Customer and Prospect Management System
by JMS Advisory Services Private Limited
SharePoint-based Client Prospecting & Management System to streamline lead tracking and client data.
Customer and Prospect Management System (CPMS) is a modern SharePoint Framework (SPFx) solution designed to simplify and digitize the sales pipeline — enabling teams to efficiently manage prospects, track client interactions, and maintain customer records within a single, secure platform.
Built specifically for small and mid-sized organizations, CPMS streamlines relationship management by offering structured workflows, real-time analytics, and seamless access to data — all within your existing Microsoft 365 environment, without the complexity or cost of traditional CRM tools.
Key Capabilities
Prospect Management: Capture, update, and track prospects with detailed company information, notes, and deal stages.
Client Conversion: When a prospect’s status is set to “Yes – Proceed to Agreement,” the system automatically converts that record into a client. All related details are seamlessly migrated to client records — eliminating manual duplication and ensuring data consistency.
Client Directory: Maintain a centralized, searchable list of all clients with view and edit options.
Interactive Dashboard: Gain real-time insights into total prospects, active clients, and conversion rates using dynamic, clickable analytics cards.
Real-Time Updates: Data automatically refreshes across all pages to reflect the latest changes instantly.
Secure & Scalable: Operates entirely within your organization’s Microsoft 365 tenant, ensuring complete data ownership, compliance, and scalability.
Component Type
Full-Page App (Single-Part App Page):
Provides a dedicated, immersive workspace for managing records and forms, featuring a dashboard view of total prospects, clients, and key metrics.
End-to-End Functionality
Open the Prospect Form to add new potential clients with details like company name, contact info, and deal stage.
Submitted data is securely stored in a SharePoint list.
When the prospect’s status is updated to “Yes – Proceed to Agreement,” the record is automatically transferred to the Client List.
Use the Client Form to manage client details and ongoing interactions.
The Dashboard provides a summarized view of all prospects and clients with interactive metrics.
The system updates in real time across all pages without the need for manual refresh.
All form submissions, status changes, and dashboard updates occur directly within your SharePoint environment — with no external dependencies or third-party integrations required.
Usage Requirements
To use this app, users must have an active Microsoft 365 SharePoint Online account with the necessary permissions to access the SharePoint site where the solution is deployed.
Note: Because this app securely connects to your organization’s SharePoint lists and libraries, it may not function in isolated or test environments without access to those data sources.
Contact Us / Support:
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Support:
Ideal For
Organizations seeking a lightweight CRM alternative built entirely on SharePoint Online — enabling sales, client management, and reporting within a secure Microsoft 365 ecosystem.
Deployment Information
This solution is deployed at the site level. Administrators must manually add the app to their SharePoint sites from the App Catalog.
Tenant-wide deployment is not enabled by default.
