Custom CRMs
Bring contacts, accounts, opportunities, notes, and follow-ups into a shared workspace that reflects your team’s real sales or service process.
SharePoint · Power Apps · Power Automate
Make every handoff visible.
Replace scattered emails, spreadsheets, and follow-ups with a connected system your team can actually follow—from first request to final approval.
Example workflow
Account Return Tracker
Return status & history
- ✓Return submittedIntake
- ✓Picked up by reviewerOwner + time
- ↻Reassigned for reviewHistory kept
- •Resolution added to historyNext step
Clear accountabilitySee who picked up each item, when they claimed it, and what happened before.
Practical Microsoft 365 solutions
Built for the work between the meetings
Your Microsoft 365 tools can do more than hold files. We shape SharePoint and the Power Platform into practical systems that fit the process you already need to manage.
Approval systems
Route requests to the right people, show what is waiting, capture decisions, and keep everyone informed without another reply-all chain.
Account Return Tracker
Track tax returns from intake through completion. Teams can see current status, who picked up each return, when ownership changed, and the full history of activity around it.
More Power Platform solutions
Every process has its own friction. We can extend the same approach to apps, automations, document routing, service requests, onboarding, dashboards, and your next workflow.
From process to platform
Start with the bottleneck—not the technology
Good systems begin with the work: who touches it, what they need to know, and where it usually gets stuck.
1
Map the real workflow
Define owners, handoffs, approvals, exceptions, and the information that needs to travel with each item.
2
Build inside Microsoft 365
Connect lists, forms, apps, and automations into a focused experience with less manual chasing.
3
Improve as the team learns
Make room for new fields, smarter routing, and more Power Platform opportunities as the process evolves.
Still running a critical process through email and spreadsheets?
Let’s turn it into a clear, connected workflow your team can see, trust, and improve.
Talk Through Your Process