Sales automation
Lead capture, scoring, assignment, pipeline stages, quotes and forecasts set up to match how your team actually sells.
CRM · Microsoft Dynamics 365
CRM implementation, built around how your team sells and serves.
We implement Microsoft Dynamics 365 CRM so every lead, customer and conversation lives in one place. Configured to your sales process, connected to your ERP and WhatsApp, and rolled out until your people use it every day.
- Hyderabad, India
- Dynamics 365 focused
- India & global delivery
Free CRM fit review
7-phaseDiscover to adopt
D365Microsoft ecosystem focus
360°One view of every customer
1 teamWorkshop to hypercare
What we implement
CRM services that cover the whole customer journey
From the first enquiry to renewal and support, you get one accountable team for design, build, integration and rollout.
Customer service
Case management, queues, SLAs and a knowledge base, so every request is tracked and answered on time.
Customer data & insights
Unify records from forms, email, WhatsApp and billing into one clean profile, then segment and act on it.
ERP and system integration
Connect CRM to Business Central or Finance and Supply Chain, plus Outlook, Teams, SharePoint and your website forms.
WhatsApp & Copilot
Log WhatsApp conversations against the right record and use Copilot to summarize emails, notes and meetings.
Support & optimization
Monitoring, user support, new reports and regular reviews after go-live, so the CRM keeps improving.
Recognize the signs
When your CRM is not helping you sell
A CRM nobody trusts quietly turns back into spreadsheets and chat threads. These are the usual warning signs.
Leads in spreadsheets
Enquiries sit in sheets and inboxes, so follow-ups depend on memory.
Duplicate customer records
The same person appears three times, each with a different history.
No pipeline visibility
Managers cannot see stage, value or likely close dates without asking around.
Conversations off the record
Calls and WhatsApp chats stay on personal phones and leave with the employee.
Sales and finance disconnected
Quotes, invoices and payments live in a different system from the deal.
Low user adoption
A CRM was bought, but teams find it slower than their old way of working.
1customer record
across every team
across every team
Technology platforms
Platforms we implement and connect
We build on the Microsoft Dynamics 365 customer engagement apps and connect them to the tools your teams already use.
Sales and service in one place
Leads, accounts, cases and activities share one data model instead of separate tools.
Automation with Power Platform
Approvals, reminders and hand-offs run on their own, with custom apps where a standard screen is not enough.
Reporting in Power BI
Live dashboards for pipeline, conversion, team activity and service levels.
How we deliver
A delivery method built on proven phases
Seven phases take you from first workshop to a CRM your team trusts, with sign-off at each stage.
Discover
Map how leads, customers and service requests move today, and agree what the CRM must achieve.
Design
Define stages, fields, roles, approvals and reports, so the system mirrors your real process.
Build
Configure Dynamics 365 and add only the customization that earns its place.
Integrate & migrate
Clean, de-duplicate and load existing contacts, then connect ERP, email, WhatsApp and web forms.
Test
Run user acceptance testing with your sales and service teams before anything goes live.
Go-live
Plan cut-over so the team switches without losing a single open lead or case.
Adopt
Train by role, support through hypercare and review usage until the CRM is the team's daily tool.
Plan your CRM rollout
Get a phased plan and scope before you commit.
Book a consultation
Business value
What a well-implemented CRM changes
The gains show up in everyday work first: fewer missed follow-ups, faster answers and numbers you can trust.
- Every lead assigned and followed up
- One history for each customer
- Pipeline and forecast you can trust
- Faster quotes and approvals
- Calls, email and WhatsApp on record
- Service requests tracked to closure
- Sales and finance on shared data
- Less manual reporting
- Smooth hand-over when staff change
- Room to add teams and branches
Industries served
CRM experience across industries
Sales cycles differ by sector, so we shape the pipeline, fields and reports around how you win and keep customers.
Real Estate
Enquiries, site visits and bookings tracked per project.
Manufacturing
Dealer, quote and order follow-up linked to production.
Healthcare
Patient enquiries, appointments and follow-up reminders.
Retail & Distribution
Customer history, loyalty and repeat-order tracking.
Financial Services
Lead-to-onboarding workflows with a clear audit trail.
CRM and ERP together
From first enquiry to final invoice
When CRM and ERP share data, a won deal becomes an order and an invoice without anyone retyping it.
CRM Implementation
Everything before and around the sale.
- Lead
- Opportunity
- Quote
- Won deal
ERP & Finance
Everything that follows the sale.
- Sales order
- Delivery
- Invoice
- Payment
1accountable partner
end to end
end to end
Why Jay Ai Technologies
Why teams choose us for CRM
We combine Dynamics 365 focus with in-house engineering and marketing, so the CRM connects to the rest of your business.
Dynamics 365 focused
Hands-on work across CRM, ERP, BI and cloud rather than a long list of unrelated tools.
Marketing and CRM under one roof
Jay Ai Media connects your ads, website forms and WhatsApp to the CRM, so no lead gets lost.
Built for Indian business
GST, e-invoicing and multi-branch reporting are part of the design from day one.
Support after go-live
AMC and support services keep the system tuned as your team and processes change.
Give every customer conversation a home
Replacing spreadsheets, fixing a stalled CRM or connecting sales to finance: our consultants will help you decide what to do first.
Schedule a consultationGot questions?
Frequently asked questions
What does a CRM implementation include?
Process discovery, solution design, configuration, data migration, integrations, user acceptance testing, go-live, role-based training and post-launch support.
How long does a CRM implementation take?
It depends on the number of users, teams, integrations and how much data must move. We scope this in discovery and give you a phased plan with dates, rather than a guess up front.
Which CRM platform do you implement?
Microsoft Dynamics 365 Sales, Customer Service and Customer Insights, along with Power Platform and Power BI. We also build a lightweight custom CRM when a packaged product is more than the business needs.
Can you move our existing contacts and leads into the new CRM?
Yes. We map, clean and de-duplicate data from spreadsheets or your current CRM, load it in tested cycles and reconcile it with your team before cut-over.
Can the CRM connect to WhatsApp, email and our ERP?
Yes. We integrate Outlook, Teams, WhatsApp API, website forms and ERP systems such as Business Central, so conversations and orders attach to the right customer record.
How do you make sure our team actually uses it?
We design screens around each role, train by role, and stay through hypercare to fix friction early. Usage reports then show where adoption needs more help.
Tell us about your CRM project
Share how you track leads and customers today and what you want to fix. We will come back with a scoped plan, not a generic pitch.
info@jayaitech.com
Phone
+91 76600 00135
Office
Hyderabad, Telangana, India