Most sales professionals start with the basics: a CRM, some social media, and a few third-party tools. It’s a natural first step.

But as business grows, these tools start working against you. You’re duplicating work, switching tabs constantly, and duct-taping platforms together that were never designed to scale as a single system.

It’s time to move beyond the piecemeal approach.

You don’t need more apps. You need one system that works the way you sell — powered by Microsoft technology you likely already have.

At HarjTech, we help real estate agents, mortgage professionals, and financial planners simplify their tech stack, automate their process, and replace expensive subscriptions with scalable solutions inside Microsoft 365.

Why Third-Party CRMs Aren’t Enough Anymore

Many agents rely on CRMs like:

• Follow Up Boss (real estate)
• Wise Agent (real estate)
• Velocify (mortgage)
• Jungo or Redtail (financial advisors)
• HubSpot, Zoho, or Salesforce Essentials (general-purpose)

These tools offer lead tracking, notes, and follow-up sequences. But they don’t solve core operational problems like:

• Secure document management
• Task delegation
• Client portal access
• Automated proposal or quote generation
• Internal process tracking and escalation
• Integration with tools you already use (Outlook, Word, Teams, etc.)

That’s where the Microsoft stack offers more power, flexibility, and long-term value.

Cost Comparison: Microsoft vs. Popular CRMs

PlatformTypical Monthly CostLimitationsIntegration with Microsoft 365Microsoft 365 Business Standard$16.00 CAD/monthNone – Includes Outlook, Teams, SharePoint, Power Apps (basic)Native – Full ecosystemFollow Up Boss$85–$145 USD/monthReal estate only, limited automationWeak – Email/calendar onlyWise Agent$32 USD/monthBasic features, lacks robust automationMinimal – Outlook sync onlyJungo (Salesforce)$79–$99 USD/monthComplex setup, license bloatSeparate platform, not nativeZoho CRM$30–$70 CAD/monthBasic workflows, add-ons needed for scalePartial – API connectors onlyHubSpot (Pro)$800+ CAD/monthGets expensive fast, limited customizationAPI based, not native to M365

Microsoft 365 gives you:

• Email
• Calendar
• Collaboration (Teams)
• Document management (OneDrive/SharePoint)
• Automation (Power Automate)
• Custom apps (Power Apps)
• Secure storage and permissions

All within one login and interface.

Most sales agents are already paying for Microsoft 365 — but only using 10% of its power.

What Can Microsoft Replace? Everything.

Replace your CRM:
Use Power Apps to manage leads, notes, tasks, and stages.

Replace Dropbox or Google Drive:
Use SharePoint to manage client files with permissions and audit trails.

Replace PDF tools and forms:
Use Microsoft Forms and Power Automate to digitize onboarding and contracts.

Replace marketing and follow-ups:
Use Power Automate to send emails, reminders, and appointment confirmations.

Replace Zapier or API patchwork:
Use native Microsoft connectors — with no extra licensing in many cases.

Real-World Benefits

At HarjTech, we’ve helped sales professionals:

• Eliminate 3–5 monthly software subscriptions
• Automate 10–20 manual actions per client
• Reduce onboarding time from 2 hours to 15 minutes
• Increase follow-up consistency without hiring
• Improve compliance through centralized documentation

This is what digital scale looks like — without adding complexity.

When Should You Call Us?

If any of this sounds familiar:

• You’re managing clients across multiple tools
• You don’t trust your current follow-up system
• You know you're wasting time on admin tasks
• You're thinking about hiring someone just to manage tools

You're ready now — not later.

We’ll help you map your process, design the solution, and get it live without weeks of complexity or enterprise overhead.

Conclusion

CRMs and third-party apps might help you start — but they won’t help you scale efficiently. Microsoft’s ecosystem offers a unified, secure, and customizable platform that can replace your fragmented stack and help you work like a one-person enterprise.

HarjTech builds systems that let you scale without hiring early.

If you're ready to automate, simplify, and scale — let’s build your sales engine inside Microsoft 365.