--- title: "SharePortals Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about SharePortals Software - reviews, pricing plans, popular comparisons to other CRM products and more." source_url: "https://www.capterra.com/p/10042552/SharePortals/" page_type: "product" language: "en" --- # SharePortals Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on September 4, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support) SharePortals ## What is SharePortals? SharePortals is a CRM and case management platform built natively inside Microsoft 365. Unlike standalone CRM tools that sit alongside your existing software, SharePortals works directly within SharePoint, Outlook, Teams, and Planner — the applications your team already uses every day. The result is a unified client management system that your people actually adopt, without the complexity, cost, or disruption of a traditional CRM implementation. Designed for small and mid-sized organisations already invested in Microsoft 365, SharePortals gives business owners a structured, secure, and intelligent way to manage client relationships, correspondence, documents, and workflows — all from within their existing Microsoft tenant. SharePortals is the only Microsoft 365-native alternative to Dynamics 365 CRM. ## What is SharePortals used for? [CRM](https://www.capterra.com/customer-relationship-management-software/) Overall rating Based on 0 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price £30 Per User, Per Month Free trial available Includes Free Version Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for SharePortals?[Manage this product listing](https://www.g2.com/products/shareportals/claim_requests/new?auto=true) ## FAQs about SharePortals Overview ### What company size and specific industries is SharePortals built for? SharePortals is designed for client-facing teams, property managers, commercial organizations, and document management professionals, especially businesses that already use Microsoft 365. The target audience spans organizations of different sizes that need structured document sharing and client communication in office, real estate, and commercial settings. Features and Usability ### What are the key features of SharePortals? SharePortals offers contact management, interaction tracking, lead capture, lead generation, and lead management for handling prospect records and sales activity. It also includes quotes and estimates, sales pipeline management, task management, reporting and analytics, and sales reports for tracking opportunities and measuring sales performance. Pricing ### How much does it cost and what fees or limitations are included? SharePortals offers a Rolling Licence at £30 per user/month, with monthly or annual billing and two months free. Annual plans start at £600 per user for the Standard Licence, £950 for Enhanced, and £1,380 for Professional. A free version and free trial are also available. Integrations ### Which third-party tools and platforms does SharePortals integrate with? SharePortals integrates with Docusign and Xero for document signing and accounting workflows. These integrations connect the platform to core business processes for contract management and financial records. Getting Started and Support ### What training and onboarding options does SharePortals offer? SharePortals provides webinars, documentation, and videos to help teams get started. Webinars can support guided learning in a live format, documentation offers written reference material for setup and feature details, and videos provide visual instructions for self-paced review. Getting Started and Support ### What customer support options does SharePortals offer? SharePortals offers email/help desk, a knowledge base, phone support, and chat. Support details are listed in the catalog, but no reviewer feedback about response times, helpfulness, or common frustrations is available here. ## Features AI summary Based on 14,838 CRM reviews According to Capterra reviewers, these are the CRM features buyers prioritize most when evaluating a solution: - **Data Security** (**51%** of reviewers rated this feature as critical) - **Customer Database** (**52%**) - **Real-Time Data** (**56%**) SharePortals focuses on other CRM capabilities that reviewers also consider important, including **Contact Management** (**44%**). This feature gives teams a central place to organize contact details, track interactions, and maintain up-to-date relationship records, helping businesses improve follow-up, support more consistent communication, and manage customer connections more efficiently. Contact Management Manage, organize, and store contact information Interaction Tracking Track interaction history by documenting conversations for contacts Lead Capture Automatically identify and save contact information of potential customers Lead Generation Manage the process of attracting and converting business prospects into leads Lead Management Store information about leads or contacts and track, manage and nurture them throughout the sales process Quotes/Estimates Generate quotes or estimates for customers SharePortals 10 features ### All Features - Contact Management: Manage, organize, and store contact information - Interaction Tracking: Track interaction history by documenting conversations for contacts - Lead Capture: Automatically identify and save contact information of potential customers - Lead Generation: Manage the process of attracting and converting business prospects into leads - Lead Management: Store information about leads or contacts and track, manage and nurture them throughout the sales process - Quotes/Estimates: Generate quotes or estimates for customers - Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data - Sales Pipeline Management: Pipeline view and tracking lead status - Sales Reports: Reports specific to sales analysis for trends and strategies - Task Management: Create, manage and track all task activities and progression --- Get Advice We can help you find the software with the features you need. ## Pricing Free Trial Free Version [View pricing plan details](https://www.capterra.com/p/10042552/SharePortals/pricing/) Rolling Licence £30.00 Per User,Per Month It includes: - Limited core functionalities - Ideal for: Start-ups Standard Licence £600.00 Per User,Per Year It includes: - Unlimited Functionality - Online Ticketing - Direct Multi-Channel Support - Guided User Setup (2 hours allotted per user per annum) - Interactive Online Training (2 hours allotted per user per annum) - Integrations & Customisation (2 hours allotted per user per annum) - Ideal for: Diverse SMEs Enhanced Licence £950.00 Per User,Per Year It includes: - Unlimited Functionality - Online Ticketing - Enhanced Online Ticketing - Priority & Direct Email Support - Direct Multi-Channel Support - Guided User Setup (2 hours allotted per user per annum) - Interactive Online Training (2 hours allotted per user per annum) - Integrations & Customisation (2 hours allotted per user per annum) - Ideal for: Businesses requiring customisation Professional Licence £1,380 Per User,Per Year It includes: - Unlimited Functionality - Online Ticketing - Enhanced Online Ticketing - Priority & Direct Email Support - Direct Multi-Channel Support - Guided User Setup (4 hours allotted per user per annum) - Interactive Online Training (4 hours allotted per user per annum) - Biannual Workshops - Integrations & Customisation (2 hours allotted per user per annum) - Workflow Consultation - Ideal for: Businesses requiring extensive all-round support ## Integrations [ Docusign](https://www.capterra.com/p/121506/Docusign/)[ Xero](https://www.capterra.com/p/120109/Xero/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.