Fixed

Scope and price, always

Senior-led

No bench, no hand-offs

Free

Fit assessment to start

Sales

• Leads and opportunities
• Pipeline views for your team
• Quotes and orders
• Sales forecasting

Customer Service

• Cases and queues
• Routing to the right person
• A shared knowledge base
• Service reporting

Marketing

• Customer segments
• Email campaigns
• Customer journeys
• Campaign results

Connections

• Business Central
• Outlook and Teams
• Other business apps

Data Migration

• Accounts and contacts
• Open deals and cases
• Clean-up before the move

Training & Support

• Hands-on training by role
• Help after go-live
• Ongoing support plans

One view of each customer

Sales and service see the same history.

Built around how you sell

We follow your sales stages, not a generic template.

Less double entry

Connect it to Business Central so customers and orders stay in step.

Tested before it goes live

Your team tries real scenarios and signs off.

Discovery

We learn how your team sells and serves customers today.

Design

You sign off the plan before anything gets built.

Build

We set up your stages, teams, and connections in a test environment.

Your contacts, deals, and cases move across and get checked.

Training & Testing

We train your team hands-on. They try real scenarios and sign off.

Go-Live & Support

We switch over and stay with you while your team settles in.

How long does it take?

It depends on how many teams and connections you need. You'll have a firm timeline before you commit.

Do we need all of it?

No. Many businesses start with sales or service and add more later. We'll tell you what you can skip.

Does it connect to Business Central?

Yes. We can connect the two so customer and order information stays in step. We agree what connects in your plan.

Can you move our data from our current CRM?

Yes. We move your accounts, contacts, and open deals, and check them before you switch over. Tell us what you use today.

Business Central Implementation Services

We set up Business Central around how your business actually runs, at a fixed price agreed before work starts.

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Business Central Migration Services

Move off QuickBooks, Dynamics NAV, GP, or spreadsheets without losing data, history, or momentum — a clean, fixed-scope migration with a team that stays through your first close.

violet

Business Central Integration Services

Connect Business Central with the ecommerce, payroll, CRM, and line-of-business tools you already run — so data moves automatically instead of getting re-typed.

gold

Business Central Training & Support Services

Hands-on training and ongoing support so your team gets full value from Business Central — not just at go-live, but every quarter after.

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Business Central Upgrades & Optimization Services

Keep Business Central current, fast, and aligned with how your business has grown — strategic upgrades and tuning, not just applying the next Microsoft release.

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Strategic IT Consulting Services

Independent advice on where Dynamics 365 fits your roadmap — before you commit budget, not after. We'll tell you what to do, even if that's "not yet."

Scope stays scoped

The price you approve is the price you pay. Changes are quoted before they're built, never after.

Seniors do the work

The consultants who scope your project deliver it. No bait-and-switch to the bench.

Your data stays yours

Full documentation and admin access from day one. No partner lock-in by obscurity.

We'll say "don't buy it"

If a cheaper tool or your current setup serves you better, we'll tell you and walk away friends.