Microsoft Dynamics CRM Civitas Capital Group Success Story

Better tack customer information in one system

Civitas Capital Group is a family of specialty asset management and financial services companies with operating divisions focused on Alternative Investments, EB-5 Investments and Wealth Management. The firm provides a range of products and services for institutional investors, family offices and qualified individuals. Civitas prides itself on the depth of its client relationships and the range of clients it serves. The company is particularly accomplished in serving international clients with complex needs and goals.

With Hitachi Solutions, Civitas is able to:

  • Understand the issues faced and highlight the ease of use through very informative solution demonstrations
  • Maintain a global sales team and still take full advantage of CRM with the cloud-based solution
  • Allow for quick on-boarding of both new employees and clients as the business continues to grow and expand

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Civitas Capital Group Microsoft Dynamics CRM Success Story
Hitachi Solutions understood the many nuances of our business. This was a critical element in leading us toward a successful CRM implementation. With Microsoft Dynamics CRM Online, we are now better positioned to continue to play a leading role in our industry.
Caitlin Rhodes, Director of Corporate Administration, Civitas Capital Group
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