Templeton Solutions, LLC

Templeton Solutions, LLC


Templeton Solutions is the publisher of CRM for Professionals™ and Practice Management for Professionals™. These revolutionary programs are changing how forward-thinking professional service firms grow and manage their practices. Based on the Microsoft Dynamics® CRM, the software combines enhanced CRM functionality with Project Management, Document Management, Dashboards, Time and Billing, delivered on premise or in the cloud.

Templeton Solutions has been a Microsoft Dynamics Partner since 1998, implementing Microsoft Dynamics® GP, Microsoft Dynamics® SL and Microsoft Dynamics® CRM. Templeton’s early success with GP and SL solutions led to their selection by Microsoft as one of four partners to participate in the alpha and beta testing of the initial release of Microsoft CRM, version 1.0.

Templeton Solutions is a division of Templeton & Company, LLP, an accounting and consulting firm headquartered in South Florida. The result of our accounting heritage is a culture of complete trust with our clients which we reinforce through our daily interactions. Our Templeton Solutions partnerships which include Microsoft Dynamics, Act-On and Scribe give us the ability to offer robust solutions to our clients.

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