Customer expectations are evolving, invest in a smart digital solution

Artis Fund Management for Dynamics 365 is a leading CRM chosen by CEO’s and COO’s selecting a cloud-based system to support their entire sales process, marketing and business development teams. Fund Managers can now gain a competitive advantage with access to real-time customer insights and business data that enables smarter business decision-making. Learn how your organisation can leverage a our data driven technology providing a 360 degree view of the customer to achieve greater results. 

Sales CRM Built for the Funds Management Industry

Artis Funds Management for Dynamics 365 is a low-risk/high security cloud-based CRM, marketing and business operations platform includes a data import function that pulls in financial data from the leading funds management platforms to provide real-time insights for faster decision-making and a improved customer experience.

Learn how funds management companies can boost sales through digital transformation – download the free ebook at the link below.

Works Across Multiple Devices

The solution uses the foundation of Microsoft Dynamics 365 Online (sales module). This enables access to customer data from anywhere, anytime, on any type of device – using any browser, as well as Outlook.

Since Microsoft Dynamics 365 seamlessly integrates with Microsoft Outlook, users can simultaneously login to both systems upon Outlook login, with the ability to create new customer records and interactions with just a few clicks.

Plus, there are other add-ons like Click Dimensions for marketing automation, social engagement solutions and customer service solutions.

INCLUDED In Artis Funds Management for Dynamics 365

Reporting and self-service business intelligence tool Microsoft Dynamics 365 LinkedIn Sales Navigator Integration – adds the power of the world’s largest professional network to your CRM for smarter leads prospecting.

For integrated sales process, including leads, opportunities, quotes, orders, as well as customer data management, and ad-hoc and defined reports.

Integration between Microsoft Dynamics 365 and Outlook for leads, opportunities, contacts and scheduling.

Mobile client, including synchronised content and offline capability.

Get Started with Dynamics Quickstart from $7,500*

Contact Us


Our locations:
Sydney, Melbourne, Canberra, Brisbane, Adelaide

1300 799 879

We enable and automate digital business.
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