Service Overview

"NextSet Cloud CRM for Microsoft 365" works seamlessly with Microsoft 365 environment, cloud based CRM function.
(1)CRM and SFA solution runs in cloud.
(2)Works in SharePoint site as gadgets
(3)Similar to popular existing CRM and SFA system. However, by simplifying database structure, it's very straight forward to use and does not take time to master.
(4)Use Case
　・SFA Function: Company Management, Client Management, Project Management, Activities Management
　　　→Integrate closely with Google Calendar.
　・Outbound function (Tele Marketing)
　・Inbound function (Inquiries)
　・Name Card Management, Client Management
　・Seminar application function
(5)Support virtual instances. For each use case, you can create a new virtual instance. Each instance will have different databsae

Install Cloud CRM
（For Administrator）Trial Version

Features Summary

・Implement CRM & SFA features, provide Gadgets to work inside SharePoint site
・Support virtual instance ==> create multiple instances, each instance support for one use case
・SFA Function: Company Management, Client Management, Project Management, Activities Management
　　　→Integrate closely with Google Calendar.
　・Outbound function (Tele Marketing)
　・Inbound function (Inquiries)
　・Name Card Management, Client Management
　・Seminar application function
・Company Master data to manage company information
・Client Master data to manage client information
・Project Master data to manage project information
・Action Master data to manage activities information
　　TeleCall, Visiting, Mailing, Proposal, Quotaion, Billing, Daily Report, Joinning Seminar, Campaign, Questionnaires etc...
・Full Text Search/ Advanced Search.
・Input form customization.
　　→Support variaty input types like text, label, date, rich text, option, radio button, attachment, pulldown etc...
・Provide default input form
・Attachment feature (up to 200MB)
・Attachment preview function
・Data permissions（Create, Delete, Update, View permissions)
・Integrate with Gmail, Google Calendar, Drive to extract relevant information
・Favourite function
・Notification email upon data update.
・Operation Log feature
・Remider feature (sending email upon deadline)

・Data export/import by CSV format
・Mail Magazine distribution feature
・Gadgets for SharePoint site
・Support Microsoft 365 multi domains
・Support multiple languages (English, German, France, Spain, Italian, Portuguese, Japanese, Chinese, Korean)

Please kindly confirm "Terms of Use" before installing. Here

Install Cloud CRM
（For Administrator）Trial Version

FAQ

What is "NextSet Cloud CRM for Microsoft 365" ?
"NextSet Cloud CRM for Microsoft 365" works seamlessly with Microsoft 365 environment, cloud based CRM function. Cloud CRM is CRM and SFA solution runs in cloud. It can works in SharePoint site as gadgets

How does Cloud CRM manage customer information?
Cloud CRM manages customer information by providing for type of master data: Company Master data (store company information), Client Master data (store client, contact information), Project Master data (project information) and Action Master data (store activities information).

Can the form be customized？
Yes. All the input forms in Cloud CRM can be customized. Cloud CRM provide GUI to help users easily customize input form.

How does Cloud CRM integrate with Microsoft 365？
Cloud CRM can work inside SharePoint site as Gadgets. Cloud CRM can inspect Gmail, Calendar, and Drive to extract relevant information to an activity, project in Cloud CRM. Besides, you can also confirm Cloud CRM information from gmail, create new Cloud CRM activity in Calendar.

Can Cloud CRM support multiple languages？
Yes, Cloud CRM supports multi languages.

Install Cloud CRM
（For Administrator）Trial Version