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For companies with Dynamics 365 ERP – but without CRM

For companies with Dynamics 365 ERP – but without CRM

Get control of your customers – not just the finances

Do you have control over your finances, inventory, and operations through Dynamics 365 – but lack a clear overview of your customers, sales, and marketing? You’re not alone. Many companies use Dynamics 365 as their ERP but haven’t yet connected a CRM system. As a result, valuable insights about customers, leads, and communication are often scattered—or not used at all.

Do these challenges sound familiar?

  • Sales activities take place in Excel or emails with no clear overview
  • No shared system for customer follow-up and history
  • Marketing struggles to target and measure campaigns
  • Customer and lead data is not visible across departments
  • You don’t know what’s working – or who needs follow-up

You may have considered a CRM system, but made a conscious decision to wait. Perhaps because:

  • It seems like a large and heavy project
  • You're concerned it will require new processes and a lengthy implementation
  • You're unsure what you’ll actually get out of it
  • You want to avoid committing to expensive solutions and consultants

We completely understand. And we have a solution that fits your needs.

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Say hello to Click CRM

CRM built for companies like yours

  • No major integrations – it works directly with your existing ERP
  • Everything in one place: customers, leads, sales activities, and marketing
  • User-friendly solution with fast implementation
  • Supports sales, marketing, and customer insights

With Click CRM, you get

  • An overview of all leads and customers
  • Control of your sales pipeline and follow-ups
  • Automated lead qualification
  • Effective and measurable marketing
  • Integration with Outlook, Customer Insights, and Power Platform
  • Clear dashboards and reports

For A Fact – your CRM partner

Smooth implementation. Real results. No lock-in.

At For A Fact, we’re Denmark’s largest Click CRM partner, and we specialize in helping businesses get real value from CRM—without making it complicated.

We know you already have enough systems and projects. That’s why:

  • We build on what you already have: No unnecessary complexity or costly custom solutions
  • We work quickly and flexibly: Small teams, easy to book, and easy to collaborate with
  • We understand both technology and business: We help you with how to use the system—not just what it can do
  • We teach you how to use the system yourselves: So you become independent and can work on your own
  • We’re here when you really need us: No lock-in. No consultant trap.
Get a free

Demo

Are you ready to get more out of your CRM?

Click CRM is the most cost-effective, powerful, and user-friendly solution for companies looking to optimize their sales and marketing processes. With Click CRM, you get a simple, efficient, and intelligent platform that helps your business grow.

Ready to take your customer management to the next level?
Contact us today for a demo.

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