All your sales. In one place. Inside your M365.
Companies, contacts, deals and pipeline, recurring revenue and a cash-flow forecast — unified into a single app that lives right inside your tenant's SharePoint. No external CRM cloud, no data migration out. Everything in your M365 tenant, no external backend.
Three things every sales team knows.
Sales in spreadsheets and heads
Contacts in one spreadsheet, deals in another, contracts in email. When a rep leaves, the overview leaves with them — nobody knows who's a hot lead or what's about to close.
You don't know what's coming in
Nobody sums up recurring contracts, subscriptions and probability-weighted deals. The forecast is a gut feel and cash flow is planned blind.
Client data in a foreign CRM
A classic CRM uploads company contacts and sales data to a third-party cloud — and GDPR and management ask why. Migration out and back is a pain.
For companies that want their sales under control.
Who it's for
- You want companies, contacts, deals and recurring revenue in one place instead of scattered spreadsheets.
- You need a real revenue forecast — a mix of contracts, subscriptions and a probability-weighted pipeline.
- You work in Microsoft 365 and want to keep sales data inside your own tenant, not a foreign CRM cloud.
- You want lead and account scoring (interest × risk) so you spend time where it pays off.
- You'll appreciate auto-filling a company from ARES by its ID and syncing tasks into the Outlook calendar.
Who we're NOT for
- — You're looking for an enterprise CRM with advanced marketing automation, lead routing and sales-engagement tools (Salesforce, HubSpot Enterprise, Dynamics 365).
- — You need server-side automation — scheduled sequences, drips, webhooks and real-time email-open tracking. EP365 CRM runs client-side; email logging is manual.
- — You want an integrated invoicing / accounting core with issuing and matching invoices. EP365 CRM models revenue and forecast, not invoicing.
- — You don't have SharePoint Online. EP365 CRM runs as an SPFx web part inside Microsoft 365 only.
Eight things that make you finally see your sales.
Companies and contacts in one place
A central register of companies and people — table and tiles, category chips, full-text search, sortable columns and bulk-editing one field across selected records. Detail in a side blade with KPIs (contacts / deals / MRR), notes, tags and custom fields. Duplicate guard by company ID.
Sales lines + sales matrix
On a contact you pick a Sales line (which path we take) and a State (what's happening now) — an editable sales matrix then derives the funnel Stage (Contact → Reached → MQL → HQL → SQL → SQO → deal) and the Customer status. Status and lines bubble up from contacts into the company, and time-in-stage is tracked.
Deals and pipeline
Three modes: Kanban (by stage or close month), List and Forecast. Deal detail with line items from the catalog (quantity, price, discount, VAT), payment milestones, activities and attachments. A purchase price for reselling licences — only the margin flows into the forecast.
Expected revenue (forecast)
A forward monthly outlook combining recurring revenue (contracts, subscriptions) and a probability-weighted pipeline. This year / Next year toggle, certain vs. bet, cash within 30/60/90 days, year-over-year (YoY) comparison, a monthly chart with a target line and a company × month heatmap.
Interest × risk scoring
Lead and account scoring on two independent axes — NOT a single number. Interest for both contact and company, risk for the company (payment reliability, VAT-payer trustworthiness). A fixed catalog of factors, time decay and configurable bands. A badge (flame / shield) in lists and in the detail with a per-factor breakdown.
Contracts, subscriptions and MRR
Flat-rate service contracts (monthly retainer or hourly, renewals with a heads-up) and recurring product subscriptions. Both feed the company MRR and the revenue forecast. MRR recalculates automatically from active contracts and subscriptions after every change.
Change history / audit
Field-level audit of key fields (sales line, state, stage, customer status) on contacts and companies — who, when, from what to what. History right in the record detail and in a separate admin overview filtered by entity. Plus an automatic activity log of record creation and edits.
ARES auto-fill + Outlook / Graph
In company editing, a “Load from ARES” button fills in the name, address and VAT ID by company ID from the public registry — client-side, no backend. Tasks sync as all-day events into the user's Outlook calendar; emails and post-event follow-ups go through Microsoft Graph.
What people do with it day to day.
Pipeline and follow-ups, no switching
- Kanban by stage or close month + quick task completion in the row
- The Today panel merges tasks, hot deals and neglected follow-ups
- Sync a task's due date into the Outlook calendar with a single tick
Companies, MRR and account risk
- Company detail with KPIs (contacts / deals / MRR) and Contracts / Deals tabs
- Interest and risk scores with a per-factor breakdown (payment terms, VAT)
- Customer status and sales lines bubbled up from contacts
Cash-flow outlook within 30/60/90 days
- Cash within 30/60/90 days and a monthly chart with a target line
- Certain (recurring + won) vs. bet (remaining weighted pipeline)
- This year / Next year toggle, year-over-year (YoY) comparison
Events, webinars and follow-up
- Event-series hierarchy → event → attendance (Registered → Attended → No-show)
- Webinars with show-up rate % and CSV export of attendees
- Follow-up emails via Graph with variable substitution
Four layers. All inside your M365.
No additional system. Sales data, configuration and calculations stay inside your SharePoint and Microsoft Graph. From our side, only a licence-check runs.
Where EP365 CRM has the clearer advantage.
Arguments your IT and management will appreciate.
Sales data inside your tenant, no Power Automate, no external backend. The only external dependency is the licence check. Auto-provisioning with no manual PowerShell.
Data inside your tenant
Company contacts, sales data and revenue stay in the customer's SharePoint, under their Entra ID identity and permissions. No export to a third-party cloud.
No Power Automate
Emails and calendar events go straight from the browser via Graph. No scheduled flows, no runbooks, no PA licences.
A single external dependency
The licence check (tenant ID + expiry) — no customer data is transmitted. The “Version & info” section lets you re-verify.
XSS guards over content
Inputs from lists (URL fields, tags, notes) pass through XSS guards; SP URL fields are read and written via helpers (object ↔ string).
ARES without a backend
Filling a company by ID runs client-side straight against the public ARES REST API — no backend proxy, and the registry receives no data of yours.
Auto-provisioning
One .sppkg into the App Catalog. SharePoint lists and groups create themselves on first load, idempotently. No manual PowerShell.
Monthly licence by company size + customer-side implementation.
The monthly subscription scales with the size of your organisation — the total number of users in your Microsoft 365 environment. The full scope of the app within each tier.
How we price the licence
Support price
Consulting, environment tweaks or end-user support.
Support is billed in 15-minute increments. The customer is informed of the expected scope of work in advance.
Customer-side implementation
Installation, list provisioning, a 2-hour workshop for sales, theme setup to your brand, configuration of code lists, the sales matrix and scoring, optionally importing your existing companies and contacts.
Full UI localisation into languages beyond Czech and English, customisation beyond themes, historical-data migration, and server-side automation.
What it looks like in real operations.
"Sales from spreadsheets into one CRM — inside the own tenant."
"For the first time we have the whole of sales on one screen — and we know what actually comes in next month. And the data never left our tenant."
What sales, finance and IT ask.
Where is our sales data stored?
Do we need Power Automate or Azure?
How does the sales line and state → stage and customer status work?
How fast can we deploy it?
Does the app track email opens and clicks?
Does it work on mobile?
Can we customise stages, code lists and colours?
What exactly do you want to discuss?
Pick what's burning most right now. We'll get back to you, walk through your situation and propose next steps, including an indicative price.