Simplify your CRM, Reduce Friction &
Automate What Slows You Down
Get more value from Dynamics 365 by reducing admin,
improving adoption, and automating repetitive processes.
QGate helps B2B firms optimise CRM for efficiency and growth.
The Challenge
CRM is supposed to make life easier, but overly complicated and manual processes reduces output and hampers productivity.
- Manual tasks waste time and distract teams from adding value
- Workarounds and inconsistent processes cause data degredation
- Low adoption due to poor usability creates inconsistencies
- Over-customised systems are hard to adopt
- Disconnected tools results in duplicated effort
When CRM becomes an admin burden, efficiency suffers and confidence drops. CRM should be a productivity driver in your business.
The Opportunity
A well structured CRM can be a productivity engine, freeing teams to spend less time on manual, repetitive tasks, and more time with customers, and adding value to the business. We help B2B firlms:
- Streamline CRM processes across sales, marketing, service and operations.
- Automate tasks and workflows with Dynamics 365 and Power Platform.
- Reduce duplication and rekeying between tools.
- Build adoption by making CRM easier to use.
Whether you’re using CRM daily or driving transformation across departments, we’ll help you remove friction and deliver results.
Rebuild your CRM as a growth engine
Recover failed your CRM project and redesign with Dynamics 365 to support your long-term goals.
Drive Adoption
Across Teams
Give users a CRM that works the way they do, improving uptake and everyday productivity.
Fix What’s
Broken, Fast
Resolve poor design, low engagement, and missing functionality to get your CRM back on track.
How We Help
1. Discover
Business preparation and strategy definition. We get clear on where you’re heading and how CRM should support that growth.
2. Evaluate
We map your processes, define scope, prioritise key areas, and build a roadmap for transformation.
3. Build
We design, configure, and test your CRM with your business logic and users in mind.
4. Implement
Training, deployment, and launch support to make sure adoption sticks from day one.
5. Grow
We stay with you post-implementation to optimise performance, support teams, and evolve your CRM as your business grows.


Why QGate?
- Microsoft Solutions Partner in Business Applications.
- Specialists in Dynamics 365 Sales, Customer Service, and Power Platform.
- Experts in CRM usability, adoption, and cross-team enablement.
- Trusted by B2B SMEs for removing CRM friction and delivering business outcomes.
- Focused on practical automation that delivers value fast.
Book a Discovery Call
We’d love to learn more about your CRM data goals and how we can support your transformation.
Our team of experts is here to help you to get the most out of Microsoft Dynamics 365.
We’ll help you to:
- Identify your business goals. What are your objectives?
- Assess your current systems and processes. Is your business running the way you want it to?
- Put together a roadmap. We’ll develop a solution that aligns with your ambitions.
- Customise and deploy Dynamics 365. We’ll deliver the CRM that works.
- Provide ongoing support. We’ll be on hand to provide training and on going support.