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Transform Your Business with a User-Friendly, Scalable CRM Solution.

Experience the perfect blend of simplicity and power with CRM Launchpad, built on Microsoft Dynamics 365. Balancing ease-of-use with long-term scalability is a challenge we've mastered. Our CRM Launchpad brings you a CRM platform that is as user-friendly as it is powerful, ensuring your business not only keeps pace with growth but accelerates it.

See our CRM Launchpad

Transform Your Advisory Practice with a CRM Built for Simplicity and Growth. Discover the perfect blend of simplicity and scalability with our CRM Launchpad built on Microsoft Dynamics 365, tailored for financial advisors seeking efficiency and growth.

See The Benefits: Amplify CRM Launchpad built on Microsoft Dynamics 365

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Simplicity Meets Sophistication

We understand that powerful CRM solutions like Microsoft Dynamics 365 can sometimes be overwhelming. That's why we created the 'CRM Launchpad' – a system that simplifies without sacrificing capability. With our solution, user adoption is no longer a hurdle; it's a springboard to success.

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Focus on What Matters Most to Your Business

Our CRM zeroes in on key metrics that drive business success:

  • Track critical activities with "Last and Next Activity" monitoring.

  • Stay informed about client engagement with "Time in Stage" metrics.

  • Make informed decisions with data on "Estimated Close Dates" and "Revenue".

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Data-Driven Insights for Every Business Need

The intelligence gathered from a fully adopted CRM can be a game-changer for any business. Our platform ensures that you have a single, reliable source for all your data needs:

  • Improve your win rates and lead-to-customer conversions.

  • Gain insights on ROI by source and average time in each stage.

  • Enhance customer retention with targeted strategies.

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Scale with Confidence

With Amplify Launchpad, you don't have to choose between a user-friendly CRM and one with advanced features. You get both, on one of the most advanced CRM platforms in the industry. Experience seamless integration with systems across your business, ensuring that your CRM grows as your business does.

  • Explore AI-driven capabilities with Microsoft Dynamics 365 Copilot.

  • Enhance team coordination and client interaction with Teams Integration.

  • Streamline sales processes with dynamic sequencing and call intelligence.

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Book Your Demo: See Amplify Launchpad in Action

Discover how our CRM Launchpad can be the catalyst for your business growth. Whether you're a small startup or a large enterprise, our solution is tailored to fit your unique business needs.

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View More Benefits

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Co-Pilot

Microsoft has launched 'Co-Pilot' which is based on Open-AI technology that helps to bridge the gap between Outlook and Dynamics 365.

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What's Included in the CRM Launchpad?

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Comprehensive Lead and Opportunity Management
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Dynamic Account Management and Segmentation
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Efficient Activity Tracking and Management
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Clean and Easy to Use Activity Management
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Seamless Microsoft Outlook and Teams Integration
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Document Management with SharePoint Setup

CRM Service Levels

Implementation

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MIN. 6 MONTHS

User Administration

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Troubleshooting & Support

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Customization

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Dedicated Client Success Manager & Developer

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Meeting Cadence (with dedicated CSM)

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MONTHLY

BI-WEEKLY

Customization Turnaround

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MEDIUM

HIGH

CRM Strategy Consulting

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End User Survey & Analysis

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Executive Reviews

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ANNUAL

BI-ANNUAL

Commitment

ONE YEAR*

INITIAL 6 MONTH*

INITIAL 6 MONTH*

* Terms & conditions apply

Contact Us

Ready to elevate your business with a CRM solution that understands and adapts to your needs? Let's get started.
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