Dynamics 365

Transform Your Business with Project-CRM Built on Dynamics 365

Our Project-CRM solution for is designed to streamline operations, improve project management, and enhance client relationships. By building on the powerful Microsoft Dynamics 365 platform, we provide a robust, scalable, and flexible CRM tailored specifically for the construction industry and beyond.

Why Build on Dynamics 365?

Unified Platform

Integrated CRM:
Manage client relationships, marketing, and field services in one platform.

Consistent Interface:
Easy-to-use interface across all applications

Scalability & Flexibility

Modular Design:
Start small and expand as needed.​

Customizable:
Tailor the CRM to your specific construction needs.

Seamless Microsoft Integration

Office 365 & Teams:
Integrates seamlessly with your existing Microsoft tools such as Outlook, Word, Teams, SharePoint, and more.

Advanced AI & Analytics

AI Insights
Predict client needs and optimise operations.

Power BI:
Visualise data for informed decision-making..

Customer and Project-Centric Management

360° Client View:
Manage complex project relationships effectively.

Enhanced Engagement:
Deliver personalised services and build loyalty with key accounts and contacts

Automated Workflows

Streamline Processes:
Automate repetitive tasks and improve efficiency.

Optimise Operations:
Keep projects on track with advanced tools.

Continuous Improvement

Regular Updates:
Stay ahead with new features and tools continuously being introduced by both Microsoft and KMS.

Future-Proof:
Build on a platform that is capable of evolving with your business.

Cost Efficiency

Subscription Model:
Pay only for what you need.

Reduced IT Costs:
Cloud-based to minimise infrastructure expenses.

Book a demo

To find out more about how Project-CRM® can revolutionise the way you work and book a demo to see it for yourself!

Latest news

Improve Bid Management and Win Rates with Integrated CRM 

Bid management is one of the most critical processes in the construction industry for companies to gain new contracts and projects. It is the systematic preparation, submission, and selection of proposals in...

Optimising Sales Processes for Construction Firms using CRM

In the fiercely competitive and highly evolving construction industry, robust sales and client relationship management strategies are paramount to success. Construction firms face unique challenges in managing sales processes and customer relationships....

The Future of Construction Management with Power Apps

Business development and sales teams in the construction industry often face challenges with manual and time-consuming tasks leading to delays, errors, and increased costs. To streamline Customer Relationship Management (CRM) and make...

The New Settings Area in Dynamics 365

In Dynamics 365, Microsoft has recently updated the Advanced Settings area into the ‘New Settings Experience’. The key presses to access this area are as follows:  1. Click on the ‘cog’ icon...

Five Ways Dynamics 365 Enhances Contractor Workflow

Business development management in the construction industry can be a complex and time intensive process including a wide range of moving parts like, planning, identifying new market opportunities, scheduling and managing collaboration...