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BPA CRM & Project Management

BPA CRM & Project Management built on Microsoft Office 365 and SharePoint

Overview

Small and mid-sized businesses are strongly impacted by revenue losses and poor conversion rates. They rarely have dedicated CRM resources or the time and money for complex CRM tools.


BPA CRM & Project Management is a centralised, easy-to-use, data entry-ready CRM and xRM platform that helps you promote company-wide alignment and gain a better understanding of customer needs. Ready to be deployed in your Office 365 or SharePoint environments, the solution comes pre-configured for instant insight, while remaining highly customisable and agile.


Our CRM software brings important tools used by salespersons together in one single interface, like reminders, emails, Microsoft Office tools, instant discussions, team collaboration, and more. The result: an unequalled, cost-effective user experience.

Core components

Among available modules:

  • Stakeholders & contacts
  • Activities, tasks, calendar, emails
  • Sales opportunities
  • Reporting tools
  • Sales system
  • Lead management
  • Marketing campaigns
  • Customer service
  • Project management
  • Document management

Example Screenshots

Components and features

  • Built on Office 365 leveraging all its powerful features and secure working capabilities.
  • Process Automation - Integrated with MS Flow
  • Covers all main CRM and project Management process controls
  • Salesforce Automation - Track activities and opportunities with companies and contacts. Generate quotes to be printed or emailed to contacts. Increase productivity with the BPA Office connector, integration with not just Outlook but the full MS Office Suite.
  • Integrated Marketing - Automation Manage incoming leads from your website.Send mass emails or letters to your targeted contacts. Tag leads from their source to measure each campaigns ROI

Office 365

Full Licence
£ 29
99
Monthly
  • Minimum £250 Per Month combined licenses Payable Annually
  • Implementation Quick-start £2500

Office 365

Reader
£ 9
99
Monthly
  • Minimum £250 Per Month combined licenses
  • Implementation Quick-start £2500

SharePoint

Server Licences from
£ 3000 Perpetual + S&M
  • Unlimited users
  • Implementation Quick-start £2500
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