Service
CRM
Turn customer relationships into a competitive advantage with a modern CRM solution built around your organisation's needs. Valto helps businesses improve visibility, streamline processes, strengthen customer engagement, and create a single source of truth across sales, marketing, and service teams.
Trusted by organisations like yours
Move beyond spreadsheets & disconnected customer data
Customer information is one of an organisation's most valuable assets, yet many businesses still manage relationships across spreadsheets, inboxes, legacy databases, and disconnected systems. This often results in poor visibility, inconsistent processes, duplicated effort, and missed opportunities. Without a centralised approach, it becomes difficult to understand customer interactions, manage pipelines, report accurately, and provide the level of service modern customers expect. Valto helps organisations modernise customer relationship management through Microsoft technologies. Whether you're implementing Dynamics 365 for the first time, replacing a legacy CRM, improving sales processes, or building a bespoke customer management platform, we create solutions that provide a complete view of your customers and enable teams to work more effectively. By bringing together customer data, processes, automation, reporting, and AI capabilities, we help organisations improve customer experiences while creating stronger foundations for growth.
Why organisations choose Valto to modernise CRM
Create a single customer view
Customer information often exists across multiple systems, departments, and spreadsheets. We help create a single source of truth that improves visibility and enables more informed decisions.
Improve sales & service performance
By standardising processes, automating administrative tasks, and providing better visibility into pipelines and customer interactions, organisations can improve both efficiency and customer outcomes.
Unlock actionable insights
Modern CRM solutions provide powerful reporting, analytics, forecasting, and AI capabilities that help organisations better understand customer behaviour and identify opportunities for growth.
Hear from our experts
Watch: Building a CRM with Microsoft Power Apps
In this video, we break down how the Microsoft Power Platform transforms your CRM experience using tools like Power Automate, Power Apps, Power BI, and Power Virtual Agents. Whether you're exploring business CRM solutions, comparing Power Platform vs Dynamics 365, or just wondering "What is Power Platform?" – we’ve got you covered.
Our approach
How we help
Every organisation manages customer relationships differently. That's why we start by understanding your sales processes, customer journeys, operational challenges, and business objectives before recommending a solution. Valto works with organisations to design, deliver, and optimise CRM platforms that improve visibility, automate workflows, streamline processes, and create better customer experiences. Using Dynamics 365, Power Platform, Power BI, Microsoft 365, Azure, Copilot, and AI technologies, we build solutions that support your organisation today while remaining flexible for future growth. Whether you're replacing a legacy CRM, improving customer service processes, enhancing reporting, or implementing a new sales platform, we help create solutions that deliver measurable business value.
Discover how we work
CRM x Microsoft
Building better customer relationships
Microsoft technologies provide organisations with a powerful platform for managing customer relationships, sales opportunities, service interactions, marketing activities, and operational processes. Using Dynamics 365, Power Platform, Power BI, Microsoft 365, Azure, Copilot, and AI capabilities, organisations can create connected CRM environments that improve collaboration, support decision-making, and enhance customer experiences.
Case study · DMS Group
Valto help DMS Group transform sales operations with a centralised, secure CRM built on Power Apps
The solution was designed to handle the full sales lifecycle, from lead capture and opportunity tracking to quote generation and project handover.
- Enhanced data security
- Streamlined sales operations
- Painless Salesforce transition
Your team
Questions, plainly answered
Practical answers on how Valto supports organisations with CRM.
Build stronger customer relationships. Talk to a consultant
Whether you're looking to replace a legacy CRM, improve visibility across customer interactions, streamline sales processes, or implement Dynamics 365, our specialists are here to help. Tell us about your goals and challenges, and we'll help you create a CRM platform that supports long-term success.
Ready to talk?
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