Professional Services CRM

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Microsoft Dynamics 365 for Professional Services

Professional Services firms are increasingly turning to CRM (Customer Relationship Management) 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.

Our FREE Professional Services CRM Factsheet

In this factsheet we review the challenges the professional service industry faces, key features of our solution, and the benefits.

Benefits of our Professional Services CRM Software:

Microsoft Dynamics 365 is the perfect fit for professional services organisations, fitting in with your strategy to solve 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 365 through your phone, tablet or internet browser on the go and view client information anywhere, anytime

5 benefits of CRM for Professional Services

Check out our blog which discusses five key benefits of CRM for professional services organisations.

Discover more with Microsoft Dynamics 365 for Professional Services

Looking for a new CRM but not sure where to start?

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PragmatiQ Solutions CRM Checklist

Hear what our customers have to say…

“PragmatiQ Solutions worked to tight and fixed timescales to complete a focused delivery which had real business value.”

Nick Breeds, Assistant Director, Solutions Delivery – NHS Blood and Transplant Unit

Read full case study

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