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Help your sales team manage leads, customer relationships, follow-ups, and sales opportunities through a CRM system designed to support business growth.
Many small businesses begin with spreadsheets, inboxes and individual contact lists. That may work at the start, but as enquiries, customers and sales activity increase, it becomes harder to track leads, follow up consistently and understand pipeline performance. A properly implemented CRM system creates a single place for customer data, sales activity, tasks, follow-ups and reporting.
CRM Online is part of a wider group of specialist business technology and transformation companies. CRM Online focuses on Microsoft Dynamics 365 CRM and customer relationship management solutions, Akarigo provides Odoo ERP and CRM implementation capability, and GSG Global Solutions supports business transformation, AI adoption and operating model improvement. Together, the group helps organisations move from disconnected systems to integrated, data-led operations.
Spreadsheets and inboxes do not provide reliable lead ownership, automated follow-ups, accurate forecasting or a shared view of customer relationships.
Store customer records, communications, and account information in one accessible location.
Capture, organise, and track leads from initial enquiry through conversion.
Monitor pipeline activity and sales performance through real-time reporting.
Reduce missed opportunities through reminders, tasks, and activity scheduling.
Give teams access to consistent customer information across departments.
Support growing customer bases and sales teams without increasing complexity.
Modern CRM software helps businesses manage customer relationships, sales opportunities, and day-to-day sales activities from one platform.
Track enquiries, qualify prospects, and manage opportunities through a structured sales process.
Maintain complete customer profiles, communication history, and account information.
Monitor deal progression and sales opportunities across every stage.
Record calls, emails, meetings, and customer interactions in one place.
Schedule follow-ups, appointments, and sales activities efficiently.
Generate insights into pipeline performance, customer engagement, and sales activity.
For businesses already using Microsoft 365, Outlook, Teams or Power BI, Microsoft Dynamics 365 CRM can provide a scalable customer relationship platform that connects sales activity, customer communication and reporting within the wider Microsoft ecosystem. CRM Online helps businesses assess, configure and implement Dynamics 365 CRM around practical sales processes rather than generic software setup.
As businesses grow, managing customer relationships becomes more challenging. CRM software helps create consistency, visibility, and control across sales processes.
Ensure every enquiry is captured and tracked through a structured workflow.
Keep customer engagement consistent with automated reminders and activities.
Create a single source of truth for customer information and interactions.
Gain real-time insights into opportunities, pipelines, and sales performance.
Reduce repetitive administrative work through automation and workflow management.
Support business growth without losing visibility into customer relationships.
CRM systems support a wide range of industries by helping teams manage customer relationships, improve sales performance, and streamline communication.
Manage client relationships, opportunities, and business development activities.
Improve customer engagement, relationship management, and lead tracking.
Manage research, regulatory, and customer interactions more effectively.
Track prospective students, communications, and engagement activities.
Manage customer accounts, sales opportunities, and distributor relationships.
Improve customer engagement and sales visibility across multiple channels.
Dedicated expertise in CRM strategy, implementation, and optimisation.
Experience supporting small and growing businesses across multiple sectors.
CRM systems configured around your sales processes and business goals.
User training and ongoing support to maximise CRM adoption.
Solutions designed to improve efficiency, visibility, and customer management.
Ongoing guidance and support as your business requirements evolve.
Discover how the right CRM system can help your business improve lead management, customer engagement, and sales performance.
The best CRM depends on business size, sales process, existing systems and growth plans. For small and growing UK businesses already using Microsoft 365, Microsoft Dynamics 365 can be a strong option when configured correctly around lead management, pipeline visibility and customer communication.
A business should consider CRM when leads are being missed, follow-ups are inconsistent, customer information is spread across inboxes and spreadsheets, or management cannot easily see pipeline and sales performance.
Yes. Dynamics 365 can work well for small and growing businesses that need a scalable CRM platform, especially where the business already uses Microsoft 365, Outlook, Teams or Power BI. The key is to implement only what is needed and avoid unnecessary complexity.
Timelines vary depending on data migration, integrations, reporting and configuration requirements. A simple CRM implementation may be completed quickly, while more complex workflows and integrations require a phased approach.
Yes. CRM software helps capture enquiries, assign ownership, schedule follow-ups, track opportunity stages and give management visibility over the sales pipeline.
CRM Online helps businesses select, configure and implement CRM systems around real sales processes, with a focus on Microsoft Dynamics 365 CRM, user adoption, reporting and long-term support.
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