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CRM Solution on the Dynamics 365 Platform

Streamline and transform your customer workflows with Walkerscott’s Klevr CRM for Dynamics 365.

Streamline and simplify the way you manage all customer interactions.

Introducing Klevr CRM, built on the Microsoft Dynamics 365 platform, Klevr CRM has been designed to streamline and simplify the way in which your organisation manages sales and account management.

Microsoft Power BI Platform

Collaborative

Allows your team to have total visibility over sales and account management activity.

Power Apps Development

Workflows

Simplifies your business with workflows that trigger instant actions, maintain visibility of activities and drive processes throughout the business.

MS Automated Workflow Service

Reporting

Measure results through KPIs and interactive reporting.

“The whole strength of the solution is in a single source of truth integrating CRM and ERP data through the Common Data Service.”

Data Visualization with Power BI

One Single Solution

  • Designed to facilitate business transformation through workflow automation.
  • Web portal available to allow you to work closer with your customers.
  • Realtime seamless integration with your ERP.
  • Unlimited scale with the Dynamics Cloud Platform meaning the last system change you will do!
  • Microsoft platform seamless integration with Outlook and Excel.

Data to Drive Process

  • Customisable workflows to support the process.
  • Open accessible data to enable real time reporting.
  • Easily integrated with your other business applications.
  • Auditable and secure to meet regulatory and compliance guidelines.
  • Leverages Microsoft’s Common Data Service empowering you with over 200+ connectors.
Data Visualization with Power BI
Data Visualization with Power BI

Enabled for your Microsoft Environment

  • Integrates seamlessly with Microsoft Dynamics 365 Business Central.
  • Native Microsoft Outlook integration.
  • Built-in industry leading document management with Microsoft SharePoint providing a robust mechanism for document control and versioning.
  • Utilise Power BI to empower users and management with key information visualised when it matters throughout the application lifecycle.
  • Single Sign On/Off with your existing Active Director environment and policies.

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Walkerscott are Microsoft Gold Partners who are Cloud & Data Analytics clever experts. Get in touch with us to help you find the best solution for your business needs. Talk to a Clever expert.

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