Offer
Vertical CRM Build-Out
One trusted database for the records your firm runs on.
Your customers, matters, policies, or deals in one system of record instead of spreadsheets and inboxes. Built on Dynamics 365 Sales and Customer Service on Dataverse, configured from an industry template, with your data migrated in, Copilot working inside the CRM, dashboards on top, and a role and security matrix that controls who sees what.
BEST FIT
Regulated firms - law, insurance, title, advisory, and similar verticals - still tracking core records in spreadsheets, inboxes, or a legacy system nobody trusts.
NOT FOR
Teams happy with their existing CRM who want agents and automation on top of it. Those layer on directly without replacing the system.
How It Works
How the engagement works.
Every phase ends with a decision you make: confirm the scope, approve the next checkpoint, or pause before new work begins.
Template Fit & Data Model
The industry template is mapped against how your firm actually works. Record types, stages, and the role and security matrix are confirmed before configuration starts.
Configure & Migrate
The CRM is configured from the template, your data is cleaned and migrated in, and Copilot is connected to work inside it.
Dashboards, Training & Handover
Dashboards built on the live data, roles and security verified, and your team trained on the system they will run every day.
Deliverables
What is included.
Every item listed is included in the engagement scope. The goal is a usable business outcome, not a pile of ambiguous consulting notes.
INCLUDED IN THIS ENGAGEMENT
- Dynamics 365 Sales and Customer Service configured on Dataverse
- Industry template applied and fitted to your firm
- Data migration from spreadsheets and legacy systems
- Copilot working inside the CRM
- Dashboards on your live records
- Role and security matrix implemented and documented
NOT INCLUDED IN THIS ENGAGEMENT
- Dynamics 365 licensing
- Custom application development beyond the platform
- Ongoing operation and monitoring (see Retainer / AgentOps)
PRICING STRUCTURE
Pricing structure.
A fixed fee per industry template, with data migration priced by volume and source complexity. Quoted after a records review.
Model
Fixed fee per industry template plus variable migration
Quote point
Quoted after a records and data-source review
INCLUDED IN THE PRICE
- Template configuration and security matrix
- Copilot integration and dashboards
- Team training and handover
WHAT SHAPES THE QUOTE
- Industry template
- Migration volume
- Data-source condition
Start Here
Leave with the next decision clear.
A 30-minute conversation is enough to confirm fit, identify what must be scoped, and decide whether this offer is the right starting point.