NX Cloud · Cloud Solutions
CRM Solutions
A CRM only helps if people actually use it and trust what's in it. NX Cloud helps you choose, configure and manage a CRM system that fits how your team actually sells, supports and communicates.
What you get
Customer data that's organised and actually used
CRM selection guidance
Independent help comparing CRM options against your workflow and budget, rather than being steered towards a single product.
Setup & configuration
Pipelines, fields, permissions and templates configured to match your sales and customer service process, not a generic default.
Data migration & cleansing
Existing customer data moved across and cleaned up, removing duplicates and outdated records rather than copying the mess over.
Integration with other systems
Connections to email, Microsoft 365 and other business applications, so information flows without repeated manual entry.
User adoption support
Practical guidance and templates that help staff actually use the system, since an unused CRM delivers no value at all.
Ongoing administration
Users, permissions and configuration kept up to date as your team, products and processes change over time.
How it works
A clear path from day one.
Assess
We look at how your team currently manages customer relationships, sales pipeline and support requests, and where it's breaking down.
Select or review
We help you choose a suitable CRM platform, or review and improve one you already have in place.
Configure & migrate
The system is set up around your actual process, with existing customer data cleaned up and migrated across carefully.
Support & improve
Ongoing administration, user support and periodic reviews to keep the CRM matching your business as it changes.
CRM Solutions
Built around the way you work.
Plenty of businesses have bought a CRM system at some point. Fewer are actually using it properly. Data goes stale, half the team logs things in a spreadsheet instead, and nobody entirely trusts what’s in there. CRM Solutions from NX Cloud focuses as much on getting the system used well as on getting it set up correctly in the first place.
This service sits within NX Cloud, NXAPP’s cloud and data service, and often connects with Microsoft 365 Management where a CRM integrates closely with email, calendars or Teams.
Who this is for
This service suits businesses that:
- Don’t currently have a CRM and aren’t sure where to start
- Have a CRM that’s underused, poorly configured, or full of duplicate and outdated data
- Are outgrowing spreadsheets or informal methods of tracking customers and leads
- Need customer data to connect properly with email, support or other business systems
- Want an independent view on CRM options without vendor pressure
What’s included
We deliberately don’t push a single CRM product. Instead, we look at your sales process, customer service workflow, team size and budget, then help you choose or refine a platform that actually fits. Configuration follows your real process — pipelines, fields, permissions and templates — rather than a generic out-of-the-box setup nobody asked for.
Data migration gets proper attention too. Moving years of messy spreadsheets or an old system’s data straight into a new CRM without cleaning it up just moves the mess somewhere new, so we address duplicates and outdated records as part of the process. Where a CRM touches other applications, this can overlap with TechButler’s Business Applications Support for the wider integration picture.
Adoption is the part most CRM projects skip. We provide practical guidance and templates aimed at getting staff to actually use the system day to day, since a perfectly configured CRM that nobody opens delivers no value whatsoever.
Why NXAPP
CRM projects fail more often from neglected process and adoption than from choosing the wrong software. By treating configuration, data quality and adoption as equally important, we aim for a system your team trusts and uses, not just one that’s technically switched on. Sitting within NX Cloud also means your CRM’s connection to Microsoft 365 and wider data governance is considered as part of the same picture, rather than as an afterthought. That matters increasingly as AI features start appearing inside CRM platforms too, since the same questions about access, data quality and oversharing apply there just as much as they do across the rest of Microsoft 365.
Getting started
If your CRM situation feels more like a spreadsheet with extra steps, or you’re starting from nothing, get in touch at /contact/ and we’ll talk through what would actually work for your team.
FAQs
Questions, answered.
Which CRM platform do you recommend?
It depends on your team size, budget, sales process and existing systems. We compare suitable options against your specific needs rather than defaulting to one product, and explain the trade-offs in plain terms.
Can you work with a CRM system we already use?
Yes. We regularly take on administration and improvement of existing CRM systems, reviewing configuration, data quality, permissions and integrations carefully before making any changes, rather than assuming a fresh start is always the better answer.
Our team doesn't really use the CRM we have. Can that be fixed?
Often, yes. Low adoption is usually a sign the system doesn't match how people actually work, rather than a training problem alone. We look at process and configuration first, then support the people side of adoption.
Can our CRM connect with Microsoft 365?
Most modern CRM platforms integrate with email, calendars and files to some degree. We assess what's realistic for your chosen system and set up the integrations that genuinely save your team time.
Is our customer data safe once it's in a CRM?
We configure access permissions and data handling settings appropriately, and where the CRM sits within Microsoft 365, our wider security and governance work covers it too. Independent backup remains sensible regardless of platform.
NX Cloud
More NX Cloud services.
Let’s talk
Talk to us about CRM Solutions.
Tell us where you are today and where you want to be. We’ll show you exactly how we’d get you there.