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What is proRM?

Microsoft's Dynamics 365 is recognized as a robust and adaptable cloud business solution that meets diverse organizational needs through its array of specialized applications, which not only function seamlessly together but also offer tailored customization options. Utilizing Project Operations, companies can consolidate their project management, sales, and financial activities into a unified platform, effectively addressing common challenges encountered during project execution, both internally and externally. Explore the numerous benefits and opportunities that Project Operations provides, along with the expert support that a Microsoft Partner can offer during the implementation phase. Our objective is to empower businesses and their teams to enhance productivity and streamline their workflows more effectively. Drawing on our extensive expertise as a Microsoft partner, we strive to cultivate the ideal environment for success. The proRM Fast Start feature integrated within Dynamics 365 facilitates the improvement of your organization's project management capabilities. Project managers will soon find a notable decrease in the time allocated to repetitive tasks, resulting in a more efficient operational process. This transition not only enhances project outcomes but also establishes a solid foundation for future growth and innovation within the organization.

What is Xpedition Private Equity CRM?

Designed to boost productivity and seamlessly integrate with your existing data systems and technologies, the Xpedition Microsoft Dynamics 365 Private Equity CRM Accelerator aims to create a cohesive, trustworthy, and comprehensive information hub. This actionable intelligence is smoothly connected to both Microsoft and various third-party applications, making it intuitive and easy for users to adopt. While launching a Private Equity CRM initiative is an important initial move, ensuring it aligns with your organizational goals and yields real business advantages requires a deeper level of commitment. We are aware of the challenges you encounter, and with a wealth of successful specialized projects behind us, we have positioned ourselves as frontrunners in crafting and implementing tailored CRM solutions that cater to your distinct requirements. Our dedication to comprehending your specific challenges truly differentiates us in the marketplace, enabling us to deliver exceptional value and support. Furthermore, we believe that a successful CRM implementation not only streamlines processes but also fosters meaningful relationships within your business ecosystem.

Media

Media

Integrations Supported

Microsoft Dynamics 365
Microsoft Power BI

Integrations Supported

Microsoft Dynamics 365
Microsoft Power BI

API Availability

Has API

API Availability

Has API

Pricing Information

$18 per month
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

proMX

Company Location

Germany

Company Website

promx.net

Company Facts

Organization Name

Xpedition

Date Founded

1989

Company Location

United Kingdom

Company Website

xpedition.co.uk/private-equity-crm/

Categories and Features

Project Management

Agile Methodologies
Budget Management
Client Portal
Collaboration Tools
Cost-to-Completion Tracking
Customizable Templates
Gantt Charts
Idea Management
Kanban Board
Milestone Tracking
Portfolio Management
Resource Management
Time & Expense Tracking
Traditional Methodologies

Categories and Features

Financial CRM

Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management

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