
Pre-configured sales CRM for fast go‑live
COSMO CRM Sales Quick-Start is a pre-configured sales CRM designed specifically for a fast and reliable entry into digital sales operations. The CRM for sales is built on Microsoft Dynamics 365 Sales and delivers a clear timeline to go-live – including fixed-price implementation, powerful templates and deep Microsoft integration.
Thanks to intuitive interfaces, self-service checklists, and dedicated guidance from the experienced COSMO CONSULT consulting team, the solution will be up and running within weeks. Work directly in your browser, Outlook, or Microsoft Teams, keep track of activities and quotes, and make decisions based on meaningful dashboards. This creates the foundation for sustainable growth and high user adoption - without lengthy project timelines or high upfront costs.
How COSMO CRM Sales Quick-Start tackles your challenges
Features
Pre-configured Microsoft Dynamics 365 template for a fast start
Ready to use out of the box with best-practice processes and activity management
Self-service checklists and digital learning content
Step-by-step guides and linked learning materials simplify setup and training
360° company and contact view
All relevant company and contact data at a glance – fewer clicks, more clarity
Activity and quote management directly in the sales CRM
Centrally manage communications, tasks, leads, opportunities and quotes – and send them directly by email
Deep integration with Microsoft Outlook and Teams
Work where you prefer – whether in your browser, Outlook or Microsoft Teams
Dashboards and reports for real-time transparency
Clear KPIs and Power BI options for pipeline, forecast and performance tracking
Mobile access with offline capability
Use your CRM on the go with apps for smartphone and tablet

COSMO CONSULT – Your partner for end-to-end sales CRM solutions and digital sales processes
With COSMO CONSULT, you have an experienced partner at your side for the implementation of your sales CRM system. From the initial analysis through implementation to training and support, we guide you step by step – always with the goal of getting your sales team up and running quickly and confidently.
Our consultants bring best practice experience from over 400 CRM projects and know what matters in day-to-day operations. You benefit from clear processes, easy-to-understand training content, and ongoing support – even after go-live. This ensures your CRM for sales grows with your needs and always stays up to date.
How our sales CRM software is being used
400+
CRM projects
3–50
users per quick-start project
2
languages (EN/DE)
1,000+
contacts per installation
Recent Awards
Frequently Asked Questions
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