CRM Extension for Dynamics 365 Business Central

Unlock the Full Potential of your built-in CRM in Microsoft Dynamics 365 Business Central for your Sales and Marketing Team (see demo below)

The Advanced CRM Extension for Business Central (Endeavour ACE) is a cost-effective collection of advanced capabilities designed to enhance your CRM experience for sales, marketing, and accounting departments. Endeavour ACE extends Business Central's out-of-the-box CRM capabilities with a range of advanced features:

• Custom Role Centers: Allows you to create distinct views for Sales Leaders and representatives, ensuring process management for each team member and an overall team performance review.
• Sales Tracking: Monitor Sales Rep performance, client engagement, and completed tasks.
• Lead Management:  Organized fields for leads, opportunities, and sales contacts, with a proactive task management checklist to ensure process compliance.
• Timeline: Track email and engagement within the contact card.
• KPI Tiles: Pre-build dashboards for a visualization of performance, forecast, and pipeline review.
• User-friendly Integrated Email: Email from within the Contact Card.
• Estimates and Quotes: Create custom estimates and quotes with the ability to convert them into Sales Orders.