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Our Services

Unlock Your Business Potential with Technobot CRM Solutions

At Technobot, we deliver end-to-end CRM services designed to automate operations, enhance customer engagement, and accelerate business growth. Powered by Microsoft Dynamics 365 CRM, our solutions are tailored for startups, growing companies, and enterprises across industries. Whether you need CRM implementation, integration, automation, or app development, we help you create connected, scalable, and intelligent business systems.

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Our Services

CRM Solutions Designed for Business Growth

Explore how Technobot helps businesses automate operations, boost customer engagement, and drive smarter, scalable success with Microsoft Dynamics 365 CRM.

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Microsoft Dynamics 365 CRM Implementation

Launch your CRM journey with expert guidance and tailored solutions.
We implement Microsoft Dynamics 365 CRM systems that align perfectly with your industry, processes, and growth goals.

What We Deliver:

  • Customized CRM configuration and deployment

  • User-friendly workflows for sales, marketing, and service

  • End-to-end onboarding, training, and support

  • Scalable CRM solutions for small businesses and enterprises

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Microsoft Dynamics 365 CRM Implementation

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CRM Integration Services

Connect your CRM with essential tools and systems for unified operations.
We specialize in seamless integration of Microsoft Dynamics 365 CRM with platforms like Microsoft Teams, ERP, POS, and eCommerce systems.

What We Deliver:

  • Microsoft Teams integration for collaboration and call management

  • ERP system integration for finance, inventory, and operations

  • POS and eCommerce integration for sales and loyalty management

  • Healthcare, education, and property management system connections

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CRM Integration Services

Sales Automation Solutions

Sales Automation Solutions

Empower your sales team with data-driven automation.
Technobot helps streamline sales processes to capture leads, track opportunities, and close deals faster.

What We Deliver:

  • Automated lead qualification and nurturing

  • Customizable sales pipelines and workflows

  • Opportunity management with real-time tracking

  • Sales performance analytics and forecasting

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BOOK A FREE CALL

Sales Automation Solutions​

Marketing Automation Solutions

Marketing Automation Solutions

Create personalized customer journeys with precision.
We enable businesses to design, automate, and manage multi-channel marketing campaigns using Microsoft Dynamics 365 Customer Insights – Journeys.

What We Deliver:

  • Automated email campaigns and customer segmentation

  • Multi-channel communication workflows (email, SMS, social)

  • Real-time marketing analytics and reporting

  • Customer journey mapping for better engagement

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Marketing Automation Solutions

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ISV & Custom App Development

Extend your CRM capabilities with custom-built applications.
Technobot develops ISV and partner apps that enhance Dynamics 365 CRM functionality, tailored to your unique business needs.

What We Deliver:

  • Custom modules for industry-specific processes

  • Advanced reporting and data visualization tools

  • Third-party API integrations and system extensions

  • Scalable, secure, and user-friendly applications

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BOOK A FREE CALL

ISV & Custom App Development

Data Migration & System Setup

Data Migration & System Setup

Seamlessly move your existing data into your new CRM.
We ensure smooth, accurate, and secure data migration to Microsoft Dynamics 365 CRM, minimizing downtime and data loss risks.

What We Deliver:

  • Full data extraction, cleaning, and transfer

  • Mapping of legacy data to new CRM structures

  • Testing and validation for complete accuracy

  • Secure setup with compliance best practices

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BOOK A FREE CALL

Data Migration & System Setup

CRM Training & Support Services

CRM Training & Support Services

Maximize CRM adoption and performance with expert training.
Our support team provides comprehensive training and ongoing assistance to ensure your team fully leverages Dynamics 365 CRM.

What We Deliver:

  • Personalized user and admin training programs

  • CRM best practices workshops and materials

  • Ongoing system support and troubleshooting

  • Regular system updates and feature enhancements

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BOOK A FREE CALL

CRM Training & Support Services

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Industry-Specific CRM Solutions

We understand that each industry requires specialized attention. Our CRM solutions are tailored for:

Restaurants & Hospitality

Reservation management, loyalty programs, order tracking.

Retail & E-Commerce

Integrated sales, personalized promotions, customer insights.

Healthcare & Wellness

HIPAA-compliant patient management and communication.

Education & Training

Student lifecycle management, automated engagement tracking.

Real Estate & Property Management

Lead tracking, client segmentation, marketing automation.

Manufacturing & Distribution

Sales pipeline optimization, vendor management, logistics tracking.

Finance & Professional Services

Client relationship management, service workflow automation, regulatory compliance.

Logistics & Supply Chain

Order tracking, partner management, inventory automation.

Nonprofit Organizations

Donor management, event coordination, volunteer engagement tracking.