Centralization of Business Information: CRM for Pratic

Architecture & Design

Pratic, a company that designs and manufactures pergolas and awnings, was founded in the 1960s in Ceresetto, in the province of Udine. Today Pratic owes its success to an authentic open-air culture and to the passion in creating solutions with an unmistakable design and high performance, which enhance any context and produce authentic well-being.


Pratic needed to centralize information into a single solution that would allow for effective management of three business processes:

  • Marketing, through lead activities in compliance with the new GDPR rules,
  • Sales, through activities on prospects and customers;
  • Customer Service, through the improvement of the service with the effective distribution of tickets and reports.

beanTech has developed an online solution based on the Sales and Customer Service modules of the Microsoft Dynamics 365 CRM, with the aim of optimizing marketing, sales and customer service processes.


  • Management of commercial activities on prospects and customers;

  • Recording and synchronizing appointments via Outlook;

  • Multi-device access.


  • Structured lead generation;

  • Management and monitoring of privacy consents from various channels (e.g. website, newsletter);

  • Targeting prospects and customers for marketing campaigns.


  • Greater speed and accuracy in ticket management;

  • Receiving requests with punctual notifications;

  • Historicization of information and cases, always available for consultation.


Discover all the features and benefits of the CRM solution tailor-made for Pratic.

[…] The IT office wanted to combine business needs and technological aspects by choosing a solution that guaranteed: simple and low-code customization, end-user UX, autonomous creation of dashboards and data analysis, multi-device and multi-platform use, and scalability also with a view to future evolutions.

Among the various solutions analysed, Dynamics 365 seemed to us the best strategic choice; perfectly responding to our efficiency requirements and able to accompany us, thanks to its flexibility, in any future developments. Finally, from software selection to implementation, beanTech has proven to be a reliable technological partner able to brilliantly grasp, synthesize and implement all Pratic’s needs, thanks to an attentive and competent team.

Alessio Todon
ICT Manager, Pratic
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