After extensively evaluating numerous CRM systems, CRM Insights specialises in two products: Workbooks CRM and Microsoft Dynamics CRM.

Workbooks CRM

With their head office in Reading, UK, Workbooks has flourished world-wide: It is extremely easy to use, and has won multiple awards – including best CRM in 2013 and 2014. Ideal for SMEs who want to grow without unduly burdening their staff with complicated IT systems.

Microsoft Dynamics CRM 2015

Dynamics CRM can scale to 150,000 concurrent users and billons of records. Its strength is that it provides a point-and-click framework for mapping your business processes very accurately. With built-in dashboards and mobile/tablet enabled interfaces, it provides data for everyone, everywhere. Microsoft Dynamics excels where there are complicated requirements that are not easily modelled with standard CRM functions like sales, marketing and service. For example, the NHS might have as dashboard that shows empty beds by geography. Ideal for businesses with critical processes, needing to consolidate a confusing array of spreadsheets, databases and bespoke systems.