Advanced CRM

Advanced CRM

A souped up version of Business Central’s light out of box functionality, Advanced CRM (CRM) includes lead, opportunity, and customer lifecycle tracking with the added ability to run estimates and campaigns. For users that aren’t quite ready to make the leap to Dynamics CE but still want all of that great visibility into their pipeline.

Use Cases
  • Track a lead, identify their profile with questionnaire data, and a free form HTML Text form.
  • Ability to convert your lead to an opportunity and your opportunity to a customer with all of the same fields mentioned above.
  • Run email campaigns from lead, opportunity, or customer records and automatically blast out communications based on filters you set.
  • Report on all your activity via our advanced dashboards built into Business Central.



Coming Soon!

To start beta testing, email