Why We Built SoCRM: A CRM Platform That Works the Way You Do
- So365
- Jul 25
- 3 min read
When we first set out to build SoCRM, we weren’t trying to reinvent the wheel - we were trying to fix it.
Over the years, we’d seen too many businesses struggle with CRM systems that were either too complex, too expensive, or too disconnected from the way they actually worked. Sales teams were buried in admin. Project managers were juggling spreadsheets. Customer service teams were stuck in silos. And leadership? They were flying blind.
We knew there had to be a better way.
The Problem with Traditional CRM Platforms
Let’s be honest: most customer relationship management platforms are built for the vendor, not the user. They’re bloated with features you don’t need, locked behind pricing tiers you can’t justify, and require months of configuration before you see any value.
Worse still, they often sit outside the tools your team already uses - creating more friction, not less.
So We Built SoCRM
SoCRM was born from a simple idea: what if your CRM worked the way your team already does?
Built natively on Microsoft 365, SoCRM is designed to feel familiar from day one. It lives inside the tools your team already uses - Outlook, Teams, SharePoint - so adoption is natural, not forced. And because it’s built on the Microsoft Power Platform, it’s flexible enough to grow with you.
We didn’t just want to build a CRM. We wanted to build a platform that connects your entire customer journey - from first contact to final invoice.
What Makes SoCRM Different?
Modular by Design
Start with what you need - Sales, Projects, or Cases - and add more as you grow.
No More Silos
Sales, delivery, and support teams work from the same source of truth.
Transparent Pricing
No hidden fees. No per-module surprises. Just clear, scalable pricing.
Built for Microsoft 365
Seamless integration with the tools your team already knows and loves.
Ready to See SoCRM in Action?
We’ve just launched the first wave of SoCRM modules, and the response has been incredible. From interactive demos to early client feedback, it’s clear we’ve struck a chord.
But this is just the beginning.
If you’re tired of fighting your CRM and ready for one that works the way you do - we’d love to show you what SoCRM can do.
Visit our interactive demos to see the SoCRM modules in action
(click to launch)
Book a personalised demo to see how SoCRM can transform your customer journey
FAQs
Frequently Asked Questions about SoCRM
What is SoCRM?
SoCRM is a modular, Microsoft 365-native CRM platform designed to unify sales, project delivery, and customer service. It integrates seamlessly with Outlook, Teams, SharePoint, and Power Platform tools to help organisations manage the entire customer journey - from lead to delivery to support.
Who is SoCRM for?
SoCRM is ideal for service-based businesses and consultancies that want a CRM tailored to their processes - not the other way around. Whether you're managing sales pipelines, delivering client projects, or handling support cases, SoCRM adapts to your workflow.
What modules are available in SoCRM?
SoCRM currently includes:
Sales
Lead, opportunity, and account management with dashboards and forecasting.
Projects
Project planning, resource allocation, time tracking, and profitability monitoring.
Cases
Customer service and issue resolution with full visibility across teams.
More modules are in development, and each can be used standalone or together.
How is SoCRM different from other CRM platforms?
Unlike traditional CRMs, SoCRM:
Is built entirely on Microsoft 365 and Power Platform.
Offers transparent, scalable pricing.
Requires minimal training thanks to its familiar interface.
Supports deep customisation without complex licensing.
Can I try SoCRM before committing?
Yes! You can explore SoCRM through our interactive demos or book a personal walkthrough with our team.
How much does SoCRM cost?
SoCRM offers flexible pricing based on the modules you need and the number of users. Read-only users are free, and there are no hidden fees. For full details, check out our pricing table.
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