Asset Finance Management Software

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

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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.

Asset Finance CRM 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. 

Microsoft Dynamics 365 insurance dashboard

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. 

dynamics 365 quote

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. 

Microsoft Dynamics dashboards

What some of our clients say...

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Useful Dynamics 365 Asset Finance Integrations


The Microsoft Dynamics 365 App for Outlook allows for seamless integration between these two systems. Sending and tracking communications against stakeholders is easy ensuring up-to-date information.

Power BI

Power BI is Microsoft’s data and analytics reporting tool, which pulls together disparate data and presents it in visual, easy-to-read graphs and charts. 

Customer Voice

Microsoft Dynamics 365 Customer Voice is a feedback management tool that creates surveys and tracks responses. Designed to provide a more complete view of relationships, to create better experiences and increase membership engagement and retention.

What sets Pragmatiq apart?

Initially taking the technology out of the conversation, we work closely with you and your training business to understand processes, challenges and future goals. From this, we are able to advise you on the right solution that is tailored to your specific requirements. The customer’s business model is always our starting point and we are uncompromising in our approach to be more than just a ‘technology company’.

We are passionate about what we do and head into work every day excited about working with our customers and what we can achieve. We recognise if you like what you do, you will do it better and deliver to a higher standard.

Often IT resources cannot translate ‘technical jargon’ which is a common barrier. Our consultants are not only technically capable, but are able to identify business challenges and explain how they can be solved in simple language.

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