CRM Consultants & Implementation Partners in Wilmington, DE

Dynamic Netsoft, formally Dynamic Netsoft Technologies, is a Microsoft partner and independent software vendor that builds, deploys and supports business applications on the Dynamics 365 platform. Its work is weighted toward enterprise resource planning, but the firm presents itself as a provider of both CRM and ERP systems, and its stated mission focuses on combined ERP/CRM delivery alongside SaaS offerings.

For buyers comparing CRM partners, it is most relevant when customer-facing processes need to share one Microsoft data model with finance, projects and property operations.

Industries and specialties

The company concentrates on property and construction organizations and describes its long-term goal as leading digital change in those two sectors. It also keeps vertical offerings for retail and for finance and investment firms. Its packaged Dynamics 365 add-ons include:

• RealEstatePro, its flagship suite for property management and real estate businesses, with related Property Leasing and Property Sale modules
• Bid Management, for tenders, procurement and bid estimates in construction
• Contract Management, for tracking subcontracts and milestones on building projects
• Treasury Management, covering bank loans, disbursements, renewals and forecasts
• Investment Portfolio Management, with KPIs, risk analysis and periodic revaluation at market prices
• AxOnePay, a payroll and HR application covering vacations, employee loans, salary runs and self-service

Services

Beyond its own products, the firm offers implementation, upgrade and ongoing support services. It covers the whole application lifecycle, from installation and configuration through integration, rollout and later version changes. A dedicated upgrade practice moves clients off legacy Dynamics AX, NAV and GP onto cloud-hosted Dynamics 365, with attention to data migration, limiting downtime and support after go-live.

The firm pitches upgrades partly as a way to bring CRM, ERP, BI and IoT onto a shared data model and to link field service, sales, marketing, client support and project service automation with back-office functions. Support plans include access to patches, service packs, regulatory and tax changes, and new major versions.

How they work

Engagements follow a six-stage methodology. In the diagnostic stage the team reviews business needs, existing systems and stakeholders. The analysis stage refines requirements, timelines, roles and cost estimates. The design stage documents the solution, test and training plans, and any customizations. Development then builds and tests the configuration. Deployment covers installation, data migration, user acceptance and training.

A final operation stage provides continuing maintenance and improvement. The upgrade team says it works directly with end users to understand their processes before configuring anything.

Background and credentials

The company was founded in 2011 with an R&D center in Chennai, India, and expanded to Riyadh, Saudi Arabia, in 2013. It earned Microsoft Gold certification and CfMD recognition for its ISV products in 2015. In 2019 it gained Dynamics 365 certification and CSP Tier 1 status and listed its products on Microsoft AppSource.

In 2020 it was recognized as a One Commercial Partner, and its products became co-sell ready. It reports more than 80 customers worldwide, work in over ten industries and six ISV solutions. Published case studies include Ghana Grid Company (GRIDCo), the Sudanese conglomerate DAL Group and network visibility vendor Gigamon. It also lists a US office in Wilmington, Delaware.

Evolvous is a software consulting firm that helps organizations choose, deploy and improve customer relationship management systems. Its head office is in Calgary, and it also runs a Toronto office and a United States office in Wilmington, Delaware. The firm serves clients in both Canada and the US. It works on two main CRM platforms, Microsoft Dynamics 365 and Salesforce, so buyers can pick the system that suits them instead of being steered toward one vendor's product.

CRM services

Evolvous takes on CRM work at every stage, from early planning through to ongoing support. Its CRM practice includes:

• Strategy and roadmap work that ties the system design to sales goals and the customer journey
• Full implementation, including master data setup, user roles and automated workflows
• Customization with extra fields, dashboards and workflows that fit how the client operates
• Integration with ERP, email, marketing tools, websites and other third-party systems
• Migration from on-premises or cloud CRM platforms, with attention to data protection and limited downtime
• Audits of existing Dynamics 365 or Salesforce environments to find gaps, clean up data and improve workflows
• Training tailored to each user role to help with adoption

Platforms and products

On the Microsoft side, the firm works with Dynamics 365 Sales, Customer Service, Customer Insights and Field Service. It suggests this platform for manufacturers, professional services firms and B2B companies, especially those that already use Microsoft 365, SharePoint, Teams or the Power Platform.

On the Salesforce side, it handles setup, migration, integration and custom app development for Sales Cloud, Service Cloud and Marketing Cloud, along with Salesforce AI tools such as Einstein and Agentforce. It sees Salesforce as a good fit for fast-growing companies, multinationals and customer-focused B2C businesses.

To help buyers choose, Evolvous publishes a comparison of the two platforms covering customization, AI features, ecosystem and industry fit.

How it works with clients

New projects usually start with a discovery call or one of the firm's envisioning workshops, where clients learn about the technology before committing. For new technology users, Evolvous offers assessments, proofs of concept, migration, governance and training. For organizations that already have systems in place, it offers system audits, gap analysis, upgrades and process automation. The firm calls its approach AI-first and platform-agnostic, and it uses tools such as Copilot and Power BI in its CRM and analytics work.

Industries and background

Evolvous builds solutions for specific industries, including:

• Manufacturing and construction
• Oil and gas, and logistics and supply chain
• Finance and insurance
• Healthcare, legal and nonprofit organizations

The company is a certified Microsoft Solutions Partner and also holds certifications from Salesforce, Adobe and Oracle. It says it has delivered more than 200 projects and has over a dozen years of experience.

Its work goes well beyond CRM, covering ERP on Dynamics 365 Business Central and Finance, SharePoint intranets, document and records management, robotic process automation, analytics, and security on Defender, Purview and Intune. Clients that need CRM connected to ERP, document management or reporting can therefore work with a single partner.

Evolvous is also a CAMSC Certified Supplier, which places it within a network of minority-owned businesses.