Outgrowing your starter CRM?
Upgrade to CRM Kickstart – the enterprise-ready Dynamics 365 CRM you thought was out of reach — fast, affordable, and built to grow with you.
A CRM that will grow with your business
Unlimited flexibility with CRM Kickstart
Most basic or starter CRMs only track contacts, organisations and deals. That leaves no room for proposals, service cases, contracts or projects, or any other type of record you and your team needs to run your business.
CRM Kickstart is designed to include whatever record types you need – whether its products and services offered, proposals, service tickets, contracts or projects, delivery milestones, etc – a CRM should adapt to your business, not the other way around.
Consistency across your whole business
Starter CRMs stop at the sales pipeline. Customer service teams, marketing or operations end up using other tools, creating silos and a fractured view of your customers.
With CRM Kickstart, everyone – sales, marketing and operations – can all be working with your customer and sales data in one place, on the one platform, ensuring consistent processes and experiences, while reducing duplication and errors.
Flexible, process driven workflows
Activity-driven and basic drag and drop pipelines in starter CRMs can’t handle complex sales processes or where you need to apply checkpoints, compliance or oversight. Multi-stage processes get forced into a model that doesn’t fit and leaves gaps or risks in your business.
CRM Kickstart lets you design sales processes with staged gates and workflows that match your business reality – whether that means bid approvals, compliance checks, alerts or escalations, differing user security roles, or even include a customer onboarding step. You get a sales process built for your business, not a generic template.
True integration with your daily toolset
Starter CRMs often sync your entire inbox and force you to send emails from the CRM itself. That clutters your system with irrelevant emails and disrupts the natural way your team wants to work within Outlook.
CRM Kickstart seamlessly integrates with the tools your team use everyday such as Outlook, SharePoint, Word and Excel. Kickstart is your CRM, and Outlook remains your email client, but with the ability to view and update CRM data directly from Outlook. Your team will love the ease with which they can track all their client emails, appointments and tasks.
And CRM is rarely a solution that exists by itself. It needs to work with the other solutions you have in your customer engagement processes. As a platform, Dynamics CRM has extensive and powerful integration capabilities and we have add-ons for integration with Xero (and other finance solutions), payment gateways, online proposal acceptance, Mail Chimp, Power BI etc.
Customisable and flexible reporting
Starter CRMs lock you into canned reports that reflect someone else’s priorities, not yours. You end up exporting to Excel just to answer basic questions about team performance, or to provide metrics important to your business.
CRM Kickstart gives you a starter set of dashboards that actually mean something to your business, and can be extended to include your unique business metrics. Build custom views of pipeline health, sales activity. customer service metrics, or project delivery progress. Track what matters to you, not what the software dictates.
And if you need even more powerful reporting, CRM Kickstart data can be easily accessed by Power BI to create rich, interactive and visually appealing reports.
Use our experience to bridge the gap
When you’re starting out with your first truly scalable CRM, you often can’t say exactly what you need – just that you need to do better. We know CRM backwards and we’ve worked with enough businesses to know what is essential for getting you started and operational quickly.
CRM Kickstart is designed with SMB budgets in mind and priced much lower than you’d expect for an enterprise-ready CRM – with a once-off set up fee of $10k, and ongoing licences for the majority of users less than $10 per month. It’s the CRM you needed but thought was out of reach.
We include data migration and will design your CRM tailored to you, based on questions about your business and exactly how you work. Within a few weeks, not months, you’ll have a fully functioning CRM pulling its weight in your business, not just now, but ready and able to evolve with your business. And we’re here to support you throughout the journey.
Contact Us
About Beyond CRM
At Beyond CRM, we are a team of Australian based CRM experts who specialise in Microsoft Dynamics Customer Engagement (CRM) for small to medium businesses.
We get satisfaction from helping people and making a difference within our clients’ businesses. Our solution aims to empower your people with simple efficiencies that drive major improvements in the way you operate.
We’re located in Brisbane, but deliver our CRM Kickstart solution to clients all over Australia.
Visit our main website at: beyondcrm.com.au or call us at 1300 014 319