CRM für den Mittelstand
CRM für den Mittelstand manages leads, quotes, and customer data on a single platform integrated with Microsoft products.
Reply DEPaid
Sales Package
by Creakom Business SolutionsMicrosoft 365Paid
Sales management package for Microsoft Dynamics 365 Sales covering leads, opportunities, quotes, orders, invoices, pipelines, and reminders.
PRICINGPaid
DEPLOYMENTCloud
CATEGORYSales
UPDATED ON MARKETPLACE
What it does
Adds extended forms and views for leads, opportunities, quotes, orders, and invoices in Microsoft Dynamics 365 Sales. The package supports separate number ranges with automatic numbering, analyzes business relationships from transaction data, and presents pipelines by absolute and weighted revenue. It also assigns purchased and potential products to customers, calculates opportunity probabilities, bills recurring invoices, and sends payment reminders and dunning notices. The package is available in German and English and supports Dynamics 365 Sales Premium, Enterprise, and Professional.
Key capabilities
from the Microsoft Marketplace listingExtended sales records
Provides extended forms and views for leads, opportunities, quotes, orders, and invoices.
Tenant numbering
Supports multiple tenants with automatic numbering across separate number ranges.
Relationship analysis
Determines business relationships from transaction data such as opportunities and invoices.
Revenue pipelines
Displays pipelines by absolute and weighted revenue.
Product assignment
Links purchased and potential products to customers.
Opportunity probability
Uses an algorithm-supported calculation for sales opportunity probability.
Recurring invoicing
Automates billing for recurring invoices such as licenses and framework agreements.
Payment reminders
Automates the sending of payment reminders and dunning notices.
Use cases
- Organizations can use the package as a standardized base for complex customizations.
- A company can use the package as a standalone solution or combine it with other packages from the vendor's modular catalog.
In the catalog
189 plugins in Dynamics 365 · Sales
Price distribution: 10 free, 3 freemium, 170 paid, 6 price not published
Pricing & deployment
Platform
Microsoft 365
Product
Dynamics 365
Deployment
Cloud
Pricing
Paid
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What the vendor says
«Erhalten Sie unser standardisiertes und auf Microsoft Dynamics 365 basierendes Creakom Business Solutions»
Official marketplace listing
Marketplace
Publisher
Creakom Business Solutions
Updated on marketplace
Facts verified