Traction CRM is a Microsoft Dynamics CRM implementation and support company designed for small- to mid-size businesses (with revenue between $5M–$400M) that operate across finance, sales, marketing, operations, service, and manufacturing. It helps unify existing systems (like ERP, Azure, Power Apps, Power BI, Copilot) into a seamless, AI-enhanced CRM workflow with tools for pipeline and opportunity management, automated follow-ups, custom workflows, reporting, integration, and ongoing improvement—empowering business leaders and teams to optimize operations and drive growth efficiently and intelligently.

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Features

Pipeline management
Automated follow‑ups
Real‑time reporting
System integration (ERP, Azure, Power Apps, etc.)
Custom workflows
Proactive support
Copilot integration
Continuous improvement
Data integration services
Analytics and dashboards

Pros

Cons

Social links

@traction-consulting-group

@tractioncrm

ServiceScore

4.9

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