
CRM solution built natively for Microsoft Office 365 and Teams
iGlobe CRM is a cloud-based customer relationship management solution built as a native Microsoft Office 365 application. It provides a 360-degree view of customer activities and relationships directly within the Microsoft ecosystem, integrating with Outlook, Teams, SharePoint, Planner, and Power BI. The platform offers sales pipeline management, opportunity tracking, forecasting, and mobile CRM access through PowerApps, making it ideal for businesses already invested in Microsoft 365.
Built directly into the Microsoft ecosystem with deep Outlook, Teams, SharePoint, and Planner integration
Complete overview of customer contacts, emails, tasks, appointments, opportunities, and sales history
Track opportunities, manage sales stages, and forecast revenue with visual pipeline tools
Access CRM data and save emails to customer records directly from Outlook
Eight built-in Power BI reports for sales analytics and performance dashboards
Access customer information and manage tasks on mobile devices through PowerApps
Save emails and attachments from Outlook directly to SharePoint Online and Teams
Connect with e-conomic, SAASU, and Xero for financial data synchronization
Manage customer tasks within the CRM environment using Microsoft Planner
Secure cloud-based SharePoint add-in with multi-tenant support