Eliminate data gaps and gain clarity with Cobalt products

Each of our products features a core suite of modules and the ability to integrate best-of-breed tools, taking Microsoft Dynamics 365 to a whole new level of CRM power. Through enhanced visibility and process efficiencies, our clients flourish because their CRM empowers them to make smart decisions and serve their customers in an informed, proactive way.

Engage more effectively with both prospective and current clients

  • Easily track sales and marketing efforts with an instant view of all touch points and conversations
  • Email nurturing is built right into the platform
  • Customized event registration, subscriptions, eCommerce, and more make it easy for clients to engage

Discover Cobalt products today

Engagement Dynamics – This suite of modules is designed to help businesses create a seamless customer experience, gather intelligent data, and extend Dynamics 365 to include eCommerce capabilities.

Membership Module – Get robust membership management features, such as flexible application and dues functions, as well as the market’s most efficient tools for events, education, and member engagement.

Certification Module – Integrate seamlessly with testing providers, track application requirements, manage continuing education hours, and streamline your processes using a world-class CRM platform..

Migration Dynamics – Easily move your on-premise CRM data to Dynamics 365 Online with zero downtime, knowing that you’re backed up by a partner with extensive experience migrating CRM data to the cloud.