AI TOOL PROFILE
CRM Chief: Microsoft Dynamics 365 & CRM Implementation Services
Pricing
Pricing includes hourly support at $175/hour, monthly retainers ranging from $750 to $1,999 per month, and a one-time Lifesaver Package for Business Central for $3,000.
At a glance
- Best for
- Small business owners, IT managers, Teams of 5-50 users
- Key use cases
- Dynamics 365 Deployment, Ongoing CRM Administration, AI Workflow Automation, Business Intelligence Setup
- Integrations
- Microsoft Dynamics 365, Microsoft Business Central, HubSpot, Salesforce, Zoho
- Official website
- Visit CRM Chief tools official website
How AI is used
CRM Chief is a service provider specializing in the implementation and customization of Microsoft Dynamics 365 and HubSpot. They offer various support models, including hourly consulting and monthly retainers, to help businesses utilize their existing software features.
The service is designed for small business owners and IT managers, typically with teams ranging from 5 to 50 users. They provide assistance in configuring CRMs and ERPs for daily operational use.
Beyond initial setup, they support ongoing maintenance through weekly strategy calls and configuration changes. This includes building dashboards in Power BI and integrating AI capabilities such as Copilot within the Microsoft ecosystem.
Buyers should confirm whether a fixed-fee project or a monthly subscription model best fits their requirements.
Key Features
Dynamics 365 Implementation
Setup and deployment of Sales, Service, Field Service, and Business Central modules.
AI Copilot Integration
Integration of AI and Copilot capabilities within the Microsoft ecosystem to support workflow automation.
Power BI Dashboards
Creation of interactive visualizations and reports to track KPIs and business data.
Power Platform Development
Development of custom applications and automated workflows using the Power Platform.
Microsoft Licensing Guidance
Assistance with calculating and optimizing costs for D365 and M365 licenses.
HubSpot CRM Setup
Implementation and support services for HubSpot sales and marketing hubs.
Use Cases
Dynamics 365 Deployment
Supporting the initial setup and configuration of Microsoft Dynamics 365 Sales or Business Central.
Ongoing CRM Administration
Using a monthly retainer for regular configuration changes and strategy calls.
AI Workflow Automation
Integrating AI agents and Copilot to help automate repetitive tasks within the Microsoft stack.
Business Intelligence Setup
Developing Power BI dashboards for visibility into sales pipelines and service metrics.
Integrations
- Microsoft Dynamics 365
- Microsoft Business Central
- HubSpot
- Salesforce
- Zoho
- Power BI
- Power Platform
FAQ
What CRM platforms does CRM Chief support?
- They specialize in Microsoft Dynamics 365 and HubSpot, and also provide support for Salesforce, Zoho, Pipedrive, and Monday CRM.
How does the pricing work for CRM Chief?
- They offer hourly support at $175/hour, a one-time $3,000 Lifesaver Package for Business Central, and monthly retainers ranging from $750 to $1,999.
Is CRM Chief suitable for very large enterprises?
- The service is primarily designed for small teams and individuals, typically targeting businesses with 5-50 users, though hourly consulting is available for larger organizations.
Source category: Sales
Source subcategory: CRM
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