CRM Consulting Company
Level up your customer strategy with our CRM consulting company.
- Boost sales by 29%
- Amplify productivity by 34%
- Enhance forecast accuracy by 42%
Level up your customer strategy with our CRM consulting company.
Seize business opportunities all across the sales value chain. Tap into *instinctools’ CRM consulting services to improve conversion rates and cross-sell to your customers or upsell them on your add-ons.
Put your customers first and ensure your organization works together to meet their needs.
Our custom CRM systems help you overcome channel complexity, operate across a range of markets, and get through to the right person – fast, easy, and within a single interface. Connect with vendor partners, resellers, or affiliate companies via an automated, easily trackable workflow.
Keep track of every opportunity and lead, increase the average value of sales through personalized experiences, and improve your marketing and customer retention strategies. Our feature-packed CRM software delivers ultimate visibility across your sales pipeline for more leads and maximized revenues.
We help you rethink your business processes and find room for optimization.
Bring our experienced CRM consultants on board to define the ultimate CRM solution for your business goals and industry specifics. Utilizing a full-service approach, our experts will elicit your core system requirements and identify must-have features to help you choose the right customer management system.
We help you expedite operational excellence by identifying improvement areas in your marketing and sales management practices. Whether it’s minor alterations or a business process overhaul, our team provides you with the tools and change management expertise to seamlessly integrate a new CRM platform into your ecosystem.
Our team enables your company to increase IT maturity and promote CRM software adoption in your departments. We create routine guides, conduct specific training sessions for various business processes, and set up a CRM ambassador team inside your organization so you can make the most out of your CRM investment.
Ready to start your CRM implementation project?
We know what it takes to win big with customers. Our CRM consultancy team will take the time to look into your business objectives and develop the best solution for your needs. From identifying the right tools for your business to optimizing your CRM platform performance, our team is here to help at every step of your adoption journey.
We make sure your system is off to a good start and is properly customized to drive every business process from top to bottom. Our experts will set up the organizational hierarchy, establish data visibility rules, and sort out email integration and lead generation processes to get you started on the right foot.
Our consulting CRM team configures your CRM platform to make it a perfect fit for your unique business tasks. Our developers build custom solutions, modules, and plug-ins on top of existing technologies like Odoo, Hubspot, Zoho, and other canned solutions, to minimize the time for critical tasks and to boost your productivity.
We help you switch from legacy systems, migrate data from other business systems, or shift to the cloud. Our data engineers analyze your data requirements, prepare input for migration, and create backups so that you have a single source of truth based on accurate and complete insights.
Our CRM software consulting unit keeps your solution at its peak performance, eliminates performance flaws, and updates the platform to match your evolving needs. We offer a full cycle of maintenance activities, including troubleshooting, data quality review, performance audits, and more.
In today’s competitive business landscape, it’s more important than ever to have supreme tools in place to stand out from the crowd. Nothing suits your business better than a tailor-made CRM system, designed exclusively for your processes. A custom CRM system gives you complete control over your sales process, along with other unmatched benefits.
Unlike packaged software, our bespoke CRM system has your business needs at its core, speaks the same language as your teams, and sits on the exact features required by your workflow. This translates into a low end-user learning curve and accelerates adoption among employees.
Tailored software provides all the modules and features you need for your business and none of the stuff you don’t. You get freedom from overrated features, vendor lock-in, licensing fees, and new user costs while saving on the total cost of ownership and getting added business value.
Specific types of business process automation are not always possible in ready-made software. Our tailor-fit CRM solutions enable you to update and modify the application, add new capabilities and collaboration points as well as ramp up or down your workloads to accommodate your fast-changing requirements.
Leverage the best CRM solutions.
The stakes are high when it comes to digitizing customer management. A bespoke, goal-oriented CRM platform that blends natively into your business is what takes your marketing effort to another level and helps close more high-ticket sales with less effort.
Our customer management software operates perfectly in data-rich environments, delivering a seamless customer experience at every touch point. It lets you manage the inquiry across channels without losing track, and gives your service, marketing, and sales team a single view of the customer. With built-in analytics, insights are turning into actions on every enterprise level supported by real-time reporting.
Leverage our custom CRM development services to build an intuitive software system that mimics the way your employees perform their daily tasks. From flawless interaction tracking to communication consistency, our developers create a unified powerhouse with custom workflows dedicated to targeted departments and driven by the specifics of your industry.
Connect your CRM services with new and existing business tools so you can spend more of your time on things that matter.
Our developers synchronize world-class marketing automation tools with your CRM system to increase the effectiveness of your marketing stack, eliminate data silos, and improve lead nurturing. The powerful synergy of CRM and marketing software adds to more accurate customer data, amplifies personalized communication, and boosts the performance of your sales force.
Keep your CRM data in sync with BI tools to gain gold-level insights into buyer behavior, supercharge decision-making, and unearth hidden patterns residing in your customer management software. Our BI team creates a goal-driven, real-time visual interface that gives a thorough understanding of the main variables and opportunities for your teams.
Achieve a unified, 360-degree view of your business processes, whether it’s sales figures, inventory levels, or budget planning. By connecting your ERP with the CRM system, you speed up accounting cycles, reduce the TAT of sales transactions, automate your quote-to-cash processes, and succeed in demand-driven budgeting.
We help you set up a centralized library for all of your sales papers to facilitate document circulation and eliminate the burden of contract tracking. Access, create, and edit all of your files directly from the CRM system to seal the deal faster and reduce the time spent on document creation.
Keep your contacts, products, and invoices synchronized across both systems to keep all your departments on the same side. By combining accounting packages and CRM software, you get an end-to-end sales system with automated invoice management, integrated payments, and easier revenue tracking.
Enrich your CRM suite with the simplicity and feature set of a helpdesk app and elevate customer support with no back-and-forth of switching between the systems. Take the best of the two worlds to automate ticketing, provide meaningful interactions to your customers, and improve time-to-resolution within a single system.
Our CRM e-commerce integration offers retailers a unified space to track customer interactions, generate more critical data for behavior analysis, and fine-tune portal content for each customer. Import product information, transfer orders straight from your account, and update your stock levels in real time for the ultimate customer experience.
Improve your bottom line by spending less effort on admin tasks, shortening the sales cycle, and achieving better customer profiling. Our developers bridge the gap between your website and CRM suite to unlock granular analytics, standardize communication, and set automatic algorithms for processing incoming requests.
Benefit from our profound expertise in AI-enabled automation and turn your unstructured data cave into a gold mine of insights. From automating administrative tasks to predictive analytics and granular outreach, bring next-level efficiency to your organization with CRM automation capabilities.
As a mature CRM consulting company, *instinctools introduces your company to top-rated CRM software vendors and builds high-grade, personalized CRM suites on top of these platforms.
Tap into our deep knowledge of the HubSpot suite to build a multi-purpose system that combines sales, marketing, and customer service within a single robust solution adjusted to your needs.
With our dedicated Zoho team, we put an all-in CRM system into the kernel of your bespoke solution to build role-specific apps, custom dashboards, CRM automation components, and other operational levers that simplify your day-to-day operations.
We deliver holistic Odoo-based experiences to address every customer-related need. Be it CRM, POS, or marketing automation, you get a fully personalized business tool that operates across platforms and scales easily to match your business growth.
As a professional Salesforce service provider, we customize and configure your Salesforce products to match business-specific sales and marketing needs. Our developers set up custom integrations, create bespoke dashboards, and plug in other modifications to support your sales activities.
Ready to make a choice?
High-quality solutions call for highly skilled developers. Let our team take over and convert your idea into a fully-fledged system that meets and exceeds your expectations.
Since 2000, we have been delivering game-changing solutions to global organizations that redefine business operations, optimize processes, and reduce operational costs.
As one of the full-cycle CRM consulting firms, we handle your project from ideation to deployment and deliver a fully personalized business tool as a single team.
Our developers have extensive experience in industry-specific CRM projects and know the peculiarities of customer data processing and regulation in 20+ industries.
Using our flexible cooperation options and dedicated management models, you can significantly cut the costs of CRM development and avoid the hassle of in-house hiring.