Company Profile

CRM is Customer Relationship Management

CRM Technologies is a software company that specialises in personalised CRM solutions using Microsoft Dynamics CRM.

Our offices are currently based in Edenvale.

We have been in business since 2005.

We have a strong dynamic team that develops, customises, trains, project manages and supports.

  • Increase Sales
  • Decrease Costs
  • Automate, Integrate and grow
  • Efficiency

PACKAGES

Microsoft Dynamics 365 for an affordable monthly fee.

MOST POPULAR

month to month per user

SALES

  • Dynamics 365 Sales Automation
  • Dynamics 365 Marketing Automation
  • Campaign orchestration
  • Sales performance
  • Activity management, activity feeds
  • Access using Outlook Integration and Web App
  • Microsoft Sharepoint
Demo Video

month to month per user

SERVICE

  • Dynamics 365 Customer Service
  • Case management
  • Unified knowledgebase
  • Contract management
  • SLA management
  • Service Dashboards
  • Microsoft Office Integration
  • Microsoft Sharepoint
Demo Video
monthly & annual per user

MOBILITY

  • Access CRM records anywhere
  • Dashboards
  • Route Planning
  • GPS location capture
  • Picture and Signature Capture
  • Offline capabilities
  • Google maps
  • Customisable
Demo Video
month to month per user

PROJECT

  • Dynamics 365 Project Service Automation
  • Microsoft Project Desktop App
  • Project Web App
  • Shared Project Access to numerous users
  • Project Planning
  • Resource scheduling
  • Time and expenses
  • Microsoft Sharepoint
Demo Video
month to month per user

FIELD

  • Dynamics 365 Customer Service
  • Dynamics 365 Field Service
  • Optimised scheduling
  • Inventory management
  • Add customer portal
  • Skills and Site resource mappings
  • Microsoft Sharepoint
Demo Video
month to month per user

SOCIAL

  • Dynamics 365 Social Engagement
  • Engage clients on popular social networks
  • Post directly from CRM
  • Listen for topics & conversations
  • Data retention
  • Route posts through automation
  • Stay up to date with alerts
Demo Video

Training Videos

Testimonials

LATEST NEWS

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