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Microsoft Dynamics CRM

Industry Expertise


General Industries

With over 120 Microsoft Dynamics CRM customers across multiple industries, we have gained a huge amount of experience over many years. Visit our General Industries section to find out more about the industries we focus on and where the majority of our customers are from, including Not for Profit, Professional Services and Private Equity.

Industry Solutions

Touchstone has focused on producing industry-specific solutions based on the Microsoft Dynamics CRM platform that offer out-of-the-box functionality. Follow the links below for further information:

  • Touchstone CharityPoint for Fundraisers
    A complete donor management and fundraising application built on the Microsoft Dynamics CRM platform.  It offers Not for Profit organisations a fully integrated system, delivered through the familiar and intuitive Microsoft Office Outlook environment. It enables organisations to focus on the effectiveness of fundraising efforts to ultimately provide maxium support to their beneficiaries.
  • Touchstone Employer Engagement Manager (TEEM)
    Using a Microsoft Dynamics CRM platform this solution has been developed exclusively for Colleges of Further Education. TEEM has been designed to reduce the time needed to modify screens to be more college-friendly and to deliver standard reports required by senior management teams and auditors. Easy report generation ensures that colleges of further education have the opportunity to gain rapid insight into their employer engagement activities and be measurable against targets much more quickly and accurately.
  • Touchstone Client Manager for Corporate Broking & Finance
    Built on the market-leading Microsoft Dynamics CRM platform, this solution allows Corporate Broking & Finance organisations to build long lasting client relationships across multiple business functions to: improve customer service and retention; deliver specific and targeted marketing campaigns; innovate up and cross selling practices; and build additional competitive advantage.
  • Touchstone CRM for Private Equity

    Comprehensive customer relationship management from the best of breed solution enables firms to build long-lasting, profitable client relationships. Touchstone has harnessed the power of Microsoft Dynamics to deliver solutions covering financial and customer relationship management (CRM) tailored specifically for the sector, increasing performance-levels and empowering staff.

  • Touchstone CRM for Professional Services

    Touchstone’s unique offering allows a consolidation of planning, resource scheduling, timesheets, expenses and invoice tools to provide project managers and consultants the opportunity to complete all aspects of a project within a single, common application, embedded in the familiar Outlook environment.