CRM consulting services

Your trusted partner in transforming CRM systems to boost sales and maximize cost-efficiency.

40+

successfully launched CRM projects

Your trusted partner in transforming CRM systems to boost sales and maximize cost-efficiency.

40+

successfully launched CRM projects

When businesses might need CRM consulting services

Inefficient lead management

Poor customer data integration

Low user adoption rates

Outdated CRM software

Lack of customization

Inadequate reporting and analytics

High operational costs

Complex CRM migration

Poor customer engagement

Scalability issues

Security and compliance risks

Limited mobile access

Fragmented customer Interactions

Ineffective sales processes

Difficulty in tracking customer feedback

Inefficient lead management

We streamline workflows and automate lead tracking, enhancing lead conversion with intelligent scoring and nurturing through automated, personalized communication.

Poor customer data integration

We integrate CRM with existing systems for seamless data synchronization, using APIs and middleware to eliminate data silos and improve decision-making.

Low user adoption rates

We offer training and customized interfaces, aligning the CRM with workflows to enhance usability and encourage user engagement through ongoing support.

Outdated CRM software

We upgrade to the latest CRM versions with cloud-based solutions, leveraging AI and machine learning for improved access, scalability, and insights.

Lack of customization

Our team customizes CRM functionalities to fit your business needs, configuring modules and workflows that align with operational goals for maximum efficiency.

Inadequate reporting and analytics

We create advanced reporting tools and real-time dashboards, leveraging AI-driven analytics to provide insights, predict trends, and optimize business processes.

High operational costs

We reduce costs by automating tasks and optimizing resources, conducting audits to identify further cost-saving opportunities and increase operational efficiency.

Complex CRM migration

We plan and execute smooth migrations with minimal downtime, using detailed mapping and backups to ensure data integrity and prevent disruptions.

Poor customer engagement

We implement customer-centric features and omnichannel communication, enabling personalized marketing and support to ensure customers feel valued and understood.

Scalability issues

We design flexible, cloud-based CRM solutions with modular features that support ongoing expansion, adapting to changing business needs and growth.

Security and compliance risks

We enhance security with encryption and access controls, ensuring compliance with standards like GDPR through audits and comprehensive policy frameworks.

Limited mobile access

We develop mobile-friendly CRM solutions with responsive design, ensuring secure, on-the-go access to enhance productivity for field sales and remote teams.

Fragmented customer Interactions

We unify customer interactions across channels into a single CRM view, providing consistent service and comprehensive tracking of customer journeys.

Ineffective sales processes

We optimize sales pipelines with automation and tools for lead scoring and tracking, improving efficiency and focusing on high-impact sales activities.

Difficulty in tracking customer feedback

We implement feedback tools for capturing insights across channels, enabling sentiment analysis and trend identification to improve products and services proactively.

Inefficient lead management

We streamline workflows and automate lead tracking, enhancing lead conversion with intelligent scoring and nurturing through automated, personalized communication.

Poor customer data integration

We integrate CRM with existing systems for seamless data synchronization, using APIs and middleware to eliminate data silos and improve decision-making.

Low user adoption rates

We offer training and customized interfaces, aligning the CRM with workflows to enhance usability and encourage user engagement through ongoing support.

Outdated CRM software

We upgrade to the latest CRM versions with cloud-based solutions, leveraging AI and machine learning for improved access, scalability, and insights.

Lack of customization

Our team customizes CRM functionalities to fit your business needs, configuring modules and workflows that align with operational goals for maximum efficiency.

Inadequate reporting and analytics

We create advanced reporting tools and real-time dashboards, leveraging AI-driven analytics to provide insights, predict trends, and optimize business processes.

High operational costs

We reduce costs by automating tasks and optimizing resources, conducting audits to identify further cost-saving opportunities and increase operational efficiency.

Complex CRM migration

We plan and execute smooth migrations with minimal downtime, using detailed mapping and backups to ensure data integrity and prevent disruptions.

Poor customer engagement

We implement customer-centric features and omnichannel communication, enabling personalized marketing and support to ensure customers feel valued and understood.

Scalability issues

We design flexible, cloud-based CRM solutions with modular features that support ongoing expansion, adapting to changing business needs and growth.

Security and compliance risks

We enhance security with encryption and access controls, ensuring compliance with standards like GDPR through audits and comprehensive policy frameworks.

Limited mobile access

We develop mobile-friendly CRM solutions with responsive design, ensuring secure, on-the-go access to enhance productivity for field sales and remote teams.

Fragmented customer Interactions

We unify customer interactions across channels into a single CRM view, providing consistent service and comprehensive tracking of customer journeys.

Ineffective sales processes

We optimize sales pipelines with automation and tools for lead scoring and tracking, improving efficiency and focusing on high-impact sales activities.

Difficulty in tracking customer feedback

We implement feedback tools for capturing insights across channels, enabling sentiment analysis and trend identification to improve products and services proactively.

We're an accredited partner you can trust

As proud partners of Microsoft, Salesforce, and Odoo, we’re ready to deliver the best CRM consulting services out there. Thanks to years of extensive training and certification, our team of experts provides the perfect advice and solutions for your needs. These partnerships give us access to exclusive resources, tools, roadmaps, best practices, and case studies – all aimed at helping our clients succeed and handle any challenges that might come their way.

Get first-class CRM consulting services

Innowise offers a broad range of CRM consulting services, helping companies complete a full-fledged digital transformation in line with their long-term business strategy. With a solid CRM system, you can tap into detailed customer insights, real-time updates, and enterprise-wide process automation.

CRM implementation consulting

Our CRM implementation consultants handle everything: from selecting the right CRM platform to integrating it into your workflows – streamlining processes and improving efficiency.

CRM strategy consulting

Our CRM consultants help you create a strategic roadmap that aligns CRM initiatives with your business goals, focusing on better customer segmentation and data-driven sales tactics.

CRM system integration consulting

Our specialists make sure your CRM connects with other critical systems like ERP and marketing automation – creating a straightforward data ecosystem to better manage customer interactions.

CRM migration consulting

We make data transfer to a new CRM solution a breeze: we’ll handle the complex side of things, so you don’t have to worry about maintaining data integrity or business continuity.

Data cleaning consulting

Want to improve your customer insights? Our CRM consultants make this happen by cleaning up data errors, removing duplicates, and enriching data profiles.

CRM support and maintenance

Keep your CRM in top shape with us in your corner. Our specialists provide custom CRM consulting services to make sure your CRM runs smoothly with regular updates and feature enhancements.

CRM data security consulting

We’ve got you covered with expert advice on how to best protect your CRM data. From strong security measures to staying on top of regulations and security audits, rest assured: your data is safe.

Anna Muchnik Business development manager

Tired of juggling all those disjointed apps across your departments? Partner with us to roll out the MS Dynamics 365 platform and keep your workflows interconnected.

Make your business more efficient with our expert CRM consulting services

Innowise offers top-tier consultancy services with expertise in leading customer relationship management platforms. Our consultants keep their skills sharp through ongoing training – meaning you’re always up-to-date with the latest trends.

Salesforce CRM consulting

We help you use Salesforce to its fullest potential and can develop custom features for maximum efficiency – bringing marketing, sales, finance, HR, and more under one roof.

MS Dynamics CRM consulting

Our experts integrate Dynamics CRM with Office 365 and Azure – offering custom workflow automation and real-time analytics dashboards within your Microsoft ecosystem.

Zoho CRM consulting

We fine-tune sales processes and customer interactions with Zoho’s customization, marketing automation tools, and third-party app integrations so you get the most out of your tech.

SAP CRM consulting

We integrate SAP CRM with S/4HANA for real-time analytics, improve mobile experiences with Fiori UX, and use smart personalization tactics to boost your customer service.

HubSpot CRM consulting

Let us revamp your inbound marketing with HubSpot CRM – optimizing content strategy tools to make a bigger splash and automating workflows for maximum impact.

Odoo CRM consulting

We develop custom modules for Odoo to meet your niche business needs. Our experts make sure everything integrates just as it should with your ERP and eCommerce platforms.

Why choose Innowise as a CRM consulting company?

Innowise is your go-to CRM consulting partner. We turn rough ideas into disruptive custom solutions, putting our core focus on maximizing efficiency and driving growth. We guarantee a positive experience for clients around the globe while pushing the boundaries of innovation.

Transparent project management

We follow a comprehensive SDLC with measurable deliverables, clear milestones, and regular syncs. This approach keeps our clients informed and in control - and makes sure every project is continually moving towards its goals.

Compliance with regulations

Quick project kick-off

01 /03

Transparent project management

Our partnerships and awards

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Honestly, I’d steer clear of diving into a software development project without getting some solid advice from a trusted expert first. Building a custom solution from scratch is pretty tricky, and it can easily go wrong if you’re not on top of things. Think of a consultant as your business GPS – guiding you through all the twists and turns so you reach your goals without a hitch.

Dmitry Nazarevich

CTO at Innowise

We build custom CRM solutions for every industry

At Innowise, we’ve got years of experience working across different sectors, building customized CRM solutions to meet a wide range of operational needs. Our solutions are designed to optimize performance and drive growth – no matter what industry you’re in.

Retail
Banking
Healthcare
Real estate
Telecommunications
Hotel
Small businesses
Law
Manufacturing

Retail CRM software

We improve retail and eCommerce operations with robust customer data management, personalized marketing campaigns, and smooth sales channel integration.

Improved customer retention
Streamlined multi-channel sales
Increased customer loyalty

Banking CRM software

At Innowise, we’re shaking up approaches to financial services with much-improved client and customer relationship management – plus compliance tracking features.

Enhanced client trust
Automate regulatory compliance
Strengthen customer relationships

CRM software for healthcare

We optimize healthcare operations thanks to proactive patient management, secure data handling, and improved care coordination.

Better patient engagement
Secure and compliant data management
Improved operational efficiency

CRM software for real estate

Managing properties just got a lot easier. Our CRM software helps you keep track of properties, stay in touch with tenants, and handle leases without a hitch.

Efficient property tracking
Enhanced tenants relations
Simplified lease management

Telecommunications CRM software

We take telecom performance to the next level by optimizing customer service, managing complex billing processes, and improving overall network management.

Improved customer service
Efficient billing processes
Enhanced network performance

Hotel CRM software

At Innowise, we’re all about leveling up your hospitality game with easy-to-use booking systems, tailored guest services, and excellent feedback management.

Increased booking efficiency
Personalized guest experiences
Higher customer satisfaction

CRM software for small businesses

We’ve got CRM tools that make running your small business a breeze! With us in your corner, you can streamline operations, improve customer interactions, and drive growth.

Simplified customer management
Spot-on sales tracking
Better customer insights

CRM software for law firms

At Innowise, we support law firms by providing CRM solutions that improve client relationship management, streamline case tracking, and benefit overall communication.

Improved client communication
Efficient case management
Better document organization

Manufacturing CRM software

We boost manufacturing efficiency with CRM systems that streamline production processes, manage supplier relationships, and improve customer service.

Optimized production workflows
Improved supplier coordination
Better customer service

CRM consulting services: our recent case studies

Our approach to CRM consulting services

At Innowise, we’re all about delivering maximum value to our clients. We handle each project with meticulous attention to detail, taking the time to thoroughly research market trends to make our services perfectly align with your needs – and keep you one step ahead of the competition.

Risk-proof project planning

Our expert consultants dive deep into understanding every aspect of your business to identify and mitigate potential risks. This way, you can be confident that your CRM implementation will go ahead as planned – without any surprises.

Accurate cost estimation

We take all your business and tech needs into account before developing a detailed project roadmap with accurate cost estimates. This lets you keep your budget under control and avoid unexpected expenses.

Collaborative approach

We’re all about working hand-in-hand with your team. We keep all stakeholders in the loop about project progress, meaning we can address any issues quickly and adjust the scope as needed.

Top-notch security

Your data’s safety is our top priority. We’ve got strict non-disclosure agreements in place – plus, our security operations consultants deploy bulletproof solutions to make sure your data stays locked down tight.

Focus on user experience

We help clients design and build solutions that prioritize the end-user experience. We make sure your CRM system isn’t overloaded with unnecessary features and is easy to navigate. This way, everyone’s happier and gets things done faster.

Clear success metrics

Our consultants set clear, measurable success metrics for each project. These goals let us break the project down into manageable tasks – resulting in straightforward execution and successful outcomes.

See what you can score with Innowise CRM consultants

20-30%

boost in revenue

Thanks to better customer relationship management and targeted marketing strategies.

15-25%

increase in sales rep productivity

By streamlining processes and providing better customer insights.

10-20%

growth in B2B sales

Achieved through improved lead management and personalized sales approaches.

Wondering if it's time to upgrade your systems and processes?

We’ve got the expertise to bring your operation up to date and streamline it for longer-term success.

Our implementation roadmap

At Innowise, our consultants guide clients through the entire lifecycle of a CRM implementation. With a refined process and years of experience under our belts, we provide continuous support from start to finish – whether it’s developing your solution from scratch or getting it up and running.

1 Discovery and analysis

Conducting client interviews
Performing a technology audit
Defining the project scope

2 Design and implementation

Crafting the solution architecture
Customizing the system
Migrating data

3 Testing and debugging

Conducting system testing
Establishing user acceptance
Resolving any outstanding issues

4 Deployment and optimization

Providing launch support
Conducting user training
Monitoring performance

1 Discovery and analysis

Conducting client interviews
Performing a technology audit
Defining the project scope

2 Design and implementation

Crafting the solution architecture
Customizing the system
Migrating data

3 Testing and debugging

Conducting system testing
Establishing user acceptance
Resolving any outstanding issues

4 Deployment and optimization

Providing launch support
Conducting user training
Monitoring performance

1 Discovery and analysis

Conducting client interviews
Performing a technology audit
Defining the project scope

2 Design and implementation

Crafting the solution architecture
Customizing the system
Migrating data

3 Testing and debugging

Conducting system testing
Establishing user acceptance
Resolving any outstanding issues

4 Deployment and optimization

Providing launch support
Conducting user training
Monitoring performance

Team Turn data into decisions with our CRM consulting services. We’ve got the know-how to make your CRM smarter.

15+

offices all over the world

15+

offices all over the world

15+

offices all over the world

15+

offices all over the world

93%

of customers return

93%

of customers return

93%

of customers return

93%

of customers return

70,000+

specialists in our talent pipeline

70,000+

specialists in our talent pipeline

70,000+

specialists in our talent pipeline

70,000+

specialists in our talent pipeline

Team Turn data into decisions with our CRM consulting services. We’ve got the know-how to make your CRM smarter.

15+

offices all over the world

93%

of customers return

70,000+

specialists in our talent pipeline

15+

offices all over the world

93%

of customers return

70,000+

specialists in our talent pipeline

15+

offices all over the world

93%

of customers return

70,000+

specialists in our talent pipeline

15+

offices all over the world

93%

of customers return

70,000+

specialists in our talent pipeline

What our customers think

Bruce Elliot Head Of Product Definely

«We received positive feedback from our clients when they interacted with the product. A reliable partner, Innowise delivers on time and within budget. What stands out the most is their attention to detail and extensive resources of highly-skilled technical candidates.»

Industry Software
Team size 20 specialists
Duration 24 months
Services Custom software development, IT consulting

Polina Shuruba Partner Manager XPRT MINDS

«Innowise is one of the best partners we have. They always fulfill our requests for qualified candidates. The team is very prompt.»

Industry IT services
Team size 6 specialists
Duration 24 months
Services Consulting, staff augmentation

Pierre Sipidin CEO PS Consult

«I was honestly very satisfied with their work. The client can now complete a task that used to take 10–15 minutes in seconds. The project has resulted in financial and time savings, and Innowise provided a range of technology expertise throughout the engagement.»

Industry IT services
Team size 1 specialist
Duration 7 days
Services Consulting, staff augmentation

FAQ

Why do businesses need CRM consulting services?

Figuring out the complexities of customer relationship management systems can be pretty tricky. That’s where custom CRM consulting comes in: expert advisors guide their clients throughout the entire selection, implementation, and customization stages, making sure that the CRM aligns with business objectives and hits the client’s goals.

How can CRM consulting benefit my business?

CRM consulting can transform your customer management strategy, analyze and optimize every interaction to increase sales, provide actionable insights, and improve satisfaction and loyalty, to name a few!

Can CRM consulting services help with CRM system integration?

Definitely! CRM consultants help businesses blend CRM systems with existing workflows and techstacks, ensuring a consistent stream of information across platforms that boosts operational productivity and data accuracy.

How do CRM consultants ensure data security and compliance?

Our CRM consultants prioritize data security and regulatory compliance in every project, adhering to international standards and best practices such as ISO and GDPR. This guarantees that your CRM system protects sensitive information and meets 100% of legal requirements, safeguarding your digital assets.

Book a call with
our experts and get
the answers you need.

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Why Innowise?

1800+

IT professionals

93%

recurring customers

17+

years of expertise

1100+

successful projects

CRM consulting services

When businesses might need CRM consulting services

Inefficient lead management

Poor customer data integration

Low user adoption rates

Outdated CRM software

Lack of customization

Inadequate reporting and analytics

High operational costs

Complex CRM migration

Poor customer engagement

Scalability issues

Security and compliance risks

Limited mobile access

Fragmented customer Interactions

Ineffective sales processes

Difficulty in tracking customer feedback

We're an accredited partner you can trust

Get first-class CRM consulting services

CRM implementation consulting

CRM strategy consulting

CRM system integration consulting

CRM migration consulting

Data cleaning consulting

CRM support and maintenance

CRM data security consulting

Make your business more efficient with our expert CRM consulting services

Salesforce CRM consulting

MS Dynamics CRM consulting

Zoho CRM consulting

SAP CRM consulting

HubSpot CRM consulting

Odoo CRM consulting

Why choose Innowise as a CRM consulting company?

Our partnerships and awards

We build custom CRM solutions for every industry

Retail CRM software

Banking CRM software

CRM software for healthcare

CRM software for real estate

Telecommunications CRM software

Hotel CRM software

CRM software for small businesses

CRM software for law firms

Manufacturing CRM software

CRM consulting services: our recent case studies

Our approach to CRM consulting services

Risk-proof project planning

Accurate cost estimation

Collaborative approach

Top-notch security

Focus on user experience

Clear success metrics

See what you can score with Innowise CRM consultants

Wondering if it's time to upgrade your systems and processes?

Wondering if it's time to upgrade your systems and processes?

Our implementation roadmap

What our customers think

FAQ

Contact us!

Let●s develop software together!

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