September 1, 2021

Innovative Online Real Estate Investment Firm Utilizes Dynamics 365 Sales with Business Central to Boost Performance

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Connect Invest is an Internet-based social lending platform that has successfully streamlined the real estate investment process. The Las Vegas-based company was founded in 2015 by a group of entrepreneurs who were passionate about the real estate industry. Connect Invest encourages investors to purchase Real Estate Secured Dependent Notes to fund real estate-related loans. By providing quality investments for its clients, Connect Invest has revolutionized online social lending and has empowered investors to build diversified investment portfolios.

Bond Consulting Services (BCS) partnered with Connect Invest to boost business performance by implementing Dynamics 365 Sales with Business Central. The platform was extensively customized to ensure that all financial transactions associated with the online investment firm are fully automated. Additionally, BCS included extensive integrations with the company’s custom website and with multiple financial institutions. The website integrations included active participation in website design and development, as well as testing and deployment of integrations into Business Central. By integrating Connect Invest with other financial institutions, BCS enabled a fully automated transaction process using the Dynamics 365 platform. BCS also incorporated Power BI into the company’s custom dashboards and reports. This additional customization enables management to monitor transaction flow quickly and easily throughout all phases of investment. The Connect Invest Team is excited about their new CRM environment and has been using it for the last several months to enhance their social lending process. BCS continues to provide ongoing configuration consulting and support services to Connect Invest to ensure they are getting the most out of their Dynamics 365 Sales solution.

BCS is happy to use our extensive expertise to help you transition your software solutions and take advantage of the benefits of Dynamics 365. For more information, please contact sales@BondConsulringServices.com or schedule a free consultation.

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