CRM

ZapAI helps sales and service teams run on a modern, AI-powered CRM built on Microsoft Dynamics 365 — giving your team one connected view of every customer instead of scattered spreadsheets and disconnected tools.

What we help you do

  • Implement and configure Dynamics 365 Sales and Dynamics 365 Customer Service around how your team actually sells and supports customers
  • Migrate data and processes from Salesforce, HubSpot, or spreadsheets without disrupting your pipeline
  • Customize workflows, security roles, and integrations to fit your sales and service processes without breaking on the next update
  • Connect CRM data with Power BI reporting and Power Automate workflows
  • Enable Copilot-assisted sales and service scenarios

Not sure which module fits?

Read What Is Microsoft Dynamics 365 CRM? for a plain-language breakdown, or see how it compares in Dynamics 365 CRM vs Salesforce.

Get started

See our full Microsoft Dynamics 365 services, or talk to us about your current CRM setup.

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