CRM services: our expertise & tailored solutions

With over 10 years of experience, Itransition offers a full set of CRM services to help organizations build, adopt, and scale customer relationship management software in line with their business processes and customer needs.

Rely on our team of specialists to ensure the success of your CRM initiative and maximize the value of your solution.

Our CRM services

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Consulting

We provide advisory support across your CRM project lifecycle to help you overcome potential roadblocks and maximize technology ROI.

  • CRM platform selection and implementation planning
  • Custom CRM design and tech stack selection
  • CRM modernization and digital transformation planning
  • Development of strategies for CRM migration and change management

Implementation

Our team helps you implement a scalable, high-performing CRM solution, making sure it seamlessly integrates into your business infrastructure and brings the expected value.

  • Business analysis
  • CRM platform configuration and customization or custom CRM development
  • Integration with business software and third-party tools
  • Data migration
  • Deployment to the selected environment and user onboarding
  • After-launch support and maintenance

Development

We build custom CRM software with features and modules fully tailored to your unique requirements or customize popular CRM platforms to extend their off-the-shelf capabilities, aligning them with your business goals and workflows.

  • Building the frontend and backend of a custom CRM solution/developing custom modules and features for CRM platforms
  • Mobile CRM app development
  • Custom integration development

Integration

We connect your CRM with other systems and third-party services, such as ERP, marketing automation software, and social media platforms, to facilitate data exchange and coordination across different departments.

  • Integration strategy creation
  • Third-party integration configuration or custom API development
  • Integration QA and testing
  • Integration monitoring and performance optimization

Migration

Our specialists transfer data and workflows from your legacy CRM software to a new solution, making sure to prevent data loss and business process disruptions. We can also migrate your CRM from an on-premises environment to the cloud to achieve superior scalability and accessibility.

  • Migration planning
  • Target system preparation, data mapping, data cleansing, and backup
  • Migration testing and execution
  • Post-migration validation

Support & modernization

Itransition’s support team helps you keep your customer relationship management system fully functional and up-to-date in the long run, quickly solving emerging issues or enhancing it in line with new tech trends and business needs.

  • User training and assistance
  • Software maintenance and administration
  • CRM solution upgrades (new features, code refactoring, etc.)

Looking for an experienced CRM project partner?

Turn to Itransition

CRM platforms we work with

Our team builds CRM solutions on top of leading platforms like Salesforce, Microsoft Dynamics 365, and Odoo, adapting their off-the-shelf functionality to your customer relationship management needs.

Salesforce

A certified Salesforce Partner listed among Top Salesforce Consulting Companies by Clutch, Itransition can help you implement Sales Cloud, Service Cloud, Marketing Cloud, Agentforce and other products of this market-leading CRM platform.

Key capabilities
  • Sales pipeline management, including real-time deal alerts and sales dashboards
  • AI agents for sales process automation, including follow-ups and quoting
  • AI-powered sales recommendations to identify upselling and cross-selling opportunities
  • Service automation via AI chatbots, including question answering and password reset assistance
  • Marketing automation, including landing page generation and social media posting
  • Data Cloud platform to consolidate customer information

Microsoft Dynamics 365

As a Microsoft Partner since 2008, Itransition provides businesses with comprehensive CRM solutions built on top of Dynamics 365, as well as cost-effective lightweight CRM tools based on Power Apps and Power Automate.

Key capabilities
  • Customer segmentation and real-time customer journey personalization
  • Sales pipeline management, including task tracking and automated pipeline updates
  • Sales assistant to generate email responses and other materials
  • Next best sales action recommendations and routine task automation powered by artificial intelligence
  • Sales performance tracking and sales forecasting
  • Chatbots and community portals for self-service customer support
  • Field service features, including remote assistance and mobile access to work orders

Odoo CRM

As an Odoo Partner for more than 5 years, Itransition delivers business applications powered by this CRM and ERP platform, choosing between its open-source and licensed versions according to your needs.

Key capabilities
  • Lead segmentation for social media and email marketing campaign personalization
  • Automated lead capture from emails, VoIP calls, and other channels
  • Predictive lead scoring based on past performance
  • Sales pipeline management with a drag and drop interface
  • AI assistant for meeting scheduling, email drafting, and other tasks
  • Generation of marketing content, product descriptions, and other materials
  • Dashboards for cohort and sales KPI analysis

Client spotlight

+15%

conversion rate

10%

shorter sales cycle

60%

reduction in board paper preparation time
Salesforce CRM for a real estate company

Itransition’s team built a Salesforce-based CRM solution that enabled our client to facilitate property visit scheduling, contract management, and tenant onboarding.

+54%

lead acquisition

75%

improvement in client management productivity
Salesforce CRM for an insurance firm

We configured and customized a Salesforce-based CRM solution to help an insurance buyout agency optimize its lead and opportunity management, annuity calculation, and quoting processes.

+50%

generated opportunities

100%

visibility into sales KPIs

30%

increase in Salesforce usage
Salesforce modernization for a construction company

Our team enhanced the existing Salesforce CRM system of a construction product supplier with new custom functionality to automate appointment management. Furthermore, we optimized software integrations to prevent customer record duplicates.

Consolidated

business data storage

Reduced

manual data synchronization

Streamlined

tender and contract management
Odoo solution for a medical staffing service provider

We delivered a comprehensive CRM/ERP/HR solution powered by Odoo to help a medical staffing company streamline tender and contract management tasks.

+18%

closed deals

25%

faster sales cycle

10-month

ROI achievement

30%

faster lead and inquiry response time
Dynamics 365 CRM for a special equipment dealer

Our specialists created a CRM solution on top of Dynamics 365 to help our client automate sales workflows and improve sales funnel visibility.

70%

potential licensing cost savings

Higher

sales productivity through automation

Improved

customer data management and reporting

Enhanced

user experience and adoption
Power Apps CRM for an engineering consulting firm

We provided a consulting company with a lightweight CRM based on Power Apps to facilitate sales management and project tracking, ensuring lower licensing costs compared to implementing a full-featured Dynamics solution.

Accelerated

case completion

Increased

case resolution capacity

Reduced

manual workload and follow-up effort

Faster

client response cycles
Microsoft Power Platform CRM for a legal organization

Our team implemented a Microsoft Power Platform-based CRM solution to help the customer centralize will management operations, automate key workflows, and streamline client and case management.

CRM-agnostic

solution

40%

larger addressable market

New

enterprise client acquisition
Scaling consulting services with Power Platform

We helped a sales consulting company expand the market reach of its proprietary CRM applications by transforming Salesforce-based tools into a unified, CRM-agnostic solution built on Microsoft Power Platform.

What our clients say

Their Salesforce engineers, business analysts, and admins have consistently delivered high-quality work that has significantly contributed to the success of our projects. What we value most is how well Itransition's team integrates with ours to deliver solutions that meet our business needs. The level of expertise and professionalism Itransition's team brings ensures we can deliver on our commitments, even under tight deadlines.

Read original

Ksenia Demidova

Acronis Cyber Systems

CRM functionality we help implement

Marketing management

Increase lead generation and conversion by enabling accurate audience segmentation and targeted marketing campaigns through advanced marketing automation.

Lead management

Foster lead acquisition and increase sales via omnichannel lead information capture, AI-based lead ranking and prioritization, and lead routing to suitable sales agents.

Contact management

Engage and assist clients more effectively by consolidating and accessing key contact information, including their personal details and customer interaction histories.

Sales management

Boost sales teams’ performance and cut operational costs with features for task planning, sales pipeline tracking, sales process automation, and omnichannel customer communication.

Document management

Reduce your administrative burden by automatically generating, sharing, and storing legal and financial documents, such as contracts, quotes, or invoices.

Customer support

Provide customers with timely assistance and improve their satisfaction with functionality such as automated case routing, customer service chatbots, and self-service portals.

Analytics & reporting

Optimize your CRM strategies and operations through analytics features like sentiment analysis, sales forecasting, and real-time KPI tracking.

CRM solutions for your industry

Drawing on deep expertise in 20+ verticals, we deliver CRM software tailored to your industry-specific business processes and target audience.

Retail

Engage your customers with personalized offers and promotions across touchpoints, manage successful loyalty programs, and streamline service tasks like refund or exchange processing.

Retail

Ecommerce

Personalize buying journeys with product recommendations based on customer behavior and automate time-consuming tasks such as order entry, invoicing, and returns management.

Ecommerce

Financial services

Collect customer data to facilitate KYC operations and provide each client with financial product and service recommendations based on their preferences, including investment goals and spending habits.

Financial services

Healthcare

Facilitate access to health care with appointment booking through patient portals, deliver personalized customer service based on 360-degree patient data, and boost patient engagement with automated appointment reminders.

Healthcare

Real estate

Match potential customers with suitable properties based on their needs and automate visit scheduling, property maintenance planning, and other clerical tasks.

Real estate

Insurance

Provide insurance product recommendations tailored to each client’s requirements and risk profile and automate policy administration and claims management tasks, such as renewals and coverage verification.

Insurance

Manufacturing

Make accurate sales predictions to optimize production plans and streamline administrative operations, such as sales agreement management, warranty management, and rebate management.

Manufacturing

Automotive

Provide personalized vehicle recommendations based on client requirements, automate test drive scheduling and other sales tasks, and identify cross-selling opportunities like car servicing.

Automotive

Logistics

Streamline order summary creation, provide clients with timely order status updates, and facilitate freight claims resolution though automated routing, escalation, and settlement.

Logistics

Education

Create personalized learning journeys based on students’ educational goals and automate applicant enrollment, tuition management, and other back-office operations.

Education

Telecom

Provide individual customers with tailored telecom plan recommendations based on service usage and other details, automate contract creation, renewal, and billing, and offer real-time, 24/7 technical support.

Telecom

Nonprofit

Strengthen donor relationships with individual engagement plans, provide program recipients with personalized assistance, and monitor fundraising KPIs to optimize your campaigns.

Nonprofit
Implement your CRM solution with Itransition’s guidance
Let’s talk

About Itransition

10+ years providing CRM services and solutions

100+ successful CRM projects

In-house CRM and Salesforce Centers of Excellence

Strategic partnerships with Salesforce, Microsoft, and Odoo

Quality and information security management compliant with ISO 9001 and ISO 27001

Itransition’s CRM project roadmap

1

Discovery

  • Business needs elicitation
  • Workflows and IT environment analysis
  • Software requirements definition
  • CRM strategy definition

2

Design

  • User journey mapping
  • UX/UI and architecture design
  • Development tech stack selection
  • CRM platform selection and customizations outline
  • Proof of concept delivery

3

Planning

  • Project budget, methodology, and team composition definition
  • Project roadmapping
  • Risk management strategy outline

4

Development

  • Custom CRM front-end and back-end development
  • CRM platform configuration and customization
  • Software integration via APIs or middleware
  • End-to-end QA and testing

5

Rollout

  • User acceptance testing
  • Solution deployment to the production environment
  • CRM data migration

6

Support

  • User training and onboarding
  • Maintenance and troubleshooting
  • Solution modernization

How you can benefit from Itransition’s CRM solutions

With Itransition’s help, companies can expect the following improvements and payoffs from their CRM initiatives:

360-degree view of customers

by consolidating data scattered across multiple systems and spreadsheets into a unified solution

Superior operational efficiency

through the automation of clerical processes, from data entry to document generation

Increased profits

through effective ad targeting, omnichannel customer engagement, and sales process automation

Greater customer satisfaction

via personalized buying journeys, real-time customer assistance, and faster case resolution

Seamless collaboration

within teams and across departments thanks to more effective task management and easier customer data sharing