Deliver better experiences and increase advisor productivity with Microsoft Dynamics 365
Transform your operations with cutting edge CRM technology, designed and delivered by a Microsoft Accredited team famed for going the extra mile.
A custom-built solution built for your market
From digitising your operations, to providing better experiences and delivering better outcomes for your customers. Rocket CRM are here to help you address the current challenges facing your industry.
Our custom-built cloud CRMs can address complex problems with cutting-edge Microsoft technology.
Book a free consultation to tell us about your CRM challenges.
How a combined sales and marketing CRM can transform your sales and distribution
Additional features that set Dynamics 365 apart
A transformative CRM delivered by a team of experts.
Experience in your sector
We’ll help you adapt to the rapid changes happening in financial services.
We understand the rapid change happening in your sector and know exactly what you are likely to need from a CRM.
CRM is often one piece of a larger tech stack which can result in greater complexity. But worry not; we take complex FS CRM projects in our stride.
A team that makes the complex simple.
Our Microsoft-accredited team will take the time to understand your business and issues in detail. We take this information and, using our Dynamics 365 knowledge, translate it into a CRM that addresses all your challenges. No matter how complex, we get it right the first time for every client.
You’re in safe hands with Rocket CRM.
From initial consultation to fact-find, build and then roll out, we support you every step of the way. And as part of the implementation, your teams will be given training to ensure everyone hits the ground running. Place your CRM project in the hands of a Dynamics 365 partner famed for going the extra mile.