Share via

Hi guys, I need some help with creating CRM in SharePoint.

Anonymous
2022-03-23T09:48:40.023+00:00

Hi guys, I need some help with creating CRM in SharePoint.

Need to create contact form, which can help in maintaining customer database (CUSTOMER A, CUSTOMER B, CUSTOMER C...) also the same can be used as CRM.
Let say if we have new activity in CUSTOMER A, then we can just open CUSTOMER A database and add notes on the same account.

Options that i want in sharepoint CRM are:

Contact form

Under contact form, we should have following items:

  1. Client/Customer*
  2. Company URL
  3. Client Primary Contact Name
  4. Primary Contact #
  5. Primary Contact email
  6. Primary Contact Office Address
  7. Primary Contact Repots to (Designation and Name)
  8. Secondary Contact Name
  9. Secondary Contact #
  10. Secondary Contact email
  11. Secondary Contact Office Address
  12. Secondary Contact Repots to (Designation and Name)
  13. CIO
  14. Additional comments

Once these options are filled, we can save the customer contact form and the the second step will be using the CRM on the same customer.

CRM

Under CRM, we should have following items:

  1. Meeting date (current date)
  2. Client conversation/notes
  3. Client attendees (Lookup from primary and secondary contacts)
  4. My company attendees (Lookup from contacts)
  5. CSAT(Customer satisfaction) - Push button which can send email to attendees.
  6. Next meeting date (future date)

If there are new attendees that have joined the meeting, then and new button to add new contacts(client end)

Thanks in advance

Microsoft 365 and Office | SharePoint Server | For business
Microsoft 365 and Office | SharePoint | Development
Microsoft 365 and Office | SharePoint Server | Development
Answer accepted by question author
  1. Emily Du-MSFT 51,986 Reputation points Microsoft External Staff
    2022-03-24T09:45:20.507+00:00

    @Anonymous

    For contact form, you could create a custom list contact, then add 14 columns into custom list to record user contact information.

    For CRM, you could create another custom list CRM to store meeting information. In this list, create Client attendees and My company attendees lookup columns to get information from custom list contact.

    If the answer is helpful, please click "Accept Answer" and kindly upvote it. If you have extra questions about this answer, please click "Comment".
    Note: Please follow the steps in our documentation to enable e-mail notifications if you want to receive the related email notification for this thread.

2 additional answers

Sort by: Most helpful
Most helpful Newest Oldest
  1. C A LOT CRM 0 Reputation points
    2024-01-10T11:08:48.1066667+00:00

    @Sumitesh Kumar

    There is a very simple and easy to use Microsoft SharePoint-based CRM system (C-A-LOT CRM) available that can be used to carry out customer relationship management activities, create and manage contacts and accounts, track leads and opportunities and manage tasks. This won't cost you anything extra other than your Microsoft 365 user license.

    Feel free to explore at: https://www.calotcrm.com/.

    C-A-LOT CRM has all necessary features and functions available to manage Contacts, Accounts, Leads, Opportunities and Tasks from a very simple cloud platform.

    C-A-LOT CRM is a perfect example to showcase modern Microsoft SharePoint and Microsoft Power Platform features and functions.

    0 comments
  2. Deleted

    This answer has been deleted due to a violation of our Code of Conduct. The answer was manually reported or identified through automated detection before action was taken. Please refer to our Code of Conduct for more information.

    Comments have been turned off. Learn more

Your answer

Answers can be marked as 'Accepted' by the question author and 'Recommended' by moderators, which helps users know the answer solved the author's problem.