ActivitiesYour week in one calendar. Drag to reschedule, see what's overdue.
Meeting IntelligencePrep before, debrief after, CRM updates you approve.
PipelineList or board view, with deal health flagged automatically.
DashboardsForecast, win rate and pipeline hygiene at a glance.
Activities
Your Whole Week, on One Screen.
Meetings, calls and tasks in a calendar your team will recognize. Drag to reschedule, and overdue work never hides.
● Meetings 7● Tasks 5● Calls 32 overdue
Oct 12 – 16MON 12
9:00 Pipeline review
Task Send pricing
Overdue Follow up · Lakeside
TUE 13
10:30 Demo · Lakeside
Overdue Call back · Summit
2:00 Call · Summit
WED 14 · Today
9:30 Discovery · Northfield
11:00 Proposal · Harbour
2:00 Check-in · Ridgeway
THU 15
1:00 Training session
Task Update forecast
FRI 16
Task Harbour proposal
3:30 Call · Prairie
Meeting Intelligence
Walk In Prepared. Walk Out with the CRM Updated.
Every meeting gets a prep brief before and a debrief after. AI drafts the follow-ups and record changes. You tick what's right and save.
Try the tabs on the right.
Pipeline
Every Deal, and What It Needs Next.
Board or list view. Deals that slip past their close date or go quiet are flagged, so nothing falls through.
Open opportunities
24 ↑ 4 · 30d
Total pipeline
$1.24M
Weighted forecast
$486K
Past close date
3
● Qualify · 11$498K
Northfield Dental · New CRM
$42,00020%
● On trackNext: Today
Prairie Grain · Expansion
$18,50010%
● Off trackNext: None
● Discovery · 7$362K
Lakeside Foods · Migration
$64,00040%
● On trackNext: Oct 20
Ridgeway Builders · Service
$27,00040%
● On trackNext: Today
● Propose · 4$318K
Harbour Logistics · Replacement
$86,00060%
● On trackNext: Today
Summit Supply · Renewal
$31,00050%
● At riskOverdue
● Close · 2$62K
Coastal Craft · Sales CRM
$38,00090%
● On trackClose: Oct 30
Drag a deal here
Won YTD
$642K
▲ 38%
Win rate
41%
▲ 6 pts
Avg. deal
$34K
▲ 12%
Sales cycle
58 days
▼ 9 days
Won & projected revenue2026
JFMAMJJASOND
Won Projected
Pipeline hygiene
Close date passed3
No next activity5
Quiet 30+ days1
Avg. days in stage14
Dashboards
The Numbers Leadership Asks For, Already Built.
Forecast, win rate, sales cycle and pipeline hygiene, refreshed live from the CRM your team is already using.
Why Teams Choose CRM Launchpad
Simple, without the ceilingStart simple on Dynamics 365 and add more as you grow. No re-platforming.
Dedicated Success ManagerYour dedicated expert, guiding a custom, world-class CRM.
Built on MicrosoftYour data in your own Microsoft environment, under the sign-in and security you already run.
Practical AIPrep, debriefs and record updates, with you approving every change.
FAQ
CRM Launchpad Questions.
What's included in CRM Launchpad?
Accounts, contacts and activities, a pipeline with deal health, an AI homepage with meeting prep and debriefs, dashboards and insights, and native Outlook and Teams integration. All of it is set up around how your team already works.
Can CRM Launchpad be customized for our business?
Yes. Your dedicated Developer can tailor fields, processes, automations, integrations and AI workflows. Because it's built on Dynamics 365, you can keep adding capability as you grow without switching systems.
Does it connect to our other systems?
Yes. CRM Launchpad becomes the central hub your team works from, and connects to the tools you rely on, such as Microsoft 365, accounting and e-signature tools, through Microsoft's integration platform.
What reporting is available?
Built-in dashboards cover pipeline, forecast and activity, with deeper custom reporting available through Power BI.