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CRM & Intelligent Business Systems

Helping businesses, SMEs and charities of all sizes digitally transform the way they work  with customisable, user friendly, all-in-one software solutions.

Software that Makes Your Life Easy

Business software is one of the most important tools for almost any modern organisation. Providing the platform for better consistency, accuracy, speed and efficiency.

As a certified Microsoft Partner we specialise in affordable configuration and development of user friendly solutions built using the Microsoft Dynamics 365 (D365) platform. The systems we deliver sit confidently between bespoke and off the shelf options, something most providers might say was impossible.

The products we offer serve a broad spectrum of sectors, from local SMBs to huge national charities. But, perhaps more importantly, it's the system development, software, consultancy, training and support we offer that mean the difference between software you can simply have installed and software you can actually use.

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Software Applications

Below are just a few regular examples of tools the software can provide but it can, and does, deliver far more tailored work for many of our specialist clients.

Project Service

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Field Service

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Customer Service

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Charity & NFP

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Sales

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Business Central ERP

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Marketing

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Financial Software

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Software Consultancy and Services

System Advice or Evaluation

Scope it, plan it, apply it.
Talk to us about what you need. We will use our experience and understanding of the system's vast capability’s to help guide you. Even get a free System Health Check.

Training

A system is only as good as the user's confidence and comfort levels in using it. 75% of failure is due to poor user adoption.  Avoid this happening by offering good training to those who need it.

Support

Even if you have in-house IT specialists, we advise you take up some support. New systems can take some getting used to. Choose the level you need and call on us if and when things get tricky.

Continuous Improvement

Business software is as much about strategy, tactical goals and future growth as it is about technology. Aided by Lean principles, increase efficiency and accommodate shifting objectives within your CRM.

Why choose Formus Pro?

As a certified Microsoft Partner we specialise in affordable, customisable and user friendly Microsoft Dynamics 365 (D365) solutions.
The team here deliver transformational digital solutions that curb complexity, improve efficiency and help drive growth in organisations like yours, looking to step things up. Making it easy for you to become even more brilliant at what you do!

Resources

Take a look at our resources pages. We think you'll find something interesting, helpful or insightful. Read our Developer Blog articles, tips on using software to enhance your productivity and helpful information on how to use Customer Relationship Management software to its fullest. You can even request articles or contribute as a guest blogger. Make a request or sign up for more!

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D365 Portals: How to Create a Calendar View

Several of our clients unitise the entity list feature in their D365 portal to create a calendar view to supports tasks like basic event management, appointment booking or date and time-based events. Learn how to create your own.

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Case Study : Marketing with a Healthcare Focus

NCMC improved patient/client connection. Allowing the hospital to bring event, registration and attendee information automatically into D365 for greater insight into who registers for and attends their classes.

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Get In Touch

To find out about how we create systems around the Microsoft D365 platform or to ask us about the specific industry focused digital management systems we create, get in touch.

Tel: 01432 345 191

A quick call might be all you need, but just in case it isn’t, we’re happy to go a step further by popping by to see you.

We travel all over the UK.

Just ask.

 

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