See A Lot!


Dedicated C-A-LOT CRM business system by BTMEC.

C-A-LOT CRM is a SharePoint-based Customer Relationship Management system.

With this modern CRM system, you will See A Lot of enterprise-class features and functions. You can easily manage Contacts, Accounts, Leads, Opportunities and Tasks from a very simple cloud platform.

Key Functions

CONTACTS

ACCOUNTS

LEADS

OPPORTUNITIES

TASKS

C-A-LOT Modules

SALES

Prospecting, Qualify Leads,
Assign and manage leads
Opportunity management (Sales pipeline process)
Customer management

QUOTES

Link products and inventory
Manage pricelists
Create quick quotes
Store, access, manage and Email quotes to customers

MARKETING

Manage website leads
Create marketing lists
Manage campaigns
Organise marketing events

SERVICE

Create and manage cases
Manage service jobs
Manage service contracts
Manage warranties

REPORTS

Built-in analytical reporting
Link to Microsoft Power BI
Create custom reports
Personalise dashboards

INVOICING

Create and fulfill orders
Create invoices
Track payments

INVENTORY

Manage products and stocks
Manage product groups
Manage product locations

ACCOUNTING

Account receivables
Manage payments
Simple accounting functions

About C-A-LOT CRM


C-A-LOT CRM is a business system that enables organisations to manage contacts, accounts, leads, opportunities, tasks and activities. This system can be extended to create and manage marketing lists, marketing campaigns and handle service jobs.

C-A-LOT CRM has been developed based on Microsoft SharePoint architecture. It uses SharePoint lists, pages and libraries. By design, it natively connects with Microsoft 365 applications like Outlook (E-mails), Teams, SharePoint, OneDrive, Word and Excel.

Analytical reporting, custom views, dashboards and automated tasks can be easily created using Microsoft Power Platform (Microsoft Power BI, Microsoft Power Automate and Power Apps).

Depending on your specific business requirements, there are various options to extend C-A-LOT CRM system and its data can be linked to other applications, platforms and ERP systems.

Why clients choose us?

C-A-LOT CRM system has automated processes and flows. It is intuitive and can be easily customised according to any business environment, brand, sales and business process. This system is suitable for all industries, small and large organisations.

Sales, marketing and service staff can easily use the system and collaborate.

Very importantly, it is 100% customisable, so you can tweak, change and enhance it as per your specific business need and project requirement.

Pricing

We offer affordable pricing options.

Option 1 - Host Your CRM on our System
(Our Microsoft Portal)!


Access your CRM at: https://calotcrm.sharepoint.com/sites/Your-CRM-Name

Pricing options available in user packs of 10, 30, 50 and 100 consisting of regular Microsoft 365 license.

You will need to subscribe Microsoft 365 services (not covered under the regular license) if you use premium features of Microsoft 365 applications like Power Automate, Power Apps, Power BI, SharePoint or any other Microsoft services and applications.

Hosting your CRM on our cloud platform lets you stay and work comfortably that is fully maintained and supported by us.

Get in touch for a quote.

Option 2 - Host Your CRM on your System
(Your Microsoft Portal)!


Buy it Outright and Access your CRM at: https://Your-CRM-Name.sharepoint.com

We will provide templates, flows and guidelines so you can easily deploy this CRM system in your own environment (your Microsoft Tenant).

You will need a Microsoft 365 business plan, Microsoft 365 licenses for your users and someone to support the system.

You will also need to subscribe Microsoft 365 services (not covered under the regular license) if you use premium features of Microsoft 365 applications like Power Automate, Power Apps, Power BI, SharePoint or any other Microsoft services and applications.

If you buy the support pack from us, we can set up the CRM system in your environment, provide training and hand over the system to you.

Get in touch for a quote.

SALES

  • Contact management, Account management, Lead management, Opportunity management, Manage Tasks and Activities
  • Create Quotes
  • Dedicated Calendar
  • Document Library
  • Analytical Reporting
  • Dedicated Dashboard
MARKETING

  • Create Marketing Lists
  • Create Campaigns
  • Dedicated Calendar
  • Manage Literature
  • Document Library
  • Analytical Reporting
  • Dedicated Dashboard
SERVICE

  • Create and manage Cases (Service Jobs)
  • Manage Contracts
  • Manage Warranties
  • Dedicated Calendar
  • Document Library
  • Analytical Reporting
  • Dedicated Dashboard
ALL MODULES

  • All Available Modules included
  • Analytical Reporting
  • Dedicated Dashboards

Steps

1

Buy

Buy a C-A-LOT CRM module.
Host CRM on your Microsoft 365 Tenant
2

Organise License

Contact Us to purchase Microsoft 365 licenses.
3

Customise

Customise the system as per your specific need. System templates available.
4

Deploy

Implement the system in your SharePoint environment and start using.
5

Contact Us

Contact us if you would like us to configure the system for you and train your users*.

We can customise, configure and set up the system for you and pass on to you*. You will have 100% control on your CRM.

C-A-LOT CRM

© 2024 C-A-LOT CRM by BTMEC PTY. LTD. All Rights Reserved.