Pipeline & close plans
Your stages and probabilities, a weighted forecast, and step-by-step close plans with owners and due dates.
// software · sharepoint app
RRMI CRM
for SharePoint
A configurable CRM that runs inside your own SharePoint site: opportunities with close plans, partnership signings with documents, consulting staffing and utilization, and revenue forecasting. Your data stays in your Microsoft 365 tenant.
[ 01 · what's inside ]
Built for firms with more than one line of business.
Partnership signings
Track partners from first contact through legal review and signature, with the executed documents attached.
Consulting staffing
Assign consultants to clients and projects, see weekly utilization, bill and cost rates, and margin.
Revenue view
Booked revenue, staffing billings and weighted forecast by month and line of business. Export to CSV.
Configured for you
Your lines of business, stages, picklists, currency and colors. Runs on SharePoint pages and as a Teams tab.
Your tenant, your data
Stored in standard SharePoint lists on your site, under your permissions, retention and backup. Nothing is hosted by RRMI.
[ 02 · requirements ]
Ready in under an hour.
- platformMicrosoft 365 with SharePoint Online
- install · 5 minA SharePoint admin uploads the app to the App Catalog once
- activate · 1 minA site owner adds the web part and enters the key
- no extrasNo servers, no Azure subscription, no extra API permissions
[ 03 · pricing ]
Choose a plan
Important: Your activation key can be used only one time. It is generated when you download the app, and once used it is permanently tied to one Microsoft 365 tenant. It cannot be reused for another tenant or a reinstall.
Loading pricing…
Questions before you buy? info@rrmi.net — we reply within 4 hours.