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Who are CRM Consultancy?
We are dedicated to helping our clients thrive from the opportunities provided by new technology and digital disruption. Our approach is to be a true business partner for our clients — leveraging our years of experience with CRM to help add technology to business.

Our philosophy

We help our clients get the best from digital transformation via our in-house line of Apps and Cloud Services built from years of industry experience working in tandem with Microsoft Dynamics, SharePoint and Office 365.

As a company we have unique specialities in Document Management alongside Complex Case and Asset Management, focused on enabling client engagement online and the field of corporate compliance and GDPR.

We deploy these specialisms by engaging with selected clients and suppliers who we can help transform or improve their business through technology combined with our expertise.

To this end, we invest in ongoing research, development and training to help both our clients and our employees get the best from today's skill-based and tech-based economy.

Ethics and Investment in people

We exist to make the best possible CRM Solutions for our Clients, and produce brilliant cutting edge extensions for Dynamics CRM.

As a business we also work to invest, grow and promote the skills and careers of our team, specifically:

  • Promoting New Skills and Technology in our Team
  • Investing in ongoing training and certification
  • Providing Time to Build new Tools and Apps that can better serve our Clients in future projects.

This is our approach to not only running a successful business, but also running a skills-based ethical company for the future - both for us as a company and also for the careers and potential of everyone in our team.

The product of this? Our CRM Team are all qualified in Dynamics CRM, and we invest in regular training for our Development Team to keep our Technical Skills sharp.

This gives us the time and skills to really approach problems and explore how technology can work best for our clients, and help provide technical know-how for the future -our Technical Blog is an example of this.

Join the Team

We are a small team, and are dedicated to delivering excellent service and products through Dynamics and Office 365 - if that sounds like you, then we are currently recruiting for a new Support CRM Consultant in our Support and Account Management Team.

To apply for this role, please click here.

  • "Paul has made a real difference to how my team of 24 people record and store valuable customer data and sales opportunities. Highly recommended."

    James, Operations Director

  • "Understanding your business allows us to advise when to implement aspects of CRM and, likewise, when not to."

    Paul McQuillan, Managing Director

  • "Dynamics 365 and CRMCS have made a real lasting difference to our business, allowing us to replace older systems that were holding back our performance."

    Grahame, Chief Operating Officer

  • "James worked well with us to help connect CRM with Outlook and relate how this might benefit our team using CRM for Property Care."

    Natalie, Property Care Supervisor

  • "Matt was really good with helping us run User Testing on the new Compliance Module of our CRM System."

    Tom, Compliance Administrator

Prefer to go old-school?

Write to us using the below addresses.

Head Office
CRM Consultancy
61 Oxford Street
M1 6EQ

London Office
CRM Consultancy London
Grosvenor Avenue

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