Modern CRM, built on the tools you already trust.
A modern, AI-accelerated CRM built securely on Microsoft infrastructure to help teams manage relationships, automate work, and deliver exceptional client service.
Five layers, one system.
Secure data on one end. Team collaboration on the other. The Power Platform doing the work in between.
Centralized Secure Data
Powered by SharePoint
Structured records and documents in a secure system of record.
Automation
Powered by Power Automate
Workflows, approvals, reminders, assignments, and handoffs — running quietly in the background.
Custom App Interfaces
Powered by Power Apps / Code Apps
Role-based apps and experiences that make work simple and consistent.
Intelligence & Reporting
Powered by Power BI
Dashboards and insights for pipeline, service, performance, and trends.
Teams Collaboration
Powered by Microsoft Teams
Shared context, conversations, notifications, and coordinated action.
What it actually does.
Unified Activity Timeline
- All emails, calls, meetings, notes in one timeline
- Related to Accounts & Contacts
- Full history, fully searchable
AI Summaries & Insights
- Email & call summaries
- Sentiment & intent
- Key topics, action items & follow-ups
Intelligence Hub
Relationship + Renewal + Task
- Relationship: engagement scores, days since last activity, response time, at-risk alerts
- Renewal: detect dates, track discussions, flag risks & opportunities
- Task: AI extracts tasks with owners & due dates — never miss a commitment
Global Search
Semantic
- Search across emails, calls, attachments, documents and more
- Natural language queries
- Find anything instantly
Smart Capture & Auto-Association
- Capture from email, forms, uploads, and more
- AI extracts key data
- Auto-associate to Contact, Account, Opportunity, Renewal & more
- Creates records & starts workflows automatically
Call Intelligence
Optional
- Call summaries & transcripts
- Sentiment & objections
- Next steps & action items captured
- Linked back to Contacts, Accounts & Activities
From signal to action.
Every email, call, document, and form moves through the same secure pipeline — captured, processed, organized, and turned into insight.
- Step 01
Sources
- Outlook Email
- Phone / Dialpad
- Microsoft Teams
- Web / Forms
- File Uploads
- Step 02
Capture & Ingest
Power Automate Triggers
- Capture
- Classify
- Extract
- Enrich
- Step 03
AI Processing Layer
Azure OpenAI Services
- Summarize
- Extract entities
- Sentiment & intent
- Task detection
- Categorization
- Step 04
Store & Organize
SharePoint + Azure Blob
- Metadata & records (SharePoint Lists)
- Full content (.eml, attachments, recordings) in Azure Blob
- Secure, scalable, compliant
- Step 05
Use & Act
Power Apps + Teams
- View & manage
- Collaborate
- Take action
- Automate next steps
- Step 06
Insights & Intelligence
Power BI + AI
- Dashboards
- Trends & KPIs
- Predictive insights
- Recommendations
The building blocks of your business.
A clean, opinionated schema modeled on how benefits agencies actually run — built on SharePoint Lists for governance and scale.
Accounts
Account details, status, segments
Contacts
People & roles, communication
Activities
Emails, calls, meetings, notes, tasks
Opportunities
Pipeline, stages, probabilities
Agreements
Policies, plan details, effective dates
Tasks
Action items, owners, due dates
Documents
Proposals, certificates, plan docs
Renewals
Renewal dates, status, risk
Enterprise-grade guardrails, built in.
Inherits the security, compliance, and governance of the Microsoft 365 tenant you already trust — no separate vendor, no separate contract.
Power without the overhead.
Built on Microsoft 365
Secure. Familiar. Integrated.
AI-Powered Productivity
Work smarter, not harder.
End-to-End Visibility
See everything. Act faster.
Scalable & Future Ready
Grow without complexity.
Designed for People
Simple to use. Easy to adopt.
Built with