CRM for Asset Finance

Effectively manage and foster profitable relationships

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Streamline your processes with one solution

CRM solutions for Asset Finance

Dynamics 365 for Asset Finance supports businesses to manage leads, finance applications, lenders and the overall sales process, from one system. Built specifically for asset finance, our cloud-based software enables you to spend less time on administrative tasks and more time focusing on client relationships.

Read on to discover the benefits and features of our solution…

Benefits of Dynamics 365 for Asset Finance

Understand key relationships

Track, manage and understand key relationships such as clients, lenders and introducers. View this information from one centralised system identify opportunities which need nurturing and gather data to support negotiations.

Increase productivity

With a complete view of client and lender information, employees spend less time searching for data. Functionality such as automatic lender proposal submission and document generation also increases productivity.

Gain real-time insights

Greater visibility into the end-to-end sales process and lender performance. As a result, managers are able to make more strategic decisions, train staff more efficiently in the process, identify trends and forecast effectively.

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If you have any questions, please reach out and a member of our team will be able to assist you…

Key Features

Proposal management in our asset finance CRM
Track, manage and understand key relationships

Easily track, manage and understand key relationships, including clients, lenders and introducers. Employees can access key data quickly, identify opportunities that need nurturing and gather tangible data to support negotiations.

Proposal management

Capture key information around client financing requirements and effectively distribute proposals direct to banks or via document form. Track responses and decisions in Dynamics 365 to close out the deal and manage all relevant information and documentation.

Document generation example in our CRM for asset finance solution
Document generation

Generate, store and distribute documents throughout the sales and finance process. Configure document templates and map fields to data in Dynamics 365 (for example, you could automate a Lease Contract form with data fields filled in).

Secure storage

Securely store any correspondence from banks, lenders and underwriting. Company accounts, asset information, valuations & more can be easily accessed from a customer record by those with the appropriate security permissions.

Document generation

Generate, store and distribute documents throughout the sales and administration process. Configure document templates and map fields to data in Dynamics 365 (for example, you could automate a Lease Contract form with data fields filled in).

Secure storage

Securely store any correspondence from banks, lenders and underwriting. Company accounts, asset information, valuations & more can be easily accessed from a customer record by those with the appropriate security permissions.

Document generation example in our CRM for asset finance solution
dynamics 365 for legal services dashboard
Department collaboration

Work with structured processes and workflows spreading across multiple departments to aid collaboration around opportunities and ultimately speed up the end-to-end deal process. Use features in Dynamics 365 and Microsoft 365 to quickly communicate and get answers to questions around deals.

Gain real-time insights

Gain real-time insights via dashboards and reports, providing your business with greater visibility into sales pipeline and operations. With data in one system, managers have a full view of the end-to-end sales process and can make more strategic decisions, train staff more efficiently, identify trends and forecast effectively and understand lender performance.

Case Study

Moorgate Finance

In order to support their growth, Moorgate Finance required a tailored CRM solution…

Read Case Study
moorgate finance logo

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 Commercial Sales at Wasps Rugby Club

The Brighton Therapy Centre is a social enterprise providing high quality psychological therapies to local people. Our processes are complex and, given the sensitive nature of our work, it is essential that we can manage our data securely and efficiently. We looked at various options for developing a clinical system that could meet our needs and arrived at Dynamics as the one system that could cover everything from client records and booking appointments to automated surveys and data analysis. We undertook an extensive procurement process to find the right provider. It was clear that PragmatiQ Solutions understood our organisation and needs in a way that other providers didn’t. We have been working with them now for a few months and have been delighted with their approach and commitment to getting things right. The whole team is professional, engaged and reliable and I look forward to working with them again on future developments.

Kerry EvansCEO at Brighton Therapy Centre

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

We commissioned PragmatiQ Solutions to deliver a bespoke CRM for our social care and transport business. It was important that any system could be adaptable and allow for the scope of work that we do. We have been very impressed with the new CRM and feel it is fit for purpose and has given us specific functionality, and with possibilities to add to the system. PragmatiQ Solutions are organised and professional in their approach and I would not hesitate in recommending them.

Buko EsegbonaDirector of Children & Adult Services at Solutions Social Care

Transitions UK are a charity working with vulnerable young people across Hertfordshire, Bedfordshire, Buckinghamshire, Milton Keynes, North London, Birmingham and Leicester. We have tripled in size over the last 12 months in response to the growing needs of young people during and beyond Lockdown. Our data systems and record keeping were inadequate for current and future development. We asked PragmatiQ Solutions to develop and support a tailored version of MS Dynamics for the charity and to work with us to ensure we have a platform that will scale with us as we grow - and provide the level of analysis and record we now need to support a quality service to hundreds, and later thousands, of young people. I have been enormously impressed by PragmatiQ’s concern to get the architecture and structure absolutely right for us, their close attention to detail, their expertise and the quality of their team. They have really listened - and worked hard to understand who we are and what we want to achieve - and then worked hard again, especially with our Technical Development Manager, and all our staff, to produce the right solution. I cannot recommend them highly enough and am very glad we chose them.

Ron OvertonChief Executive at Transitions UK

In 2020, Fotech Group decided to change our CRM from Salesforce to Dynamics 365 as part of a replacement of a number of systems that didn’t communicate. For the CRM, we chose PragmatiQ Solutions as our partner and from day one we felt we were in safe hands. They listened to what we were trying to achieve and through regular development meetings they made the changes needed to enhance the standard offering. They listened, they understood and they made the changes to deliver a system that is both efficient and effective. Communication was effective and regular and I have no qualms in recommending the PragmatiQ team.

Ian DeaconChannel and Operations Director at Fotech Group Limited

We commissioned PragmatiQ Solutions to deliver a bespoke CRM for our social care and transport business. It was important that any system could be adaptable and allow for the scope of work that we do. We have been very impressed with the new CRM and feel it is fit for purpose and has given us specific functionality, and with possibilities to add to the system. PragmatiQ Solutions are organised and professional in their approach and I would not hesitate in recommending them.

Chris ThomasFinance Director at The Retail Motor Federation

After outgrowing our training management calendar we contacted PragmatiQ Solutions to help us design a bespoke system for our unique requirements. We are a fast growing business requiring a system, that is able to keep up with the pace and provide us with quick processes, reports and dashboards for all departments. We have worked closely with the team for over 12 months and we are over the moon with where we currently are. Jamie guided us with the best solutions to meet a logical workflow.

Clara TraversHead of Operations at ECG Training

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

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

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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