Microsoft 365 for business Authorised Microsoft CSP partner
One Microsoft 365 Partner.
From Setup to Business Outcomes.
Microsoft 365 gives your team the platform—SmartSoft turns it into a connected, secure workspace. From licensing and zero-downtime migration to Copilot AI, workflow automation, and faster quotation handling inside Outlook, we tailor every solution around your business outcomes.
Outcome-Driven DeliveryConfigured for your environment with hands-on rollout, governance, and user adoption support.
Share your user count and requirements, and we'll send a tailored quotation with zero obligation.
0Years Enterprise Track Record
0%Zero Downtime Guarantee
< 0mSupport Response SLA
0+Cloud Deployments Completed
Interactive Scope Finder
Find the Right Microsoft 365 Setup in 30 Seconds
Select your primary operational priority below to see our tailored Microsoft license recommendation, engineering scope, and guaranteed delivery timeline:
Zero-Downtime Email & File MigrationMoving from Google Workspace, cPanel webmail, or on-premises Exchange with zero lost emails.
Secure Microsoft 365 Copilot AI DeploymentDeploy Copilot AI safely with pre-rollout permission hygiene, DLP quarantine & staff prompt coaching.
Outlook Quotation & Pricing Add-inEliminate hours of manual Excel copy-pasting; draft, calculate and send branded quotes inside Outlook.
Power Automate Business WorkflowsConnect approvals, employee onboarding, invoice routing, and automated sync between Outlook & ERP.
Power Pages Client & Vendor PortalsSecure external web self-service for clients, dealers, and contractors without exposing internal files.
Zero-Downtime Guarantee
Zero-Downtime Microsoft 365 Migration
Move mailboxes, contacts, calendars, and drives into Microsoft 365 with background pre-syncing and weekend cutover so your team never misses a single customer communication.
Recommended Microsoft Licence:Microsoft 365 Business Basic or Business Standard
SmartSoft Engineering Deliverables:
Complete pre-migration tenant assessment & DNS hygiene
Background sync of historical mailboxes, calendars, contacts & drives
Off-hours weekend cutover with automated MX routing & 0 downtime
Post-cutover Outlook profile reconfiguration & dedicated support
One Microsoft 365 Partner. From Setup to Business Outcomes.
Start with the business outcome you need. SmartSoft helps you choose the right services, configure them around your environment, and support your team through rollout and adoption.
Zero Downtime
01
Microsoft 365 Migration
Move mailboxes, files, calendars, and collaboration from Gmail, on-premises Exchange, or other environments into Microsoft 365 with a planned, secure transition. Smartsoft can support assessment, tenant setup, migration, cutover, security configuration, and post-migration user support.
Copilot delivers more value when your data, permissions, security, and users are ready. Smartsoft helps assess your environment, prepare governance, select appropriate licensing, deploy Copilot, train users on role-based prompts, and support adoption.
Environment & data governance assessment
Licensing selection & secure deployment
Role-based prompt coaching & adoption
What SmartSoft Delivers:
Data hygiene & SharePoint permission boundary audit
Microsoft Purview DLP data classification & HR file isolation
Role-based prompt engineering workshops for executives & sales
Turn approved company knowledge into useful AI-powered experiences for HR, IT, sales, customer support, and other teams. Smartsoft can scope the use case, build the agent, connect relevant knowledge sources, test responses, define escalation paths, and publish the experience to the channels your users need.
HR, IT, sales & support AI use cases
Grounded in company knowledge sources
Multi-channel publishing & escalation paths
What SmartSoft Delivers:
Business use case scoping (HR, IT, Sales, or Client Service)
Grounding agent in approved SharePoint manuals & PDFs
Multi-turn dialog flows, fallback rules & human escalation
Multi-channel publishing to Teams, web portal, or mobile app
Replace repetitive, email-driven work with connected workflows across Outlook, Teams, SharePoint, ERP systems, and other business applications. From approvals and onboarding to document processing, notifications, and data updates, Smartsoft helps map, build, document, and hand over the process.
Approvals, onboarding & document processing
Cross-app sync: Outlook, Teams, SharePoint & ERP
Process mapping, documentation & handover
What SmartSoft Delivers:
Current process discovery & logic mapping
Multi-tier approval flows with automatic Teams reminders
Integration with Outlook, SharePoint, Excel & ERP systems
Give customers, dealers, vendors, and partners a secure self-service experience connected to business data. Smartsoft can design and configure portals for ordering, onboarding, information access, forms, dashboards, and other external-facing processes.
Customer, dealer, vendor & partner access
Ordering, forms, onboarding & dashboards
Secure self-service connected to business data
What SmartSoft Delivers:
Responsive external portal design with your corporate branding
Secure external authentication (Azure AD B2C / Entra / Email)
Real-time synchronization with SharePoint & Dataverse
Role-based data security: dealers only view their own records
Bring quotation work closer to where customer enquiries already arrive. A structured Outlook workflow can help users understand long email threads, surface relevant business information, prepare quotation inputs, draft responses, and manage timely follow-ups without repeatedly switching between disconnected tools.
Surface business data inside email threads
Prepare quotation inputs & draft responses
Manage follow-ups without tool switching
What SmartSoft Delivers:
Custom Outlook quotation sidebar add-in deployment
Formula-locked Excel pricing engine with margin rules
1-Click branded PDF proposal generator and email attachment
Staff onboarding workshop & Microsoft To Do follow-up sync
From Customer Enquiry to Quotation—Without Breaking the Flow of Work
A streamlined Outlook quotation workflow helps your team respond faster, eliminate repetitive copy-pasting, and prepare accurate proposals directly from email threads.
01
Enquiry Arrives in Outlook
Customer conversation, attachments, and RFPs stay together in your email thread without manual copy-pasting.
Context Preserved
02
Structured Excel Pricing Engine
Formula-locked margin sheets and volume tiers open instantly; no rebuilding price models from scratch.
Error-Free Calculations
03
AI-Assisted Proposal Drafting
Microsoft Copilot reads customer specifications and drafts a tailored executive cover letter in seconds.
Copilot AI Accelerated
04
1-Click Branded PDF Dispatch
Generate, attach, and send the verified quotation directly inside Outlook, with auto-logging to SharePoint.
Zero Tool-Switching
Outlook 365 · SmartSoft Quotation Engine
Step 1 of 4
Vikram Nair <v.nair@apexinfra.in>
To: sales@smartsoft.co.in · Today at 10:14 AM
"Hi SmartSoft Team, we are planning to migrate our 75 users from Google Workspace to Microsoft 365 Business Standard. We also require full mailbox migration with zero downtime over the coming weekend. Please share an itemised commercial proposal."
SmartSoft Add-in Detected Lead 75 Users · Standard Plan
All pricing formulas locked against human recalculation errors
Copilot AI Drafting Proposal Grounded in SmartSoft Scope
Executive Summary Draft:
"Dear Vikram, thank you for considering SmartSoft as your Microsoft Cloud Partner. We have prepared an itemised quote for 75 seats of Microsoft 365 Business Standard at ₹8,730 per user/year."
"Our engineering team will pre-synchronise historical Google Workspace mailboxes and drives, followed by a guaranteed zero-downtime weekend cutover on Saturday night, ensuring your staff experience seamless access on Monday morning with zero lost communications."
Auto-archived in SharePoint Client Vault · Follow-up logged in Microsoft To Do
Sent to Client
Total Turnaround Time: 4.2 Minutes (vs 2 Days Manual)
The benefit:Less switching between email, spreadsheets, and business systems. More consistency in quotation preparation. A clearer path from incoming enquiry to customer response.
4xFaster Quote Turnaround
0Tool-Switching Distractions
Real-World Deployments
Real-World Use Cases: Built for how your business actually operates.
Every industry handles quotations, sensitive files, and team communication differently. Here is how SmartSoft configures Microsoft 365 into practical, automated workflows that solve daily operational bottlenecks:
SharePoint CAD Vault Dynamic Fee Sheet Outlook Quotation Site Teams Sync
The Everyday Problem: Every time a client requests a design revision, senior architects spend hours recalculating fees across concept, tender, and site supervision stages. Emailing large CAD files risks version confusion between office architects and on-site contractors.
How SmartSoft Solves It: We build automated Excel pricing models that calculate revised drawings and change orders instantly, sending polished quotations straight from Outlook. All project drawings stay synchronized in secure SharePoint project vaults with strict version locking.
Business Outcome: Proposals go out in minutes instead of days. High-res CAD & BIM specs stay version-controlled in secure SharePoint project vaults with zero site confusion.
Proposals sent in minutes · Version-controlled CAD vaults
Connected Architecture Flow:
CAD Revision Email→ Excel Fee Model→ SharePoint Vault→ Site Approved
Purview Data Protection Copilot Drafts Private Client Vaults Digital Audit Trails
The Everyday Problem: Tax consultants handle confidential PANs, financial statements, and GST data. Drafting custom engagement proposals for new clients takes hours, while sharing tax records over regular email risks compliance audits and accidental data leakage.
How SmartSoft Solves It: We deploy Microsoft Copilot to draft personalized, structured engagement letters directly from email briefs. Microsoft Purview Data Loss Prevention (DLP) automatically classifies, watermarks, and encrypts client filings with strict access restrictions.
Business Outcome: 60% faster proposal drafting with bank-grade client file isolation and automated sign-off audit trails under Purview Data Loss Prevention (DLP).
Trading, Distribution & RetailMulti-location wholesale, live warehouse inventory & branch pricing
Branch-Aware Quotes03
Live Stock Matrix Teams Dispatch Hub Outlook Invoicing Multi-Warehouse Sync
The Everyday Problem: Sales teams quote customers without knowing live inventory across multiple warehouses. Reps waste time calling dispatch centers to verify stock, leading to mismatched regional price sheets, delayed orders, and unhappy buyers.
How SmartSoft Solves It: We build a branch-aware quotation workbook directly connected to warehouse availability. Reps view live stock and regional logistics rates right inside Teams and dispatch confirmed client quotes directly from Outlook in seconds.
Business Outcome: Instant dispatch quotes without phone calls or stock mismatches, keeping sales and warehouse staff aligned in real time with continuous multi-warehouse sync.
Zero phone tag · Real-time multi-warehouse sync
Connected Architecture Flow:
Warehouse Inventory→ Teams Stock Hub→ Branch Quote→ Instant Dispatch
Travel & Professional ServicesCorporate travel bookings, custom tour itineraries & high-speed proposals
The Everyday Problem: Corporate travel leads book with whichever agency responds first. Manually calculating flights, hotel room options, and pricing tiers across email threads takes hours, causing hot commercial leads to cool off or pick a competitor.
How SmartSoft Solves It: We create an automated multi-option itinerary builder integrated into Outlook. Agents select flight/hotel packages, customize margin tiers, and auto-generate beautiful PDF quotes directly from the customer's email conversation.
Business Outcome: Quotations sent within minutes of receiving the inquiry with our multi-option itinerary builder, resulting in higher lead conversion and zero manual data re-entry mistakes.
Quotes sent in minutes · Higher lead-to-booking rate
Connected Architecture Flow:
Corporate RFP→ Multi-Option Builder→ Branded PDF→ To Do Follow-up
Trusted enterprise track record across India & Singapore:
Cochin Shipyard·ISRO Facilities·Kerala State Enterprises·Leading Export Houses
Why SmartSoft
Why Smartsoft
Microsoft gives your team the platform. Smartsoft helps you turn it into a practical, secure way of working—from licensing and migration to Copilot, AI agents, workflow automation, customer portals, and faster quotation handling inside Outlook.
01
End-to-end Microsoft 365 delivery
Licensing guidance, tenant setup, migration, deployment, and ongoing support.
02
Security-first Copilot readiness
Permissions, governance, and data controls considered before rollout.
03
AI built around real use cases
Practical Copilot Studio agents connected to approved business knowledge.
04
Automation across your existing tools
Workflows designed around Microsoft 365 and connected business systems.
05
Adoption beyond activation
User training, documentation, prompt workshops, and handover support.
06
One accountable partner
Bring licensing, migration, AI, automation, portals, and continuous improvement into one implementation path.
Outcome-Driven Delivery
Microsoft provides the platform. SmartSoft delivers the business outcome.
Technology only creates value when your team actually uses it to move faster and stay secure. Here is our proven 3-phase delivery framework that turns licenses into measurable ROI from day one:
01
Discovery & Workflow Architecture
We analyze how your team currently quotes, collaborates, and shares sensitive files. Before touching any live mailboxes, we map out security tiers, permission rules, and repetitive manual bottlenecks.
Complete email & file storage audit
Security & compliance gap analysis
Right-sized licensing with zero app waste
02
Turnkey Setup & Zero-Downtime Rollout
We execute your mailbox and SharePoint migration off-hours with our 100% zero-downtime guarantee. We activate Microsoft Purview DLP data safeguards, Copilot AI readiness, and customized quotation workflows.
100% Zero-downtime mailbox migration guarantee
Microsoft Purview DLP data encryption
Automated quotation & approval workflows
03
Adoption, Governance & 15-Min Support
We don't just hand over licence keys and disappear. We deliver hands-on staff training, Copilot prompt engineering workshops, regular security reviews, and direct 15-minute response SLA assistance.
Interactive staff training & prompt workshops
15-Minute response SLA cloud support desk
Ongoing security governance & license review
29 Years Enterprise Track RecordAuthorised Microsoft CSP Tier-1 Partner · Cochin (HQ) · Calicut · TVM · Bangalore · Singapore
Built on your licencesFaster quotes, connected teams, and secured files: what SmartSoft configures for you
Microsoft provides the licenses — SmartSoft engineers them into synchronized daily workflows. Here is how Outlook and SharePoint power your everyday business operations:
Communication & Scheduling
Microsoft Outlook
Included in Basic & Standard
The central business communication hub where customer enquiries land, pricing discussions take place, and daily schedules are coordinated.
Business Email & Calendar Management
Custom domain email (@yourbusiness.com), 50 GB to 100 GB mailboxes, anti-spam protection, and shared department calendars.
Meeting Scheduling & Coordination
1-click Microsoft Teams meeting generation, attendee availability polling, room booking, and automated international timezone conversions.
Organising Communications & Daily Work
Smart triage rules, follow-up flags, color-coded categories, and Microsoft To Do integration to convert customer emails into trackable tasks.
Web & mobile access on Basic; fully installed desktop client on Standard
Document Storage & Intranet
Microsoft SharePoint
Included in Basic & Standard
The central document management platform replacing scattered desktop folders, unversioned drafts, and risky email attachments.
Centralised Document Storage & Sharing
1 TB cloud storage per user, one authoritative repository for company templates, proposals and CAD specs with instant enterprise search.
Team Collaboration & Document Management
Real-time simultaneous co-authoring in Word, Excel & PowerPoint, automatic version history rollback, and synced Teams channels.
Controlled Access & Internal Resources
Multi-tier role permissions (Owners, Members, Visitors), password-protected external client links with expiry dates, and secure company intranets.
Includes enterprise version history & OneDrive sync on both Basic & Standard
Microsoft Builds the Platform. Smartsoft Helps Make It Work for Your Business.
You don’t have to transform everything at once. Start with the priority that matters most—Smartsoft scopes the right starting point and guides your team from requirement to rollout.
M365 Migration Copilot AI Rollout Custom AI Agents Approval Workflows Client Portals Outlook Quoting
Error-Free Calculations
