Trevelyn | CRM systems for SMEs on Power Platform and HighLevel

Solid CRM systems, built for growing SMEs.

We design and build CRMs on Microsoft Power Platform and Dynamics 365, with HighLevel at the front to win and follow up leads. One joined-up system for sales and operations, built properly and documented so your team can run it.

  • Dynamics 365
  • Power Apps
  • Power Automate
  • Power BI
  • Dataverse
  • HighLevel
New lead synced From HighLevel Quote approved Sent to customer

Specialist in

Microsoft Power Platform HighLevel

Where are you right now?

Each package starts from a different situation. Pick the one that sounds like you.

About to sign with a supplier

Pre-signing review

You have a proposal or quote on the table. Before you commit, get a second opinion from someone with nothing to sell you.

  • Proposal, scope and pricing checked against what you need
  • Packaged products compared with a custom or hybrid build
  • Risks, gaps and questions to put to the supplier
  • Written recommendation you can share with your board

Fixed price, delivered in a few days

Book a call

Live, but nobody uses it

CRM health check

You went live, but your team works around the system and the data can't be trusted. Find out why and what to fix first.

  • Review of your data model, forms, flows and security
  • Conversations with the people who use it every day
  • Prioritised fix list, quick wins first
  • Honest view on whether to repair or rebuild

Fixed price, delivered in a few days

Book a call

Ready to build or rescue

Build and rescue

You know what you need and want it delivered properly, by the same person who'll be accountable for it.

  • Model-driven apps, Dataverse and Dynamics 365
  • Power Automate flows and system integrations
  • HighLevel funnels, automations and custom apps
  • Custom JavaScript and PCF controls where needed
  • Documentation and handover your team can follow

Scoped and quoted per project

Book a call

HighLevel at the front, Microsoft at the back.

HighLevel is built to win and follow up leads. Dynamics 365 and Dataverse are built to run the business once they buy. We design, build and integrate both, so every lead flows straight into the system your team already works in.

HighLevel

Win the lead

  • Funnels, landing pages and forms
  • Instant SMS, email and missed-call text-back
  • Online booking and reminders
  • Sales pipelines and follow-up sequences
Dynamics 365 and Dataverse

Run the customer

  • Accounts, contacts and full history
  • Quotes, orders and invoicing
  • Approvals and workflows in Power Automate
  • Reporting across the funnel in Power BI

Leads followed up in minutes

Automated replies and reminders go out the moment someone enquires, day or night.

One record per customer

No retyping between systems. Sales and operations see the same customer, the same history.

See the whole funnel

Track every lead from first click to paid invoice, and know which marketing actually pays.

Why an independent specialist?

Most advice on Microsoft CRM comes from the people selling it. This is advice from someone who isn't.

No obligation to hire us afterwards
A review is a review. If your current supplier is the right choice, we'll tell you so.
A Microsoft specialist, not a generalist
We can read a Dynamics proposal line by line and tell you what's padding, what's missing and what will hurt later.
We build as well as advise
Our recommendations come from years of hands-on Dynamics 365 and Power Platform delivery, so they work in practice.

How a review works

Most reviews take a few days from first call to final report.

  1. Free call

    We talk through where you are and what you're deciding. We'll tell you if a review is worth it.

  2. Review

    We go through your proposal, environment and documents, and speak to the people involved.

  3. Report and walkthrough

    You get a clear written recommendation, and we go through it together so you can act on it.

Book a call

A free 30-minute call to talk through where you are and what you need. You'll get a straight answer on what to do next, even if that isn't working with us.

  1. Pick a time that suits you
  2. Tell us briefly what you're working on
  3. We talk it through on Teams
© 2026 Trevelyn Ltd Independent Microsoft Power Platform & Dynamics 365 consultancy Microsoft, Dynamics 365, Power Platform, Power Apps, Power Automate, Power BI and Dataverse are trademarks of the Microsoft group of companies. HighLevel is a trademark of HighLevel Inc. Trevelyn is independent and not affiliated with Microsoft or HighLevel.