There’s Only One CRM Our CPQ Cares About:
Since 2005, our goal has been to provide the absolute best CPQ experience for Dynamics CRM users by delivering a CPQ solution specifically tuned for Dynamics CRM. Hundreds of customers, thousands of users, the Dynamics partner community and Microsoft all agree: Experlogix is the finest CPQ software for Dynamics CRM.
Microsoft Dynamics CRM
Cloud or On-PremiseWe give you the power of choice with the unique ability to switch between platforms anytime. You can even host and own Experlogix yourself and connect to CRM Online if needed.
Trigger CRM Approval WorkflowsExperlogix can fire CRM workflows to route for discount approvals, engineering change requests and more.
We Respect the CRM UINo matter which version of CRM you use, Experlogix matches the look of CRM. Why is this important? It provides a natural transition from CRM to CPQ for your users, shortens learning curves and increases user adoption. Wish we didn’t match CRM? We’ve got other skins to choose from or you can create your own.
Harness OOTB CRMComplete integration with CRM Opportunities, Quotes, Orders and Service Contracts are available the moment you install Experlogix. Access to the CRM Product Catalog and Price Lists is also at the ready, as is integration with Custom Entities. We don’t alter your CRM platform or force you to install custom entities or attributes. It’s all available OOTB (out-of-the-box).
Read From & Write to CRMLet’s say you need Experlogix to calculate a quote’s gross profit and you want to send that figure back to CRM for reporting purposes. With clicks (rather than coding), it’s done. What if you want Experlogix to recognize the account’s country and only display products that can be sold in that region? Within minutes, it’s done!
Portal AccessWe add powerful quote and order capabilities to Dynamics 365 Portal, Microsoft’s portal solution for Dynamics CRM. Empower your resellers, distributors and external reps to create their own quotes with Experlogix. Anything done in the portal with Experlogix flows back into Dynamics CRM for complete visibility.
Create BOMSFor manufacturers, Experlogix can create viewable dynamic bill-of-materials and attach to the CRM Quote or Order, ready for transfer to your ERP system.
Go OfflineWith our proven offline technology, your reps in remote locations can still create quotes and orders, regardless of complexity.
CRM UpdatesIf you’re ready to take advantage of a new CRM release, rest assured we support the new version too - there’s never a delay. We support versions as far back as CRM 4.0.
“Experlogix makes it easy to build workflows. If certain features or options are especially complex, Experlogix can launch a notice in CRM to product specialists to review the order.”
Jose Clark, Manager of Business Analytics, Mitsubishi Caterpillar Forklift America
"Experlogix is our ‘go-to’ configurator partner for Microsoft Dynamics CRM."
Hitachi Solutions America
"I have evaluated several CPQ products and nothing stacks up and works as well with Microsoft CRM as Experlogix."