Innovest CRM Powered by Microsoft Dynamics Hits the Market



Innovest has launched Innovest CRM, a customer relationship management business solution that drives sales productivity and marketing effectiveness through social insights, business intelligence, and campaign management in the cloud.

Through integration with Innovest’s flagship offering, InnoTrust, Innovest CRM supports viewing account data, transactions and positions, posting distributions, and maintaining contact records. Information is seamlessly transferred between InnoTrust and Microsoft Dynamics as account managers work to acquire and manage a healthy, dedicated client base.

Innovest CRM delivers ROI through marketing automation, customer service, and integration with InnoTrust. Firms are empowered to turn prospects into clients, transferring information from Innovest CRM into the InnoTrust platform, maintaining tight integration throughout the conversion process.

“We’re very excited to launch Innovest CRM, furthering our commitment to providing tools that help our clients acquire new business and manage existing customer relationships,” said William Thomas, CEO, Innovest, in  statement. “Innovest CRM is an intuitive and robust management tool that helps firms provide service to clients, streamline operations and surpass business goals.”