CRM Solutions

For nearly 20 years Net at Work has been helping companies reach their business goals through the effective use of Customer Relationship Management (CRM) technology. We partner with you to grow your business by concentrating on the best use of tools to get the job done.

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Click on a solution below for more information. Contact us about your CRM needs and we'll help find the right fit for you.

CRM at Work

Strategic Advisory Services

We'll help wade through all the options, adapt technology to different size organizations and industries, and translate that into success. Here are some of the CRM programs we provide:

crm concierge

CRM Strategy and Platform Selection

The CRM landscape has changed – a lot. Finding the right platform for your organization requires an expert who will first understand what matters to your business and then help identify the platform that will help you succeed in those areas. Net at Work’s expert team can help you find the right solution based on your specific needs via our CRM Strategy and Platform Selection process. Learn More

crm forensics

CRM Health Check and Audit

Many companies have found their existing CRM deployments have become stagnant and are no longer current with how the company does business today. Net at Work’s CRM Health Check and Audit is designed to redefine what CRM needs to evolve and help you define the right roadmap of changes to continue growing the value you receive from your existing solution. Learn More

crm launch

CRM Managed Services

For those who have CRM in place, but need a team of experts on call to handle the ongoing administration, maintenance and ad hoc requests that come in from your users, Net at Work offers a managed services support program that allows you to continue to grow and evolve your CRM solution without having to invest in a highly trained in house CRM expert. Tell us what you need, and we’ll be your CRM help desk.

CRM quick start

CRM Quick Start

For small businesses just beginning to use CRM for the first time, our CRM Quick Start program is designed to rapidly configure, tailor and deploy the core elements of CRM for your small team. Designed to be available in 6 weeks or less, start to finish, the Quick Start Program is the right solution for small businesses or teams who need some assistance and support but aren’t looking for an Enterprise deployment.

Sage CRM Quick Start for Sage 100
Sage CRM Quick Start for Sage 300
Sage CRM Pilot Launch for Sage 300
Request Quickstart for Other CRM Software

crm custom apps

CRM Project Discovery

The process of implementing a CRM is a learning experience. Being able to anticipate every potential need or usage of a new CRM platform takes a lot of experience, or worse, trial and error. To help create certainty, clarity and focused prioritized CRM programs, Net at Work conducts CRM Project Discovery as stand alone engagements. We will do full business process assessments to define your complete project requirements before a line of code is written. This allows you the time and increased understanding that you are designing your CRM solution to be as effective on day 1.

crm rescue

CRM Rescue

When you get the prognosis from a CRM Health Check and Audit the problem may be people, process or technology. With experienced consultants, analysts and developers we take many challenged customers and get them off and running without switching platforms.

CRM & ERP Integrations

Fast, simple and extremely flexible solutions to your ERP and CRM integration needs.

Sage CRM Integration
Microsoft Dynamics CRM Integration
NetSuite CRM Integration
Quickbooks CRM Integration
Learn More About Our Integrations

Digital Marketing Solutions

Mailchimp Service Desk
for Sage CRM


Marketing Automation
for Microsoft Dynamics 365


Service Desk for Your Microsoft Dynamics 365 CRM Deployment


Service Desk for Salesforce


CRM Solutions for Accounting Firms

Attract, Market, Cross-Sell Your Clients

Our focus for many years has been enabling smaller firms to grow and larger firms to get truly connected and maximize their client base.

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Recent CRM Resources

White Papers & Guides

The rough recovery has created difficulties for manufacturers to accurately forecast demand greatly affecting the ability to manage supply chains.

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Access this white paper which outlines the process to building a digital platform & taking a strategic approach to digital enablement in the manufacturing industry.

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In this white paper we outline three key operational improvements that can be realized using functions found in all of the best of breed manufacturing CRM solutions.

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Recorded Webinars & Demos

The Microsoft Power Platform is more than the sum of its parts. Connect them together—and to Office 365, Dynamics 365, Azure, and hundreds of other apps—and build end-to-end business solutions. It allows individuals with no programming experience to create apps, visualize and analyze data, and automate business processes.

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CRM (Customer Relationship Management) is a term that was initially defined and designed to improve customer service. Today though, it relates to an entire business strategy. Join this live educational web event to learn the key benefits of CRM software, and hear from our experts on these topics.

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The way people buy has changed. The digital transformation that was beginning in some organizations, wasn’t just accelerated by COVID, it was practically mandated. Join this live web event where we will be joined by our partners at ClickDimensions – a marketing, analytics and services platform for Microsoft Dynamics 365 – to learn how marketers can be successful in an all-digital world.

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Upcoming CRM Events

In this webinar we’ll discuss the key elements of CRM and ERP integration that nearly every organization wants and needs. We’ll layout the transactions, their value, and walk you through a sample of how including these elements can significantly improve your operations.

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AI Builder is a Microsoft Power Platform capability that provides AI models that are designed to optimize your business processes. AI Builder enables your business to use AI to automate processes and glean insights from your data in Power Apps and Power Automate.

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Microsoft Dataverse lets you securely store and manage data that’s used by business applications. You create a business-focused definition of your organization’s data for use within apps.

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» Visit Our Learning Center For More CRM Resources

Get in Touch

Contact a CRM expert, get support, or request a demo below.


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Net at Work is nationally recognized CRM consulting and CRM solutions provider working with industry leading technology vendors including Sage CRM, Salesforce CRM, Microsoft Dynamics CRM, Infor CRM and Act-On.
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