For B2B sales teams in Microsoft 365
Leads, contacts, deals and commercial proposals – in one system alongside Teams, Outlook and SharePoint.
softXspace365.CRM is a B2B sales CRM in Microsoft 365 with an AI assistant: lead qualification, a pipeline with weighted forecast, proposals from templates, partner commissions. Custom fields, stages and approval routes – in days, through a visual constructor.
Over 300 companies worldwide have chosen softXspace products for document management, contract management and business process automation in Microsoft 365. softXspace365.CRM extends the same trusted ecosystem to B2B sales.
One client card instead of ten tabs
No client gets lost between renewal and upsell
The team's pipeline without weekly reports
The entire commercial process on one screen
No new vendor: the data stays in your Microsoft 365
Commissions calculate themselves, no more reconciliation
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.
Start with a free trial, move to a subscription and tailor the CRM to your processes when you need to
Try it in your process
The full CRM for 30 days free. Pipelines and roles are already set up
30 days free
For daily sales work
The subscription includes training, updates and support from the vendor
per user / month
For your processes
A CRM tailored to your company and connected to your systems
All prices exclude VAT
* Conservative estimate based on industry benchmarks (Forrester, Gartner, AIIM, IDC)
for
Document management and contracts
Contracts, invoices, acts, internal documents and correspondence. The full document cycle in one solution in Teams and SharePoint.
for
Contract management
The full contract cycle inside Microsoft 365, without separate systems or switching. Create from a template, approve in Teams, sign with QES, store in SharePoint.
for
Counterparty portal
One self-service window for clients, suppliers, dealers, partners and contractors.
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.
Leads, emails, tasks and proposals in one card, instead of five places to check before every call.
Client profile, email-to-deal linking and follow-ups prepared for the manager, inside your Microsoft 365.
A proposal in 15 minutes instead of 2–4 hours in Excel, sent while the client is still on the call.
Commissions are calculated on every deal close, and partners see their stats in their own portal.
The CRM opens in Teams, Outlook and SharePoint, with no new interface to learn.
Client data is protected like corporate email: Entra ID, MFA, DLP and encryption, with no new vendor to vet.
The CRM extends the Microsoft 365 you already pay for: one vendor instead of two.
Browser, phone or tablet: full functionality without a separate mobile app.
As the business grows, Contract, Procurement, HR and ClientPortal connect in the same Microsoft 365.
Book a 30-minute demo of softXspace365.CRM: we show how it works with your pipeline, your pricing and your team roles.
How to archive a SharePoint site: what Microsoft 365 Archive does, the four options available, and why retention is a separate decision from storage.
Document lifecycle management explained: the six stages a document passes through, who owns each one, and where handovers between them usually break.
Document version control explained: why file names fail, what check-out and a version history actually give you, and how to keep one authoritative copy.
How to write a document retention policy: what goes in it, how long to keep things, who signs disposal, and the mistakes that make a policy unusable.
Document archiving explained: what it is, how it differs from document management, and what a document archiving system has to do with terms and disposal.
How the largest Ukrainian retail chain Avrora digitized HR document workflows with softXspace – QES, ERP integration, 1300+ stores.
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