Elevate your CRM
Turn data into your greatest asset with a CRM system that helps you rise above the competition.
The right CRM system can help you accelerate your business objectives by improving your data management, strengthening your customer relationships and informing decision making.
Our CRM benefits
Tailored to your needs – Our CRM system is flexible and customisable, suitable for organisations of all sizes and budgets. With the ability to extend and scale, our modern cloud-based CRM will grow with you and can accommodate changing requirements and regulations.
Quick to implement, cost-effective – Built in the Microsoft environment, it dramatically reduces implementation time and therefore dramatically reduces costs.
Extends your current Microsoft ecosystem – Our solution integrates seamlessly with your existing Microsoft stack and other systems, allowing you to automate manual processes to increase accuracy, boost productivity and save costs.
System Features
Accounts & Contacts
Manage accounts and contacts in one easy to use system.
Pipeline Management
Automate lead creation from enquiries and increase conversions.
Data Security
Microsoft Enterprise level security and data protection
Advanced reporting
Build the dashboards you need or choose Power BI for deeper analysis.
Automated workflows
Streamline your processes and increase efficiency.
Supports Integration
Choosing Active as your CRM Partner
Having the right CRM helps teams work better together. Our CRM solution helps you manage contacts, view real-time insights, and prioritise leads, making it easier to close deals. You can strengthen customer relationships with targeted campaigns and track their success.
At Active, we build our solutions using Microsoft Power Platform, Powers Apps or Dynamics 365. This allows for seamless integration with the rest of your Microsoft ecosystem and for integrations with your other business tools. We can help you streamline workflows with Power Automate and can set up Power BI to enhance your reporting, helping teams make data-driven decisions.
Contact our team to discuss your objectives and we can advise on creating the best CRM solution for your business.
CRM Enhancements
Geographic analysis.
With in-built maps every customer can plot any combination of field entries to get a geographic insight to their data.
For example, add layers to overlay one sales persons target accounts over another to see where there may be a cross over or more efficient ways of working.
Third party app integrations.
Low cost connectors add value by transferring data to and from third-party spplications such as Mailchimp, Eventbrite, Management Information Systems etc. They keep customer information up-to-date across platforms reducing data entry and minimising errors. We will transfer data to and from any third party application.
Third party app integrations.
Low cost connectors add value by transferring data to and from third-party spplications such as Mailchimp, Eventbrite, Management Information Systems etc. They keep customer information up-to-date across platforms reducing data entry and minimising errors. We will transfer data to and from any third party application.
Web form integration.
Connecting website forms and automating actions is simple. We will link form submissions to a single database, capturing data seamlessly. This integration allows you to automate tasks like sending notifications, updating records, and triggering processes to help productivity and reduce the risk of incomplete follow up actions.
Microsoft Teams.
Integrating Microsoft Teams with your CRM enhances sales team collaboration, productivity, and customer engagement by centralising communication, enabling real-time data access, and streamlining workflows.
Microsoft Teams.
Integrating Microsoft Teams with this Microsoft power platform CRM enhances sales team collaboration, productivity, and customer engagement by centralising communication, enabling real-time data access, and streamlining workflows.
Wider system benefits
360° View
All your data in one place
Secure
Cyber Essentials approved, MFA, Azure Active Directory
Part of Microsoft Office Suite
Sits with all your MS applications
Digital Document Management
Automated email and document creation
Cloud based
UK Datacentres, online/offline working
App based
iOS, Android, access on the go
Find out more
Arrange a short, no-obligation meeting with our team to discuss your CRM project and how Active can help. We will follow up with a fully costed proposal.
Your details
Your details are held on our secure database and we promise never to share them with any other organisation for their marketing purposes. You can find out more in our Privacy Policy.
FAQs
Why choose Active Informatics?
At Active Informatics, we have over 30 years’ experience in providing innovative data management solutions tailored to meet the unique needs of businesses and public sector organisations.
What are the benefits of introducing a new CRM?
Introducing a new CRM can help you strengthen customer relationships, improve data management and reporting and enhance operations. Our cloud based CRM solutions are scalable and can be extended to meet needs that come with growth and changing requirements or regulations.
How much does a new CRM cost?
The cost of a new CRM can vary depending on the features your business requires. At Active we have off-the-shelf and bespoke CRM options to suit businesses of all sizes. Arrange a no obligation discussion with our team using the form on this page and we will follow up with a fully costed proposal.
What do I need to consider in a CRM project?
When considering a new CRM for your business, you should begin by thinking about your end goals. What are the current issues that you want to improve with your new system? What customer journeys would you like to improve?
You will also need to make sure that your new system is user-friendly to increase staff uptake. At Active, our solutions are built in the Microsoft environment meaning that systems are recognisable and integrate seamlessly with the rest of your Microsoft stack.
Ideally your new system will be scalable, at Active our solutions are future-proofed, ready to grow with your business and adaptable to changing requirments or regulations.
Do you offer CRM support?
Depending on the CRM package you choose, support may be included or we can offer additional support packages or adhoc work.
We also offer CRM project recovery services if your CRM project has become stuck or been put on hold.
How we work.
Step 1
Talking
So often underrated. A simple conversation to consider organisational objectives and requirements. Outline goals to ensure alignment with all stakeholders and easy evaluation.
Step 2
Proof of concept
Workshop, design and prototype if needed. Create a detailed design and way forward for a solution(s), incorporating user feedback to refine the functionality.
Step 3
Develop and test
Build out in a protected environment using community wide Power Platform tools when possible, and conduct thorough testing to identify and fix any issues.
Step 4
Deployment
Deploy the solution to a production environment and provide initial hypercare to monitor performance and make improvements as needed.