Launched January 7, 2025
CRM Chief

CRM Chief

CRM that works, growth that lasts

SubscriptionSales195 impressions#219 of its week

We help IT managers and business owners set up, fix, and optimize CRM with Microsoft Dynamics 365 and HubSpot, extending Sales, Service, and Marketing with AI.

CRM Chief provides setup, support, and optimization services for Microsoft Dynamics 365 and HubSpot CRM platforms.

for
IT managers and business owners needing expert CRM/ERP assistance.
pricing
paid
works withMicrosoft Dynamics 365HubSpot CRMPowerPlatformPowerBIAzure

Key features

6 features of CRM Chief
  • Weekly Expert Calls — Scheduled weekly calls with a dedicated expert to guide your CRM projects.
  • Unlimited D365 Customizations — Custom development and configuration for Dynamics 365 without limits.
  • Dedicated Expert Resource — A single point of contact who owns your implementation and support.
  • PowerPlatform & CoPilot Integration — Incorporates Power Platform tools and Microsoft CoPilot into your CRM workflows.
  • Help Desk Support (Pro) — Included D365 help-desk support for faster issue resolution.
  • Training & Best Practices — Provides training sessions and guidance on industry best practices.

Use cases

  • Set up a new Dynamics 365 Sales environment for a growing sales team.
  • Migrate existing HubSpot CRM data and processes to a unified platform.
  • Add AI-driven automation using Microsoft CoPilot to streamline service tickets.
  • Maintain ongoing CRM health with monthly expert reviews and customizations.

CRM Chief pricing

  • Chief Service Monthly$1,500/month/monthWeekly expert calls · Dedicated expert resource · Unlimited D365 customizations · PowerPlatform & CoPilot
  • Chief Service Pro$1,999/month/monthAll Monthly features · D365 Help Desk support · Weekly expert calls · Dedicated expert resource
  • No Obligation Hourly Support$175 hourlyPay-as-you-go assistance · Access to all listed Microsoft services

CRM Chief vs alternatives

CRM ChiefTwentyEngagicoDistanceInstaDiv : in-app survey & messaging for mobile apps
Best forManaged Dynamics 365 and HubSpot servicesSelf-hosted open source CRMData hygiene and workflow automationAI-driven client communicationMobile app user surveys
PricingPaidFreeSubscriptionFreeFree
DevHunt upvotes026002
LaunchedJan 2025Jan 2023Jan 2025Jan 2026Jan 2024

CRM Chief FAQ

What platforms does CRM Chief support?+

CRM Chief works with Microsoft Dynamics 365 (Sales, Service, Business Central, etc.) and HubSpot CRM.

Can I get a custom plan?+

Yes, custom plans are available by contacting CRM Chief for a personalized quote.

What is included in the Chief Service Pro plan?+

It includes all Monthly plan features plus D365 Help Desk support.

Do you provide training?+

Training and best-practice guidance are part of both service plans.

Is there a trial before committing?+

CRM Chief does not list a free trial; pricing is based on monthly or hourly contracts.

Summarized by DevHunt from crmchief.com · Sep 29, 2026. Details may change; check the official site.