For teams that have outgrown spreadsheets — without enterprise cost or complexity.
A flexible operating layer for client-facing work, built around the real workflows of sales, service, support, account management, and operations on Microsoft 365.
Modern CRM is more than a contact database. It's a layered system that combines structured data, service workflows, automation, reporting, collaboration, and AI-assisted improvements into one practical platform.
Designed intentionally with a layered architecture, it becomes the operational backbone your agency needs to grow — built on tools your team already uses every day.
Designed around how brokers actually work.
Simple by design, powerful by purpose. Secure and ready to scale.
What we accomplish
What you get
No new software costs. Build your CRM on the Microsoft 365 licenses your agency already pays for.
Custom-built around how your business actually works — not a generic sales tool you have to fight against.
Microsoft's compliance, permissions, and audit capabilities protect your data from day one.
A layered approach that turns your existing Microsoft 365 tools into a complete client service workflow system.
SharePoint Lists & Libraries
Store all CRM data in centralized SharePoint lists with relational lookups, custom metadata, and version control. Build structured models for contacts, clients, deals, and custom entities.
Power Automate Workflows
Automate follow-ups, notifications, approvals, and data sync. Connect to 400+ services including email, CRM, ERP, and custom APIs.
Power Apps & Code Apps
Custom dashboards, account profiles, renewal workbenches, commission screens, and Teams-friendly operating panels — tailored to how your team works.
Power BI Insights
Real-time dashboards for pipeline health, persistency, conversion, engagement, and custom KPIs with AI-powered insights.
Microsoft Teams Integration
Permissions, audit trails, and compliance policies with seamless chat, meetings, and document sharing — all inside your CRM context.
Data → Automation → Interface → Insights → Governance
We help agencies choose based on existing infrastructure, team capabilities, and long-term goals — not slick sales decks.
Modern CRM emphasizes
HubSpot offers
Best fit depends on your existing Microsoft investment and technical comfort.
Salesforce & Dynamics are built for
For most benefits agencies they introduce
Modern CRM delivers enterprise capabilities without enterprise cost.
AMS platforms are strong at
AMS platforms are often weaker at
Many agencies run Modern CRM alongside their AMS — filling the operational gaps an AMS can't cover.
Modern CRM gives independent benefits agencies enterprise capabilities without enterprise cost — by designing intentionally on the Microsoft 365 stack your team already lives in.
A 30-minute call. We'll listen first, then tell you honestly whether this is the right path or another one is.