Human-Centered Design
CRM experiences your teams actually want to use: intuitive, mobile-first and built for collaboration.
CRM Solutions
Turn Your CRM into a System Your Team Actually Uses.
Your CRM should drive growth, not collect dust. We modernize, integrate, and extend it with AI-powered automation so it finally works the way your business does.
- 20+ yearsbuilding CRM solutions
- 100+CRM projects we've delivered
- One teamof onshore experts, from strategy through support
Where are you?
Wherever Your CRM Is Today, We Can Help.
“We're choosing a CRM.”
We'll map your sales and service processes, compare the options and build the business case.
Advisory“We're moving to Dynamics 365.”
A complete implementation, from planning and design through data migration, go-live and beyond.
Beacon“Our CRM doesn't fit how we sell.”
We modernize, automate and connect the CRM you have so your teams want to use it.
Beacon“We need it supported and improving.”
A dedicated team for support, release updates and steady improvement after go-live.
LighthouseOur Approach
CRM Solutions Built Around Your Business.
Most CRMs are built around a platform, not the people using it. Rigid, underutilized, quietly abandoned.
We start with how your teams work and where the friction is. Whether we're implementing a new CRM or improving the one you have, we design it around your people and add AI automation that drives real outcomes.
This approach helps you
- Roll out CRM experiences your teams actually want to use
- Unify customer visibility across sales, service and operations
- Automate workflows and eliminate manual effort with AI
- Create a 360° view of customers to drive informed decisions
Intelligent Automation
AI copilots, intelligent agents and automated workflows that free your teams to focus on what drives revenue.
Integrated, Not Isolated
CRM connected to your ERP, operational systems and data platforms, so every team works from a complete picture of the customer.
Implementing Dynamics 365
Dynamics 365, Implemented Around Your People.
We implement Dynamics 365 Customer Engagement from first workshop to go-live: configured before it's customized, designed around the way your sellers and service teams work, and connected to the systems they depend on.
After go-live, Lighthouse can keep it supported and improving.
What's included
- Process discovery
- Solution design
- Configuration
- Data migration
- ERP and system integration
- Power Platform extensions
- Copilot and AI agents
- Testing
- Training and adoption
- Go-live and hypercare
Sales
Pipeline, forecasting and account management your sellers will keep up to date.
Customer Service
Case management, knowledge and omnichannel support in one place.
Field Service
Scheduling, work orders and mobile tools for technicians.
Customer Insights
Unified customer profiles and journeys for marketing.
- 01
Discover
How your teams sell and serve today, and where the friction is.
- 02
Design
Role-based experiences, data model and integrations.
- 03
Build
Configure first; extend with Power Platform where it adds value.
- 04
Test & Train
Real-world testing and role-based training that drives adoption.
- 05
Go Live
Data migration and a smooth, rehearsed cutover.
- 06
Improve
Hypercare, then ongoing support and improvement through Lighthouse.
Dynamics 365 Contact Center
A Modern Contact Center. No Phone System Project.
Dynamics 365 Contact Center brings every customer conversation into one AI-powered workspace that's connected to your CRM. Voice runs natively in Microsoft's cloud, so you can launch a state-of-the-art contact center without buying, hosting or maintaining a separate phone system.
Every channel, one workspace
Voice, chat, SMS, email and social messaging, routed to the right agent with the full customer record in view.
Voice built in
No separate telephony platform to buy or run. Bring your existing carrier, or get numbers straight from Microsoft.
AI on every interaction
Copilot summarizes conversations and suggests responses, while AI agents handle routine requests around the clock.
Connected to your business
Service, sales and ERP data in one place, with real-time insight for supervisors.
Building around your CRM
Make the CRM You Have Work Smarter.
Most CRMs were configured for how the business worked at go-live, not how it works today. Whatever platform you run, we realign it to your current processes, connect it to the data that makes it smarter, and turn it from a system of record into a system of action.
Simplify User Experiences
Role-based and mobile apps that make CRM quick to use.
Automate Sales & Service
Take the manual work out of follow-ups, quotes and cases.
Connect to ERP
Orders, pricing and inventory flowing between front and back office.
Unify Customer Data
One trusted view of every customer, across every system.
AI Copilots & Agents
Put AI to work on summaries, next steps and routine requests.
Front office meets back office
Your CRM is only as good as its connection to your ERP.
With deep ERP experience on the same team, we connect quotes, orders, pricing and service history across both, so sales and operations finally work from the same picture.
Explore ERP SolutionsPlatforms
We Work With the Systems You Already Have.
Many organizations run on a mix of CRM platforms, cloud services, legacy applications, and SaaS tools built up over many years. We don't push a single stack or a replacement by default. We help bring these environments together, and when a system has truly reached its limits, we help you plan the move.
Case study · Utilities
Service-Ops Agent Suite
Developed a suite of AI-powered agents for utility service operations, reducing manual effort, accelerating response times, and helping field and office teams resolve issues more efficiently.
Read the Case Study
-78%Time to answer
FAQ
CRM Questions We Hear Most.
- Do you implement new CRM systems?
- Yes. We implement Dynamics 365 from planning and design through data migration, go-live and beyond. For other CRMs, we extend, integrate and modernize what you already run.
- Do we need a new phone system for a modern contact center?
- No. Dynamics 365 Contact Center has voice built in through Microsoft's cloud, so there's no separate phone system to buy or maintain. If you'd rather keep your current carrier, we can connect it.
- Do we have to replace our CRM to work with you?
- No. Much of our CRM work builds apps, automation and integrations around the system you already have.
- Can you connect our CRM to our ERP?
- Yes. Connecting sales and service to orders, pricing and inventory is one of the most common things we do.
- Who supports the system after go-live?
- Lighthouse can take over support, release updates and ongoing improvement, often with the people who implemented it.
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Your CRM Should Work as Hard as Your Team Does.
Your customer data is one of your most valuable assets. Whether you're implementing a new CRM, extending your existing system, or connecting sales and service to the rest of your business, we meet you where you are and move you forward.