CRM Solutions

Stop managing customer relationships with disconnected data and missed opportunities.

Turn Customer Data Into Business Growth

Customer information scattered across spreadsheets, emails, and multiple systems makes it difficult to maintain relationships, track opportunities, and drive consistent growth. CRM software centralizes customer data, sales activities, and communications in one place, giving your team the visibility needed to strengthen relationships, improve collaboration, and make more informed business decisions.

Centralize Customer Data

Keep customer contacts, communication history, opportunities, and key account details accessible in a single system.

Strengthen Sales Pipeline Visibility

Track opportunities from initial prospecting through close, helping your team prioritize activities and forecast more accurately.

Improve Team Collaboration

Give sales, service, and management teams access to shared customer information that supports a more consistent customer experience.

Make Better Business Decisions

Leverage reporting and insights to identify trends, measure performance, and uncover new opportunities for growth.

Find the Right CRM for Your Business

Yeo & Yeo Technology supports leading platforms, including Microsoft Dynamics 365 Sales and Sage CRM, helping businesses centralize customer information, improve sales visibility, and streamline day-to-day operations. Whether you’re looking for a CRM that integrates seamlessly with your Microsoft environment or a solution that complements your Sage business management software, our team provides implementation, customization, and training to help maximize the value of your investment.

Microsoft Dynamics 365 Sales

Manage leads and opportunities, forecast sales performance, and collaborate seamlessly through Microsoft 365, Outlook, and Teams, all within a single CRM platform.

Best for Microsoft 365 users

Sage CRM

Connect customer relationships with accounting, inventory, and order data to gain a complete view of customers and improve sales, marketing, and service operations.

Ideal for Sage 100 users

Losing opportunities due to disconnected data?

Turn customer data into stronger relationships and sales growth.

Talk with an Advisor

What Our Clients Are Saying

We are very happy with the updates that have been performed by Yeo & Yeo Technology’s Business Applications Group. I have heard from multiple staff members that the updates have made things more efficient and better. We appreciate the services that the Business Applications Group provides.

James Administrative Manager

Nonprofit

Yeo & Yeo Technology provides competitive pricing and the best service of any company I have worked with in the 15 years I’ve been in the industry. From pre-sales service and project engineering, to service and technical support, YYTECH does a great job.

Brad Director of Technology

Education

Yeo & Yeo Technology has always been quick and easy to work with. They continue to meet our purchasing and service needs, going above and beyond each and every time we have worked with them. Whether they are working on site or remotely, they always provide the most professional support in a very timely manner.

Bruce Director of Technology

Education

We have worked with Yeo & Yeo Technology for well over 10 years. They have always been very professional and willing to solve the problem or task. We have used them for software training and hardware implementation. They installed servers and virtualized our entire server system a few years ago. We have since outgrown the data storage and YYTECH planned the entire upgrade process. It was implemented without any downtime to the system. They always send someone who knows what they are doing. We are very happy with the work they do.

Robert Information Systems Manager

Manufacturing

We didn’t have many issues on our audit but there were gaps that we needed to fill. That’s when we signed up for YeoCare and now Yeo & Yeo Technology is continuously monitoring our system. If the backup doesn’t work, I get an email that notifies me. I get emails letting me know if we have one computer that needs to be updated or an entire office. YeoCare catches and fixes issues before they can even get to me. That takes a lot of worry off my desk. As busy as my job can be at times, it’s very helpful.

Janie Remote Member Service Manager

Financial Institutions

We have worked with Yeo & Yeo for more than 30 years in some capacity. Yeo & Yeo has been our accountant, IT company and payroll processor. Yeo & Yeo Technology takes care of all our hardware and software needs. The staff has helped our company in more ways than I can list. They are up to date with current trends and have the staff to handle, quickly and efficiently, any issue or need we may have. It is a pleasure to recommend the entire Yeo & Yeo business for the services they provide.

Peggy Office Manager

Small-Mid Business