CRM is the sales management module of the So365 One platform.
It provides everything your team needs to stay organised, responsive and in control of the pipeline - using SharePoint, Teams, Outlook and the Microsoft Power Platform.
One unified solution for sales → delivery → support
Three modules. One shared Microsoft 365 data foundation. End‑to‑end operational flow.
CRM works seamlessly alongside Projects and Cases as part of the integrated So365 One platform
Opportunities convert into projects in one click
Project teams see full customer and sales history
Cases link back to customers and active work
Designed to work with Microsoft Copilot experiences across the full lifecycle
Configurable by design - extend fields, workflows and automations as needs evolve
Key CRM features
The essentials - with much more available.
Pipeline management
Clear, structured views for stages, value, dates and probability.
Activities & follow‑ups
Tasks, calls and emails linked to opportunities, managed from Teams or Outlook.
Accounts & contacts
Customer and contact records stored securely in your Microsoft 365 tenant.
Documents & collaboration
Proposals and files in SharePoint with versioning and co‑authoring.
Handover to Projects
Convert a won opportunity into a Project workspace with full context.
Dashboards & reporting
Pipeline health, forecasting and sales performance - Power BI‑ready.
Why organisations choose So365 CRM
Built on the Microsoft 365 foundation you already trust
Microsoft 365-native foundation
Your sales data stays in Microsoft 365 - secure, compliant and governed
No new tools to learn - work in Teams, Outlook and SharePoint
Designed to work with Microsoft Copilot - for summaries and insights
Simpler automation - Power Automate connects CRM → Projects → Cases
Faster adoption - feels like a natural extension of the workday
Lower cost of ownership - no standalone CRM tools or external integrations
What CRM unlocks as part of So365 One
A consistent, connected sales workflow
Faster project creation from won deals
Full customer visibility across teams
Embedded knowledge in a single workspace
A scalable foundation for automation and AI