CRM Software
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.
Workflows
Simplifies your business with workflows that trigger instant actions, maintain visibility of activities and drive processes throughout the business.
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.”
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.
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.
Talk to a Clever Expert
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.