CRM that keeps sales, service and finance looking at the same numbers
Lead management, opportunity tracking, sales pipeline, customer service and marketing automation, built on Microsoft's CRM stack.
What we cover
Lead Management
Capture, qualify and route leads automatically to the right sales owner.
Explore Lead ManagementOpportunity Management
Structured stages that reflect how your sales team actually closes deals.
Explore Opportunity ManagementSales Pipeline
Forecasting and pipeline visibility rolled up by territory, product or rep.
Explore Sales PipelineCustomer Service
Case management with SLAs, escalation paths and full account history.
Explore Customer ServiceMarketing Automation
Campaign tracking connected through to pipeline and closed revenue.
Explore Marketing AutomationAccount Management
A single account view spanning sales, service and finance interactions.
Explore Account ManagementQuote to Cash
Quotes that convert straight into Business Central sales orders.
Explore Quote to CashWhere this shows up most
A pipeline your sales team trusts because it matches reality
Our CRM implementations connect directly to Business Central inventory and pricing, so a sales rep quoting a customer is working from the same numbers finance and production see.
- Live inventory and pricing visible inside every opportunity
- Automated handoff from won opportunity to sales order
- Service tickets linked to the account's full purchase history
- Marketing campaigns tracked through to closed revenue