Professional Services CRM

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Microsoft Dynamics 365 for Professional Services

Professional Services firms are increasingly turning to CRM software to improve their growth and revenue. Sharing a similar goal, these organisations aim to provide a unique and unmatched service to clients. However, the systems currently in place may not support these goals and allow businesses to deliver on key objectives.

Ask yourself, if your most valuable asset is your client relationships, why not have software in place to manage these effectively.

Our Professional Services CRM is suitable for:

Legal Services

Management Consulting

Healthcare Services


Marketing & Advertising


Common Challenges Professional Services Organisations face:

Here at PragmatiQ Solutions, we understand the challenges professional services organisations face. If you recognise these within your business, read on to find out how our CRM software overcomes these hurdles…

Disparate Systems

Disparate systems and Excel Spreadsheets mean data often gets lost or miscommunicated, resulting in wasted time amending errors. Having a 360-degree view of all aspects of the business would be beneficial.

Limited Access to Data

Data can only be accessed from the office computers, meaning employees who need to access this data on the go are prevented. This impacts productivity and hinders other business processes.

Limited Access to Data

Data can only be accessed from the office computers, meaning employees who need to access this data on the go are prevented. This impacts productivity and hinders other business processes.

Sharing Information Across Teams

Employees have access to different information, which isn’t always the most up-to-date. Productivity can also be improved amongst teams by automating certain processes.

Contact a member of our team

Let us answer your queries…

Benefits of our Professional Services CRM Software:

Dyamics 365 provides a range of CRM benefits for professional services organisations, whilst fitting in with your strategy and solving some of the challenges you face.

Increase Sales

Utilise the data stored in Dynamics 365 to drive new business & identify up-sell opportunities with both new & current customers

Enhance Productivity

Outlook & Office 365 integrations means employees spend less time switching between applications and are more productive as a result

Retain Your Customers

Keep a finger firmly on the pulse of your customer’s satisfaction and interactions, with relationship assistant and insights

Save Time

All data in one place allows teams to access the latest information quickly & have complete visibility on all areas of business

Improve Teamwork

Employees can share documents, insights, important data & other info with each other in real-time, improving teamwork & efficiency

Access Information Anywhere

Access Dynamics CRM through your phone, tablet or internet browser on the go and view client information anywhere, anytime

Dynamics 365 Release Notes

Check out the new features & capabilities coming to Dynamics 365 as part of the upcoming Wave 1 Release, which will roll out from April 2020.

Read Our Release Notes Blog

Discover more with Microsoft Dynamics 365 for Professional Services

Additional Content…

Guide to choosing the right CRM - eBook

Download eBook

Professional Services CRM Factsheet

Download Factsheet

Checklist for choosing the right CRM

Download Checklist

5 Benefits of CRM for Professional Services

Read Blog Post

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 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 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

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 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

How can we help you?

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