# SharePortals Software Pricing, Alternatives & More 2026 | Capterra

> With the help of Capterra, learn about SharePortals Software - reviews, pricing plans, popular comparisons to other CRM products and more.

Source: https://www.capterra.com/p/10042552/SharePortals

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# 

 SharePortals Software Review 2026: Features, Reviews, Integrations, Pros & Cons

Last updated on May 11, 2026

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.

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[Description](#description)[Use cases](#use-cases)[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

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## Features

Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically.

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

Manage, organize, and store contact information

Track interaction history by documenting conversations for contacts

Automatically identify and save contact information of potential customers

Manage the process of attracting and converting business prospects into leads

Store information about leads or contacts and track, manage and nurture them throughout the sales process

Generate quotes or estimates for customers

View and track pertinent metrics to find patterns and gain insights from data

Pipeline view and tracking lead status

Reports specific to sales analysis for trends and strategies

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

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

[

Mailchimp](https://www.capterra.com/p/110228/MailChimp/)[

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

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Independent research methodology

Capterra's researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology.

[Learn more](https://www.capterra.com/resources/proprietary-data-research/)

How Capterra verifies reviews

Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI.

[Learn more](https://www.capterra.com/resources/how-we-verify-reviews/)

How Capterra ensures transparency

Capterra lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Capterra is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider's website.

[Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/)