CRM & Project Management by BPA

As a comprehensive CRM solution, BPA CRM and Project Management enables organizations to gain a clearer, deeper understanding of their customers to reveal and capitalize on available opportunities and ultimately, increase sales. Preconfigured but highly customizable, BPA CRM and Project Management reduces the need for a dedicated CRM resource or in-depth knowledge of CRM solutions, so your employees can focus on the tasks most important to your business: gaining the mission-critical customer data and insights you need for success—not learning how to use complicated tools.

End users love BPA CRM & Project Management because it’s extremely easy to use. The BPA CRM and xRM platform is an open solution dedicated to small and medium businesses. The software comes as a flexible SharePoint template running on Office 365 and interfaces with the most advanced technologies, like instant discussions, team collaboration, workflow automation, mobile solutions, powerful reporting and more.

NOTE: This SharePoint Add-In is an installation guide to our Full Trust version of the add-in available from the provider. This SharePoint add-in works in conjunction with another add-in, which is only available from the provider. This requires installation on your environment outside of the Microsoft Office Store processes due the level of required permissions. A tenant administrator will need to deploy this specific add-in to the tenant manually, so that it can be installed to your environment. When apps are installed outside of the Microsoft Office Store, they may bypass any, and all, safety and security checks provided by Microsoft. If you have not done so already, it is recommended that you establish contact with the provider before proceeding with installation. Consider trying this add-in on a separate SharePoint Tenancy before installing it on your primary SharePoint site(s).