ForgeXRM
69 Milk Street, Suite 107
Westborough, MA 01581
877-215-3068
E-Mail Author
www.forgexrm.com
is a leading Microsoft ISV and CRM Solutions Partner, specializing in industry and add-on solutions for Microsoft Dynamics 365 and the Power Platform. Our mission is to drive productivity and empower businesses to achieve more.
, we have evolved alongside the market – from the early days of contact management and sales force automation applications to the sophisticated customer relationship management (CRM) software applications of today.
At ForgeXRM, we leverage the Microsoft “CRM” platform, where “C” stands for ‘Customer’, as a “XRM” platform, where “X” represents ‘Anything’. This extensible platform allows us to deliver tailored software solutions that help businesses manage any relationship - the “people”, “money”, and “things” unique to their business operations.
Our Anything Relationship Management (XRM) software solutions, built on Microsoft’s world-class architecture, security model, and cloud infrastructure, accelerate innovation and help businesses maximize their CRM investments.
Fully dedicated to the Microsoft Power Platform and Dynamics 365, ForgeXRM offers industry-leading CRM solutions for and . And CRM Add-Ons for and our configurable empower businesses to innovate and maximize their CRM investments.
Industry Solutions
Our CRM solutions for Insurance Brokers and Financial Advisors combine the modern capabilities of the Microsoft Cloud with powerful industry-specific features.
Delivering CRM-integrated insurance agency management that automates and cultivates the relationships that matter most for health insurance brokers.
Empowering financial advisors with insights to automate and personalize client engagement, predict client needs, and strengthen trusted advisor-client relationships.
Add-On Solutions
Our CRM Add-Ons for Project Management and our configurable Editable Grid drive productivity and accelerate innovation, helping businesses worldwide get more done with the Microsoft applications they already use.
Enhance Microsoft's out-of-the-box grids with easy-to-configure advanced editable CRM grids that drive user adoption and boost productivity.
XRM Grid Control transforms your CRM forms into powerful, information-rich dashboards, unlocking the true value of your data with simple-to-configure editable CRM grids and views with point-and-click simplicity.
For developers, advanced customization options and advanced API-driven extensibility, enable the creation of tailored grids that significantly enhance data management and drive innovation across the organization.
Deliver comprehensive, easy-to-use, and integrated project management capabilities for Microsoft Dynamics 365 and Power Apps.
Monitor project profitability by bringing costs, project schedules, resources and timekeeping into one place, providing the visibility needed to keep projects on schedule and on budget.
Our deep specialization allows us to deliver unique solutions that unlock business value quickly, ensuring a rapid return on investment.
Proof of Concept Configuration
We bring your vision to life with Microsoft’s Power Platform – in days, not months.
Conceptualize and build user confidence at a lower cost, assess software design decisions early, and visualize how your business requirements translate to software functionality.
Application Development Services
We use the right tool for the right job, in the right way.
Low-code development: Ideal for less complex solutions, offering increased agility, speed, and cost advantages. Microsoft Power Platform provides a variety of low-code or no-code tools to build with.
Pro-code development: Best for complex and customized applications. We leverage the extensible framework of Microsoft Dynamics 365 and Power Platform, using SDKs, open-source libraries, and APIs to create large-scale applications with complex features and third-party integrations.
Business Process Consulting
Process first, software second.
We’ve helped hundreds of organizations align people, process and technology. The key to the best outcomes is understanding and defining the business process first. Once defined, we optimize and automate it with a software solution.
We often solve similar problems for very different businesses. Drawing on this experience, we help businesses facing similar challenges achieve the same successful outcomes.