Building a High-Performing CRM Ecosystem the Inogic Way
At Inogic, we like to say that building a high-performing CRM ecosystem is a bit like building a high-end car: the engine is powerful, but you still need the right tires, the best navigation system, and a comfortable interior to actually enjoy the drive.
Microsoft Dynamics 365 is that engine. We are the master mechanics who fine-tune it for the real world.
As a Microsoft Gold ISV Partner with over 15 years of exclusive focus on Dynamics 365 and Power Platform, we don’t try to replace or reinvent Microsoft’s platform. Instead, we enhance its functionality, providing the specialized refinements that allow you to shape your CRM around how your business actually operates.
Below, I’ll take you through our ecosystem, explained through real-world usage rather than just feature lists.
1. Location Intelligence: Where Data Meets Geography
Most CRM users are accustomed to viewing lists. But lists don't tell you where your customers are. That’s why we built
- For Sales Teams: Visualize accounts and leads geographically to plan smarter visits. With "Radius Search," a rep can find nearby prospects the moment a meeting finishes early or gets canceled.
- For Service Managers: We provide route optimization that reduces travel time and fuel costs while balancing workloads across your field teams with balanced sales territories.
- For Leadership: Use heat maps, personalized dashboards, and territory overlays to see exactly where your business is growing and where it isn't.
- For AI enthusiasts: MapCopilot, the in-built assistant of Maplytics, helps find accounts, their details, plot routes, find nearby places, and leads quickly and easily with simple language prompts.
2. Mastering the Document Chaos
CRM storage can be expensive, and document sprawl is a productivity killer. We solve this with two specialized tools:
This tool connects Dynamics 365 with cost-effective cloud storage like SharePoint, Dropbox, and Azure Blob Storage. You can upload, preview, and access documents directly from CRM records. Your database stays lean, saving you significant storage fees.
To prevent security gaps when moving files to SharePoint, this app automatically mirrors your Dynamics 365 security roles within SharePoint. If a user shouldn't see an "Account" in CRM, they automatically won't have access to that folder in SharePoint.
3. Messaging: Conversations That Close Deals
Modern customers prefer texting over email. We bridge the gap between "personal" messaging and "professional" CRM tracking.
Bring AI-powered WhatsApp Business messaging directly into your CRM. Use sentiment analysis and the chat rephrase panel for a better conversation. Every chat is automatically associated with the contact or lead.
Send automated SMS reminders for appointments or payment notifications directly from the CRM.
Turn website visitors into tracked CRM records instantly. When a visitor chats on your site, a Lead is created in Dynamics 365 in real-time.
4. Productivity: Giving Time Back to Your Team
Small, repetitive tasks are the silent killers of CRM adoption. Our productivity suite eliminates the "grunt work."
Manual entry is the enemy. Copy a record (and all its child records) in a single click, or turn a CRM view into a PDF/Excel report and email it in seconds.
Turn boring grids into drag-and-drop boards to track deal stages intuitively.
Visualize links between accounts, contacts, and partners in a mind-map view—essential for complex B2B sales.
Safety Nets
We offer Undo2Restore (a "Ctrl+Z" for CRM data) and DeDupeD to keep your database clean.
5. Services: Strategy Meets Execution
We aren't just an app company; we are a "Techno-Functional" powerhouse. Our service wing ensures these tools solve your specific business problems.
Consulting & Customization
We architect CRM systems for Sales, Field Service, or Project Operations.
Power Platform & AI
We help you build custom Power Apps and implement practical AI solutions using Microsoft Copilot and Azure OpenAI to summarize records and automate workflows.
Continuous Care
Through iSupport+ and iXtend+, we provide the managed support you need as your business grows.
Why the Industry Trusts the Inogic Way
Ready to see what we can do for you?
Experience the difference with a 15-day free trial of our apps on Microsoft AppSource.
- Explore our world: www.inogic.com
- Let's talk: crm@inogic.com