ProjectIQ
One AI-powered project and portfolio platform inside Microsoft 365, with agentic AI that forecasts risk weeks before it reaches a status meeting.
Wave 1 · Available44% of projects miss their goalsIn your tenantZero per-seat fees
DWxCRMIQ
One AI-native CRM and operations platform that runs entirely inside Microsoft 365, auto-capturing every email, meeting and Teams call so relationship intelligence, churn risk and forecast confidence surface without a rep typing a thing.
Digital Workplace eXcellence (DWx)
CRMIQ
Product
Wave 2 · AvailableZero manual activity loggingIn your tenantPer-tenant, no per-seat fees
- Category
- Customer relationship intelligence
- Built on
- Microsoft 365 + Azure OpenAI (GPT-4o)
- Data residency
- Stays in your tenant
- Availability
- Wave 2 · Available
Reps never log it. Pipelines lie. The CRM that fills itself.
Sales pipeline · live
CRMIQ- On track
Nedbank · Expansion
Stage 'Proposal' · R1.8m · engagement steady, deal moving
- At risk
Sanlam · New Business
Deal Health: champion silent 18 days, stall likely
- Green
Discovery Health · Renewal
Forecaster: Stage 'Commit', R2.4m; no activity 21 days, slip forecast
The AI reads the actuals, not the stage. The third deal is 'Commit' today, and forecast to slip before the rep changes the stage.
What it delivers
- 5+
- Hours saved per rep, per week
- 0
- Manual activity logging
- 360°
- Customer view
- 100%
- Data sovereignty
Zero-data-entry capture replaces manual CRM logging. Reps sell, agents resolve, RevOps forecasts.
Microsoft Graph auto-captures every email, meeting and Teams call, attached to the right account.
Every deal, conversation, contract, case and ticket in one chronological timeline.
All customer data stays in your M365 tenant and Azure subscription. You remain the data controller.
Your customer truth is scattered across six tools, and nobody's logging it anyway.
Nobody logs activity
Traditional CRMs depend on reps logging every email and call. They never do. Pipeline reports lie; forecasts become fiction.
Scattered signal
Emails in Outlook, chats in Teams, deals in Excel, contracts in SharePoint, tickets in the help-desk. No-one has the full picture.
Ungoverned data
Customer PII, deal values and contract terms sit inside third-party CRM SaaS databases your IT team cannot see, govern or secure.
DWx CRMIQ replaces the sprawl with one CRM that runs inside Microsoft 365, and fills itself. Microsoft Graph captures the signal; Azure OpenAI extracts the meaning. The engines advise; your people decide.
Ten agentic AI engines. Sales, service, revenue ops.
Every engine runs Azure OpenAI GPT-4o via Azure Functions, with personal data stripped before any prompt is built. The six flagship engines are below, plus Lead Qualification, Email Generation, Case Deflection and Pipeline Hygiene. Humans always make the final call.
01
Relationship Summarisation
Distils 30/90/180 days of emails, meetings and calls per account into a one-paragraph briefing: topics, sentiment, deals in flight, open commitments.
02
Next-Best-Action
Reads deal stage, engagement trend, competitor signals and similar won deals to surface the single most impactful next step per deal, refreshed daily.
03
Churn Risk Modelling
Composite health score from case-volume trend, SLA breaches, engagement frequency and sentiment drift. Alerts customer success the moment risk spikes.
04
Conversational Recall
"What did we discuss with Acme last quarter?" Natural-language queries grounded on your tenant's own activity log, answered inside Teams.
05
Forecast Prediction
Predicts likely close dates and outcomes per deal with confidence intervals, comparing live pipeline behaviour against historical won/lost patterns.
06
Deal Health Scoring
AdvisoryPer-deal score 0 to 100 from days-in-stage, response rates, meeting cadence and stakeholder breadth. A drop over 15 points in 7 days triggers a Teams alert.
Everything you need to own every customer relationship, in one place.
360° Customer View every deal, case and conversation in one timeline
Zero-Data-Entry Capture Microsoft Graph, every 30 minutes
AI Relationship Summarisation 30/90/180-day executive briefings
Pipeline & Deal Intelligence Kanban, forecast and per-deal health scores
Next-Best-Action one prioritised step per deal, daily
Churn Risk & Health Scoring real-time, with the drivers explained
Conversational AI Recall natural language, inside Teams
Relationship Heat Map interaction strength per contact
Buying Committee Mapping roles inferred from comms
Cases, Tickets & SLA Monitoring with AI case deflection
Service Command Centre live case queue and SLA countdown
Sales Ops & Pipeline Hygiene RevOps forecast confidence per rep
What third-party CRM SaaS can't do.
Compared with the CRM tools most teams bolt on around Microsoft 365: Salesforce, HubSpot, Pipedrive, Zoho.
| Capability | DWx CRMIQ | Third-party CRM SaaS |
|---|---|---|
| Runs inside your Microsoft 365 tenant (SPO + Teams) | ||
| Zero manual activity logging, auto-capture via Graph | ||
| Customer data stays in your tenant and Azure subscription | ||
| AI grounded on your own M365 communications | ||
| Priced per tenant, no per-seat SaaS fees | ||
| Relationship heat map and buying committee from real comms |
A tailored view for every seat at the table.
Account Manager
Walk in knowing everything
“I'm in a meeting with Nedbank in 20 minutes. Tell me what we last spoke about, who's involved, what's open, and what to push next.”
Business Development Manager
Know which deals are really moving
“I have 30 deals in pipeline. Which ones are actually moving, which are stalling, and who do I escalate to today?”
Customer Success Lead
See churn before they shop around
“I want to know the moment an account's health drops, before they tell me they're shopping around. And I want to know why.”
How you get started
- 01
Discovery
A commitment-free call to map your process and compliance needs against the platform.
- 02
Deploy
We deploy the SharePoint Framework solution into your tenant and configure the Azure OpenAI engines. Nothing leaves your environment.
- 03
Run
Your teams work in the tools they already use. The agentic engines run proactively from day one; humans approve every consequential decision.
Enterprise-grade · Microsoft-native
It runs in your tenant. Microsoft bills you directly.
Built on Azure OpenAI (GPT-4o) with no black-box dependencies and no data lock-in. CRMIQ runs in your Azure subscription in South Africa North, customer data never leaves your environment, and you remain the data controller. POPIA and GDPR by design: email bodies, call recordings and chat messages are never stored, metadata only.
Azure paid direct to Microsoft. First Digital does not mark up Azure.
Azure OpenAI · GPT-4oMicrosoft GraphSharePoint OnlineMicrosoft TeamsAzure Functions · Azure SQLSPFx · React · Fluent UIDWx Guardian Licensing
Per tenant
Licence sized by M365 user band. No per-seat fees.
Summary & benefits
- A CRM that fills itself, because nobody was ever going to log the activity
- Forecasts built on what actually happened, not on what a stage field claims
- Churn risk seen while there is still time to act on it
- Email bodies, recordings and chat messages never stored, metadata only
- No per-seat SaaS costs
Take CRMIQ with you.
The official DWx CRMIQ product explainer, the same one-page brief our team hands over.
Be first to the CRM that fills itself.
DWx CRMIQ is live in Wave 2. Book a demo, see the CRM that fills itself, get priority deployment, and watch it fill your pipeline from your own M365 signal.
Book a demoMore from Digital Workplace eXcellence (DWx)
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