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The launchpad to your CRM success
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Call us now on +61 2 8212 3480

CRM Add - Ons

Microsoft Dynamics CRM is a very powerful product. And it will meet 80% of most businesses' requirements straight out of the box. But for those very unique requirements there is bespoke development.

Opsis are experts in this bespoke development, although we never develop for development's sake. We only recommend development once we are sure that out of box functionality, configuration and existing add-ons do not meet your requirements.

Over our years of serving many clients in a range of businesses we have found a few pieces of this bespoke development that our clients needed are particularly useful. We have made these available to other users of Microsoft CRM who have a need for this piece of functionality.

Recurring Orders

The power of CRM to manage recurring or repeating orders or invoices such as rentals or hire agreements

Read more about Recurring Orders

Working time for Workflow

Using CRM to manage your client call-backs and follow-ups simply and easily - without working 168 hours per week

Read more about Working Time for Workflow

Price List Manager

Would you like to be able to manage all of your products and their pricing inside CRM, but without the headache of a massive data update project when prices or exchange rates change?

Read more about Price List Manager

Projects from CRM

Easy project creation from Microsoft CRM - to maximise closure of sales requiring presales project effort

Read more about Projects from CRM

Address Manager

Addresses throughout CRM - perfectly synchronised

Read More about Address Manager

Repeat Phone Call Manager

Getting through to your contacts easily using CRM

Read More about Repeat Phone Call Manager

Sales Tax Calculators

Calculate sales tax automatically on all your orders

Read More about Sales Tax Calculator

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Ways to Contact Opsis

Phone: +61(2) 8212 3480

Email: opsisinfo (at) opsis.com.au

Skype: opsiscrm

Postal address: GPO Box 2479, Sydney, NSW 2001

Office Address: Suite 1a,
993 Pacific Highway,

Pymble, NSW 2073

Training your users

Training is a vital part of your CRM project - so you need to get it right.  It might even be the key part of your user adoption and hence project success.

Opsis end-user training is tailored to your CRM, your processes, your data and your needs. Opsis CRM end-user training shows your people how to fulfil their roles using your CRM.  So the learning transfers directly into your workplace.

Read more on end-user training

We also offer public courses for technical and business specialists.

Book public training courses

Work your CRM, not your team!

This white paper lists 42 common enhancements Opsis clients use to get more from CRM.

How many of them could improve your processes and your results?

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Contact us


Opsis is an expert CRM consulting company. We are not an IT company, nor a management consultancy, although we often work with both of these.  Our focus is wholly CRM, and particularly Microsoft Dynamics CRM.  We are based in Sydney, NSW, with clients in Sydney, Canberra, Melbourne, Brisbane and across Australia.  Our range of CRM services include CRM strategy, CRM scoping, CRM implementation, technical  support and CRM training.