CRM for B2B Sales — in Microsoft 365, Where Your Team Already Works

The softXspace365 family for Microsoft 365 gives sales managers a single client card: company, contacts, all deals, emails and tasks — together. Commercial proposal in 15 minutes: pick line items, prices auto-fill, PDF ready. Automatic task checklist on every deal stage change. Teams channel and SharePoint folder per deal — created automatically. Company verification by tax ID — one click fills all the registration details.

Full collaboration history with the client — contracts, invoices, acts, previous deals, support requests. Milestone calendar: anniversaries, licence renewals, upsells. Notifications when a client has been inactive or their key contact changes. Client self-service portal for documents reduces manager workload.

Every manager's pipeline on one dashboard. Plan/actual/forecast targets in real time — no weekly Excel reports. Overdue leads and deals escalate automatically, no manual chasing. Funnel analytics: stage conversion, deal duration, loss reasons. Power BI with live data — not yesterday's report.

Weighted pipeline and MRR/ARR across the whole company. Quarterly revenue forecast. Manager rankings, partner network performance. The entire commercial process in one view — see where things are stuck and why. One dashboard instead of three exports from different departments.

Data stays in your Microsoft 365 — no third-party cloud service. Roles and access rights configured flexibly: pre-built roles for typical scenarios, custom roles possible — from record-level access to field-level visibility. Installation from Microsoft AppSource in hours. Process and field configuration without a developer. Extend with other softXspace365 modules, no migrations.

Partner card: tier, commission rate, referral chain. Stats: deals, revenue, accrued and paid commissions. Automatic calculation on deal close — no spreadsheets or manual reconciliation. Partners see their stats in their own portal — you see everything.

Full counterparty card: registration details, industry, status, manager, all linked contacts, deals and documents. Auto-fill from company registry (DUNS / VAT lookup) — details, tax status, bank accounts, directors populated in one click.

A contact is linked to the company, the lead and multiple deals simultaneously. The contact's role in the decision process is recorded on the card — the manager knows how to advance the deal. Full interaction history with every person.

softXspace365.AI-Assistant prepares the client profile in one click, links incoming Outlook emails to the right deal, associates documents with contracts, writes follow-ups after meetings. Works inside your Microsoft 365 on your data.

The manager immediately sees who to work with first and who to close as unqualified. Pre-built pipeline with typical stages and qualification criteria is ready out of the box; stages, fields and scoring rules configured to your methodology.

Weighted revenue forecast, days per stage, overdue — calculated automatically. See exactly where and why every deal is stuck. Pipeline stages, required actions per stage, transition criteria — configured to your sales cycle. Pre-built pipeline for a typical B2B cycle — to get started immediately.

Drag cards between stages, owner avatars, up to 6 fields per card. One component for leads, deals and tasks — different configuration for each scenario.

Licences, subscriptions, services in one document. Volume discounts, service rates, VAT, discount with reason. Version control and status tracking from draft to acceptance.

One price list for products and services with units of measure (per user, per hour, fixed price), volume discounts and cost prices for margin calculation. The manager never asks where the 'current price list' is — there's one, and it's here.

Template + CRM data = finished proposal in minutes. PDF conversion, save to SharePoint, send to client — one click from the deal card.

Approval buttons in Teams or Outlook. Full audit trail: who, when, with what comment. Discounts above a defined limit are approved by a manager without additional back-and-forth.

Multi-level commission system with referral chains. Partner is set on the deal card — commission calculated automatically on successful close. Partner tiers, commission rates, calculation rules — configured to your partner model. Pre-built tiers (from simple referrer to full-cycle partner) — to get started immediately.

On stage change, the system automatically creates a task checklist with deadlines and owners. Templates configured without a developer. The manager won't miss contract preparation before the signing stage.

Metrics: revenue, deal count, new clients. Hierarchy: company → team → manager. Automatic daily progress recalculation. See who is on track and who is behind — no weekly meetings with reports.

Pipeline, funnel conversion, forecast, team activities — pre-built dashboards ready from day one. No waiting for a BI analyst.

6 pages of analytics with direct data access: pipeline, targets, team performance, partner network. No exports, no ETL — the report shows what's happening right now.

Teams channel created automatically for every new client or deal. Documents stored in your SharePoint, viewable directly from the CRM card without switching. Conversations, files and the deal card — in one space.

Calls, emails, meetings, notes — in the standard Timeline. Automatic linking of incoming Outlook emails to the right company or deal — via the AI assistant.

Pre-built roles out of the box for typical B2B team scenarios. Flexible configuration for any company structure — from record-level access to field-level visibility. Single sign-on via Microsoft Entra ID.

Administrators configure directories, dictionaries, task templates, fields, statuses and routes — without code. Adapt to your company's terminology and rules in hours, not weeks.

4 languages out of the box: Ukrainian, English, Polish, German. Each user chooses their own — essential for international teams and partner networks.

Teams, SharePoint, Outlook, Word, Excel, Power BI — your native environment. Deal channels in Teams created automatically. Documents stored in your SharePoint. Activity calendars synced with Outlook. Analytics in Power BI with direct data access.

Contract for the full contract lifecycle, Procurement for purchasing, ClientPortal for counterparty self-service, HR for HR document management, Archive for long-term storage.

DocuSign, Adobe Sign and eIDAS-compliant providers for EU/UK deals. ESIGN Act + UETA compliant for US. Sign directly from the CRM deal card — no switching to another service. Cryptographic verification, full signing audit trail.

EDI integration via UBL / Peppol and SFTP for invoice exchange with counterparties. Incoming invoices, delivery notes and purchase orders arrive directly in the system with ready-made approval workflows.

Microsoft Teams Phone for familiar calls inside Teams. Integration with Vonage, Twilio — calls from the client card in one click, automatic call recording in Timeline, incoming call identification.

Standard connectors for SAP, Salesforce, Microsoft Dynamics 365, Oracle, NetSuite. CRM remains the primary sales record system; data syncs to your accounting platform. 50+ ready connectors for custom integrations.

Forms, landing pages, ad campaigns — inbound leads flow into CRM with full source attribution (UTM, campaign, form). Integration with email platforms, LinkedIn Sales Navigator. Marketing sees what happens to leads after handoff to sales.

REST, SOAP and CMIS API for deep integrations. Webhook events for triggers in external systems. Everything in the UI is accessible via API for automation.

Today in your team: leads in Excel, emails in Outlook, tasks in Teams, proposals in Word files in chat. Before every call, the manager gathers context from five places. softXspace365.CRM brings everything together — where the team already works every day.

softXspace365.AI-Assistant prepares the client profile before a call, links incoming emails to deals, associates documents, writes follow-ups. 30–60 minutes a day automated. AI works inside your Microsoft 365 on your data — nothing leaves your environment.

Managers spend 2–4 hours on a proposal in Excel. Price errors. Hunting for the current price list. With the proposal builder — 15 minutes: volume discounts, VAT, discount with reason, PDF. Client gets the proposal while still on the call.

softXspace365.CRM calculates commissions automatically on every deal close. Partners see their stats in their portal. No manual reconciliation.

Every new SaaS service means a new vendor you're handing client data to. New DPA, new risk, new objection from the IT director. softXspace365.CRM lives in your Microsoft 365. Microsoft Entra ID, SharePoint, Teams — one infrastructure, EU GDPR and UK GDPR compliant.

As the business grows — contracts, procurement, invoicing and HR document management come into scope. Usually that means another vendor, another migration, another implementation project. With softXspace365 — Contract, Procurement, HR, ClientPortal connect in the same Microsoft 365. The data is already there. The processes are already there. You simply expand.

Teams, Outlook, Word, SharePoint — tools managers use every day. CRM opens where emails and meetings are. Zero retraining, zero resistance to adoption. First lead in the system — on day one, not in month one.

Client data protected the same way as corporate email: Microsoft Entra ID, MFA, DLP, encryption. ISO 27001, SOC 2 Type II, EU GDPR and UK GDPR — already covered by your Microsoft subscription. No separate security negotiation with a new vendor.

A separate SaaS CRM is a separate subscription on top of Microsoft 365, a separate contract, a separate budget. softXspace365.CRM extends the infrastructure you have already bought. One vendor instead of two.

Microsoft Power Platform, Copilot, Azure AI — the full stack is already in your Microsoft 365 environment. softXspace365.CRM uses this platform — every Microsoft ecosystem expansion automatically becomes available to your CRM.

Browser, phone, tablet — full functionality without a separate mobile app. A manager on the road approves a deal from a smartphone exactly as from an office laptop.

430+ million business users worldwide; over 90% of Fortune 500 companies trust Microsoft 365. An ecosystem that evolves faster than any individual CRM vendor.