Startbit IT Solutions
Agentic AI & Intelligent Automation

Make your business workflows think, decide, and act with Agentic AI.

Agentic AI connects the systems your team already uses, understands each task in context, chooses the next approved action, and completes the work—with people in control of exceptions and critical decisions.

▥
Business signalsConnected

Context captured in real time

ϟ
Agent actionsRoute requests

● Update records
● Notify teams

⌁
Continuous learningImprove
✓
Decision engineReady

Guardrails applied

♙
Human reviewIn control

Exceptions escalated

AI operations assistant

Agentic AI
Operations Hub

Understands the task, checks your rules, and takes the next approved action across your connected systems.

  • ◉ 24/7 Monitoring
  • ◉ Steps
  • ◉ 100% Visibility
Book a Free AI Readiness Call See How Agentic AI Works
Salesforce Consulting Partner · ISO 9001 & 27001

Accelerate Revenue Growth with Smart Salesforce Solutions.

Local Canadian Support Call Now — +1-437-452-1311
Salesforce Revenue Cloud

Connect pipeline, forecasting, automation, and customer engagement in one CRM command center.

0 Deals 0% Pipeline 0% Adoption
Sales pipeline analytics Total pipeline $0.00M +10.6% vs last month
Lead scoring AI High score lead 0 +24% vs last week
Opportunity tracking
  • Qualification complete
  • Proposal generated
  • Negotiation active
Revenue forecasting Forecasted revenue $0.00M
Customer engagement 0%
Talk to Salesforce Experts FREE View CRM Success Stories
Insurance CRM Specialists · 17+ Years Experience

Salesforce for Insurance Agencies & Brokers.

Local Canadian Support Call Now — +1-437-452-1311
Insurance CRM Broker Hub

Policyholder profiles, renewals, claims workflows, and broker activity in one Salesforce workspace.

0 Leads 0 Claims 0% Retention
Policyholder profile Customer 360 0 Active policies
Renewal automation Reminders sent 0 +31% efficiency
Broker management
  • Pipeline assigned
  • Commission tracked
  • Documents routed
Claims visibility Open claims 0
Agency engagement score 0%
Talk to Salesforce Experts FREE Explore Insurance CRM Solutions
Dynamics 365 Implementation Partner USA · Microsoft Certified

Streamline Operations with Dynamics 365 Business Central.

Local Canadian Support Call Now — +1-437-452-1311
Microsoft Dynamics 365

Unify your business. Drive smarter decisions.

0 Apps 0 Users 0% Health
Financials Total revenue $0.00M +12.6% vs last month
Inventory Analytics Stock on hand 0 +8.3% vs last month
Procurement workflows
  • Requisition created
  • Pending approval
  • Purchase order
Real-time ERP report Operating profit $0K
Supply chain monitoring 0%
Schedule ERP Consultation FREE View ERP Case Studies
Dynamics 365 Managed Services · ISO 9001 & 27001 Certified

Microsoft Dynamics 365 CRM — Consulting to Long-Term Support.

Local Canadian Support Call Now — +1-437-452-1311
Microsoft Dynamics 365 CRM

Keep CRM adoption, support, reporting, and automation moving with long-term managed services.

0% SLA 0 Requests 0/7 Care
CRM health score Platform stability 0% +16% adoption lift
Managed support queue
  • Admin requests triaged
  • Workflow fixes deployed
  • Release updates planned
User adoption Active CRM users 0 +22% training completion
Service reporting Monthly improvements 0
Long-term CRM partnership 0+
Book a Strategy Call FREE Explore Dynamics 365 Services
Technology partners

CRM & ERP Platform Partnerships.

Focused implementation and support for the two enterprise platforms Startbit is positioning first: Salesforce and Microsoft Dynamics 365.

Salesforce CRM and Microsoft Dynamics 365 Business Central ERP partnership for Canadian businesses
Salesforce CRM and Microsoft Dynamics 365 Business Central ERP partnership for Canadian businesses. CRM means Customer Relationship Management and ERP means Enterprise Resource Planning.
  • Lead & Opportunity Management
  • Customer 360° View
  • Sales & Marketing Automation
  • Service & Case Management
  • Analytics & Reporting
  • Financial Management
  • Supply Chain Management
  • Inventory & Warehouse Management
  • Project Management
  • Business Intelligence & Reporting
  • ConsultingStrategy & roadmap tailored to your goals
  • ImplementationSeamless deployment & configuration
  • IntegrationConnect Salesforce & Dynamics 365 securely
  • CustomizationBuild solutions that fit your workflows
  • AutomationOptimize processes & reduce manual work
  • Support & ServicesOngoing support, training & system optimization
Salesforce solutions

Transform Operations with Salesforce-Powered Solutions

Helping insurance agencies, brokers, and enterprises streamline operations through intelligent CRM automation, broker management, ongoing Salesforce support, and optimization services.

Insurance CRM Salesforce Solutions

Centralize policyholder data, lead tracking, customer communication, and claims workflows with scalable Salesforce CRM solutions for insurance agencies.

Salesforce Insurance Automation

Automate renewals, policy reminders, onboarding workflows, approvals, and customer engagement to improve operational efficiency.

Salesforce Broker Management

Empower brokers and agents with centralized sales pipelines, commission tracking, document management, and real-time reporting.

Salesforce Managed Services Provider

Get proactive monitoring, CRM enhancements, admin support, and continuous platform improvements from certified Salesforce specialists.

Outsourced Salesforce Admin & Support

Reduce internal workload with dedicated Salesforce admins handling user management, reports, workflows, integrations, and issue resolution.

Salesforce CRM Optimization Services

Improve CRM performance, data quality, automation efficiency, and user adoption with strategic Salesforce optimization solutions.

Trusted delivery
Certified Salesforce Experts
Insurance Industry Experience
Agile Delivery Model
Canada & North America Support
Long-Term CRM Partnership
Business Central Highlights

Your Go-To Partner For Dynamics 365 Business Central

StartBit IT Solutions team knows Business Central inside out and can help you get the most out of your solution by making the software work for you, not the other way around. Whether you're looking to upgrade to Business Central from on-premises, extend your current solution with a custom Business Central app, or are ready to implement D365 Business Central for the first time, partnering with us can put you ahead of the curve.

Dynamics 365 Business Central fit score assessment

Is D365 Business Central Right For You?

Wondering whether Dynamics 365 Business Central is the right fit for your business? We help you evaluate your current processes, operational challenges, and future growth goals through a personalized consultation and needs assessment.

NAV to Business Central migration path

NAV to Business Central

Still using Dynamics NAV? Modernize your ERP environment by upgrading to Dynamics 365 Business Central. We provide a seamless migration experience with minimal disruption, helping you move from outdated on-premise systems to a secure, cloud-based platform.

GP to Business Central cloud modernization

GP to Business Central

With Dynamics GP support approaching its end, now is the ideal time to transition to a future-ready ERP solution. Our migration experts help businesses move from Dynamics GP to Dynamics 365 Business Central smoothly and efficiently.

Business Central apps ISV and integration services

Business Central Apps & ISV Solutions

Extend the power of Dynamics 365 Business Central with industry-specific apps, custom extensions, and trusted ISV solutions. We help businesses integrate tools that improve productivity, automate workflows, and address unique operational requirements.

Success you can measure.

Our numbers speak for themselves - consistent performance, happy clients, and cutting-edge delivery.

2200+
Satisfied Clients
17+
Years Experience
2+
ISO 9001 & 27001 Certified
AI Solutions

AI-powered workflows for Salesforce & Dynamics 365

Automate CRM operations, ERP reporting, lead management, customer support, and cross-platform workflows using AI integrated with Salesforce and Dynamics 365.

Agentforce Sales AI demo interface
Salesforce Agentforce

Accelerate Sales with Agentforce

Help sellers work smarter and scale teams with Sales Agentforce. Sales teams need to maximise rep productivity and scale beyond their current limitations to drive growth in today's competitive landscape.

  • Boost rep productivity with generative Agentforce
  • Scale your team with Agentforce agents
  • Increase forecast accuracy with predictive Agentforce
Salesforce sales planning AI statistics dashboard
Salesforce Sales Planning

Drive growth with Agentforce-powered sales planning.

Unlock actionable insights from your digital sales calls. Expand your insights into every sales call with Einstein Conversation Insights.

  • Identify competitive risk and conversation trends
  • Automate note taking and improve rep follow-through
  • Surface coachable moments from customer interactions
AI robot managing an automated task list
Dynamics 365 Business Central

Automation of Routine Tasks

Use Business Central AI and Copilot-style workflows to reduce repetitive finance, invoice, payment, and customer inquiry work so teams can focus on higher-value activities.

  • Automate invoice processing and payment matching
  • Reduce manual data entry and approval delays
  • Free operations teams for strategic work
AI reporting dashboard with predictive analytics panels
Business Central Analytics

Advanced Reporting and Insights

Turn Business Central data into actionable dashboards, predictive analytics, and faster decisions across finance, inventory, demand planning, and operations.

  • Generate AI-powered dashboards and forecasts
  • Spot trends, risks, and anomalies earlier
  • Improve planning with data-driven decisions
AI assistant planning secure workflow integrations

AI Strategy & Integration

Integrate AI workflows across Salesforce, Dynamics 365, Business Central, and Microsoft Dataverse with secure automation and enterprise-ready architecture.

Explore all AI services
Industry Focus

CRM and ERP solutions shaped around industry realities.

We help organizations apply Salesforce, Dynamics 365, Business Central, and AI automation in ways that match compliance, customer, and operational requirements.

Insurance agencies & brokers

Salesforce for insurance agencies, broker management, policy workflows, and CRM automation.

Sales & service teams

Salesforce and Dynamics 365 CRM consulting for pipeline visibility, service workflows, and customer engagement.

Finance & operations

Business Central ERP for finance automation, inventory, reporting, and operational control.

Manufacturing

Dynamics 365 and Business Central workflows for inventory, supply chain, and production visibility.

Retail & eCommerce

CRM and ERP integrations for customer journeys, orders, reporting, and commerce operations.

SaaS & technology

CRM automation, Microsoft 365 productivity, Power Platform workflows, and AI-enabled support.

Discuss your industry workflow
Delivery Model

A transparent CRM and ERP engagement model.

Clients stay informed through structured discovery, agile execution, and proactive communication from Salesforce or Dynamics kickoff to launch and beyond.

01

Discover

Understand CRM, ERP, insurance, sales, service, finance, and operational workflows.

02

Architect

Define Salesforce or Dynamics 365 roadmap, scope, integrations, data, and adoption plan.

03

Build

Configure, customize, migrate, automate, test, and integrate with certified platform discipline.

04

Optimize

Improve adoption, reporting, automation, support readiness, and long-term platform ROI.

Salesforce specialists Dynamics 365 specialists Secure Infrastructure Regular reporting Managed support
Hall of Fame

Recognition

Startbit IT Solutions has been repeatedly recognized by leading analytics agencies. This is due to our endeavour in finding the perfect alignment between design, customer experience and technology.

GoodFirms recognition badge SelectedFirms recognition badge IT Rate recognition badge App Development Companies recognition badge SoftwareWorld recognition badge SoftwareWorld top companies recognition badge GoodFirms article recognition badge Sortlist recognition badge DesignRush recognition badge
Why Startbit

Why global clients choose Startbit for Salesforce and Dynamics delivery.

Startbit gives global clients the cost advantage of offshore CRM and ERP delivery with the clarity, structure, and accountability expected from a long-term technology partner.

Salesforce Partner Salesforce
Microsoft Partner

Local team in Canada

North American presence for easier collaboration on Salesforce and Dynamics 365 programs.

Lower delivery cost

Reduce CRM and ERP delivery cost without compromising platform quality, discipline, or accountability.

Specialized engineering talent

Access Salesforce, Dynamics 365, Business Central, Microsoft 365, Power Platform, and integration specialists.

Flexible team scaling

Scale Salesforce and Dynamics teams faster based on roadmap priorities without slowing internal delivery.

Agile transparency

Gain structured communication through CRM/ERP status reporting, sprint demos, and clear ownership.

Certified long-term partner

Partner with an ISO-certified company experienced in implementation, managed services, support, and post-launch optimization.

Get in touch

Ready to improve Salesforce or Dynamics 365 with a long-term platform partner?

Tell us your CRM, ERP, insurance, sales, service, or finance workflow goals. We'll recommend the right engagement model, technology approach, and delivery plan.

Book a CRM Strategy Call Send CRM / ERP Requirements Contact Us on WhatsApp

  • Call Now +1-437-452-1311

  • Free strategy call — no commitment