Customer Relationship Management (CRM) Software

Equiniti ICS's Customer Relationship Management (CRM) software is delivered on the cloud based Microsoft Dynamics 365 platform.

Dynamics 365 is a commercial off the shelf (COTS), cloud-based CRM software solution.

The focus of Equiniti’s CRM software is to make your business or organisation streamlined and more efficient by providing a single citizen and customer view to departments, public bodies and organisations. The solution provides complete tracking and reporting on all communications, responses and actions in relation to citizen and customer management and interaction.

It aims to empower organisations with the insight to personalise relationships, predicting citizen and customer needs and increasing satisfaction with the service being provided, as well as reporting on the success and throughput of citizen and customer management capability.


Dynamics 365 is a commercial off the shelf (COTS), cloud based CRM software solution. Equiniti's solution takes the processes and industry leading experience we have gained in customer relationship management and applies it to a Dynamics 365 tenant. It is aimed at organisations that require:

  • An off the shelf customer relationship management solution
  • To leverage their existing Office 365 or Dynamics 365 platform
  • A quickly configurable customer relationship management solution

Equiniti’s CRM solution delivers reliability, scalability and cost-effectiveness by driving consistent, measurable improvements across a range of business processes. It provides organisations with access to client and stakeholder information through a full suite of business process solutions, within a familiar Microsoft Office Outlook interface, to ensure rapid adoption and fast results.

Our Microsoft CRM software can be customised to suit your organisational requirements and our CRM consultants will work with your organisation to identify achievable ways in which CRM technology can generate the greatest returns. From initial analysis through to implementation and onward development, we will work with you to identify practices that drive business process efficiencies, with the assurance of compliance.

Key benefits

  • Offers customers a more responsive digital channel
  • Maximises existing investments in Microsoft Dynamics 365
  • Rapid deployment, configuration and implementation
  • Increased team collaboration
  • Better citizen and customer relationships
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