So365 One is the unified business platform built
natively for Microsoft 365.
So365 One provides a single Microsoft 365-native workspace designed to streamline your business data, client interactions, and operational processes - all within the familiar Microsoft 365 environment your teams already work in.
With integrated modules for sales, project delivery, and case management, So365 One brings clarity, consistency, and control to your everyday work - backed by enterprise-grade security, single sign-on, and full data ownership.
Seamlessly integrated with Outlook, Teams, SharePoint, and Power Platform, So365 One empowers your organisation to manage sales, projects, and casework - all within the Microsoft 365 environment your teams already know and trust.
Why Microsoft 365-Native Matters
SoCRM runs natively inside your Microsoft 365 tenant - giving you full control over your data, seamless integration with familiar tools, and enterprise-grade security without the need for external platforms.
Seamless Integration
Works directly within Outlook, Teams, SharePoint, and Power Platform - no need for external systems or separate logins.
Familiar User Experience
Users interact with tasks and data inside the apps they already use - boosting adoption and reducing training overhead.
Data Ownership and Residency
Your data stays within your own Microsoft 365 tenant, giving you full control over where it lives and how it's managed.
Flexible Configuration
Built on Microsoft’s low-code platform, allowing fast setup, easy customisation, and scalable workflows.
Enterprise-Grade Security
Benefit from Microsoft’s built-in compliance and security standards, including GDPR, ISO 27001, and SOC.
Cost-Effective Deployment
Leverages your existing Microsoft 365 licences - avoiding the cost and complexity of third-party platforms.
The AI Advantage with Copilot
So365 One is Microsoft 365-native, unlocking Copilot across your tenant without extra setup. Copilot works seamlessly in Outlook, Teams, SharePoint, and Power Platform, delivering intelligent assistance and automation. As Microsoft expands Copilot, So365 One evolves instantly - keeping you future-ready without added complexity. Native means AI-ready by design.
WHY So365 ONE?
The Benefits
01
Installed directly in your Microsoft 365 tenant, So365 One delivers frictionless adoption, secure data residency, and enterprise-grade compliance. No third-party hosting, no bolt-ons - just pure Microsoft integration.
Microsoft 365-native architecture
02
Choose the modules you need.
Modular and flexible
Manage leads, opportunities, accounts, and forecasts with dashboards and pipeline tracking.
Plan, assign, and track project work with full visibility, resource management, timesheets, and reporting.
Log, triage, and resolve cases with SLA-driven workflows, dashboards, and full activity history.
03
Bring together accounts, contacts, communications, documents, and activities in one place - accessible anywhere, on any device
Unified customer view
04
Tailor fields, workflows, dashboards, and logic to fit your processes. Extend functionality with Power Automate, Power BI, and custom apps.
Configurable and scalable
05
Your data stays within your Microsoft 365 environment, protected by enterprise-grade security, compliance, and access controls.
Secure and compliant
06
Built on services you already license - no need for expensive Dynamics or Dataverse implementations.
Cost-effective deployment
QUICK TOUR
Explore So365 One In Action
Want to see more?
Browse quick video guides for SoCRM, SoProjects, and SoCases in our Resources Centre.
HOW So365 ONE WORKS
Platform Overview
So365 One is designed as a truly modular platform - choose the modules you need, and seamlessly integrate sales, project, and case management within a single, unified Microsoft 365 environment.
Core data foundation with capabilities shared by all modules.
Core Platform Features
Available across all modules.
Account management
Store detailed company profiles and track all related contacts and activities.
Activity tracking
Log calls, meetings, emails, notes, and tasks - all linked to the relevant account or contact.
Document management
Use SharePoint to manage structured folders and documents for each record, with version control and permissions.
Unified dashboards
Access real-time dashboards and views tailored to your role, team, or process.
Mobile experience
Access SoCRM on the go with full mobile compatibility and responsive design.
Contact management
Maintain a centralised database of client and stakeholder contacts with full interaction history.
Email tracking
Automatically capture and log email communications via Outlook integration.
Microsoft 365 integration
Work seamlessly within Outlook, Teams, SharePoint, and Office apps - no switching between systems.
Smart notifications
Stay informed with configurable alerts and reminders for tasks, updates, and deadlines.
PRICING
Simple, Transparent Pricing
20
£
seat /
month
Per update user
(read-only users are free)
Annual license, billed monthly
Plan, assign, and track project work with full visibility
Includes all common features, plus:
Project management
Deliverables management
Resource assignments
Budget management
Integrated timesheets
Project templates
Expense tracking
Milestone reporting
Associate management
Invoice recording
10
£
seat /
month
Per update user
(read-only users are free)
Annual license, billed monthly
Log, triage, and resolve cases with SLA-driven workflows
Includes all common features, plus:
Flexible use-case support
Central case repository
Custom case lifecycles
Case-to-project tracking
Time tracking
Case dashboards
Resolution metrics
