What they say

"From the moment we explained our requirements, the CRM Business Team excelled themselves. Rather than simply foisting a prepackaged solution on us as other potential vendors had done, they took the time to learn about our business and how they could help us meet our goals."

Simon Morton, Eyeful Presentations

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Professional Services Automation

Microsoft Dynamics CRM 2015 provides powerful, integrated solutions which help professional services firms and consultants to do more with less and increase billable time through tailored project management and reporting.

The CRM Business' customisation options for professional services organisations include a complete and integrated PSA solution built entirely on Dynamics CRM which includes projects, resource management, time & expense management, invoicing and project utilisation tracking.

Screenshot _gantt _chart

Project Management and Gantt Chart Planning

The CRM business also offers solutions based on Assistance PSA which offers full integration with your financial platform and with the Microsoft Dynamics ERP platform (NAV/GP/AX). This standard integration is delivered out of the box by Microsoft. In the front end, you manage customers & contacts with full CRM functionality. Assistance PSA adds the following functionality to CRM:

  • Project Management
  • Sales Forecasting
  • Contract Management
  • Resource Management
  • HRM
  • Time and Expenses
  • Invoicing

All the information you need in a single platform, online and offline. Assistance PSA for Microsoft Dynamics CRM is available On Premise, SaaS and CRM Online, the choice is yours! Assistance PSA is the xRM solution for professional service organizations. By making use of the powerful Microsoft Dynamics CRM platform, this technology is fully available within Assistance PSA.

Contact us today with your requirements and we can advise on the best approach.

The CRM Business are a Certified Assistance Software PSA Partner:

Premium _PSA 


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