Relying on high-value relationships to build growth?

Your clients are constantly connected and mobile. They expect personalised, timely and relevant interaction with you.

Concep has pioneered the integration of a sophisticated layer of functionality to Microsoft’s intelligent Client Relations Software: Dynamics 365 creating a powerful relationship marketing tool.

Now you can build and measure the loyalty and advocacy you need to grow the firm with dynamics 365 crm.

Gold Microsoft Partner
  • Relationship Marketing for dynamics 365 CRM
  • A simple, easy to use, intuitive user experience. All your tools, information and data are in one place, and can be accessed anytime, on any device.
  • Full CRM integration allows users to create campaigns from within Dynamics. Marketing and Business Development will have a 360º view of each contact - all with a single login.
  • Relationship marketing dashboards give marketing and business development teams actionable intelligence, showing them where to reinvest their efforts.
  • Pull in content dynamically from your website and even your blogs to create automated, ultra-personalised communications with your contacts.
  • Contacts can even manage their own details and preferences ensuring your emails are relevant and data protection compliant.
  • Save time and effort with tried and tested workflows for email campaigns, event management and content distribution.

Clients transforming their relationship marketing with concep for dynamics

Concep's relationship marketing solution is excellent. The integration with Microsoft Dynamics CRM is well thought out for a law firm needing to manage its external communications. Concep have utilised the dynamics platform really well. For example, they have built very useful dashboards for event management and campaign tracking. this drastically reduces the amount of time spent on basic administration.

Victoria Gregory

Director of CRM & Marketing Technology at Foley & Lardner LLP

About Concep

Concep is the preferred Microsoft Dynamics 365 Relationship Marketing Solution for Legal, Professional and Financial Services

Seamlessly integrated with Microsoft Dynamics 365, Concep is the only relationship marketing partner to provide added-value industry solutions that enable you to deliver the best marketing for your sector

Concep has expertise, skill and commitment to delivering and implementing highly integrated solutions for Microsoft Dynamics

  • Leaders in ensuring client preferences and personal data are kept in a secure cloud environment so you can build trusting relationships and be fully compliant with global data protection laws.
  • Pioneers in developing fully embedded relationship marketing solutions to use with intelligent cloud and Microsoft Dynamics.
  • Partnering with firms who rely on developing deep client relationships for profitable growth.

Meet our integration partners

Concep has a strong alignment with the BDP product lines, share mutual clients and work to add value to those clients by working closely with TRE, and delivering products that are truly compatible with TRE systems.

Paul Odette

TRE BDP Product Team

The relationship marketing solution that grows with you.

In partnership with Microsoft Dynamics 365

Which option will work best for you?

Includes

  • Everything you need to start sending and tracking great email campaigns
  • Personalisation
  • Relationship dashboards

Includes

  • Everything you need to start sending and tracking great email campaigns
  • Personalisation
  • Relationship dashboards
  • Event management tools
  • Survey management tools
  • Marketing management insights dashboards
  • Content sign up tools for generating leads
  • Advanced marketing tools for brand control

Includes

  • Everything you need to start sending and tracking great email campaigns
  • Personalisation
  • Relationship dashboards
  • Event management tools
  • Survey management tools
  • Marketing management insights dashboards
  • Content sign up tools for generating leads
  • Advanced marketing tools for brand control
  • Preference manager in a secure password protected environment
  • Technical tools for you to implement custom behaviours and solutions in house

Includes

  • A fully configurable toolkit for all your Dynamics 365 relationship marketing requirements.
  • A dedicated account manager
  • Healthchecks
  • Best practice & knowledge sharing

to compare options

Compare your options

What do you get? Professional prices from US$ 497/month* Choice of 20,000 or 50,000 email credits PRO PLUS prices from US$ 733/month Choice of 100,000, 175,000 or 250,000 email credits ENTERPRISE prices from US$ 1,500/month Choice of 500,000 or 750,000 email credits CUSTOM prices on assessment For any number of email credits over 1,000,000
No. of users Unlimited Unlimited Unlimited Unlimited
No. of custom account categories 3 15 30 Unlimited

Everything you need to send and track engaging, personalised email campaigns within Microsoft Dynamics and accessed by a single CRM log in.

Advanced linking
Library templates
A/B testing
Drag and drop template builder tool
Social media sharing
Multi-media hosting
Campaign Reporting
Web tracking
Profiles
Dynamic content pull-through
Custom "from" domains
Contact and lead activity dashboards
Engagement score dashboards
Management insights dashboards Not included

Tools & Dashboards for effortless event and survey management and ROI

Survey builder Not included
Web forms for subscription & registration Not included
Survey and web form reporting Not included
Seamless ON24 registration Not included
Automated event notification Not included
Event dashboard Not included

Tools for generating leads that automatically populate your CRM

Drag and drop web forms for building subscription Not included Not included
Sign up forms for gating content Not included Not included

Advanced marketing tools provide greater brand control

Approval flows Not included
Corporate domains Not included
Sign up forms for gating content Not included

Manage your Contact's personal preferences and keep your CRM up-to-date

Preference manager license Not included Not included
Secure, password protected contact area Not included Not included

Technical tools for you to implement custom behaviours and solutions in house

Custom SSL survey domain Not included Not included
API Not included Not included
Javascript for surveys Not included Not included
Web hooks Not Included Not Included

Which option for marketing in dynamics do you need now?

Concep has different solutions that grow with you

Not sure? Take our short online assessment to help you decide.

Ask for a demo

Contact us
  • Individual accounts can be fully customised with their own templates, approvals and personlisation for different users, departments or subsidiaries
  • Drag and drop template builder tool
  • Advanced linking
  • Library templates
  • A/B testing
  • Multimedia file hosting
  • Social media sharing
  • Campaign reporting
  • Web tracking
  • Embedded interface within Microsoft Dynamics
  • Single sign on with your CRM
  • Custom ‘from’ domains
  • Profiles
  • Dynamic content pull-through
  • Registration signup forms
  • Registration reporting
  • Seamless ON24 registration
  • Event management dashboards
  • Event notification automation
  • Integrated survey builder
  • Survey reporting
  • Drag and drop web forms for building subscription
  • Automatically creates leads in CRM
  • Sign up for gated content
  • Workflow approvals
  • Corporate domain
  • Multi-page emails (landing pages)
  • Custom SSL survey domain
  • API
  • Javascript for surveys
  • Webhooks