Professional Services CRM

Effective CRM Solutions to improve growth and revenue

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Microsoft Dynamics 365 for Professional Services

Professional Services firms, such as legal services, consultants, healthcare services & financial organisations, are increasingly turning to CRM (Customer Relationship Management) software to improve their growth and revenue.

Common challenges professional services organisations might face are gaining control of service agreements and critical project information, such as; time sheets, customers satisfaction, supplier integration, employee activities and warranties. For an efficient, profitable and co-ordinated organisation, it is essential your business has the software to support these processes. Here at PragmatiQ Solutions, we think Microsoft Dynamics 365 addresses the unique challenges of these organisations and supports business growth.

Our Professional Services CRM is suitable for:

Legal Services

Management Consulting

Financial Services

Healthcare Services

Common Challenges Professional Services Organisations face:

Disparate Systems

Non-integrated 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

Handling Complex Billing Cycles

Back-and-forth communications between your associates and the accounting team often waste time, and manual data entry increases the risk of errors and double entries

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 Overview Brochure

Learn more about the services we offer and why Microsoft Dynamics CRM could be the right fit for you.

Our Solution

Microsoft Dynamics 365

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.

Access Information Anywhere

Access key information, anywhere, anytime. Develop a greater understanding of your clients with a 360° view of your relationship


Automate thank you letter or appointment confirmations, increasing productivity and saving crucial time for more important tasks

Office 365 Integration

Seamless integration with office 365 makes teamwork and document management more streamlined and efficient, leaving time for more crucial tasks

Client Communications

Communicate effectively from the offset. Make your clients feel valued, and retain their business by building strong, personal relationships

Outlook Integration

No need to change your processes. Save emails and retrieve contact data & appointments, without having to leave Outlook

Drive More Business

Identify and quickly respond to new opportunities, growing an extensive client base. Leverage data to improve decision-making, increasing sales and profits

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