Lightweight CRM & workflow automation for Microsoft 365
Modern 365 CRM & Workflow Lite turns Microsoft 365 into a practical CRM and workflow hub — centralize client information, track activity, manage follow-ups, and improve operational visibility without the cost or complexity of a full enterprise CRM.
Modern 365 CRM — Choose Your Base
Three starter plans for organizing accounts, contacts, activities, renewals, tasks, and follow-ups inside Microsoft 365.
Lite
Get started with a fully configurable Modern 365 CRM workspace.
Small teams that need a structured place to track accounts, contacts, activities, and follow-ups without standing up a full enterprise CRM.
Workflow Plus
Adds workflow automation, additional configuration, and tailored views.
Growing teams ready to automate reminders, handoffs, and recurring steps — with tailored views and additional configuration around how they work.
Managed Workflow
Fully managed setup, automation, and ongoing optimization support.
Operations-driven teams that want a fully managed CRM — proactive monitoring, change requests, and ongoing optimization handled for them.
All plans include
- Microsoft 365-based CRM workspace
- Account and contact management
- Activity and follow-up tracking
- Task and renewal visibility
- Configurable lists, views, and fields
- Workflow automation support
- Reporting and operational dashboards
- Ability to add Professional Configuration
Notes
Features, configuration, automation, reporting, and support may vary by plan and implementation scope. Microsoft 365 licensing is not included unless specifically stated.