Bespoke CRM

Custom-built and tailored to suit your specific business needs

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What is Bespoke CRM?

The majority of off-the-shelf CRM solutions are not tailored to your specific business needs. Therefore it can feel like there is a lot of functionality within these systems that does not apply to you, but you are still paying for, through a typical licensing agreement. Along with this, these solutions are often rigid and inflexible and cannot be tailored to fit around your requirements. Having a bespoke system means that all of the functionality can be personalised to mirror your current processes and deliver a solution that truly works for your business.

Dynamics 365 comes with all of the standard features you would expect to find within a CRM solution – leads, opportunities, quotes, orders, products, etc. However, sometimes you need more, and that’s where we can support. With approximately 60% of the solution pre-built, we will understand your requirements and current processes to customise, design and develop the remaining 40% to suit your individual business.

Here at PragmatiQ Solutions, we want to design a system that is fit for purpose and tailored to your needs. By leveraging the latest Microsoft technology, Dynamics 365, and with our commercial experience & technical expertise, we’ll work with you to develop a bespoke CRM solution that works for your business.

A bespoke CRM means that the solution is custom-built and tailored to suit your specific business needs, where off-the-shelf solutions aren’t suitable.

Examples of Bespoke CRM…

To help you get a clearer understanding of what a bespoke CRM looks like, these are just a few examples of where we have implemented a tailored solution for our clients and designed functionality outside of the standard features. There are many more examples of bespoke systems we have built for numerous industries, so if you would like to know more please get in touch.

Asset Finance

  • Lead and Opportunity Management
  • Asset Finance Requirements
  • Proposal Management and Underwriting
  • Deal Acceptance & Paperwork Processes

Charities

  • Referral (Lead) and Opportunity Management
  • Volunteers & Employee Applications
  • Donation Management
  • Contract Management

Helpdesk

  • Case Management & Customer Self Service Portal
  • Managed Service Contract Management
  • Change Request Management
  • Progress and Usage Reporting

Maintenance & Inspections

  • Preventative and Corrective Contracts
  • Asset & Work Order Management
  • Inventory Management
  • Mobile App for Technicians

Hospitality & Sports Clubs

  • Lead & Opportunity Management
  • Venue and Event bookings
  • Partner and Sponsorship Management
  • Commission Structures and Targets

Membership Management

  • Lead & Opportunity Management
  • Memberships and Benefits
  • Membership Transactions and Renewals
  • Customer Service and Complaint Management

Does my business need a bespoke CRM?

We have identified three categories our clients typically fall into…

Currently storing data in Excel spreadsheets or disparate systems

Using a CRM and are looking for a more bespoke solution

You are currently using Microsoft Dynamics 365 and need support

If you fall into one of these categories, we are here to assist. If you are unsure as to what your business needs, but have challenges and believe you could be working in a more efficient way, then please take a look at our consultancy or contact us.

Where else can we help?

We can also support your organisation with data and analytics, using Power BI. Or, build a bespoke app to solve busines problems using Microsoft Power Apps.

Power BI

Microsoft Power BI is a data and analytics reporting tool which essentially brings together disparate data. This is then presented in visual dashboards & reports for businesses to drill down further and gain valuable insights.

Learn more

Power Apps

Microsoft Power Apps enables businesses to build bespoke applications, which can be accessed via mobile or desktop. Using a ‘low-code’ approach, apps can be developed quickly to solve business challenges.

Learn more

What our clients say...

We approached PragmatiQ Solutions to help us with an incumbent Dynamics 365 system which had various legacy issues having been customised by numerous consultants over a number of years. They dealt with all the nuances quickly to get our system up to a standard they were happy to work with. From there the PragmatiQ technical team ran with a large project and its fair to say now know our business inside out. Their ability to understand what we do and how we do it having only seen it from an ‘IT perspective’ was and still is impressive. We would highly recommend PragmatiQ.

Tom RobertsManaging Director at Moorgate Finance

We commissioned PragmatiQ solutions to provide us with a bespoke Customer Relationship Management (CRM) system using Microsoft Dynamics. The team at PragmatiQ very quickly gained a thorough understanding of our complex delivery model and created a solution that has had a positive impact and really added value to our work. PragmatiQ were focused in their approach and delivered to tight timescales, as well as being a pleasure to work with.

Natalie MacPhersonDevelopment Director at MacIntyre Charity

We approached PragmatiQ Solutions to help us with our Microsoft Dynamics CRM platform. We had developed a bespoke system over the years to manage the day-to-day sales processes of the Commercial team, however, we felt that working with a specialist Dynamics partner would be a much better approach for the business. We have now been working with Stuart, Jamie and the team for just over 12 months and to say we have been impressed with their approach would be an understatement. The dedication, knowledge and customer service shown to the delivered projects has been exceptional and their innovative approach to business is inspiring. They have guided us every step of the way and have succeeded in changing our platform for the better. It has provided us with a much more efficient way of working and supported us with business intelligence that we haven’t seen before. We also benefit from real-time, top level dashboards that make reporting back to stakeholders a very simple process.

James WoottonHead of Commerical Sales at Wasps Rugby Club

We worked with PragmatiQ Solutions who successfully implemented a quoting tool for sales. They were generous with their time, taking every opportunity to understand our needs both now and in the future. Their deep analysis was invaluable, helping us to refine our working practices and automate our processes to maximise productivity and ultimately save time and money. Thanks to PragmatiQ, we now have a bespoke system that has been tailored to our specific needs and is fully integrated with Microsoft Dynamics.

Angela de KlerkBusiness Development / Head of Marketing at Impact Handling

PragmatiQ Solutions was recommended to us via a networking connection in Manchester. Upon speaking to the company they seemed very knowledgeable and confident they could repair our unusable Dynamics system which had been built by a different partner. From the first face to face consultation it was clear to see Jamie had the full knowledge around our intentions and understood our business model and had actually create something similar in the health profession elsewhere. From that point we felt confident to progress in to a full development project. The results were quick and impressive. Offering us a totally up to date platform with all of the automation we had originally asked for. We are keen to continue to work with PragmatiQ and look to develop the system again in the future.

Carren BellFounder at Lagans Foundation

PragmatiQ Solutions are a trusted and dynamic CRM partner. They have provided quick, flexible and innovative solutions to the challenges we’ve given them whilst being professional and supportive. They have become a reliable partner and operate as an extension of our internal team.

Sarah RandallHead of Operations and MI Systems at Buckinghamshire Business First

Our mission is to ensure that meaningful mental health support is accessible and we aim to see everyone within 1 week of referring to our service. With demand for mental health and emotional support increasing exponentially through the coronavirus pandemic, we really needed to get systems in place to help us cope with the high demand whilst delivering against our mission and growing our team. This is why we decided to engage with PragmatiQ Solutions to help us build a bespoke system that would fulfil those elements. It was clear that an off-the-shelf package wouldn’t give us the security, efficiency and ease of use that our Dynamics system would. The work was planned out really effectively, giving us guidance based on their experience, which also made for the system to be built quickly with only small adjustments necessary before going live. Since the system has been built, our admin time has been significantly cut down, helping us to stick to our mission, even when we grow. Ultimately providing people with mental health and emotional support as quickly as possible.

Jon ManningChairman & CEO at Arthur Ellis Mental Health Support

We engaged with PragmatiQ Solutions to conduct an independent health check of our Dynamics CRM implementation. They worked with a partner to produce a very useful and insightful audit report highlighting various areas for improvement, and which gave valuable feedback on what we had built so far and left us with confidence that we were on the right development approach for our strategic programme. PragmatiQ worked to tight and fixed timescales to complete a focused delivery which had real business value.

Nick BreedsAssistant Director - Solutions Delivery at NHS Blood and Transplant Unit

PragmatiQ Solutions successfully implemented Microsoft Dynamics at our paint facility. They worked in a professional manner throughout the project, paid attention to detail and were accommodating to our tight timescales. This ensured we were operational in due time and as a result we have been able to work more efficiently with our manufacturing set up in the UK and ultimately save costs. Overall, we had a very positive experience with PragmatiQ Solutions and consequently have re-engaged them for future projects.

Anders LonnebjergHead of Department - Business Engagement and Applications at MHI Vestas Offshore Wind

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