These teams don't gamble on their CRM. Instead, they partnered with Optrua.
Real Results
No long-term Contracts.
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Your CRM Should Be a Catalyst – Not a Chokepoint
The Optrua Care Plan solves that. We proactively maintain, enhance, and support your Microsoft Dynamics 365 CRM—so your team can move faster, stay aligned, and focus on closing deals. No full-time hires. No drawn-out projects. Just ongoing momentum.
Most CRM systems stall out after go-live. Fixes take too long. Teams stop using it. Small issues stack up until the system becomes a source of frustration instead of a driver of growth.
Which Plan Fits Me Best?
Three Plans. One Goal: Keep CRM Working for Your Business
Whether you're just getting started, scaling your sales organization, or running a complex multi-team operation—there’s an Optrua Care Plan built to match your size, systems, and stage of growth.
Choose the plan that works best for you:
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You’re in Good Company
Before working with Optrua, Advantage Design Group was struggling with a poorly implemented CRM: database alerts, rising storage costs, misaligned sales processes, and zero visibility for leadership. Their internal IT team lacked Dynamics 365 experience, and sales opportunities were falling through the cracks.
With the Optrua Care Plan, they transformed that chaos into clarity. We cleaned up their system, automated their sales process, empowered their internal admin, and helped leadership regain control.
The result?
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An 80% increase in lead capture, better sales performance, and real operational savings—all without blowing the budget or overwhelming the team.
"We’ve had an 80% increase in lead capture. Not only are we saving money, we’re making more."
~Catherine Swingle, COO Advantage Design Group
What You Get — and Why It Matters
Your CRM Team, Without the Overhead
You don’t need to hire a full-time CRM admin, developer, and business strategist to keep your system running at its best. With the Optrua Care Plan, you get a fully developed CRM team—ready to maintain, enhance, and evolve your Dynamics 365 environment without adding headcount.
You don’t need to hire a full-time CRM admin, You stay in control of priorities. We handle the details, execution, and follow-through— you get continuous improvement month after month.
What You Get | Why It Matters |
|---|---|
Monthly Enhancements | Your CRM keeps evolving—new features, better workflows, smarter automation. |
Strategic Roadmap Planning | You call the shots; we organize, advise, and execute so your CRM evolves on your terms. |
Dedicated Experts on Call | You get a real team who knows your system—not a support queue or chatbot. |
Weekly Progress Reviews | Transparent weekly updates that keep priorities aligned and action items moving. |
Custom Dashboards & Reporting | Stop guessing. Accurate dashboards spotlight issues early—before they impact revenue or customer experience. |
User Adoption Support | CRM shouldn't be a chore. We provide targeted training and make smart changes that boost everyday engagement. |
Proactive CRM Maintenance | Avoid system slowdowns and errors before they disrupt your team. |
Before / After Comparison
Your CRM Team, Without the Overhead
You don’t need to hire a full-time CRM admin, developer, and business strategist to keep your system running at its best. With the Optrua Care Plan, you get a fully developed CRM team—ready to maintain, enhance, and evolve your Dynamics 365 environment without adding headcount.
Before | After |
|---|---|
You keep asking, “Why isn’t this working better?” | You start asking, “What should we improve next?” |
Sales reps avoid CRM or build their own workarounds | Your CRM becomes usable, fast, and tailored—so reps actually use it |
Leads fall through the cracks due to poor follow-up or system gaps | Automations and process fixes help capture more revenue and reduce leakage |
Business processes feel clunky, outdated, or time-consuming | Inefficiencies are identified and eliminated with streamlined workflows |
Internal team is unqualified or stretched thin | An expert CRM team supports you without adding headcount |
No visibility into pipeline, activity, or customer engagement | Real-time dashboards and custom reports drive smarter, faster decisions |
Issues go unresolved or take weeks to fix | Problems are handled quickly with SLA-backed response times |
CRM improvement backlog keeps growing | Enhancements are delivered monthly—based on your priorities |
You rely on IT for every little change | Business teams get direct access to a dedicated CRM partner |
Features are underused or forgotten | Smart training and Quick Launches turn features into value |
CRM isn’t aligned with how the team works | Strategic roadmaps keep the system evolving with the business |
No time for planning—just putting out fires | Regular reviews and proactive planning keep momentum going |
CRM requests sit in IT’s backlog for weeks or months | A dedicated CRM team gets things done—on your timeline |
Fear of breaking something stops progress | We reduce risk by owning the roadmap, testing changes, and guiding execution |
Every improvement feels like a separate project | You get continuous progress without the project overhead |
You're not sure what to fix, or where to start | We help identify risks and opportunities, and you stay in control of the priorities |
Leadership feels stuck—big investment, low impact | Monthly improvements turn CRM into a high-return, evolving asset |
Let’s Take CRM Off Your Plate
We’ll keep your Dynamics 365 CRM sharp, stable, and strategically improving—so you and your team can focus on what really matters: driving revenue and delivering a standout customer experience.
