CRM industry solutions

Achieve more with technology built for your industry

Crowe customer relationship management (CRM) industry solutions give you capabilities tailored to the unique needs of your industry. Our solutions are built within Microsoft Dynamics™ 365, which allows for seamless integration with the suite of Microsoft products and enables you to get up and running quickly.

Featured solutions

CRM for insurance
Designed for employee benefits brokers, the BenefitsBridge solution provides comprehensive agency management with Microsoft Dynamics 365.
CRM for wealth management 
Attract, retain, and grow trusted financial advisor-client relationships with a CRM solution deeply integrated with Microsoft Dynamics 365.
CRM for banking
Increase profitability, efficiency, and customer experience with the latest banking CRM software. See how you can deepen customer engagement.
CRM for insurance
Designed for employee benefits brokers, the BenefitsBridge solution provides comprehensive agency management with Microsoft Dynamics 365.
CRM for wealth management 
Attract, retain, and grow trusted financial advisor-client relationships with a CRM solution deeply integrated with Microsoft Dynamics 365.
CRM for banking
Increase profitability, efficiency, and customer experience with the latest banking CRM software. See how you can deepen customer engagement.
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