At Purely CRM, we allow you to streamline your business processes by using Microsoft Dynamics CRM to create customized solutions for your business. 

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Professional Membership Management

Through integrating Microsoft Dynamics CRM into your business, it allows for a 360 degree view of registrants, fees, conduct reviews, and more. By using one centralized database, it allows you to manage your registrant information with ease. It will ensure quality assurance by guiding the processes and tracking all results for you to review. In adding five layers of security, confidentiality is guaranteed for your data. To solve your issues with billing integrations and document management, we also integrate with leading billing providers to ensure that your customer accounts are always in sync. 


Have all the data you need to identify relevant financial products to deliver personalized experiences and tailored services to your clients. Our secure platform will ensure compliance, protect privacy, and prevent breaches. Our integrations will help you create and manage different campaigns tailored to your customers through monitoring their performance and measuring there ROI. By integrating CRM with Outlook, we offer a familiar interface that's easy to use. The workflow automation will streamline tasks and increase efficiency, allowing your team to focus on customer service. 

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With Microsoft Dynamics CRM, you have access to comprehensive information and in-depth details about everyone you work with, allowing you to know your stakeholders while managing it from one centralized system. You will be able to optimize communication between you and your stakeholders by  tracking all issues and concerns, maximizing efficiency on providing solutions. With our platform you can show your commitment to your community by increasing your engagement, improving on your environmental and social performance.

Port Authorities

We help you simplify your management by giving you one complete view of all tenant interactions, permitting, and more. You'll always be able to contact all your stakeholders through keeping the lines of communication open. With our integration of real-time reporting, you can easily access analytics that provide insight and support strategic decision making. Utilizing workflow automation will allow you to free up resources for critical port operations.

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With a complex pre-existing system in a government entity, we can help you create a new CRM system while integrating all the legacy data from the previous system. In a fast-moving environment, we can ensure that deadlines will be met. We will also provide support with the live system to guarantee that the transition is successful.

With the multitude of steps involved in the legal process, CRM can help you centralize and organize each of these steps. You will be able to manage your applications for Legal Assistance and streamline your billing process for each client. Your lawyers will be able to access the CRM system in order to efficiently and accurately bill for the legal assistance services that they provide. 

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With large manufacturing companies that deal with many different clients, Purely CRM is able to help create custom software integrations to streamline business processes. In utilizing Microsoft Dynamics CRM, sales between you and your clients will be faster and more efficient, creating a more direct line of communication. With a quicker and more accurate turnaround on sales, this offers a better strategic way but competitive way of pricing your products. 


With different groups of individuals involved in a project, Microsoft Dynamics CRM can provide a central repository for all contractors and parties involved. This will allow you to have direct and consistent communication with all parties in one location, while being able to overlook and manage the project as a whole. 

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The Real-Estate market is booming with available properties constantly coming up. Our CRM integrations can organize your systems to help you manage those properties with efficiency. Build long-term solution roadmaps and refining your system’s architecture. In improving the processes internally, custom mobile applications can be created for real estate brokers and data collection teams. Microsoft Dynamics CRM integrations can be customized into your web services to automate routine business tasks and processes.