Built for SharePoint teams

The CRM that treats SharePoint as the real document system.

SharePoint teams store proposals, contracts, and reference material in document libraries. Strkr integrates deeply with SharePoint document libraries, respects permission scopes, surfaces versioned content on the deal card, and ties into Teams and Entra ID for the complete Microsoft 365 experience.

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What this audience is actually dealing with

The pains that bring buyers here.

A general CRM treats SharePoint as a URL to paste in a note. Teams running on Microsoft 365 live in SharePoint for document management, which means proposals, contracts, reference material, and client folders scatter across document libraries. A CRM that does not see SharePoint ends up with duplicate attachments, outdated versions, and permission mismatches. The pain points below are what Strkr onboarding hears on every call with teams running SharePoint as the primary document surface.

Duplicate attachments

The proposal lives in SharePoint and in the CRM.

A proposal lives in SharePoint for internal collaboration and gets attached to the CRM deal for sales visibility. The two drift. Which version is current. Which has the latest redline. The AE and legal lose time hunting. Strkr SharePoint integration surfaces the SharePoint document directly on the deal card without a copy. The document library is the source of truth.

Permission mismatches

The attachment copies, but the permission does not.

When a document copies from SharePoint to the CRM the permission model does not copy. A document locked to legal and finance ends up visible to the full sales team. Strkr respects SharePoint permissions on the surfaced document, which keeps the compliance posture intact across the full Microsoft 365 stack.

Version drift

The CRM shows v3, SharePoint shows v7.

Copies in the CRM lag the live SharePoint version. The AE sends v3 of the proposal when v7 is current. The deal stalls while legal and finance figure out what happened. Strkr surfaces the current SharePoint version on the deal card with the version history visible. The AE always sees the latest.

Teams channel disconnect

The sales conversation runs in Teams, the CRM runs in a browser tab.

Microsoft 365 teams run the sales conversation in Teams channels. The CRM lives in a browser tab that gets opened once a week. Strkr Teams app posts deal updates to channels and surfaces deal cards inside Teams so the sales conversation runs with the CRM in the loop.

Entra ID gate

The security team wants SSO at the base tier.

Enterprise security teams require Entra ID single sign-on. Many CRMs gate SSO behind the Enterprise tier at $150 to $300 per seat. Strkr SSO ships on Scale at $119 per seat per month through Clerk with Entra ID (SAML and OIDC) as a supported identity provider.

OneDrive personal gap

Personal files on OneDrive do not surface either.

In addition to SharePoint team sites users store files on OneDrive personal libraries. These files do not surface in the CRM. Strkr OneDrive integration surfaces personal files on the deal card respecting OneDrive permissions. The AE has one place to look.

The SharePoint integration layer

How Strkr fits inside the SharePoint tenant.

Strkr integrates with SharePoint through the Microsoft Graph API with per-user OAuth through Entra ID. The admin configures tenant-wide consent once. Each user grants per-user access on first sign-in. The result is a deep, bidirectional integration that respects the real SharePoint permission model.

Document library on deal card

Content surfaces, not copies.

The deal card surfaces SharePoint document library content directly. Documents render inline where supported (Word, Excel, PowerPoint, PDF). Edits in SharePoint reflect on the deal card. The document library is the source of truth with no copy chain.

Permission respect

SharePoint permission model enforced.

Documents surfaced on the deal card respect SharePoint permissions. A document locked to legal and finance only shows to those users. The compliance posture stays intact. Audit log captures access events for compliance review.

Version history

Full version history on the deal card.

The deal card shows the full SharePoint version history for each surfaced document. The AE sees who changed what, when, with the comment context. Version restore happens through the SharePoint UI, which Strkr links to from the deal card.

Document library scoping

Which libraries connect to which deals.

The admin configures which SharePoint document libraries connect to which deal types or account segments. A proposal library ties to all deals. A contract library ties to late-stage deals. A reference library ties to all users. Scoping stays declarative in the Strkr admin UI.

Teams integration

Deal updates in the Teams channel.

The Strkr Teams app posts deal updates to the team channel (stage change, closed won, slippage flag). The sales team runs the deal conversation inside Teams with the Strkr card for context and quick actions.

OneDrive integration

Personal files on the deal card.

OneDrive personal files surface on the deal card respecting OneDrive permissions. Reps who store proposals or notes on OneDrive see them on the deal without a copy. The compliance posture stays intact.

Entra ID SSO

SAML or OIDC through Clerk.

Entra ID single sign-on through Clerk with SAML and OIDC. The admin configures tenant-wide SSO once. User provisioning through SCIM supported. Entra ID group-to-role mapping drives automatic role assignment on first sign-in.

The SharePoint team workflow

How teams run the day with Strkr and SharePoint.

A Microsoft 365 team spends the day in Outlook, Teams, and SharePoint. Strkr fits the day instead of competing for attention. The cards below show the workflow with the time budget printed.

0900 proposal update

The AE updates the proposal in SharePoint.

The AE opens the proposal in SharePoint from the deal card link. The AE edits inline. The version increments in SharePoint. The deal card reflects the new version with the change comment visible.

1030 legal review

Legal redlines in SharePoint, deal card surfaces.

Legal opens the contract from the deal card link. Legal redlines inline through SharePoint co-authoring. The redlines reflect on the deal card for sales visibility without breaking the SharePoint permission model.

1200 proposal send

The AE sends the current SharePoint link.

The AE sends the proposal to the prospect from Outlook with the current SharePoint link. The prospect receives view-level access through the SharePoint sharing control. The AE never sends an outdated version.

1400 Teams forecast call

The sales call runs inside Teams.

The weekly forecast call runs in Teams with the Strkr pipeline on screen through the Teams app. The sales manager navigates deals with the AE. Forecast commit entries happen in Strkr live during the call. SharePoint links to current proposals surface in the deal card.

1600 Teams channel update

Deal updates post to the sales channel.

The AE marks a deal closed won in Strkr. The win posts to the sales Teams channel automatically. The team celebrates in the channel without a stand-up meeting.

1700 Outlook reply pass

Inbox replies with deal context.

The end-of-day inbox pass runs in Outlook. The Strkr add-in surfaces the deal card inline for each prospect reply. The AE updates stage, logs notes, and sets next steps without leaving Outlook.

Strkr AI for SharePoint teams

AI drafting with SharePoint context.

Strkr AI drafts with retrieval scope that includes SharePoint document content where the user has permission. The AI calls do not train on tenant data. The drafts surface inside Outlook, Teams, and the Strkr web UI.

Proposal draft to SharePoint

The pricing proposal written to the right library.

Strkr AI drafts the pricing proposal and writes it to the designated SharePoint library (proposals folder) with the appropriate permission scope. The AE opens the draft in SharePoint, reviews, and sends.

Contract summary from SharePoint

The 2-page summary of a 40-page contract.

For long contracts in SharePoint Strkr AI drafts a 2-page summary with key terms, pricing, SLA, and termination clauses. The AE reviews the summary and attaches to the deal card. Legal review time compresses because the summary flags the sections requiring deep review.

Reference pull from library

The battle card lookup for a competitor mention.

When a prospect mentions a competitor Strkr AI pulls the current battle card from the SharePoint reference library and surfaces the relevant positioning. The AE uses the positioning in the response without opening the SharePoint folder.

QBR deck draft

The quarterly business review slides.

Strkr AI drafts the QBR deck from account metrics with the deck landing in the SharePoint deliverables library. The CSM opens, tunes, and presents to the customer leadership.

Meeting prep brief

The 10-minute pre-call read from SharePoint.

Before a Teams meeting Strkr AI drafts a 10-minute pre-call brief pulling from the account record, recent emails, prior meeting notes, and relevant SharePoint reference material. The AE reads before joining.

Case study match

The right win story for the prospect vertical.

Strkr AI finds the right case study from the SharePoint reference library based on the prospect vertical, size, and use case. The AE includes the case study in the follow-up email with confidence that it fits.

Head-to-head

Strkr vs other CRMs for a SharePoint team.

Most CRMs treat SharePoint as a URL to paste in a note. The comparison below is Strkr versus the typical SharePoint team experience with Salesforce, HubSpot, or Dynamics 365 at the point of real document collaboration work.

Feature Strkr Typical CRM for SharePoint
SharePoint document surface on deal card Native with permission respect. URL paste or basic attach.
Version history on deal card Full history visible. Copy stays at upload version.
Permission model respect SharePoint ACL enforced. Copy loses permission context.
Teams app with deal cards Native with inline actions. Rare or add-on tier.
OneDrive personal file surface Native with permission respect. None.
Entra ID SSO Scale tier $119 per seat. Enterprise tier $150 to $300.
Document library scoping Declarative in admin UI. Not supported.
Write-back to SharePoint AI drafts write to designated library. Manual copy from CRM to SharePoint.
How teams use Strkr

Three SharePoint team playbooks.

Pattern A

The 24-rep professional services firm on Microsoft 365.

A 24-rep professional services firm ran Microsoft 365 end to end with Salesforce for pipeline. Proposals, SOWs, and contracts lived in SharePoint. The AE spent 11 to 24 hours per week on SharePoint-to-Salesforce copy. Strkr onboarding ran a 22-business-day migration with the SharePoint document surface, Teams integration, and Entra ID SSO as day-one deliverables. Copy time dropped to zero. Version drift incidents dropped from 11 per quarter to zero.

Pattern B

The 85-person legal services firm on Microsoft 365.

An 85-person legal services firm ran Microsoft 365 with matter documents in SharePoint document libraries. The permission model in SharePoint matter folders was carefully configured for client confidentiality. Strkr onboarding preserved the permission model with Strkr respecting SharePoint ACLs on the surfaced documents. The matter card showed matter documents with the right legal and client access without breaking confidentiality.

Pattern C

The 180-rep manufacturing company with heavy SharePoint reliance.

A 180-rep manufacturing company ran Dynamics 365 with heavy SharePoint reliance for quotes, specifications, and compliance documentation. Dynamics customization broke on every quarterly release. Strkr onboarding ran a 42-business-day migration preserving the SharePoint document library structure, the Entra ID SSO, and the Teams integration. The quarterly Dynamics release upgrade work disappeared.

Pattern D

The healthcare technology company with HIPAA-scoped SharePoint libraries.

A healthcare technology company ran Microsoft 365 with HIPAA-scoped SharePoint document libraries for patient-related reference material. The CRM needed to surface the right libraries to the right users with the HIPAA permission model intact. Strkr onboarding ran a 32-business-day migration configuring library-to-deal mapping scoped per segment with HIPAA BAA signed before PHI touched the system. The compliance team signed off on the HIPAA posture in the first quarter after cutover.

Run sales on a CRM that treats SharePoint as the real document system.

Book a 30 minute call. We will walk through the SharePoint document surface, the Teams integration, and the Entra ID SSO with your tenant configuration.

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Common questions

What buyers in this bucket ask most.

How deep is the SharePoint integration?

Strkr integrates with SharePoint through the Microsoft Graph API with per-user OAuth through Entra ID. The deal card surfaces SharePoint document library content directly with inline rendering where supported (Word, Excel, PowerPoint, PDF). SharePoint permissions enforce on the surfaced documents, so a document locked to legal and finance only shows to those users. Full version history renders on the deal card. The AI drafts write back to designated SharePoint libraries with the appropriate permission scope.

Does Strkr support Entra ID single sign-on and SCIM provisioning?

Yes on the Scale tier at $119 per seat per month. Strkr uses Clerk as the identity provider layer with SAML and OIDC protocols. The admin configures tenant-wide Entra ID SSO once. User provisioning through SCIM supported where the identity provider offers it. Entra ID group-to-role mapping drives automatic role assignment on first sign-in. The security review passes without a tier upgrade for the base controls (MFA, Verified Domains, audit log all live).

How does the Teams app work with Strkr?

The Strkr Teams app posts deal updates to Teams channels (stage change, closed won, slippage flag) with the deal card inline for quick actions. Forecast calls can run inside Teams with the Strkr pipeline on screen through the app. For teams running the sales conversation in Teams channels this means the CRM is in the loop without the AE opening a browser tab.

Can we configure which SharePoint libraries connect to which deals?

Yes. The admin configures the library-to-deal mapping declaratively in the Strkr admin UI. A proposals library ties to all deals. A contracts library ties to late-stage deals. A reference library ties to all users. For regulated industries the scoping can tighten per segment (healthcare clients, finance clients, regulated clients) to enforce the right data boundary.

What does Strkr cost compared to Dynamics 365 for a SharePoint team?

Strkr runs flat per seat at $29 Starter, $59 Pro, $119 Scale per user per month with a 14-day trial. For a 24-rep team on Scale with Entra ID SSO the monthly spend runs $2,856 for seats plus $49 for AI Enhancement. Dynamics 365 Sales at $95 to $135 per seat plus Customer Service add-ons typically lands at $4,200 to $5,500 per month for the equivalent configuration. The compound 36-month saving is often 200,000 to 400,000 dollars for a mid-size team.

What is the compliance posture for a SharePoint integration?

Strkr respects SharePoint permissions on all surfaced documents, which keeps the SharePoint compliance posture intact. Strkr is HIPAA compliant with a BAA available on request, GDPR and CCPA compliant today, and SOC 2 Type II is in progress with a 2026-Q4 target. The audit log captures record read and write with 90-day default retention tunable per tenant up to seven years. SSO (SAML and OIDC) is live on Scale. MFA with TOTP plus text-based verification is live.

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