The client needed a custom CRM to manage client accounts, policies, and contacts — but wanted to avoid the cost and complexity of a standalone CRM platform. The solution needed to integrate with their existing Microsoft 365 tools.
Country / Client: Custom internal solution
The Challenge
The client needed a custom CRM to manage client accounts, policies, and contacts — but wanted to avoid the cost and complexity of a standalone CRM platform. The solution needed to integrate with their existing Microsoft 365 tools.
What We Built
Actowis built a fully custom CRM entirely within SharePoint Online:
- SharePoint Online as the data layer — all accounts, contacts and policies stored as lists
- Custom SPFx webparts for account management, policy tracking and contact lookup
- Integration with Microsoft Teams, Planner, Outlook and Power Automate for workflow
- Power BI embedded dashboards for account analytics and renewal tracking
- Export to Excel functionality for offline reporting
- User-specific views and permissions based on assigned accounts
Tech Stack: SharePoint Online • SPFx • Dynamics 365 • PowerPages • Power Automate • Power BI • JavaScript
The Outcome
The client has a fully functional CRM with zero licensing cost beyond their existing Microsoft 365 subscription. Account managers can view all client information, track policy renewals, manage contacts and generate reports — entirely from within SharePoint and Teams.