Since 2004, 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.
We 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.
Experlogix can fire CRM workflows to route for discount approvals, engineering change requests and more.
No 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.
Complete 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).
Let’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!
We 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.
For manufacturers, Experlogix can create viewable dynamic bill-of-materials and attach to the CRM Quote or Order, ready for transfer to your ERP system.
If you’re ready to take advantage of a new CRM release, rest assured we support the new version too - there’s never a delay.