Sales CRM · Governed by Tork

The sales CRM that works inside Microsoft.

Tork CRM gives your team a fast, modern pipeline that writes straight through to Microsoft Dataverse — with a complete, auditable trail on every action. Your system of record stays put. Your team moves faster.

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Built on the Tork platform — the governance layer that records and verifies every action your team takes.
Microsoft-native

Keep Microsoft as your
system of record.

Most teams don't want to rip out Dynamics 365. They want a faster way to work the pipeline. Tork CRM sits on top — your reps work in a clean, quick interface, and every lead, stage change and close writes straight through to Microsoft Dataverse.

Native Dataverse write-through

Leads and stage changes flow into your Dataverse tables automatically — no double entry, no export-import.

Bi-directional & reconciled

Updates made in Dynamics flow back. Every sync is idempotent and correlated, so records never drift or duplicate.

Power Platform friendly

Designed to slot into existing Power Platform builds and your team's security model — not to replace them.

CRM
Tork CRM
Your team's working surface
↑ ↓
MS
Microsoft Dataverse
Your system of record · Dynamics 365
Idempotent · correlated · retry-safe write-through
What's inside

Everything a sales team runs on.

Purpose-built for finance and rental sales — without the bloat of a legacy CRM.

Quarter view & pipeline

See the whole quarter at a glance — weighted pipeline, stage-by-stage, with the forecast updating as deals move.

Lead capture & qualification

Capture leads from any source and qualify them against your own rules before they ever reach the pipeline.

Funder routing

Match every deal to the right funder, track terms and finance values, and keep the routing auditable.

Built-in AI Assistant

An AI assistant that drafts, summarises and answers questions on your pipeline — grounded in your own data.

Microsoft Dataverse sync

Native write-through to your Dynamics 365 / Dataverse environment, bi-directional and reconciled.

Your brand, your subdomain

White-label ready — each business gets its own branded workspace on its own subdomain.

Forecast & analytics

Weighted NPV, closed-won analysis and targets — the numbers leadership actually asks for.

Governed & auditable

Every action is captured as a tamper-evident record on the Tork platform — a trail your auditors can trust.

Fast, modern, dark or light

A clean interface your team will actually use, on any device, in the theme they prefer.

Why Tork

"A CRM should be a seatbelt for your sales data — not a black box. Every move recorded, every record verifiable."

Every action leaves a trail. Lead created, stage moved, deal closed — each becomes a tamper-evident record, so compliance and audit have what they need without chasing screenshots.

Honest by design. No inflated dashboards, no magic numbers. What you see is what your data says — the same standard Tork holds across its whole platform.

Isolation you can prove. Each business's data is scoped to its own workspace and enforced at the server — not just hidden in the UI.

Pricing

Pricing built around your business.

Tork CRM is tailored to your team size, integrations and rollout. Tell us what you need and we'll put together pricing for you — usually within one business day.

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