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CRM services:
our expertise & tailored solutions

Our CRM services

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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

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

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.

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

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

Salesforce CRM for a real estate company

+15%

conversion rate

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.

Salesforce CRM for an insurance firm

+54%

lead acquisition

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.

Salesforce modernization for a construction company

+50%

generated opportunities

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.

Odoo solution for a medical staffing service provider

Consolidated

business data storage

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.

Dynamics 365 CRM for a special equipment dealer

+18%

closed deals

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.

Power Apps CRM for an engineering consulting firm

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.

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.

Ksenia Demidova

Director at Acronys 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.

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

Retail

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

Ecommerce

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

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

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

Real estate

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

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

Manufacturing

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

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

FAQs

Off-the-shelf CRM solutions typically come with a monthly, per-user fee and offer tiered pricing plans, with each offering including different feature sets. The average cost of CRM plans ranges from $9 to $300 per user. This includes both basic pricing plans for small businesses and startups, as well as more advanced, feature-rich options suitable for large enterprises.

In addition to recurring fees, companies considering CRM adoption should factor in the cost of the implementation itself. An average budget for outsourcing CRM implementation starts at $20,000 and depends on the project scope and complexity, the skills required, and the location of the hired team.

If you opt for developing a custom CRM system, the cost will vary greatly depending on the functional scope, integrations, and hosting environment and will start at $50,000.

Basic CRM platform implementation can take anywhere from 6 weeks to 4 months, while more complex projects with unique requirements typically take longer. The project’s timeline depends on multiple factors, such as:

  • Size of the company
  • Number of employees and departments that will use the CRM software
  • Implementation approach (big bang or phased)
  • Company’s readiness for CRM adoption
  • Requirements for the initial CRM version
  • Customization and integration needs
  • Data migration complexity
  • User adoption and training needs
  • Change management requirements

Whether you're a large company or a startup, a CRM solution is essential for selling products, providing services, or communicating with customers more efficiently. By storing customer profiles in one place and keeping them easily accessible, CRM helps you make data-driven decisions, streamline sales and marketing workflows, and ensure customer retention.

Stakeholders at smaller companies can consider CRM an unnecessary expense. However, with the current abundance of affordable CRM offerings with per-user pricing, startups and small businesses don't have to spend a fortune to find a suitable solution.

By outsourcing CRM services to an experienced provider, companies can tap into expertise their in-house IT teams don't always possess, resulting in a smoother implementation and a more effective solution. An outsourced CRM team can also complete the CRM project more quickly, mitigate potential risks and emerging issues, and thus reduce implementation costs. Finally, a third-party IT team also scales easily on demand, especially when the provider has many CRM specialists on board. Therefore, if the scope of the project changes or you need post-implementation support, you can quickly renegotiate the team composition.

CRM software can be classified into three categories based on their focus and capabilities:

  • Operational CRM
    helps companies automate and optimize their marketing, sales, and service operations to boost efficiency and deliver more personalized and consistent customer experiences.
  • Analytical CRM
    features advanced analytics capabilities to derive insights from customer data or other business information and thus make more informed decisions.
  • Collaborative CRM
    facilitates communication and coordination across teams and between companies and their partners, for instance by helping them share customer data.

When planning CRM implementation, companies should decide between these key options for their future solutions:

Platform-based CRM
Custom CRM

Off-the-shelf CRM tools licensed by a vendor and offering a set number of pre-built features.

CRM solutions built from scratch by in-house developers or an outsourced team.

Advantages
  • Faster and cheaper to implement
  • Software updates and support provided by the vendor
  • Capabilities tailored to your unique requirements and CRM strategy
  • Full ownership of the product
Limitations
  • Configuration and customization limited by the vendor or by technical constraints
  • Mounting licensing costs in the long run
  • Higher upfront costs and risk of budget overruns for custom development
  • Longer implementation timeframe

The hosting model you choose for your CRM solution will have both technical and business implications.

Cloud-based CRM
On-premises CRM

CRM software hosted in the cloud and usually provided by vendors as a SaaS (Software-as-a-service) solution.

CRM tools hosted on a company’s local servers or on individual devices.

Advantages
  • Lower upfront costs for the IT infrastructure
  • Maintenance handled by the provider
  • Easier to scale
  • Accessible from any device via an internet connection
  • Direct control over security and upgrades
  • Highly customizable
  • Accessible even without an internet connection
Limitations
  • Lack of control over security, upgrades, and new functionality
  • Limited customization flexibility
  • Potential vendor lock-in
  • Higher upfront investment for the IT infrastructure
  • Full responsibility for CRM maintenance
  • Additional hardware required to scale the solution

Contact us

Sales and general inquires

info@itransition.com

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