Asset Finance CRM Software

Effectively manage and foster profitable relationships


Dynamics 365 for Asset Finance is the fully customisable CRM solution that enables you to make the most of your data. Dynamics 365 centralises your information and allows you to effectively manage client relationships, leads and finance applications as well as providing full visibility of the sales process from one central solution.  

Built specifically for asset finance, our cloud-based software enables you to spend less time on administrative tasks and more time focusing on client relationships. 

Key Benefits of Dynamics 365 for Asset Finance

Understand key relationships

Track, manage and understand key relationships such as clients, lenders, and introducers. View this information from one centralised system identify opportunities that need nurturing and gather data to support negotiations.

Increase productivity

With a complete view of client and lender information, employees spend less time searching for data. Functionality such as automatic lender proposal submission and document generation also increases productivity.

Gain real-time insights

Greater visibility into the end-to-end sales process and lender performance. As a result, managers are able to make more strategic decisions, train staff more efficiently in the process, identify trends and forecast effectively.

Key Features

Track, manage and understand key relationships

Easily track, manage and understand key relationships, including clients, lenders and introducers. Employees can access key data quickly, identify opportunities that need nurturing and gather tangible data to support negotiations. 

Proposal management 

Capture key information around client financing requirements and effectively distribute proposals direct to banks or via document form. Track responses and decisions in Dynamics 365 to close out the deal and manage all relevant information and documentation. 

Document generation

Generate, store and distribute documents throughout the sales and administration process. Configure document templates and map fields to data in Dynamics 365 (for example, you could automate a Lease Contract form with data fields filled in). 

Secure storage

Securely store any correspondence from banks, lenders and underwriting. Company accounts, asset information, valuations & more can be easily accessed from a customer record by those with the appropriate security permissions. 

Department collaboration

Work with structured processes and workflows spreading across multiple departments to aid collaboration around opportunities and ultimately speed up the end-to-end deal process. Use features in Dynamics 365 and Microsoft 365 to quickly communicate and get answers to questions around deals. 

Gain real-time insights

Gain real-time insights via dashboards and reports, providing your business with greater visibility into sales pipeline and operations. With data in one system, managers have a full view of the end-to-end sales process and can make more strategic decisions, train staff more efficiently, identify trends and forecast effectively and understand lender performance. 

Client success story: Moorgate Finance

Moorgate Finance is an independent finance brokerage based in Northamptonshire. They offer finance to a range of sectors such as Agriculture, Brewery, Equestrian, Motorsport, Retail and Technology, to name but a few. The company prides itself on outstanding customer service and satisfaction, aiming to react quickly to requirements and offer expert knowledge to clients. In order to support them, Moorgate Finance required a tailored CRM solution which Pragmatiq was able to deliver.

Read the full case study


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