Product: proCRM

Expand Microsoft Dynamics 365 CRM with powerful AI-driven features that unify client data, relationships, and insights across your firm.

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Reimagine Client Engagement with HSO & Microsoft

What We Offer

HSO's proCRM is designed to extend Dynamics 365 with industry-ready functionality that transforms CRM into a growth engine. Built to unify marketing, business development, relationship intelligence, and client insights, proCRM helps firms:

Strengthen client engagement
Drive smarter business development
Unlock real-time relationship and experience intelligence
Simplify collaboration across teams

Why Choose HSO's proCRM?

Relationship Intelligence:
Automatically capture contacts, score connection strength, and uncover hidden networks.
AI-Enhanced Insights:
Leverage Microsoft Copilot and Power BI for predictive analytics, growth tracking, and opportunity visibility.
Smart Automation:
Automate client onboarding, campaign management, and follow-ups to reduce admin and boost ROI.
Comprehensive Capabilities:
Extend Dynamics 365 CRM with specialized features that go beyond out-of-the-box capabilities.

Modern Features. Smarter Engagement.

Key Features for Modern Client Engagement

Delivering exceptional client experiences requires more than basic CRM. proCRM extends Microsoft Dynamics 365 with advanced tools that unify relationships, streamline marketing and business development, and surface AI-driven insights — all in one platform designed to help firms grow smarter and stronger.

Smarter Growth, Powered by Data and AI

Unify marketing and BD efforts in one platform. Plan and launch targeted campaigns with AI-driven automation, track pursuits and opportunities across the pipeline, and measure ROI with complete visibility. Teams gain the insights and collaboration tools needed to build stronger relationships and win more business.

Trusted Data for Confident Decisions

Ensure every decision is backed by accurate, complete data. Tools like Data Maker, Advanced Merge, and Relationships enrich and standardize records, so nothing is overlooked, and insights are always reliable.

Turn Connections Into Growth

Uncover hidden networks, measure relationship strength, and activate connections to win new opportunities.

From Projects to Performance

Bridge project delivery, time, and billing data with CRM to create a complete picture of client engagements and firm performance.

Smarter Proposals, Faster Wins.

Automate pitch and proposal creation with firmwide data and past experience for faster, smarter responses.

Spot the Gaps. Grow the Business.

Analyze client and market data to identify cross-sell and upsell opportunities across services and regions.

Know What Clients Really Think

Capture and analyze feedback instantly to track sentiment, detect risks, and act on opportunities.

One CRM. Every System.

Connect CRM with finance, HR, and industry platforms to create a unified, end-to-end view of clients and operations.

Your Next CRM Advantage Starts Here

Harness AI, data, and automation to drive results firmwide.

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Contact Our Team of Experts

See how proCRM transforms client engagement and imagine what your team could do with deeper insights and fewer silos.

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