Opsis - for successful CRM with Microsoft Dynamics CRM

Financial Planning requires an understanding of the complex interaction of a number of persons and legal entities who or which might have different types of investments, debts, insurances and estate planning. Liaising with clients requires individual consideration and access to a large pool of data. Gill Walker helped HNW Planning in scoping our project and in helping our own development staff to get up and started. Gill also helped with training and licensing options. Gill remains a reliable and knowledgeable reference for us.

Robert Cumming - Business Owner – HNW Financial Planning - Gosford

Opsis delivered an implementation of Microsoft CRM 3 which was heavily customised to capture the large amounts of data associated with clients.  We then continued to mentor HNW's own IT staff as they continued the development of this project.