DRAGONFLYTECHNOLOGIESStart with the deal
Record a deal and keep its related contact details close to the work. Give the team a shared view of the next conversation.
Microsoft 365 workflow guide
Keep sales follow-up in context
CRM for small teams using Microsoft 365 with Dragonfly Technologies, built in Louisville.
A practical starting point
Record the follow-up
Log activities so the next person can see what happened and what needs attention. Use the Today view to organize your working day.
Review the pipeline
Review reports and forecasts as decision aids. They depend on the information your team maintains and are not a guarantee of sales results.
Fit, setup and plans
Dragonfly CRM is built around Microsoft 365. We will confirm your tenant setup, access needs and Microsoft licensing before getting started.
Lite & Premium features and integrations vary by plan and setup. No Dragonfly per-user fees; Microsoft licensing and agreed product or service charges still apply.
Discuss your workflow
Tell us how your team works today and where follow-up gets difficult.