Professional Services

Improving customer services and driving efficiencies

Convergex has been supporting professional services firms with CRM services for over 20 years, working with some of the biggest names in the industry. As a Microsoft Gold CRM Partner, we have deep expertise and a large team of certified Dynamics 365 consultants to deliver Microsoft CRM solutions.

With our strong track record in helping professional service firms, Convergex can help your organization to improve operations and deliver projects and services as effectively and efficiently as possible.

Convergex works with professional service firms to

Centralize administrative systems

Improve the customer experience

Drive efficiencies to streamline operations and reduce costs

Provide access to advanced data science techniques to support business optimization

Manage cases and projects effectively

Our services

We offer various services across the Microsoft suite and cloud, infrastructure, applications, and intelligence services.

Our key service areas for the Professional Services sector are:

CRM and Case Management

Intelligence – Data and AI

Dynamics 365 Business Central

Project Service Automation