Companies and contacts
Keep the people and organizations you work with together in one workspace.
04 / Dragonfly CRM
Keep customer
follow-ups organized.
Lite & PremiumEarly access
Companies, contacts, deals, and next steps. Better context for every conversation.
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↗ Built for Microsoft 365＋ No per-user fees from us◎ Louisville-built
Built for the everyday
A pipeline you can
do something with.
Deals in view
Follow opportunities through your pipeline and see where attention is needed.
A clear next action
Put the next step alongside the deal, so a promising conversation has somewhere to go.
More ways this can help
Relationship context
Bring customer activity and useful notes together for your next conversation.
Connected workflows
Ask about available Outlook, lead intake, and agreement handoff options for your team.
Your customer records
Keep core customer records in your business’s Microsoft 365.
Lite & Premium: features and integrations vary by plan and setup.
A few good questions
Before we
get started.
Is there a per-user fee?
No Dragonfly per-user fees. Microsoft licensing and agreed product or service charges still apply.
How does this fit our Microsoft 365?
Core records stay in your business’s Microsoft 365. We’ll discuss setup and access together.
Which plan is right for our team?
We’ll compare Lite & Premium around your team’s needs.
Can we see it in action?
Ask us about a walkthrough and pilot availability.
Let’s explore the fit
Better working days
start with
a conversation.
Tell us what you’d like to make easier.
Prefer email? [email protected]
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