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A CRM and project system inside Microsoft 365

Leads, quotes, contracts, projects, time and invoice drafts in one system on Microsoft 365, with a public demo.

Try the live demo (opens the demo site)
The sales pipeline on a laptop: four stages from new deal to won, with test companies and amounts.
Status
Live
Runs on
Microsoft 365, SharePoint, Power Automate, Azure Functions, Teams, Outlook
Data
Invented companies and test data
Opening frame of the trailer for A CRM and project system inside Microsoft 365.Draft

The problem

A small services firm needs leads, quotes, contracts, projects, time and invoice drafts to flow in one place. Off the shelf tools do not fit the way it works and cost a lot. The data should stay inside Microsoft 365, under its security.

What I built

A CRM (leads, pipeline, quotes, contracts, a signing page) and a project system (projects, time, tasks, invoice drafts), joined by hand-overs. Both run on SharePoint lists, SharePoint screens, Power Automate flows and Azure Functions. A browser demo runs every screen on test data.

  • The CRM home screen on a phone: one failed job to fix and two next steps, with test data.
  • The sales pipeline on a phone, showing two new deals as cards.

What it changed

Anyone can try the public demo: every screen, with test data and a guided mode, on a phone or a laptop. Three narrated videos follow a customer from first lead to an approved invoice draft. The push to an accounting system is planned, not built.

Try the live demo (opens the demo site)
  1. A CRM and Project System Built Inside Microsoft 365: Overview
  2. From Lead to Approved Invoice Draft in Microsoft 365: One Customer's Journey
  3. A Microsoft 365 CRM and Project System in Teams and on a Phone

Tell me what you want to automate.

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