CRMPlus365
The Exact Functionality You Need
Businesses of all sizes want the stability and familiarity offered by a Microsoft xRM solution, but they don’t need all the advanced features or high monthly licensing fees that come with Microsoft Dynamics 365.
CRMPlus365 is a slimmed down, highly customizable alternative to Microsoft Dynamics 365 that is actually built on the same core Microsoft technology. You get all of the benefits at a fraction of the cost.
CRMPlus365 does not include things like order entry, case management, or field service scheduling which are just overkill for many companies anyway. Too many features make it frustrating for users who just want to log in and get their job done. Your customized version of CRMPlus365 will include the modules your business needs. Our goal is to keep CRM simple and not make you pay for features you won’t use.
Plus, you can add Business Intelligence and Business Process Automation to make it even more powerful.
Built on Microsoft’s Power Platform. Flexible. Affordable. Integrated. Simple
CRMPlus365 has a familiar look and feel that is easy to learn and powerful as well.
How To Get Started
Starting small with CRMPlus365 is always a good move. Many of our clients use CRMPlus365 as a place to “keep their stuff.”, like lead, prospect, and customer information, vendors, contacts, activities, and notes. CRMPlus365 is built on the Microsoft Power Platform, so accessing this information is simple, flexible, and secure.
Because the P2 Automation team designed CRMPlus365 to be easily scalable, you can leverage its full range of features and functions to expand and scale at your own pace. For instance, you might want to track your sales opportunities, store important documents, or build out some user-friendly dashboards so you can take a good look into your progress on a single, intuitive screen.
From there, you could connect your CRMPlus365 system to Microsoft Outlook to seamlessly track your emails, appointments, and contact information automatically. Not only does this keep things up to date and organized, but it allows you to grow and expand your coverage without hesitation.
One of the most beneficial aspects of CRMPlus365 is the endless customization options that allow you to make it your own. With so many different features to customize and personalize, CRMPlus365 provides you with the comprehensive look into your business that you need to effectively manage your customer relationships each and every day.
You can track the things that generate revenue for your business with ease, like orders, projects, or events. From there, upgrade your dashboards to Power BI so you can slice and dice your data in ways that were never before possible.
And, you can tie it all together with automated workflows that increase your efficiency in real-time, all while improving your data accuracy. Remember, today’s business world is driven by data, and ensuring that your system can help you quickly and clearly dissect data and provide you with the critical details that you need to make informed decisions is absolutely critical.
Give yourself the opportunity to take advantage of an endless stream of data that helps you strategically position your business for success. This is what CRMPlus365 was designed to do, and it is precisely what we want to see you do with it. The sky is the limit.
Let’s Talk
Your business is unique and you shouldn’t have to change it to “fit” your software. We’ll make CRMPlus365 work for you.