Engage for Private Equity

CRM Built for Private Equity, Designed by Industry Experts, Backed by Microsoft Dynamics 365
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Advanced Relationships

Make sure everyone in your organization has a single view of your important business contacts and relationships, including partners, investors, institutions, and legal and professional advisor so you can find and engage with the right people for every deal, project, and fundraising opportunity.

CRM Private Equity Record


Streamline how you manage fundraising opportunities to help increase your probability of success, build a strong pipeline, and report back to stakeholders. CRM helps you streamline fundraising management, investment targeting, analytics and due diligence processes.

CRM Private Equity Territory Dashboard

Business Development

Communicate the right messages to the right people with a set of unified tools for creating target lists, planning campaigns, executing on your marketing plan, and measuring results with communication management, campaign management and event management capabilities.


Enable your teams to better coordinate around the deal with collaborative tools and access to up-to-date information documents and reports so they can make better informed decisions because they know where deals are coming from, where a particular deal is in the process and what bids are in progress.

CRM Private Equity Business Development Icon

A Partner in a Private Equity Firm

Hitachi Solutions has developed a Microsoft Dynamics CRM solution especially for Private Equity Firms. Check out this video to learn more!

Partner in a Private Equity Firm

Hitachi Solutions’ D365 Tools

Take your D365 implementation further, faster with our D365 Tools – a suite of pre-built plug-ins, controls, scripts, and dashboards that streamline and automate common scenarios, protect customizations, improve the user experience, and keep your system up-to-date.

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CRM Essentials Dashboard

Our Expert Services

Designed for Success

Our field proven implementation approach is based on years of helping clients transform their organizations with enhanced processes and enterprise software optimization. With every client relationship and project our focus is on your business goals. We collaborate to define improved processes, build and deploy capabilities to optimize those processes, measure results and move forward with continuous improvements.


Flexible Services Approach

We help ensure your success with the Hitachi Solutions Industry Cloud by getting the right team of experts into the mix at the right time. Our project leaders and consultants act as guides to help your implementation along by using the project approach that best matches your business model, the skills of your team and your specific requirements. Our approach can flex from classic waterfall to agile to a hybrid in between depending on the approach that you are most comfortable with.

All In Subscription or Hybrid Services + Subscription

The Hitachi Solutions Industry Cloud can include a range of expert services like integration, data migration, custom development or a complete ERP, CRM or BI implementation from top to bottom. We can wrap subscription pricing around any services and include it into your Industry Cloud subscription or you can subscribe and pay for services separately. We’re flexible. Our goal is to make sure our pricing and subscription matches your needs.

All In Subscription or Hybrid Services + Subscription
Hitachi Solutions, due to its experience working with private equity firms, was able to help us enhance the process of tracking these business flow activities.
- Eric Souza, Director of Information Technology, Berkshire Partners
We selected Microsoft Dynamics CRM since our revenue producers were already Outlook power users; we simply gave them a familiar and intuitive user interface.
- Dan Madden, Investment Manager Services, SEI



Engage CRM for Private Equity Resources:

Engage for Private Equity Data Sheet


Ongoing Support

Personal Attention

We assign an expert team to focus on your business. Use them for whatever services you choose: fixing issues, maintaining and managing systems, adding richer functionality and more.

Predictable Cost
Predictable Cost

Subscribe to an allocation of hours from our dedicated pool of Microsoft Dynamics and BI experts on a predictable, monthly service plan. Three tiers, Gold, Silver and Bronze, help you choose the service level and price that’s best for you.

The Power of a Team
The Power of a Team

Experience has taught us that the right team of two or three experts can cover the breadth of information required to keep a system live and thriving. We build our support teams right and back them with all the experience of our global team.

Ready to Reinvent Your Business Solutions?