CRM Add-ons
I’m often trying to find or remember useful CRM add-ons that I’ve evaluated, seen, reviewed or read about. So here’s one page listing them all…
Or you can look for Microsoft Dynamics CRM add-ons in PinPoint. PinPoint isn’t the easiest solution for search for CRM add-ons just yet, but hopefully this will be improved when the Microsoft Dynamics CRM Marketplace launches later in 2010.
Sales
- Big Machines for Microsoft Dynamics CRM from Big Machines – product configuration, B2B e-commerce, quoting and proposals
- Experlogix Configurator for Microsoft Dynamics CRM from Experlogix – pricing and product configuration, guided selling, quote-order-contract automation.
E-mail Marketing
- CoreMotives – e-mail marketing, landing pages, web forms, website visitor tracking
- CampaignMonitor for Microsoft Dynamics CRM 4.0 from Applications A/S – integrated e-mail marketing
- ExactTarget for Microsoft Dynamics CRM from ExactTarget – e-mail marketing, profile and subscription management, dynamic content, landing pages, analytics
- Email2CRM from CRM Innovation – integrated email messaging and web analytics
- eCampaign from MyCRM – extends the campaign management and improves the email marketing functionality of Microsoft Dynamics CRM
- CCUBED from Zero2TenCRM – integrates Microsoft Dynamics CRM with Constant Contact
- GatorMail from Communigator – integrate with Microsoft Dynamics CRM with GatorMail
- SalesFUSION – e-mail marketing, web analytics, lead scoring and routing, landing pages, social media integration, adword tracking, online chat, campaign reporting and dashboards
Marketing
- Event2CRM – hosted application that provides event planning, promotion and tracking features from within Dynamics CRM
Personal Productivity
- Alerts for MS CRM 4.0 from MSCRM-addons.com – display alerts based on specific criteria
- Activity Tools for MS CRM 4.0 from MSCRM-addons.com – preview activities (including e-mails and queue items) without opening the record, activity search, spell check, add sales literature, WYSIWYG editor, standard signatures
- Group Calendar for MS CRM 4.0 from MSCRM-addons.com – view and print group calendars in day, week, month or Gantt chart formats
- PowerSearch for MS CRM 4.0 from MSCRM-addons.com – search across multiple entities and within attached documents
- GlobalSearch from Akvelon - search across multiple entities and within attached documents
- AutoNumber from CRM Innovation – add auto numbering feature to standard or custom entities
- Smart List Manager from CRM Innovation – used saved views and system views to dynamically manage marketing list members
Mobile CRM
- CWR Mobile CRM for Dynamics CRM from CWR Mobility – smart client application for field sales and service users on BlackBerry, Windows Mobile or Apple devices.
- mobileaccess from TenDigits – synchronising, secure mobile CRM client for BlackBerry, Windows Mobile or Apple smartphones.
- Resco MobileCRM Studio – a software-development kit add-on for Visual Studio that makes it easy to build custom mobile xRM applications.
Data Migration & Systems Integration
- Insight 7.0 with Microsoft Dynamics CRM 4.0 adapter from Scribe Software – popular integration and data migration software
- Inaport for Microsoft CRM from Inaplex - works with CRM 4.0, CRM 2011 on-premise, IFD and Online for importing/migrating and integrating CRM data with other systems.
- OmniConnect for Microsoft Dynamics CRM from Cast Iron Systems – cloud-based integration service with connectors to hundreds of on-premise and online applications
- Microsoft Dynamics Integration from Pervasive – batch or real-time updates and synchronisation
- Telephone Integration for MS CRM 4.0 from MSCRM-addons.com – pop customer record for incoming calls, initiate outgoing call button on customer record, create phone call activities
- Riva Integration Server from Omni – CRM contact and activity integration with Exchange, GroupWise or Apple Mail with no client-side add-in.
Document Generation and Distribution
- Document Output for Microsoft Dynamics CRM 4.0 from Xpertdoc – generate documents from any entity, save as Word or PDF, save in SharePoint or CRM, send as email body or attachment
- AutoMerge for MS CRM 4.0 from MSCRM-addons.com - automatically generate and distribute printed documents or emails based on workflow triggers
- Documents Core Pack from MSCRM-addons.com – Word mail merge, SharePoint and Windows Explorer integration, view related documents, send documents as PDF, and more.
Business Card Scanning
- IRISCard Corporate 4 for Microsoft Dynamics CRM 4.0 – scans business cards in 217 international formats and imports them into CRM while checking for potential duplicates.
- Scan2MSCRM from Castor Software – CfMD product that enables users to import business cards into Microsoft Dynamics CRM with duplicate detection features.
Business Intelligence
- Business Analytics for Microsoft Dynamics from Zap Technology - dashboards, key performance indicators (KPIs), scorecards, reports, analysis, and alerts for CRM data.
- Dashboard for MS CRM 4.0 from MSCRM-addons.com - visualisation of CRM data based on saved views.
Business Process Management
- SEQUENCE for Microsoft CRM from PMNSoft – integration, automation and orchestration of business processes
- K2Underground – integration between K2 BlackPearl for SharePoint and Microsoft Dynamics CRM 4.0
Industry: Professional Services (Project Management)
Industry: Insurance
- Benefits Growth Builder from InfoGrow – for mid- to large US insurance benefits agencies
Industry: Property
Industry: Construction
Industry: Manufacturing
Industry: IT Service Management
- C360 ITSM including ITIL best practices for IT service desks and help desks such as incident management, configuraiton management (CMDB), and service level management (SLAs).
11 Comments
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On August 1st we will release Data2CRM SL4, this release has a behind the firewall feature and no longer requires the OnPremise organization be in IFD mode or accessible outside the firewall.
Also, it will do ODBC connections to SQL, Access, Exce, etc. Timed data imports to pull data in from a source on a schedule. Large file – no practical limit to the number of rows or columns in a source file.
Jerry
Hello Neil!
I was searching the Internet for a solution that could transform MS Dynamics CRM into ITIL-conformant Service Desk and found this post:
https://community.dynamics.com/product/crm/f/117/p/18034/26937.aspx#26937
Have you had any success in your research?
Hi Dmitry, thanks for your comment. I’ve updated the site with a link to C360 ITSM which is one of the few ITIL-based IT service management add-ons I’m aware of. Another was developed by Columbus IT Brazil but, which was acquired by AlfaPeople, but I haven’t been able to find any further information about it.
Can you put Dealmaker under Sales Area – Provide Target Account Selling and Infomentis Sales Methodologies inside MS CRM – TAS is the only vendor who can put these methodologies inside MS CRM legally. Dealmaker has been known as a Sales Accelators in the past.
Hi Rupert, if I’ve evaluated or implemented an add-on for a customer, or met the vendor and watched a demo, or got a recommendation from a trusted CRM pro, then it goes on my list. As soon as DealMaker meets one of those conditions, it’ll go on the list too.
Thanks – as a company we have trained 750,000 sales reps in Target Account Selling Methodology so hopefully you will come across a company who would likes to mirror that inside their MS CRM.
excellent list of tools
Hi Neil – Look at Demo here – http://www.youtube.com/watch?v=ViS4bEmihM4
Hi Neil,
Would it be possible to update our listing under the Mobile CRM section? With CWR Mobility’s latest release (version 5.1) we now support Android devices. Thanks!