,......

2. MYCO Suite

MYCO Suite CRM, Project management, Sales, HR and Finance in one compact system. (Now also available on the iPhone)Having all your CRM information, projects, sales leads and financial reporting together in one secured system. MYCO Suite helps management by creating transparency and reduces complexity. You are now able to say goodbye to......

3. Pancake

Pancake Pancake is self-hosted app for pretty much everything freelancer needs - invoicing and billing customers online, time tracking, proposals, project management and heaps of other stuff. Manage your projects from proposal to payment.When you buy Pancake you get all the tools your business needs, in their entirety to install on......

4. toast PSA

toast PSA Cloud based comprehensive PSA software developed in Delhi, India. Features include CRM, enterprise project management (EPM) and portfolio management (PPM).......

5. Skylight

Skylight Skylight puts powerful, user-friendly business management tools into your team’s hands, both in the office and on the road. Concentrate on your company’s core business while we keep your projects, contacts, resources, accounts and files in a single, safe place online.......

6. Zurmo CRM

Zurmo CRM Zurmo is an open source CRM platform that encompasses sales, marketing automation, and project management software into one solution. Through the use of gamification, Zurmo engages, motivates, and recognizes users. This helps increase user adoption which results in a successful CRM implementation......

7. Thrive by Business Instruments

Thrive by Business Instruments Your time is precious! Don’t waste it trying to find the right information within disconnected systems or puzzling over what numbers and data mean ever again.Thrive provides the CRM, Project Management, Accounting, and Dashboard solutions your business needs, customized and set up on your terms.There’s no reason for you to......

8. Clintra

Clintra No matter how small or big your venture may be, you know you need to stay competitive. And that means more than launching an amazing marketing campaign. The definition of being competitive in today’s business landscape goes beyond attracting leads. You need to upgrade everything- from your internal communication, to......

9. TrackerSuite.Net

TrackerSuite.Net TrackerSuite.Net is a suite of Web based, integrated applications for Project Management, Service Desk, Time and Expense Reporting, Purchasing, CRM, Asset Management, HR and Payment Requests.These applications integrate with email platforms including Microsoft Outlook and Lotus Notes, allowing users to surface them within their email clients. Microsoft Outlook users can......

10. WorkforceTrack.com

WorkforceTrack.com WorkforceTrack provides integrated CRM software built for Customer Service and Salespeople to handle their daily activities effectively. With WorkforceTrack, it is now possible to achieve high level off communication between employees working on sales department by sharing the workload between team members and keeping track of every call and activity......

11. Tree.io

Tree.io Tree.io is a free service that provides cloud based productivity, collaboration, communication and integration tools for any size business.Tree.io focuses on providing cutting-edge Project Management, Sales & CRM and Service Support.......

12. ProdExpert

ProdExpert Web based Project Management System or an entry level Enterprise Ressource Planning for small to medium business with customization capabilities......

13. ONDiGO Mobile CRM

ONDiGO Mobile CRM ONDiGO is a Mobile CRM for sales people and small businesses on-the-go.ONDiGO adapts to the way people work nowadays by automatically building a customer database from day-to-day interactions conducted on your mobile device.Deeply integrated into the mobile device, ONDiGO automatically captures your business interactions via email, calendar events, calls, text......

14. Liid

Liid LIID is a mobile app that automatically logs client contacts such as calls and emails into CRM. Rather than manually entering data, Liid instantly matches the number or email to the relevant contact in Salesforce and automatically logs the event. You will also have the possibility to manage and create......

15. Microsoft Dynamics

Microsoft Dynamics Microsoft Dynamics is a line of ERP (enterprise resource planning) and CRM (customer relationship management) applications developed by the Microsoft Business Solutions group within Microsoft. Microsoft Dynamics applications are delivered through a network of reselling partners who provide specialized services.The Microsoft Dynamics suite includes five primary products:Microsoft Dynamics AX (formerly......