IMPERIUM365 Starter CRM
A simple CRM for painless adoption
Built on the latest Microsoft Power Platform services stack, Imperium365 Starter CRM is designed to help you get started adopting a customer relationship application quickly and cost-effectively.
BENEFITS
WHY IMPERIUM365
Say goodbye to paper and excel
- Start using a Microsoft-compatible CRM with a path to Microsoft Dynamics applications, such as Dynamics 365 Sales Professional or full-scale Sales Hub
- Simple, user-friendly, and powerful at the same time - with multiple interfaces for your employees
- Update leads, opportunities, and cases without leaving Microsoft Teams
Features
The Microsoft CRM for small businesses
Lead & Opportunity Management
Create, qualify,
and
collaborate on leads
and opportunities.
Quote-to-Order
Track quotes and proposals,
then convert them into
orders.
Customer Service
Manage customer
service cases and
follow-up activities.
Companion App
The responsive
Canvas App is mobile
and tablet compatible.
Microsoft Integration
Natively integrated
with Microsoft Teams
and Outlook for a
seamless
experience.
Analytics
Analyze and report on
sales and customer
service data.
SALES & MARKETING
Lead & Opportunity Management
Track potential customers, qualify leads, and convert opportunities with complete sales lifecycle management.
Document the opportunity customer need, products and services under consideration, budget, timeline, and key decision-makers.
Interactions with the potential customer, such as emails, phone calls, and meetings, can be recorded in the Timeline, so each team member can understand the opportunity history.
CUSTOMER SERVICE
Case Management
Customer service agents can also use Starter CRM to process customer support cases, including problems, questions, or requests.
Agents can track their personal and team queues and activities to ensure that every customer receives prompt support.
A Business Process Flow ensures that the same processes are followed organization-wide for the quality customer service.
ANALYTICS
Dashboards
Role-based dashboards provide real-time insights into sales and customer service performance.
Track KPIs such as projected revenue, leads by warmth rating, or average time to resolve a customer support ticket.
CUSTOMER SERVICE
Customer Support Portal
Empower your customers to log support tickets without waiting in an endless call queue.
The Support Portal Add-On logs support requests from your customers directly into your Customer Service team’s case queue.
With self-service support, you can provide a seamless experience for your customer.
Imperium365 Starter CRM is built on the Microsoft Power Platform. To deploy the application, you will need Microsoft Power Apps licenses. There is also a license cost for Imperium365 Starter CRM. You can deploy IMPERIUM365 Starter CRM on your own, or we can deploy it for you for a small service charge. Contact us for more pricing information.
Both Dynamics 365 and IMPERIUM365 Starter CRM are built on top of the Power Platform. IMPERIUM365 Starter CRM is a more affordable option for organizations looking to quickly and cost-effectively adopt a basic CRM to step away from paper or excel-based processes. Dynamics 365 offers a more robust set of capabilities with AI and other add-ins, a great fit for enterprises needing advanced marketing or call center capabilities. With similar user interfaces and experiences, IMPERIUM365 Starter CRM can also be a great stepping stone to adopting a CRM platform like Dynamics 365.
Yes! We offer a path to adopting Dynamics Applications such as full-scale Customer Service or Field Service. If you are evaluating those, IMPERIUM365 Starter CRM is a good start to experience a similar user interfaces. If after trying IMPERIUM365 Starter CRM, you decide to move to Dynamics 365, we can convert your data and load it directly into Dynamics 365 Sales, Customer Service, or Field Service.
The Support Portal add-on enables your customers interact with you through messaging, log support cases into your CRM, and submit their company profiles.
Our responsive Canvas App can be used on mobile or tablet devices. With multiple user interfaces, you can create opportunities as you talk to potential customers, or check on an in-progress case on-the-go. The mobile app has been designed to keep you updated with the latest information, anywhere you go.
