BE-terna CRM Start

The CRM that gets you started
...and keeps you going.

BE-terna CRM Start is a smart, accessible solution designed for small and medium-sized businesses. Powered by Microsoft Power Platform, it offers a familiar experience, quick setup, and smooth integration with the tools you already use.

Everything you need to build stronger customer relationships - at a cost that works for your business.

Built on Microsoft. Designed for your business.

BE-terna CRM Start gives your team the foundation to drive growth and customer satisfaction - quickly, easily, and with confidence.

  • Built on Microsoft Power Platform for secure performance, proven reliability, and easy scalability. 
  • Familiar interface that works like Microsoft 365 and helps your team get started right away. 
  • Seamlessly connects with Outlook, Teams, and Excel to fit naturally into your existing workflow. 
  • Start with what you need today and scale when you're ready.
  • Visual sales pipeline: Track each deal in a clear, visual layout that helps your team focus on the next best action.
  • Accurate forecasting: Identify which deals are most likely to close, which need extra attention, and how close you are to your targets. 
  • Automated admin tasks: Save time by automating follow-ups, task assignments, and reminders—so your team can focus on building relationships and closing deals. 
  • Centralized customer profiles: Instantly see emails, calls, meetings, and notes for every contact—all in one place, without switching tools.
  • Personalized engagement: Tailor follow-ups, offers, and messages using real-time insights into customer needs, behaviors, and past conversations.
  • Team alignment: Give every team member, from sales to support, a shared view of each customer, so no one asks the same question twice.
  • All-in-one sales data: Skip the spreadsheets. Get reliable numbers without manual updates. 
  • Dashboards that work for you: Customize views to track what matters most: progress, performance, and priorities.
  • Actionable insights: Spot trends, remove bottlenecks, and make timely adjustments before small issues grow. 
  • Update without leaving your tools: Add notes, track deals, and manage contacts directly within Microsoft 365. 
  • Stay in sync: Share updates and customer information in Teams chats or meetings to keep everyone aligned. 
  • Streamlined workflows: Connect tools and teams to reduce manual steps and ensure a smooth experience for your customers. 

CRM that connects people - not just data.

Let your team work better together by combining essential sales tools with seamless integration across Outlook, Teams, and the Microsoft apps you already use.

Work better, together.

BE-terna CRM Start integrates with Microsoft 365 apps - so everyone stays informed and productive without switching between tools.

Outlook

Outlook

Update customer records directly in Outlook. Log emails, set reminders, and track interactions right from your inbox.

Teams

Teams

Collaborate in real time through Teams. Share updates, customer context, and actionable next steps in chats or meetings. 

Excel

Excel

Use Excel for reporting or data entry. Work with data in the spreadsheets your team already knows and trusts. 

SharePoint

SharePoint

Organize documents and resources in SharePoint. Centralize customer files and proposals in one easily accessible place

OneDrive

OneDrive

Store and access files securely with OneDrive – manage personal or shared documents tied to your sales activities from anywhere

All the value - one simple price.

Get essential CRM features, seamless Microsoft 365 integration, and hands-on support—all included in one transparent monthly price, with no hidden costs or confusing tiers.

ANNUAL PLAN

BE-terna CRM Start

499
monthly*

*annual commitment / billed monthly

  • Up to 10 users
  • Contacts, Products & Activities Management
  • Sales performance dashboard - Charts & KPIs
  • E-mail & Campaign Management
  • Automatic follow-ups
  • Advanced Reporting & Analytics
  • Available on mobile (iOS & Android)

Every step supported

Get going

Get going

Guided onboarding and hands-on support from BE-terna help your team start strong—in just a few days.

We’ll walk you through setup, data import, and training, so you can feel confident from day one.

Keep growing

Keep growing

As your business evolves, BE-terna CRM Start evolves with you. Easily expand with additional Dynamics 365 modules and new features—without losing data or disrupting your workflow.

Count on us

Count on us

Behind BE-terna CRM Start is a team of professionals with deep product knowledge—dedicated to helping you succeed.

From setup to everyday support, you’ll be guided by people who understand your needs and are here to help you grow.

Let’s make it happen

Ready to simplify your sales process, connect your team, and grow with confidence?

We’ll help you every step of the way—from setup to success.
Book a meeting

Frequently asked questions