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%

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.

  • Do more with less by automating drudgery
  • Create a unified customer data hub to keep your team on the same page
  • Turn raw customer data into actionable insights with built-in analytics and reporting
  • Do more with less by automating drudgery
  • Create a unified customer data hub to keep your team on the same page
  • Turn raw customer data into actionable insights with built-in analytics and reporting

Opt for your CRM implementation solution

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.

Comprehensive CRM consulting for remarkable results

We help you rethink your business processes and find room for optimization.

CRM selection

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.

Operational management improvement

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.

Organizational enablement

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?

Why *instinctools

Increase speed to market


development cost


Assure information security


Get high-quality software


Scale team up and down


Covering all aspects of your CRM 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.

CRM setup

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.

  • General system setup
  • CRM integration
  • Team access and permissions
  • Sales and marketing automation
CRM customization

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.

  • Custom pipelines and business flows
  • Custom CRM extensions
  • Custom reports and dashboard widgets
  • Third-party APIs and integrations
Data migration

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.

  • Cloud migration
  • Data consolidation
  • Data preparation and cleaning
  • Migrating data from other CRMs
CRM maintenance and update

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.

  • L1-L3 support services
  • User training and documentation
  • CRM data maintenance
  • Feature update

Bespoke CRM development

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.

Technical flexibility

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.

Don’t miss out on what matters most

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.

User-led design

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.

Featured success stories


CRM third-party system integrations

Connect your CRM services with new and existing business tools so you can spend more of your time on things that matter.

Marketing automation tools

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.

Business Intelligence software

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.

Enterprise resource planning (ERP)

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.

Document management systems (DMS)

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.

Accounting systems

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.

Customer support and ticketing tools

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.

E-commerce platforms

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.

What our clients say

Patrick Reich
Co-Founder & CEO

The expectations for the quality of the initial product were very high. I think *instinctools did a great job ensuring those expectations are met. We met the developers we were going to be working with and it quickly became apparent that they are very qualified and were able to deliver the vision that we had from our side for the product. They clearly told us what they were going to do, and if there were questions or problems along the way, they clarified them really quickly thanks to transparent communication.

Dimitri Popolov
Research Data and Systems Manager

We had a tight delivery deadline and *instinctools has been able to find another developer and assign him to our project from one day to another. And we’ve been able to successfully deliver this project. When the partner is good, things are just getting done. And that was the case with *instinctools.

Matti Vesterinen
Solution Development Manager

The quality has been good. It’s been on the expected level: things come on time, we have a good visibility on the things that *instinctools developers are doing and performing for us, communication is good. Wherever we see that we need some more exra resources, we have found *instinctools to be a good partner in helping us out on those areas.

Tim Rosenberger
Director, Global R&D

I’ve been impressed by the available skillset, tthe flexibility to ramp up resources quickly, and the scalability to extend development teams on short notice. I look forward to continue collaboration with *instinctools and their contribution to our projects.

Richard Lohwasser
Co-Founder & CEO

People at *instinctools are quite tech heads, which I like. They have used very advanced libraries, advanced techniques, advanced coding paradigms. So the advantage is that we get reusable code, that we get well-testable code, we get well-maintained code.

Dr. Jonas Block
Product Owner

The *instinctools team exhibits the flexibility and professionality required for young companies. You can rely on their tested structures and processes that integrate nicely with your internal workflows. Being able to grow your team quickly with experienced professionals that start delivering value immediately and without a long interview process is a huge help. And personally, you will be working with a team of kind and interesting people.

Nadine Walther
Co-Founder & CEO

The team is dependable when it comes to managing time and finances, consistently staying within the designated budget. We’re pleased with *instinctools. Their business analysts are exceptional. They serve as the spokespeople between technology and business, representing both sides effectively.

Jeanine Shepstone
Senior Technical Writer

Instinctools is good at understanding the technical issues – once an issue is outlined, they do not need repeated explanation. They also do not simply accept a proposed solution, but they think about it and propose a better solution. I was really impressed by the custom interface they built for us – we outlined the requirements, and they implemented them in a user-friendly way that makes the interface a pleasure to use.

Add an intelligent automation component to your CRM

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.

Marketing automation

  • Email drip campaigns
  • Account-specific recommendations
  • Customer segmentation
  • Re-engagement efforts
  • Omnichannel personalization

Sales automation

  • Data ingestion and retrieval
  • Workflow automation
  • Lead qualification
  • Sales forecasting
  • Sales pipeline visualization

Service automation

  • Customer self-service
  • AI-powered chatbots
  • Case routing
  • In-office tasks
  • Next-best-action recommendations

Out-of-the-box solutions we customize quickly

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?

Industries we serve

and Media

Entrust your CRM project to a reputable CRM consulting firm

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.

100+ CRM projects

Since 2000, we have been delivering game-changing solutions to global organizations that redefine business operations, optimize processes, and reduce operational costs.

Turnkey CRM services

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.

Experienced CRM developers with domain expertise

Our developers have extensive experience in industry-specific CRM projects and know the peculiarities of customer data processing and regulation in 20+ industries.

An entire department at a fraction of the cost

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.

Awards and recognition

Anna Vasilevskaya
Anna Vasilevskaya Account Executive

Get in touch

Drop us a line about your project at or via the contact form below, and we will contact you soon.