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TRACK YOUR CUSTOMER’S JOURNEY EVERY STEP OF THE WAY

Essentials
 

$16.99

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Best
Value

Best Value

Professional
Office 365 Add-on

$55.00

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Basic
 

$33.00

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Essentials

CRM Online Essentials licenses are perfect for users that only need to access activities management, feeds, accounts and contacts but aren’t sales, marketing or customer services users.

  • • Create and edit accounts & contacts
  • • Manage activities and access feeds
  • • Read knowledge base articles
  • • Access CRM with the mobile client application

Note: Basic and Essentials licenses can only be purchased bundled with a minimum of 5 Professional licenses.

$16.99 month/user

Basic

CRM Online Basic licenses are designed for entry-level users. Access basic CRM functionalities such as accounts, leads, dashboards and reporting as well as case management and the Service Hub.

  • • Create and manage accounts, contacts, reports and dashboards
  • • Access the Interactive Service Hub
  • • Manage customer service case
  • • Access CRM with the mobile client application

Note: Basic and Essentials licenses can only be purchased bundled with a minimum of 5 Professional licenses.

$33.00 month/user

Professional – Office 365 Add-on

Combine your CRM Online Professional licenses with Office 365 to be more productive. Help your teams collaborate better. Put your data in the cloud and access the complete Office Suite from anywhere at anytime.

  • • Create & manage accounts, contacts, activities, and more
  • • Create sales campaigns and marketing lists
  • • Create workflows and bulk import data
  • • Access CRM with the mobile client application

Note: This price is only available if you buy an Office 365 Business Premium or Enterprise E3 plan. Standalone price for the Professional license is $71.99 per user/month. Minimum of 5 licenses.

$55.00 month/user

SUPERCHARGE YOUR SALES PROCESSESwith Microsoft Dynamics CRM Online

  • Be Mobile

    INTEGRATE WITH YOUR OTHER APPS

    Microsoft CRM Online integrates with all the tools from Office 365. You can manage documents across SharePoint and OneDrive, get contextual information on who is sending you email with the Oulook CRM App. Share Notes and insight or power-up your data analytics with Excel.

  • Be Mobile

    MANAGE YOUR SALES OPPORTUNITIES

    Manage all your customers and deals in one place. Know which steps to take to close your sales and prioritize your daily activities.

  • Be Mobile

    PLAN & MANAGE YOUR PERFORMANCE

    Set goals, monitor results and give your team feedback in real-time. Implement better business processes to ensure smooth onboarding for new reps in your team.

  • Be Mobile

    WORK ON-THE-GO

    Dynamics CRM Online lets your sales team follow up on their leads and opportunities from everywhere, at anytime using mobile apps that work online or offline.

  • Be Mobile

    GAIN BETTER INSIGHT INTO YOUR BUSINESS

    Get cross-sell recommendations, lead scoring and trending documents all inside your CRM Online dashboards. Power BI’s pre-built dashboards and reports give you more insight into your business’ sales performance.

A SEAMLESS TRANSITION
TO THE CLOUD WITH SHERWEBWe do the tech work. You focus on growing your business.

16 years of experience

Trusted expertise

Over 25,000 satisfied customers and growing.

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Trusted expertise

In today’s rapidly-evolving IT world, reliability, security and scalability are key to any SMB’s success. We work closely with our customers to ensure they receive the best support they need to keep their business running smoothly.

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One-stop shop

All the cloud solutions you need, from one provider.

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One-stop shop

Add Office 365, the Office Apps or Exchange emails to your CRM subscription and enhance your team’s collaboration.

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24/7 Free Support

There’s always someone ready to take your call.

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24/7 Free Support

Our support team answers your calls, email or chat messages, 24/7/365! We resolve all support tickets within 24 hours. Our NP Score (customer satisfaction score) is the best in the industry!

Certifications

WANT TO RESELL CRM ONLINE?JOIN SHERWEB’S PARTNERS FIRST PROGRAM

SherWeb’s Partner Program offers MSPs, VARs and IT consultants all the flexibility they need to run their business and benefit from the industry-leading IT services their customers need and want.

Learn more about our Partner Program

Catherine Castonguay Senior Account Executive

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