CRM implementation services

You may be starting from scratch or rethinking the system you already have. Either way, we at Innowise make sure your CRM supports your processes, your team, and your goals.

50+

CRM projects delivered

60+

in-house CRM experts

75%

mid- & senior-level specialists

Services

Platforms

Case studies

Cost

Why Innowise

Industries

CRM implementation services we offer

Custom implementation
Platform-based CRM
Consulting & architecture
CRM customization
Data migration & integration
Automation & support
Testing & QA

Custom CRM implementation

When off-the-shelf CRM isn’t enough, we build a solution for your specific requirements. This gives you more control over workflows, user experience, and future growth.

CRM architecture and solution design
Custom workflows and business logic
Role-based dashboards and interfaces

View our custom CRM development services

Platform-based CRM implementation

Need to get CRM up and running fast? We implement Salesforce, Dynamics 365, HubSpot, Zoho, and other proven platforms, then customize them where it matters. You get a faster launch without being boxed in by the standard setup.

Platform configuration and deployment
Module setup and process mapping
Custom extensions where needed

CRM consulting & architecture

Before anyone starts configuring the CRM, we pressure-test how the process is supposed to run. That gives the implementation team clear decisions to build from, instead of discovering them halfway through the project.

CRM selection and fit-gap analysis
Architecture and integration planning
Implementation roadmap

View our CRM consulting services

CRM customization

If the standard setup gets you most of the way there, we fill the gaps. Our team can add custom modules, rework existing features, and simplify clunky workflows without replacing the whole system.

Custom fields, entities, and permissions
Dashboards and reporting
Workflow and process customization

Data migration & integration

Your CRM comes with the data your teams need and the integrations to keep it moving. We migrate existing records and connect the system with ERP, e-commerce, marketing, billing, support, and other business tools.

Data mapping, cleansing, and migration
CRM integrations with business systems
Data validation and synchronization

View our data migration services

CRM automation & support

We help your team get more value from the CRM by reducing repetitive work and making everyday processes easier to follow. Innowise also provides ongoing support to keep the system consistent, reliable, and up to date as your needs change.

Workflow and task automation
User training and onboarding
Post-launch support

CRM testing & QA

Our team put the CRM through functional, integration, security, and privacy checks before launch, so the system is reliable, protected, and ready for real users.

Functional & integration testing
Regression testing
User acceptance testing support

See our software testing services

Custom CRM implementation

When off-the-shelf CRM isn’t enough, we build a solution for your specific requirements. This gives you more control over workflows, user experience, and future growth.

CRM architecture and solution design
Custom workflows and business logic
Role-based dashboards and interfaces

View our custom CRM development services

Platform-based CRM implementation

Platform configuration and deployment
Module setup and process mapping
Custom extensions where needed

CRM consulting & architecture

CRM selection and fit-gap analysis
Architecture and integration planning
Implementation roadmap

View our CRM consulting services

CRM customization

If the standard setup gets you most of the way there, we fill the gaps. Our team can add custom modules, rework existing features, and simplify clunky workflows without replacing the whole system.

Custom fields, entities, and permissions
Dashboards and reporting
Workflow and process customization

Data migration & integration

Data mapping, cleansing, and migration
CRM integrations with business systems
Data validation and synchronization

View our data migration services

CRM automation & support

Workflow and task automation
User training and onboarding
Post-launch support

CRM testing & QA

Our team put the CRM through functional, integration, security, and privacy checks before launch, so the system is reliable, protected, and ready for real users.

Functional & integration testing
Regression testing
User acceptance testing support

See our software testing services

Explore our expertise and technology partnerships

All partnerships

Salesforce CRM

50+ certified experts

As a Salesforce Partner, we help companies get sales, service, marketing, and customer data working as one system.

Client value

Clean data Smooth handoffs Better visibility

Microsoft Dynamics 365

80+ certified experts

Our Microsoft expertise helps tie Dynamics 365 into Azure and the rest of your Microsoft stack without creating another disconnected system.

Client value

Easy integration Stronger security Connected tools

Zoho CRM

Zoho Consulting Partner

As a Zoho Consulting Partner, we help companies set up, customize, and extend Zoho while keeping the platform easy to manage.

Client value

Lean setup Easy scaling Flexible workflows

SAP CRM

60+ certified experts

Our SAP expertise helps keep CRM connected with the systems and data that sit behind complex enterprise operations.

Client value

Fewer silos Better coordination Connected operations

Odoo CRM

50+ experts

We work across the Odoo ecosystem, so CRM can sit naturally alongside sales, inventory, accounting, and other business functions.

Client value

Less duplication Fewer systems Connected workflows

HubSpot CRM

25+ experts

Our HubSpot specialists help turn separate customer-facing activities into a more connected process, with clearer data across the funnel.

Client value

Clearer funnel Smooth handoffs Less spreadsheet work

Creatio

15+ experts

We use Creatio’s low-code and AI capabilities to automate workflows while keeping process changes easier to manage.

Client value

Faster updates Less admin AI-assisted insights

All partnerships

Benefits of CRM implementation services for your business

Centralized customer data

CRM keeps customer data in one place, giving teams a clear view of every interaction and relationship.

Streamlined sales pipeline

CRM gives teams better visibility into the sales pipeline, helping them track opportunities and move deals forward.

Increased lead conversion rates

CRM captures lead interactions and supports targeted follow-ups, helping teams improve lead conversion rates.

Increased customer retention rates

CRM gives teams the customer context they need to personalize communication and strengthen customer retention.

Data-driven decisions

CRM platforms turn sales and customer data into clear insights for better planning, forecasting, and resource allocation.

Automated workflows

CRM automates repetitive workflows, reducing manual work and giving teams more time for higher-value tasks.

Whatever your CRM challenge, Innowise can help

Some of our projects

FinTech

Financial advisory system for Bonnfinanz

View case study

FinTech

Enhancing an EV charging platform with flexible billing and payments

View case study

Azure

FinXP’s cloud-native DevOps transformation

View case study

E-commerce

E-commerce SEO and legacy platform improvements for Officine 08

Innowise addressed critical technical SEO and performance issues across Officine 08’s e-commerce platform.

<500 ms server response time

5 months to complete the project

View case study

Client review

E-commerce SEO and legacy platform improvements for Officine 08.

View case study

Client review

E-commerce

Development of a subscription perfume platform for Scentbird

Innowise helped Scentbird expand its subscription platform to support new shopping experiences and international growth.

4 years of continuous support

View case study

Client review

Development of a subscription perfume platform for Scentbird.

View case study

Client review

HR & recruiting

PromoveTM digital platform development

We developed and supported a multilingual digital platform that helps manage career, leadership, team, and organizational development services.

4 languages supported

2-year long support

View case study

Custom platform for coaching and organizational development case..

View case study

E-commerce

Online coupon platform modernization for Sovendus

We helped update an online coupon platform, handling back-end and front-end development, and migration to a microservices architecture.

4 years of ongoing support

View case study

Online coupon platform modernization for Sovendus.

View case study

Retail

Unified sales and metrics platform

Innowise has developed both the backend and frontend for Vendi+, a system that collects and integrates data from vending machines.

View case study

Client review

Data aggregation and unification platform case..

View case study

Client review

01 / 01

Cost of CRM implementation

Answer a few quick questions to get a sense of how complex your CRM project may be.

Choose Innowise as your CRM implementation company

Choosing the right CRM implementation partner is as crucial as choosing the right software. At Innowise, we go beyond pure software deployment; we become an extension of your team, working together to understand your unique challenges, goals, and vision.

Technology Awards by Business Awards UK.

Bring us your CRM challenge

We’ll guide it from requirements through rollout

What our clients think

All testimonials (64)

The team managed to delve into the project core quickly. The workflow has been seamless so far, everything is always in a well-organized and timely manner. All crew members we have been working with so far are capable, cooperative, and responsive.

James Odom

CEO, Paycheck Decentralized Finance

5.0

Read full review

See project details

The team is communicative, timely, and respectful of schedules. Additionally, their reliability and vast expertise are impressive.

George Fironov

CEO, Talmatic

5.0

Read full review

See project details

We are impressed with their flexibility and willingness to find solutions for challenging situations. They actively assisted in every kind of situation. The team's willingness to deliver optimal results ensures the partnership's success.

Gian Luca De Bonis

CEO & CTO, Enable Development OÜ

5.0

Read full review

See project details

Our CRM implementation process

Right CRM consulting

Our CRM implementation consultants review your business processes, challenges, and requirements to define the right CRM approach from the start.

Planning the implementation

We build a clear CRM implementation plan with defined stages, responsibilities, and realistic timelines.

Customization

Our CRM specialists tailor features, interfaces, and workflows to support your day-to-day business processes.

Integration with other systems

We connect the CRM with your existing systems to keep data flowing smoothly across your technology stack.

Data migration

We migrate your existing data securely, with a focus on accuracy, integrity, and minimal disruption.

Training

We train your team to use the CRM confidently and get the most from its key features.

Go live

We launch the CRM, monitor the rollout closely, and resolve issues that could disrupt day-to-day work.

HyperCare

After launch, we provide HyperCare support to resolve early issues and help your team settle into the new system.

We are striving to make our CRM implementation services a game-changer. Even though improvements in our clients’ lead conversion and sales team efficiency may not be apparent immediately, their sustainable growth and long-term success are the ultimate goals of our work, as proved by testimonials and feedback we receive. Our teams do their best and even more to ensure measurable results our CRMs bring to our clients.

Raman Karabach

Head of CRM Practice

CRM implementation services by industry

Real estate
Banking
Retail
Pharma
Healthcare
Manufacturing
Construction

Real estate

A lead can stay active for months and involve agents, owners, buyers, and tenants along the way. CRM keeps that history intact and the next step visible.

Lead and property management
Broker and client communication
Follow-up and task automation

Digital real estate solutions enable automated smart home access, remote management, and secure transactions.

Banking

Banking CRM has to do more than track conversations. It needs to support controlled processes, clear ownership, and the compliance requirements behind every customer interaction.

Customer and account relationship management
Sales and service workflows
Approval and compliance-driven processes

Modern banking ecosystem embracing innovation and technology-driven finance.

Retail

Customers rarely stay in one channel. CRM gives retail teams the context behind each interaction, so the experience does not reset every time someone moves from online to store or support.

Customer profiles and purchase history
Loyalty and campaign workflows
Sales and service data integration

Consumer checks online deals on smartphone amid pink shopping bags and urban storefront backdrop.

Pharma

Field teams need quick access to the right account context without making every interaction harder to record. We set up CRM to support that balance while keeping regulated processes in check.

HCP and account management
Field activity tracking
Reporting and workflow automation

Digital transformation in pharma supports e-prescriptions, inventory monitoring, and personalized medicine.

Healthcare

Too much coordination still happens across calls, inboxes, and separate systems. CRM gives patient-facing and partner teams a clearer place to manage relationships and follow-ups.

Patient and referral workflows
Partner and provider management
CRM integration with EHR/EMR, billing, scheduling, patient portals, and other clinical systems

Healthcare professionals reviewing neurological MRI results on a multi-screen setup.

Manufacturing

A manufacturing deal rarely ends at the sale. CRM can carry the relationship across distributors, long buying cycles, service requests, and repeat business.

Lead and opportunity management
Dealer and distributor workflows
CRM integration with ERP, inventory, and supply chain systems

Smart manufacturing powered by automation and robotics for higher efficiency.

Construction

Bids, contractors, documents, and decisions can stretch across months. CRM gives commercial teams one place to keep the opportunity moving without losing track of who owes what next.

Bid and opportunity tracking
Contractor and client management
Follow-up and document workflows

Smart construction site leverages digital twins and connected drones for precise workflow planning.

FAQ

How much does CRM implementation cost?

The cost depends on the platform, scope, integrations, migration needs, and level of customization. We estimate the project after discovery, so you know what drives the budget before development starts. If you want a quick ballpark first, try our CRM implementation cost estimator.

Can you modernize an existing CRM solution?

Yes. At Innowise, we can improve the custom or platform-based setup you already have, replace outdated parts, simplify workflows, and bring the system closer to what your teams need today.

Can you integrate the CRM with our existing systems?

Yes. We connect CRM with ERP, e-commerce, marketing automation, billing, support, analytics, and other systems your business already depends on, so data moves between systems without creating more manual work.

Who owns the source code?

For custom work built specifically for your project, ownership is defined in the contract. Third-party platforms and licensed components remain subject to their own terms.

Do you provide support after launch?

Yes. The Innowise team can stay involved after go-live to fix issues, improve workflows, support users, and keep the CRM aligned with changing business needs. The exact scope, response times, and support terms are defined in the SLA or project contract.

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What happens next?

Once we’ve received and processed your request, we’ll get back to you to detail your project needs and sign an NDA to ensure confidentiality.

After examining your wants, needs, and expectations, our team will devise a project proposal with the scope of work, team size, time, and cost estimates.

We’ll arrange a meeting with you to discuss the offer and nail down the details.

Finally, we’ll sign a contract and start working on your project right away.