Engineering companies face the challenge of managing complex projects, technical customer needs, and long customer journeys, all while maintaining efficiency. CRM software helps structure commercial processes, strengthen customer relationships, and improve cross-team collaboration. Whether you're managing custom projects, extended sales cycles, or recurring service contracts, the right CRM solution gives you full control over every touchpoint and project phase.
CRM for engineering companies is a software solution that centralizes customer relationships, sales pipelines, quotes, projects, and service requests. It gives your sales team, project managers, and customer service staff access to the same real-time information, enabling better collaboration and faster response to client needs. An engineering CRM combines classic customer management with project-driven insights, critical in technical B2B environments.
Engineering companies often face long sales cycles, multiple stakeholders, and technical proposals. A CRM system helps log every interaction and track each step in the process with clarity.
By centralizing client data, meeting notes, and documentation, handovers between sales and project management are seamless. This reduces miscommunication and speeds up execution.
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1 @inherits Dynamicweb.Rendering.ViewModelTemplate<Dynamicweb.Frontend.ParagraphViewModel> 2 @using System.IO 3 4 @functions 5 { 6 private string RenderCustomCSS(IEnumerable<string> decorations) 7 { 8 var cssClasses = new List<string>(); 9 10 foreach (var itemId in decorations) 11 { 12 var item = Dynamicweb.Content.Services.Items.GetItem("Swift_Css", itemId); 13 item.TryGetValue("Class", out object classes); 14 15 if (classes is null) 16 { 17 continue; 18 } 19 20 var cssString = (string)classes; 21 22 if (cssString.StartsWith("[")) 23 { 24 var cssArray = Dynamicweb.Core.Converter.Deserialize<string[]>(cssString); 25 cssClasses.AddRange(cssArray); 26 } 27 else 28 { 29 cssClasses.Add(cssString.Replace(",", " ")); 30 } 31 } 32 33 return string.Join(" ", cssClasses).Trim(); 34 } 35 } 36 37 @{ 38 string layout = Model.Item.GetRawValueString("Layout", "icon-top"); 39 string contentPadding = Model.Item.GetRawValueString("ContentPadding", string.Empty); 40 contentPadding = contentPadding == "none" ? "" : contentPadding; 41 contentPadding = contentPadding == "small" ? "p-3 p-md-3" : contentPadding; 42 contentPadding = contentPadding == "large" ? "p-5 p-md-5" : contentPadding; 43 string theme = !string.IsNullOrWhiteSpace(Model.Item.GetRawValueString("Theme")) ? " theme " + Model.Item.GetRawValueString("Theme").Replace(" ", "").Trim().ToLower() : string.Empty; 44 var decorations = Model.Item?.GetList("CssDecorations")?.GetRawValue().OfType<string>() ?? Enumerable.Empty<string>(); 45 string css = RenderCustomCSS(decorations); 46 47 string target = Pageview.AreaSettings.GetBoolean("OpenLinksInNewTab") && Model.Item.GetString("Link").Contains("http") ? "target=\"_blank\"" : string.Empty; 48 string rel = Pageview.AreaSettings.GetBoolean("OpenLinksInNewTab") && Model.Item.GetString("Link").Contains("http") ? "rel=\"noopener\"" : string.Empty; 49 string alignment = (!string.IsNullOrEmpty(Model.Item.GetString("Title")) && !Model.Item.GetBoolean("HideTitle")) && !string.IsNullOrEmpty(Model.Item.GetString("Text")) ? "align-items-stretch" : "align-items-center"; 50 51 string iconColor = Model.Item.GetString("iconColor", "text-inherit"); 52 string iconOpacity = Model.Item.GetString("IconOpacity", "opacity-100"); 53 54 string iconSize = Model.Item.GetRawValueString("IconSize", "2"); 55 string imageSrc = !string.IsNullOrEmpty(Model.Item.GetString("Image")) ? Model.Item.GetFile("Image").Path : string.Empty; 56 string flexGrowClass = string.Empty; 57 58 switch (layout) 59 { 60 case "icon-left": 61 case "icon-right": 62 flexGrowClass = "flex-grow-0"; 63 break; 64 } 65 66 string imagePath = imageSrc != string.Empty ? imageSrc : Model.Item.GetRawValueString("Icon", string.Empty); 67 imagePath = Path.GetExtension(imagePath).ToLower() != ".svg" ? "/Admin/Public/GetImage.ashx?image=" + imagePath + "&height=" + iconSize + "&width=" + iconSize + "&Crop=0&format=webp" : imagePath; 68 string imgAltText = Model.Item.GetRawValueString("FeatureAltText", string.Empty); 69 70 string titleFontSize = Model.Item.GetRawValueString("TitleFontSize", "h4"); 71 string titleColor = Model.Item.GetString("TitleColor", "text-inherit"); 72 string titleOpacity = Model.Item.GetString("TitleOpacity", "opacity-100"); 73 string headingLevel = Model.Item.GetString("HeadingLevel", "h2"); 74 string headingLevelStart = $"<{headingLevel} class=\"{titleFontSize} {titleColor} {titleOpacity} m-0\">"; 75 string headingLevelStop = $"</{headingLevel}>"; 76 77 string textColor = Model.Item.GetString("TextColor", "text-inherit"); 78 string textOpacity = Model.Item.GetString("TextOpacity", "opacity-100"); 79 } 80 81 <div class="h-100 @(contentPadding)@(theme) @(css) item_@Model.Item.SystemName.ToLower()"> 82 <div id="@Model.ID" class="user-select-none" style="scroll-margin-top:var(--header-height,150px)"></div> 83 @if (!string.IsNullOrEmpty(Model.Item.GetString("Link"))) 84 { 85 @:<a href="@Model.Item.GetString("Link")" class="text-decoration-none d-block h-100" @target @rel> 86 } 87 88 @switch (layout) 89 { 90 case "icon-top": 91 <div class="d-flex flex-column gap-3 text-center mb-0-last-child"> 92 @if (!string.IsNullOrEmpty(Model.Item.GetString("Image")) || !imagePath.ToLower().Contains("none") && imagePath != string.Empty) 93 {<div class="@flexGrowClass"> 94 @if (Path.GetExtension(imagePath).ToLower() == ".svg") 95 { 96 <div class="icon-auto @iconColor @iconOpacity" style="height: @(iconSize)px; width: @(iconSize)px;">@ReadFile(imagePath)</div> 97 } 98 else 99 { 100 <img loading="lazy" src="@imagePath" alt="@imgAltText" title="@Model.Item.GetString("Title")" style="height: @(iconSize)px; width: @(iconSize)px;"> 101 } 102 </div> 103 } 104 105 @if (!string.IsNullOrEmpty(Model.Item.GetString("Title")) && !Model.Item.GetBoolean("HideTitle") || !string.IsNullOrEmpty(Model.Item.GetString("Text"))) 106 { 107 <div class="mb-0-last-child"> 108 @if (!string.IsNullOrEmpty(Model.Item.GetString("Title")) && !Model.Item.GetBoolean("HideTitle")) 109 { 110 @headingLevelStart 111 @Model.Item.GetString("Title") 112 @headingLevelStop 113 } 114 115 @if (!string.IsNullOrEmpty(Model.Item.GetString("Text"))) 116 { 117 <p class="@textColor @textOpacity m-0">@Model.Item.GetString("Text")</p> 118 } 119 </div> 120 } 121 </div> 122 break; 123 case "icon-left": 124 <div class="d-flex flex-row gap-3 h-100 text-start @alignment"> 125 @if (!string.IsNullOrEmpty(Model.Item.GetString("Image")) || !imagePath.ToLower().Contains("none") && imagePath != string.Empty) 126 {<div class="@flexGrowClass"> 127 @if (Path.GetExtension(imagePath).ToLower() == ".svg") 128 { 129 <div class="icon-auto @iconColor @iconOpacity" style="height: @(iconSize)px; width: @(iconSize)px;">@ReadFile(imagePath)</div> 130 } 131 else 132 { 133 <img loading="lazy" src="@imagePath" alt="@imgAltText" title="@Model.Item.GetString("Title")" style="height: @(iconSize)px; width: @(iconSize)px;"> 134 } 135 </div> 136 } 137 138 @if (!string.IsNullOrEmpty(Model.Item.GetString("Title")) && !Model.Item.GetBoolean("HideTitle") || !string.IsNullOrEmpty(Model.Item.GetString("Text"))) 139 { 140 <div class="d-flex flex-column flex-grow-1"> 141 @if (!string.IsNullOrEmpty(Model.Item.GetString("Title")) && !Model.Item.GetBoolean("HideTitle")) 142 { 143 @headingLevelStart 144 @Model.Item.GetString("Title") 145 @headingLevelStop 146 } 147 148 @if (!string.IsNullOrEmpty(Model.Item.GetString("Text"))) 149 { 150 <p class="@textColor @textOpacity m-0">@Model.Item.GetString("Text")</p> 151 } 152 </div> 153 } 154 155 </div> 156 break; 157 case "icon-right": 158 <div class="d-flex flex-row gap-3 h-100 text-end @alignment"> 159 @if (!string.IsNullOrEmpty(Model.Item.GetString("Title")) && !Model.Item.GetBoolean("HideTitle") || !string.IsNullOrEmpty(Model.Item.GetString("Text"))) 160 { 161 <div class="d-flex flex-column flex-grow-1"> 162 @if (!string.IsNullOrEmpty(Model.Item.GetString("Title")) && !Model.Item.GetBoolean("HideTitle")) 163 { 164 @headingLevelStart 165 @Model.Item.GetString("Title") 166 @headingLevelStop 167 } 168 169 @if (!string.IsNullOrEmpty(Model.Item.GetString("Text"))) 170 { 171 <p class="@textColor @textOpacity m-0">@Model.Item.GetString("Text")</p> 172 } 173 </div> 174 } 175 176 @if (!string.IsNullOrEmpty(Model.Item.GetString("Image")) || !imagePath.ToLower().Contains("none") && imagePath != string.Empty) 177 {<div class="@flexGrowClass"> 178 @if (Path.GetExtension(imagePath).ToLower() == ".svg") 179 { 180 <div class="icon-auto @iconColor @iconOpacity" style="height: @(iconSize)px; width: @(iconSize)px;">@ReadFile(imagePath)</div> 181 } 182 else 183 { 184 <img loading="lazy" src="@imagePath" alt="@imgAltText" title="@Model.Item.GetString("Title")" style="height: @(iconSize)px; width: @(iconSize)px;"> 185 } 186 </div> 187 } 188 </div> 189 break; 190 } 191 192 @if (!string.IsNullOrEmpty(Model.Item.GetString("Link"))) 193 { 194 @:</a> 195 } 196 </div> 197
Automated reminders and follow-up tasks keep your team engaged at every stage. You can proactively update customers on progress, appointments, or maintenance tasks.
Dashboards give you an instant view of lead stages, open quotes, active projects, or support issues - helping you make informed decisions faster.
For companies dealing with equipment installations or long-term contracts, CRM provides a clear overview of service agreements, deadlines, and interventions.
Microsoft Dynamics 365 combines powerful apps for sales, marketing, finance, operations, and service in a single platform. For engineering businesses, that means fewer disconnected tools, deeper integration, and real-time visibility into the entire customer journey, from first contact to long-term service.
By integrating with your ERP, project management, and service operations, you gain one centralized source of truth. This allows for faster decisions, better capacity planning, and more accurate customer management. Dynamics 365 isn’t just a CRM, it’s a future-ready solution for technical companies.
Microsoft Dynamics 365 Contact Center provides a modern service experience that meets customer expectations for fast and personalized support across various channels. This cloud-based platform integrates AI, omnichannel communication, and customer data.
Microsoft Copilot uses the strength of AI to boost productivity, open up creativity and help you better understand info with a simple chat.
Microsoft Dynamics 365 Customer Insights is designed to create engaging experiences by uniting customer data with real-time journeys and Copilot.
Microsoft Dynamics 365 Customer Service is designed to help businesses deliver exceptional customer experiences. By centralizing interactions, automating workflows, and providing AI-powered insights.
Microsoft Dynamics 365 Field Service is the system that keeps you proactive in managing remote service operations with Field Service resources. It helps you run a more efficient and profitable service department.
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Joulz helps companies manage their own energy use to become more independent and sustainable. After separating from Stedin, Joulz partnered with 9altitudes to implement Microsoft Dynamics 365 for a future-proof digital platform. This supports operations across sales, service, projects, and finance. With innovations like Copilot, Joulz improves efficiency and enhances the customer experience.
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9altitudes is a European digital partner that automates, optimizes, and continuously improves business processes end-to-end. We help manufacturing, supply chain, and service companies reach new heights by leveraging Microsoft, PTC, and Tulip software combined with our own industry-specific solutions.
With team members from 9 different countries, our team consists of 750 exceptionally talented experts. Our high-end consultants are relentless in their pursuit of innovation, dedicated to creating exceptional customer experiences and delivering impactful solutions.
Choosing a CRM solution specific to your industry offers countless benefits. A solid foundation is key in this process. At 9altitudes, we combine the best of both worlds: we integrate proven platforms such as Microsoft Dynamics 365 Customer Service, Field Service, Sales and Customer Insights with best practices from your industry.
Our job is to simplify your journey to the summit, ensuring a smoother climb to new heights where you continuously feel safeguarded and in control. That's exactly why we've made it possible for you to obtain a high-level budget estimation already.
How? By completing this guiding questionnaire, we can estimate the project implementation investment and the monthly Microsoft license estimate, based on our experience in implementing many projects like the one you envision.
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Sustainability extends beyond the factory through service, sales and long-lifecycle customer interactions.
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