CRM Application — Customer relationships, centralized
Customers.
Pipelines.
Decisions backed by data
Sales teams, account managers and leaders tracking every customer, every proposal and every opportunity — from prospect to long-term partner.
Power Apps
Dataverse
Power BI
Power Automate
Customer data scattered across tools.
Customer information, proposals and interactions were distributed across multiple tools, limiting operational efficiency, sales tracking and visibility across commercial processes.
One platform for the full sales lifecycle.
A centralized CRM managing customer relationships, proposals and opportunities through every stage — Prospection, Potential Hiring and Existing Customer — with integrated Power BI dashboards for real-time commercial visibility.
Centralized customer management
One profile per customer, accessible to every team.
Proposal & interaction tracking
Every touchpoint logged, every status visible.
Business opportunity pipelines
Prospection, hiring and renewals in one view.
Integrated Power BI dashboards
Real-time visibility on every commercial metric.
Task management
Follow-ups, reminders and actions in context.
Real-time commercial visibility
Leaders see the full pipeline, not last week's snapshot.