Opsis

Opsis: Transforming CRM from Cost Center to Growth Catalyst For over 21 years, Opsis has assisted ambitious mid-sized organizations in revolutionizing their approach to client, member, and stakeholder management using Microsoft Dynamics 365 and the Power Platform. We collaborate with organizations that have 10 to 200 client-facing staff—be they businesses, non-profits, or professional associations—that seek clarity, governance, and quantifiable growth from their CRM investments. Unlike larger consulting firms that introduce complexity, Opsis prioritizes clarity. We begin with a strategic approach—defining the desired outcomes for your leadership team—before designing, implementing, and supporting Dynamics 365 to achieve those goals. Our systematic “Nine D’s” methodology, along with our extensive technical expertise and practical training, guarantees that your team understands not just the functionality of the system, but also its significance to your business model. From CRM strategy and roadmap planning to implementation, integration (Xero, MYOB, BC, M365), user adoption, training, and ongoing support, Opsis offers comprehensive expertise to turn CRM into a growth platform. We assist executives in obtaining real-time insights, streamlining processes, and empowering their teams to enhance client experiences. As Microsoft Certified Trainers and former MVPs, our consultants bridge the divide between business objectives and technological capabilities. We are independent, transparent, and wholly dedicated to client success—often rescuing initiatives that have been abandoned by others. At Opsis, we believe that every CRM project should yield significant returns: measurable value, capable users, and a system that fosters revenue growth and strategic advantage.