List of SolzBiz Customers
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United States
Since 2010, our global team of researchers has been studying SolzBiz customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased SolzBiz for CRM from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using SolzBiz for CRM include: SureCo, a United States based Professional Services organisation with 132 employees and revenues of $12.0 million, JASANZ Australia, a Australia based Non Profit organisation with 30 employees and revenues of $5.0 million, Aspiri Financial Services Australia, a Australia based Banking and Financial Services organisation with 10 employees and revenues of $2.0 million and many others.
Contact us if you need a completed and verified list of companies using SolzBiz, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The SolzBiz customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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Aspiri Financial Services Australia | Banking and Financial Services | 10 | $2M | Australia | Soluzione | SolzBiz | CRM | 2019 | Soluzione IT Services |
In 2019, Aspiri Financial Services Australia implemented SolzBiz, a CRM solution. Soluzione IT Services delivered a Dynamics CRM-based Financial Planning Management solution to automate Statement of Advice generation, client relationship processes and reporting across the firm in Australia.
SolzBiz was configured on the Dynamics CRM platform with custom modules for Statement of Advice generation, client lifecycle management, and consolidated reporting. Configuration work included document generation templates, workflow automation for advisor tasks, client onboarding forms, and activity and interaction tracking to align financial planning workflows with CRM process flows.
Operational coverage focused on Aspiri’s Australian financial planning operations and advisory team, supporting business functions including financial planning delivery, client relationship management, and compliance-oriented reporting. The deployment centralized client records and planning artifacts within SolzBiz CRM to provide a single source for client engagements and reporting.
Governance and process changes included adoption of CRM-driven workflows and standardized SoA generation and approval paths, moving manual document creation into systemized templates and structured processes. The Soluzione IT Services implementation is described as improving productivity and operational efficiency for Aspiri Financial Services Australia.
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JASANZ Australia | Non Profit | 30 | $5M | Australia | Soluzione | SolzBiz | CRM | 2025 | Soluzione IT Services |
In 2025, JASANZ Australia implemented SolzBiz as its CRM. The initiative was delivered by Soluzione IT Services as part of a broader application stack modernization.
The SolzBiz implementation concentrated on core CRM capabilities, including contact and stakeholder management, case management workflows, and automation of routine engagement tasks consistent with CRM functional patterns. Soluzione configured SolzBiz to reflect role based access and segmented user experiences for program, membership, and administrative functions. Configuration emphasized streamlined workflows and standardized data models to support day to day operations.
Soluzione modernized JASANZ Australia’s application stack and optimized Microsoft Dynamics 365 CRM on Microsoft Azure across Australia and New Zealand, maintaining an optimized cloud infrastructure footprint. SolzBiz was deployed alongside the Dynamics 365 CRM environment and aligned to the Azure hosted infrastructure to coordinate CRM process flows and reduce friction between systems. The implementation architecture combined SolzBiz configuration with an Azure optimized Dynamics 365 CRM environment to support unified stakeholder views and operational continuity.
Rollout covered Australia and New Zealand and targeted membership, program, and administrative teams for CRM processes, with phased adoption coordinated by Soluzione IT Services. Governance changes included role based access control, designated workflow ownership, and process rationalization to support the new CRM operating model. The engagement reported streamlined workflows and a reported ~50% increase in operational efficiency.
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SureCo | Professional Services | 132 | $12M | United States | Soluzione | SolzBiz | CRM | 2025 | Soluzione IT Services |
In 2025, SureCo implemented SolzBiz, a CRM, with the project executed by Soluzione IT Services. The deployment delivered a digital insurance distribution platform for the growing California brokerage, centralizing customer and policy records and providing a single CRM-backed operational hub.
The SureCo SolzBiz CRM implementation was delivered as a Microsoft Dynamics 365 CRM-based solution, configured to automate application intake, quoting, and policy-issuance workflows. Configuration work included CRM entity modeling for applicants, policies, and carriers, workflow automation to sequence underwriting and issuance steps, and embedded compliance controls to enforce required data capture and create audit trails.
Operational scope focused on distribution, policy administration, and compliance teams across SureCo’s California operations, with Soluzione IT Services responsible for configuration and rollout. The case study states the Dynamics 365 CRM deployment improved compliance and speed-to-issue, reflecting governance changes around automated approvals and standardized issuance workflows.
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