If you are looking at a new CRM implementation, or considering replacing single or multiple systems, we can implement a CRM that optimizes your business processes and supports:

  • Marketing Automation. Look for a system that delivers automated email tracking, web intelligence, lead scoring, marketing analytics and customizable workflows that can help your sales teams maximize opportunities.
  • Forecasting. Seek out a solution that can provide detailed information that tracks interests (plan to actual) over time against closed contracts to improve coordination among your sales, financial and Real Estate groups, as well as partners.
  • Sales Opportunity Management. Your CRM needs to provide a central­ized system to track sales opportuni­ties and communications with custom­ers and prospects.
  • Partner and Customer Portals. A self-service portal improves the customer experience, reduces costs and adds value for your business partners.
  • Cus­tomer service. Your CRM should/could include maintenance con­tract management, contract management and customer service capabilities.
  • Workflow Automation. To improve productivity and ensure compliance with corporate policies, choose a CRM system with integrated workflow capabilities that allow you to automate routine tasks and escalate activities based on other events.
  • Organizational and Territory Man­agement. Look for a CRM system that lets your company set up territories and teams, then manage and opti­mize them for greater organizational efficiency.
  • Mobility. Choose a CRM that makes your sales force more productive by giving them real-time access to customer, sales, support and product information inside and outside the of­fice on the device of their choice.

We offer a unique approach to companies who are examining our products. We ensure your front office (sales, marketing and customer service) is tied directly to your back office (finance, operations and manufacturing) with a unified ERP-CRM system. This enables complete visibility across your entire organization and facilitates the streamlining of reporting and business processes. This is not possible when a company’s CRM and ERP systems operate as separate silos of information.

What is our approach?

Your first interaction will include an in depth review of your business model and dynamic so we can consult on the best options. We then use a highly refined model for implementation that will ensure your project progresses smoothly to receive the most out of your investment. Our Project Professionals will draw upon their CRM and industry experience to consult with your company so that you may avoid automating processes that are already flawed and make recommendations for improving these processes before automation takes place.

Our Products

1) MS Dynamics CRM

Microsoft Dynamics CRM offers unsurpassed flexibility, productivity and ease of use. As part of the Microsoft solution stack, DotWood CRM integrates Dynamics CRM with other Microsoft solutions such as Outlook, Office 365, Lync, Skype, Yammer and SharePoint—unifying your front- and back-office systems for streamlined business processes.

Microsoft Dynamics CRM solution is our corner stone on which we build our Industry solutions and adjust them to the way you work.

We can help reduce costs and increase profitability by organizing and automating business processes that nurture customer satisfaction and loyalty in the sales, marketing, and customer service fields. We can deliver ROI through marketing automation, customer service, and sales force automation.

For more information on Microsoft Dynamics CRM, please visit: Microsoft Dynamics CRM

2) MS office 365

Microsoft Office 365 is the same Office you already know and use every day (Word, Excel, PowerPoint, Outlook), plus other productivity services that are enabled over the Internet (cloud services), such as Lync web conferencing and Exchange Online hosted email for business, and additional online storage with OneDrive and Skype world minutes for home.

Because Office 365 is powered by the cloud, you can get to your applications and files from virtually anywhere— PC, Mac, and select mobile devices— and they’re always up to date. Same goes for updates to features— you get them automatically.

For more information about Office 365, please visit: Microsoft Office 365

3) MS Power BI

Microsoft Power BI for Office 365 is a cloud-based business intelligence (BI) solution that works from within Excel and Office 365. It helps you to analyze and visualize any data in a self-service way. The BI solution is designed to help business users gain insights from their data. Power BI works like a search engine, just like Google or Bing. Just simply type in the question you have about your data, Power BI finds the answer on the spot!

For more information about Power BI, please visit: Microsoft Power BI

4) Sharepoint

One minute you are working on documents with colleagues nearby, the next you are working with customers overseas on different files. No problem with SharePoint, which gives you lots of ways to store, organize, and share files with people inside and outside your organization. No headaches over version control, either. Your files are always up to date, so everyone can access the latest master copy.

SharePoint can be integrated with Microsoft Dynamics CRM, providing you with document management in one single system. DotWood CRM does not only provide consultancy and implementation services, but has also developed the DocStore software, that automatically stores all your CRM documents into SharePoint.

5) MAX DYnamics

MAX is the result of the Trans-Atlantic partnership between Swiss based DotWood CRM and United-States based Armanino: Microsoft Dynamics CRM Partners with deep manufacturing process knowledge and innovative, cutting-edge solutions built directly into Dynamics CRM.

Get the most from your investment by implementing a quality solution that delivers all the robust sales and marketing tools inherent in Microsoft Dynamics, plus the extended functionality to support:

MAX Design Win
MAX Forecast Management
MAX Warranty Management, Return Material Authorizations (RMA’s), Corrective And Preventive Action requests (CAPA’s), Field Service, Serial Number and Counterfeit Tracking
MAX Quality Assurance through case reporting and document management
Please visit MAX Dynamics and learn how we can help you implement a Dynamics CRM solution that brings together your front and back office operations into a unified ERP and CRM solution that provides mission-critical value, year-after-year.

6) REX Dynamics

REX is an extensive Client Relationship Management tool for the Real Estate Industry. We help Developers, Property and Asset Management, Housing Associations and Real Estate Agencies to attract more Leads, streamline Sales Processes and close more Deals.

With REX you can easily track all correspondence related to contacts, companies, properties, availability, listings, contracts and transactions. This results in lower costs, better efficiency, better customer service and faster response times.

Please visit REX Dynamics for more information

7) CRM Docstore

The DocStore module is an add-on developed by DotWood CRM. DocStore prevents high data storage in Dynamics CRM by storing all your documents and attachments to the corresponding SharePoint libraries. At the same time all your documents and attachments will still be accessible in Dynamics CRM. It is a Win-Win situation: No reduction of usability, only lowering your storage costs!

Please visit CRMDocstore.com for more information.


Bring your products, services, and even your entire business into the future with today’s cloud-first, mobile-first world. With cloud computing you don’t need to manage hardware and software any longer – that’s the responsibility of an experienced vendor like Microsoft.

This results in no more high IT-investments, because you pay for what you need. In the cloud, your business has automatically the latest updates, securities and scaling up or down is easy. Empower your business today and connect with your customers anytime, anywhere, on any device!