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

Deliver personalised experiences

Give your customers the experiences they expect. Send meaningful, personalised email communications to develop and cement relationships and use marketing automation and workflows to tailor communications to customer interactions wherever they are in the customer lifecycle.


Adhere to tightening and ever-changing industry regulations with a flexible and customer-focused CRM platform. And better evidence your duty of care across the full buyer journey using a 360-customer record view detailing all communications and activity.

Digital transformation

Optimise and digitise your processes to gain a competitive advantage. Drive sales growth more efficiently by integrating sales and marketing activity and gaining a 360 view of lead and customer activity across the whole sales cycle. 

Advisor productivity

Empower your advisors to deliver the experiences your customers and prospects expect and drive productivity with tools that streamline administration. With reduced administration, your team will have more time to focus on clients and win new business. 

Grow sales

Attract, nurture and convert leads better with integrated marketing software that helps you improve your digital communications, nurture leads and enhance the whole buyer journey. Automate activities and have sales and marketing pulling in the same direction with full transparency of all activity.

Make better decisions

Make informed management decisions with performance improvement and customer insight reporting. And use customer insights, for tactical and customer-focused product development and marketing activity, to deliver exactly what customers want and need.

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.

Microsoft Accreditation

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. 

Professional support

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.

Rapid implementation

Get up and running with your new CRM system quickly with our talented and skilled team.

Get your team familiar with your new CRM

Continue to drive value from your sales CRM post-launch with our bespoke training.

On-going support

Continue to get the most from your sales and distribution CRM after go-live with our managed service offering.

Our clients