The Leading CRM SharePoint Software


Holistic CRM for Small Businesses

CRM & Project Management


Built on Office 365 and SharePoint


The Leading CRM SharePoint Software

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BPA CRM & Project Management Built on Microsoft Office 365 and SharePoint

Small and mid-sized businesses are strongly impacted by revenue losses and poor conversion rates. They rarely have dedicated CRM resources or the time and money for complex CRM tools.

BPA CRM & Project Management is a centralized, easy-to-use, data entry-ready CRM and xRM platform that helps you promote company-wide alignment and gain a better understanding of customer needs. Ready to be deployed in your Office 365 or SharePoint environments, the solution comes preconfigured for instant insight, while remaining highly customizable and agile.

Our CRM software brings important tools used by salespersons together in one single interface, like reminders, emails, Microsoft Office tools, instant discussions, team collaboration, and more. The result: an unequaled, cost-effective user experience.

Among available modules:

  • Stakeholders & contacts
  • Activities, tasks, calendar, emails
  • Sales opportunities
  • Reporting tools
  • Sales system
  • Lead management
  • Marketing campaigns
  • Customer service
  • Project management
  • Document management

BPA CRM for Office 365 Video

3 Reasons Why CRM Built On SharePoint Maximizes ROI

Download our white paper to learn why a marriage of CRM and SharePoint should be your next IT investment.
>> Download our White Paper Now!


BPA CRM has helped to streamline our communication within the department as well as with outside entities such as the Governor’s Office or Legislature.

Pricing SharePoint CRM

Priced for Every Budget

Save up to 90% on license costs compared to other CRM solutions. Leverage your existing SharePoint investment and get the fastest return on your investment.
>> Calculate your savings

The Most Integrated CRM

BPA CRM is built to run on both Microsoft SharePoint Foundation and Server. Native integration with Microsoft Office ensures the highest productivity.

The Most Integrated CRM

Users Love BPA

Users Love BPA

We designed BPA CRM to have a simple, configurable yet powerful user interface that enables users to work they want to work.

Powered by the xRM Platform

Our CRM is powered by a single installable platform called xRM that has 30+ enterprise components making it the most powerful SharePoint solution in the marketplace. So much more than just a site template.

Powered by the xRM Platform

Flexible Deployment SharePoint

Flexible Deployment

Deploy BPA on premise with either user or server based licensing. Or use BPA in private clouds or with Office 365.
>> View deployment options

Get Ultimate Control

Start quickly and get ultimate control. BPA CRM will work the way you work. BPA and certified BPA Partners will ensure your project will be successful worldwide.

Get Ultimate Control CRM

Tailored to Fit Your Business

Tailored to Fit Your Business

Each BPA solution can be configured to match any business process. Supporting 800+ customers worldwide in 15+ languages, BPA and certified partners are ready to help with any task.

The Solution you can grow with!

The solution is flexible enough to continuously adapt to your processes over time. Save and deploy configured CRM instances for new locations. Further extend the solution by installing third party tools from the SharePoint community.

The Solution you can grow with

SharePoint CRM is the Right Technology

SharePoint is the Right Technology

BPA CRM works simply better because it runs on SharePoint. SharePoint is everywhere and brings a feature-rich and robust platform at
almost no cost.

Salesforce Automation SharePoint CRM

Salesforce Automation

Track activities and opportunities with companies and contacts. Generate quotes to be printed or emailed to contacts. Increase productivity with the BPA Office connector, integration with not just Outlook but the full MS Office Suite.

Integrated Marketing Automation

Manage incoming leads from your website.Send mass emails or letters to your targeted contacts. Tag leads from their source to measure each campaigns ROI.

Integrated Marketing Automation

Integrated Help Desk

Integrated Help Desk

Manage incoming support request emails or to web. Use standard solutions to provide timely consistent answers to recurring request. Integrate Help Desk functionality with BPA’s unique Self-Service portal to empower your clients to track what they need when they need it.

Reporting and Analytics

With over 15+ interactive charts and gauges, creating meaningful reports, scorecards and KPI’s is a snap. Build, save and distribute custom reports on the fly using a simple yet powerful report wizard. Need more? Access data using powerful MS tools such as SQL Report Services to deliver powerful reports automatically.

Reporting and Analytics

Mobility - Power on the Go CRM

Mobility – Power on the Go

Today’s workforce is more mobile than ever. Access the main functionality of BPA’s solutions from your device, even offline. Download BPA’s app for your Apple product for a rich new mobile experience. (Soon to be available on Android and Microsoft platforms.)

Project Management

This embedded module allows tracking projects easily with their related budget, meetings, tasks and related documents.

Project Management

Social Connector

Social Connector

The tool will automatically collect contact social data and company information, when available.

Workflow Actions

Pilot BPA components with workflow actions.Compatible with SharePoint Designer and Nintex workflow (coming soon).

Workflow Actions

30+ enterprise-class components on the top of SharePoint

>> View the list of main features

  • Intuitive navigation
  • Elegant ergonomics
  • Intelligent forms
  • Interactive graphs and charts
  • Mail merge with templates
  • Microsoft Office integration
  • Advanced reporting
  • Mobile solutions
  • Connect to outside data sources
  • Workflow actions

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