iGlobe CRM
CRM solution built natively for Microsoft Office 365 and Teams
About iGlobe CRM
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.
Pros & Cons
Pros
- Seamless integration with Microsoft 365 apps reduces context switching
- Familiar Microsoft interface lowers learning curve for existing M365 users
- Built-in Power BI reports for actionable sales insights
- Mobile CRM access through PowerApps
- 30-day free trial to evaluate before committing
Cons
- Requires Microsoft 365 subscription as a prerequisite
- Not suitable for organizations using Google Workspace or other ecosystems
- Limited to 50 users on standard pricing; enterprise pricing requires custom quote
- Fewer third-party integrations outside the Microsoft ecosystem
Key Features
Microsoft 365 Native Integration
Built directly into the Microsoft ecosystem with deep Outlook, Teams, SharePoint, and Planner integration
360-Degree Customer View
Complete overview of customer contacts, emails, tasks, appointments, opportunities, and sales history
Sales Pipeline Management
Track opportunities, manage sales stages, and forecast revenue with visual pipeline tools
Outlook Add-In
Access CRM data and save emails to customer records directly from Outlook
Power BI Reporting
Eight built-in Power BI reports for sales analytics and performance dashboards
Mobile CRM via PowerApps
Access customer information and manage tasks on mobile devices through PowerApps
Office2SharePoint
Save emails and attachments from Outlook directly to SharePoint Online and Teams
Accounting Integrations
Connect with e-conomic, SAASU, and Xero for financial data synchronization
Microsoft Planner Integration
Manage customer tasks within the CRM environment using Microsoft Planner
Multi-Tenant Cloud Architecture
Secure cloud-based SharePoint add-in with multi-tenant support
Pricing
- 30-day trial
- Up to 5 users
- Full feature access
- Up to 50 users
- Outlook add-in
- Office2SharePoint
- MIPA for Teams/Outlook
- 8 Power BI reports
- PowerApps Mobile CRM
- SharePoint Online integration