Streamline Customer Management with your own SharePoint CRM

CRM systems are essential for maintaining and improving customer relationships across sales, service, and support. While major enterprise CRM platforms like Salesforce and Microsoft Dynamics 365 offer powerful functionality, they often come with significant drawbacks: high cost, long implementation cycles, and complex training requirements. For many organizations, especially small to mid-sized businesses, these platforms are excessive.

That's where SharePoint becomes a highly effective alternative. SharePoint, already a staple in many organizations, can host a streamlined and powerful CRM system using tools like Infowise Ultimate Forms. This allows organizations to bypass the heavy overhead of traditional CRM software and instead implement a system that's cost-effective, easy to use, and ready to go in minutes.

Our solution can be downloaded from the Solution Catalog in minutes:

Why Use SharePoint for CRM?

SharePoint offers a familiar, centralized environment that can serve as the foundation for a custom CRM solution. With Infowise Ultimate Forms, users can deploy a CRM template that's tailored to the specific needs of their business, without any coding or complex integrations. This solution covers core CRM functions including:

• Tracking leads and sales opportunities
• Managing customer contact records
• Logging communications and activities
• Assigning tasks and follow-up reminders using Infowise Actions
• Capturing feedback and support requests via smart forms

Best of all, this system is user-friendly, so employees can start using it immediately with minimal training.

Simple contact management:

How CRM Fits into SharePoint Solutions

SharePoint is already widely used for document management, collaboration, and workflows. Integrating CRM into SharePoint means that all your business tools live in one place. Users can attach documents, emails, and support notes directly to customer records. Tasks can be tracked using SharePoint lists and visualized with calendars and dashboards using tools like Event Calendar and Smart Chart Pro.

This approach removes the need to switch between systems and consolidates all communication and activities related to customer management in a single interface.

Task and Employee Management Integration

CRM systems aren't just for external customers—they're equally useful for managing internal interactions, especially when it comes to employee responsibilities. With a SharePoint CRM, you can:

• Assign tasks to employees tied to customer records using Associated Items
• Track task progress and deadlines using calendar views
• Send automatic notifications and reminders for follow-up using Email Alerts
• Use dashboards and rollups with Smart Rollup Pro

This ensures accountability and enables better resource planning across departments. Managers can easily see who's handling what and how efforts are progressing without requiring additional software.

Automate emails are easy to set up within the system:

Use Case Scenarios

To better understand how this solution works in practice, here are a couple scenarios:

• Sales Department: A regional sales manager uses the CRM to track lead conversion rates. Sales reps log calls and meetings. Follow-up reminders ensure no opportunity is lost.
• Support Team: Customer service reps log support tickets in real-time. Managers track time to resolution and generate reports for quality assurance.

Each of these examples showcases how CRM data can be used to gain clarity on progress, measure success, and ensure accountability - all within SharePoint.

Forms Management Beyond Microsoft Forms

Microsoft Forms is often too basic to meet the real-world needs of business users. It lacks features such as conditional logic, dynamic display rules, custom actions, and advanced data validation. In contrast, Infowise Ultimate Forms provides a robust forms engine that operates directly in SharePoint, with no coding required. You can build interactive, intelligent forms that include:

• Custom field permissions
• Auto-populated fields using Connected Lookup
• Linked sub-items and rollups using Associated Items
• Signature and print-ready formatting with Signature Field and Smart Print Pro
• Complex business rules triggered by user actions via Smart Action Pro

Unlike Power Apps, which requires users to learn programming concepts and deal with performance issues, this solution is fully integrated and ready to go out of the box. Everything is done via point-and-click configuration within the SharePoint environment.

Easy Setup with Downloadable Templates

Setting up this SharePoint CRM solution is remarkably simple. A complete working template will be available for immediate download from our software tools which can be downloaded at https://infowisesolutions.com. Once you install the template, you can begin customizing your system using Ultimate Forms—no need for additional third-party hosting, add-ins, or custom code. This makes it ideal for organizations that want to stay agile and cost-effective.

The system is scalable. You can begin with a simple configuration and grow it over time. Whether you're managing 10 contacts or 10,000, the solution is flexible enough to fit your needs.

See the Solution

CRM systems don't need to be overwhelming. With SharePoint and Infowise Ultimate Forms, organizations can deploy a light, efficient, and easy-to-use CRM that integrates naturally into existing processes for task management, employee oversight, and HR workflows. By avoiding the complexity and cost of enterprise-level CRM tools, businesses can empower teams to collaborate more effectively and keep customer relationships strong. Sign up for the upcoming webinar, Simple Customer Relationship Management Tool for SharePoint, to see the solution in action and download the free template to get started.