CRM Connectivity
Our partner in smart software

We have worked with CRM Connectivity since 2006. Together, we translate working practices into practical integrations and automation around CRM, Microsoft 365, Power BI, Excel and other business systems.

Why customers love this collaboration:

• Smart automation
  From VBA macros to secure add-ins: repetitive tasks are automated — saving time and reducing errors.
• Professional corporate identity
  Documents and emails always in the right format, automatically generated. Word2CRM — fast and consistent.
• Real-time insights
  Dashboards and reports in Excel, Power BI or via web portal — always up to date, always clear.
• Automated email reports
  Receive your figures daily or weekly in your inbox. No manual work required.
• Proven partnership
  CRM Connectivity delivers reliable, working solutions to hundreds of organisations.

More than a connection: a controlled way of working

A sound integration starts with clear agreements: which system is the source, what triggers an action, where is the result stored, who handles exceptions and who remains accountable? In Word2CRM-style processes, documents and emails are generated from controlled CRM data and returned to the correct relationship record. We first assess existing Outlook or Microsoft 365 connections, then test and introduce a modern approach in a controlled way.

See how we bring process, data, systems and human responsibility together.

Need up-to-date business data directly in your CRM? We deliver via API or standard connectors (Company.info) with ongoing enrichment and de-duplication.

Curious what this collaboration could mean for your organisation?
Book a no-obligation meeting.

Workable CRM integrations with up-to-date business data

Our CRM integrations connect systems securely and at scale. We hook into the tools you already use and make data directly usable in your CRM. Through standard connectors and API we integrate Archie, Microsoft Dynamics and Salesforce. Combined with up-to-date business data (Company.info) you avoid stale or duplicate records and create a single trusted source of truth. Think continuous enrichment, de-duplication, consistent templates, plus reporting in Power BI or Excel. We also define the source, ownership, controls and exceptions. The outcome: less manual work, higher user adoption and better insight for Sales, Marketing and Service.