The CRM with a three-line install list.
It runs on the Microsoft 365 your team already pays for. Sign-in, Outlook mail and Teams meetings all go through it, so the pipeline fills itself instead of asking anyone to type things in twice.
What you need before you start
- 01 Microsoft 365, business plan Exchange Online mailboxes and Teams. There is no separate erpost account to create.
- 02 One administrator consent A Global Admin approves five read and send permissions, once. Roughly ten minutes.
- 03 A list of who gets access Names and Microsoft accounts. Tequma stands the instance up for you from there.
Not required
Desktop software
A database or server
Data migration to begin
Per-seat licences
Operated by Tequma AG, Zürich - independent assurance for SAP and Salesforce transformations. erpost is the CRM we wanted after years of reviewing the ones that went wrong.