Get up and running with a
fully functioning CRM system
in as little as two weeks!

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Customer support following go-live. There are always miscellaneous questions and requests following an implementation.


Each deployment begins with the introduction to your project manager who will drive the success of the entire project. Begin the requirements gathering effort and shortly thereafter deliver and review your custom plan (BluePrint).


Consists of configuring the following; Sitemap Modification, System Settings Review, Security Roles, Forms & Views, Business Process Flow, Dashboard & Reports, bonus component.


Ensure everything is working as designed. Account for any final design adjustments.


Creation and delivery of custom digital content and course.

xRM doesn’t just build you a system. We give you a solution. Here’s how:

We dig deep

Our team will learn about your business, your goals and your challenges, then construct a Strategic Analysis and action plan.

We draw on experience

Our experiences of having worked with and listened to thousands of customers to date translate into increasing the success of your CRM deployment.

We make you into experts

Our Success Portal was designed specifically to help your people use CRM effectively— maximizing impact and value.

Small Business
Solution Center

Are you a small business looking for cost effective help
with Microsoft Dynamics CRM?

Look no further - We offer an easy and value driven
flexible services model for all your needs.

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Starts with one user

Is integrated with QuickBooks Online

Success Portal is included

A few of our Customers…