A large U.S. home remodeling company struggled with fragmented, poorly integrated tools for sales, customer data, and finance, relying on emails and messages to share even basic information and lacking centralized reporting and automation, which slowed growth and forced manual coordination with third-party vendors. Synoptek implemented Dynamics 365 CRM, using the Sales module to build a customized pipeline and embed contract financials in opportunities, integrate products and vendors for actions like credit checks and address verification, and connect a mobile app for better data flow. They also implemented Field Service features like a schedule board and resource/technician financial tracking, and migrated and cleaned data across legacy systems. The result was a streamlined sales cycle, i

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