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Exceptional People... Proven Solutions

CRM built into Dynamics 365, with real-time awareness of sales and operations


Its fully integrated Sales and Customer Service modules enable employees to share information, improve sales success, and deliver consistent, efficient customer service. With these modules, it is designed to help you streamline all facets of customer relations from sales contracts to inventory management. In addition, you can manage information from non-customer contacts such as suppliers, vendors, partners, competitors, etc.

There is no opportunity like the right opportunity! The key to successful opportunity management is having the ability to execute strong marketing campaigns, smoothly pass leads to sales, work opportunities through to product/service configuration, and ultimately win the business. With the many CRM features and capabilities, you are able to maintain tracking of all contacts, sales and services from the initial call to the final handshake.

Features & Functionalities

CBSi CRM Lite for Dynamics 365 Business Essentials (see CBSi Dynamics 365 Add-in Modules) Automated Incident Management Campaign Management
Contact Classification Contact Management Contact Search
Document Management & Interaction E-Mail Logging for Microsoft Exchange Interaction Log
Lead Management Opportunity Management Outlook Client Integration
Task Management Key Capabilities Ability to provide quick answers and efficient service Gives a complete view of customer history

In-depth as needed, history of each customer along with:

  • notes
  • quotes
  • orders
  • sales
The additional information you feel is essential to the account Knowledge-base and reporting tools for accurate forecasting and measurement of business activity and sales
People Performance Organizing and accessing customer information is easy and less time consuming
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