Active CRM

All contacts are clearly linked to business relationships and activities—including communication history displayed through an interactive timeline. The system automatically detects data duplicates and helps eliminate them easily. The user interface supports fast record filtering using natural language, allowing you to search even large databases within seconds. The result is modern contact management that enhances sales team efficiency while keeping your company database clean, up-to-date, and well-structured.

Active CRM brings all business and communication activities together in one clear interface. Meetings, emails, calls, tasks, and notes are seamlessly linked to specific contacts, business relationships, opportunities, or leads. Every interaction is automatically recorded on a timeline, providing a complete history of the customer relationship—across the entire sales team.

Thanks to full integration with Microsoft Outlook, two-way synchronization of emails and meetings is ensured, allowing you to work with your data where you are used to—without unnecessary app switching. Users can view colleague availability, filter records based on their needs, and create custom activity dashboards that reflect both their daily agenda and strategic goals. Whether you are planning the next step in the sales process or reviewing the progress of past negotiations, Active CRM always provides the right data at the right time—clearly, intuitively, and in just a few clicks.

Active CRM delivers efficient and transparent management of the entire sales process, with a strong focus on simplicity, standardization, and quick navigation. From capturing initial interest (a lead), through qualifying it into an opportunity, all the way to closing the deal—everything takes place in an intuitive environment that supports the right decisions at the right time.

Sales representatives always have full visibility into the status of their pipeline, current opportunity stages, win probabilities, estimated revenues, and progress toward sales targets. Working with opportunities is built on fast data entry, visual clarity, and natural-language filtering options.

Opportunity management also includes creating quotes directly in the system by selecting products from approved price lists. Users can adjust prices, quantities, and discounts, and then generate a final document in Word or PDF with a single click using predefined templates. The quote can be sent to the customer immediately—directly from the CRM environment via integration with Microsoft Exchange.

Active CRM includes a GDPR module that enables you to manage personal data in full compliance with current legislation—without the need for external tools. The system allows you to record legal bases, track the validity of granted consents, and process data subject requests, including anonymization or exporting personal data upon request.

Every action and change is transparently logged and easily traceable directly within the relevant record. The GDPR module provides companies with confidence that their handling of personal data is systematic, well-documented, and easily auditable, while also minimizing the administrative burden associated with regulatory requirements.

Active CRM leverages the full potential of the Microsoft Power Platform, making it a robust, flexible, and secure solution for managing customer relationships. Data is stored in Microsoft Dataverse, ensuring maximum protection, high performance, and seamless integration across the Microsoft ecosystem.

The solution is fully scalable and ready for further development—from adding custom applications to automating processes with Power Automate. Thanks to integration with tools such as Microsoft 365, Power BI, and SharePoint, Active CRM creates an efficient digital environment that naturally fits into daily work.

The result is a modern CRM solution that supports companies not only today, but also in the future.

We are experts in CRM solutions, and as the creators of Active CRM we deliver a fully customizable system, deploy it quickly, and provide reliable support and professional training so your team can work more efficiently.

Want to see Active CRM in action? Contact us to discover how it can simplify and streamline your sales processes.