# 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 --- # SharePortals Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on June 3, 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 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://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://www.betasoft.co.uk&name=SharePortals) ## FAQs about SharePortals Overview ### What company size and specific industries is SharePortals built for? SharePortals is designed for businesses of any size that use Microsoft 365, especially client-facing teams, property management firms, commercial organizations, and document management professionals. It suits groups that need organized document sharing and portal-based access across office, service, and administrative environments. 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 prospects. It also includes sales pipeline management, quotes and estimates, task management, reporting and analytics, and sales reports for tracking activity and reviewing sales performance. Talk to an expert ### More questions? Ask our experts Pricing ### How much does it cost and what fees or limitations are included? SharePortals starts at £30 per user/month on the Rolling Licence, with monthly or annual billing and two months free. The Standard Licence is £600 per user/year, the Enhanced Licence is £950, and the Professional Licence is £1,380. A free version and free trial are also available. Integrations ### Which third-party tools and platforms does SharePortals integrate with? SharePortals integrates with Docusign, Mailchimp, and Xero. These integrations cover document signing, email marketing, and accounting, giving SharePortals connections to core business tools used for contracts, campaigns, and financial workflows. Getting Started and Support ### What training and onboarding options does SharePortals offer? SharePortals provides webinars, documentation, and videos for training and onboarding. Webinars support live guided instruction, documentation offers written reference material for setup and feature review, and videos provide visual walkthroughs that users can follow at their own pace. Getting Started and Support ### What customer support options does SharePortals offer? SharePortals offers Email/Help Desk, a Knowledge Base, Phone Support, and Chat. No reviewer feedback is available about support experience, so no claims can be made about response times, helpfulness, or common frustrations. The listed channels indicate multiple ways to reach assistance and find product information. ## 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 ## 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.