Amplify Solutions

What Is Amplify Solutions?

Amplify Solutions is a Microsoft-focused CRM provider specializing in Dynamics 365. Its core offering, CRM Launchpad, simplifies Dynamics 365 for easier adoption and use, while providing businesses with access to a dedicated CRM Success Manager and Developer for customization and ongoing support.

The company also offers CRM Launchpad for Financial Advisors, CRM Launchpad for Projects, and CRM Optimization, a fractional service designed to help businesses improve and manage their CRM. Amplify combines Dynamics 365 expertise with scalable CRM solutions to help businesses centralize customer data, streamline processes, and maximize their CRM investment.

How Much Does Amplify Solutions Cost?

Amplify Solutions offers CRM Launchpad licensing for $149.95/month under its Licensing Only plan. Businesses that require additional CRM support can choose a Service + License plan with either the Run or Sprint service level. Pricing for these options is customized.

Amplify Solutions offers three CRM service levels:

• Walk - Custom pricing (1 meeting/quarter)
• Run - Custom pricing (1 meeting/quarter)
• Sprint - Custom pricing (1 meeting/quarter)

The price range below is an estimate for budgeting purposes only:

• One-Time Implementation: $15,000–$30,000 one-time, depending on whether the deployment is straightforward or requires a more complex, multi-user setup
• Dynamics 365 Licensing: $65–$95/user/month, depending on the required Sales Professional or Sales Enterprise licensing tier
• Customization And Development: $5,000–$15,000 one-time, based on workflow complexity and custom development requirements
• Ongoing Support And Success Management: $500–$1,500/month, depending on the level of CRM support and frequency of Success Manager engagement

Disclaimer: The pricing is subject to change.

Who Is Amplify Solutions For?

Amplify Solutions caters to the following industries, including:

• Financial services
• Professional services
• Transportation
• Construction
• Manufacturing
• Distribution
• Technology

Amplify Solutions Target Scenarios

Based on Amplify Solutions’ product capabilities and documented use cases, we identified the following scenarios where its CRM solutions can support specific business workflows:

1. Sales Teams Managing Leads Through Opportunities

Sales teams that lose visibility when prospects move between different stages of the sales process can use CRM Launchpad to keep lead and opportunity information in a single workflow. Its Simplified Lead & Opportunity Flow organizes prospects as they progress toward potential deals, giving sales staff a consistent process for tracking activity and engagement. This is particularly useful when sales representatives need to monitor multiple opportunities without maintaining separate spreadsheets or systems.

2. Project-Based Businesses Managing Sales-To-Delivery Handoffs

Companies that sell services and then manage those engagements as projects can face gaps when sales information is handed over to operations. CRM Launchpad for Projects connects sales and project management within one CRM, allowing teams to carry client information from the sales process into project execution. Project managers can then use Project Management capabilities to coordinate timelines and tasks while maintaining visibility into the client relationship.

3. Financial Advisors Managing Multiple Accounts Within Client Households

Financial advisors often need to manage several investment accounts, insurance policies, and interactions associated with the same household. CRM Launchpad for Financial Advisors provides Household Management and Segmentation, allowing advisors to organize related client relationships rather than treating each account as an isolated record. The Investment Accounts and Insurance Policies capability further keeps these relationship details within the CRM, giving advisors a consolidated view when managing ongoing client needs.

4. Field Teams Updating Information During Client Visits

Organizations with field staff can encounter delays when employees collect client or project information in the field and update the CRM only after returning to the office. Field Visits and Mobile Access allows field teams to access and update relevant information remotely from mobile devices. This means updates from customer visits can be recorded while the information is still current, keeping office-based and field teams working from the same CRM records.

Amplify Solutions Services

Sales Pipeline Management

Businesses can use Amplify CRM to centralize lead and opportunity data, track sales activities, monitor client engagement, and gain visibility into the pipeline. Its simplified lead and opportunity flow helps sales teams manage prospects while focusing on revenue-generating activities.

Sales-To-Project Handoffs

Project-based businesses can connect sales and operations within a centralized CRM to streamline handoffs from winning a deal to executing the project. Teams can manage timelines, tasks, and client information while maintaining visibility across the project lifecycle.

Financial Advisory Management

Financial advisory practices can use Amplify CRM to centralize household information, investment accounts, insurance policies, activities, and client reviews. Microsoft Outlook and Teams integration also helps advisors manage client interactions within their existing workflows.

Field Operations

Businesses with mobile or field-based teams can use Amplify CRM to provide remote access to client and project information. Field staff can access and update CRM data while visiting customers, helping office and field teams maintain shared information.

Is Amplify Solutions Right For You?

Amplify Solutions is built on Microsoft Dynamics 365, so its security relies on Microsoft's platform-level protections, rather than a separate security program of its own. On scalability, the site positions CRM Launchpad as a starting point for smaller teams, with CRM Optimization available for organizations that later need to refine a larger deployment.

Amplify Solutions’ clientele includes Wildwood Transport, Endeavour Wealth, Momentum, and WealthCo. Overall, Amplify Solutions is a reasonable fit for organizations that want Dynamics 365 without building the security and implementation expertise in-house.

Still not sure if Amplify Solutions is right for you? Contact our customer support team at (661) 384-7070, who will help you make the best decision regarding Amplify Solutions price packages and more.