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
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Lead & Opportunity Management
Create, qualify,
and
collaborate on leads
and opportunities.
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Quote-to-Order
Track quotes and proposals,
then convert them into
orders.
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Invoicing
Bill customers for fulfilled
orders and track payment
status.
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Customer Service
Manage customer
service cases and
follow-up activities.
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Companion App
The Canvas App is
compatible with any
device, phone or
tablet alike.
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Microsoft Integration
Natively integrated
with Microsoft Teams
and Outlook for a
seamless
experience.
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Analytics
Analyze and report on
sales and customer
service data.
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Customer Support Portal
Enable self-service
customer support
via a portal.
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Quickbooks Integration
Connect invoices to
Quickbooks for easy
accounting.
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.
SALES
Quote-to-Order
Keep your whole team in the loop on proposal iterations with sales quotes for each opportunity. Download pre-filled quote and order templates as PDF or Microsoft Word documents to share with clients.
Create quote estimates by adding products and services to a quote. Convert accepted quotes to orders, or directly create orders for a customer or opportunity. Track order status through fulfillment.
Calculate quote and order totals with flexible pricing models, including discounts, shipping costs, and tax.
SALES & FINANCE
Invoicing
Generate invoices from fulfilled orders or create invoices manually. Define billing terms, such as billing frequency and payment periods.
Download custom-branded invoices as PDF or Word documents. Bill customers by emailing invoices directly from Starter CRM.
Monitor and update invoice statuses according to payment status.
SALES & FINANCE
QuickBooks Integration
Sync products, services, and invoices from Starter CRM to QuickBooks for automatic invoicing on deal closure.
Make accounting on completed orders quick and seamless by removing manual data entry in QuickBooks.
Set up data syncs at any frequency, from every minute to every month.
CUSTOMER SERVICE
Case Management
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.
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.
CANVAS APP & POWER APPS MOBILE APP
Companion App
Give your sales team flexibility to update leads, opportunities, customers, and more – all while on-the-go.
Compatible with all types of devices through the Power Apps mobile app, from tablet to phone.
Responsive UI adjusts to any screen size for an optimal user experience on any device.
ONE MICROSOFT
Microsoft 365 Integration
Leverage familiar Microsoft tools for easy adoption and seamless onboarding.
With the Companion App, enable Starter CRM as a Teams app or as a permanent tab within a Teams site.
Send Outlook emails directly from the model-driven app and track them against opportunities, quotes, cases, and more.
Lastly, export data in Excel or Word templates for a simplified reporting process.
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.
