CRM Consulting and CRM Tools Development Since 1996

CRM Consulting & Custom CRM Development

We’ll assist with CRM audit, platform selection, CRM implementation, and optimization and drive user adoption of the solution in your organization. Our consultancy team is ready to help you innovate your business with our custom CRM development services and build a CRM tool of any complexity!

Also, we enable sales transformation and equip B2B and B2C businesses with cutting-edge CRM tools that help enable real-time sales operations insights, boost salespeople’s productivity, and develop more potent sales tactics.

Salesforce Consulting Services

Our Salesforce consultants will assist you with CRM health check and assessment, implementation, re-implementation, migration from other CRM software to Salesforce, CRM optimization,  integration, and customization, as well as with AppExchange app development. Also, our Salesforce consultancy division specializes in CRM administration, maintenance, and support.

Our team helps integrate cutting-edge technologies with customer-centric initiatives, build lasting relationships, and enhance the customer service team’s experience for better customer service transformation.

Pardot Consulting Services

Increase marketing automation potential with our Pardot [aka Marketing Cloud Account Engagement] audit, consulting, and administration services. Take advantage of our product knowledge, consulting expertise, and expert training to accelerate, track, and prove the revenue impact of your Pardot investment!

By combining CRM systems with top-notch marketing automation technologies, techniques, and best practices, we assist businesses of all sizes in driving marketing activity.

Microsoft Dynamics 365 Consulting Services

Our CRM consulting firm provides a full range of Microsoft Dynamics 365 services like CRM audit and evaluation, Microsoft Dynamics CRM configuration and customization, custom modules development, CRM integration with other systems and CRM tools, and Dynamics 365 upgrade, update, and administration.

Ascendix Search

Powerful search and mass actions for Salesforce for $15/user

Create call and marketing lists, mass edit your Salesforce records, add new events, log calls, create new tasks in bulk, mass email, use maps and charts to locate your Salesforce data, get insights, and more. Easy and productive!

AscendixRE CRM for Commercial Real Estate

The only commercial real estate CRM available on top of Salesforce and Dynamics 365, from $79/user.

AscendixRE offers robust contact, pipeline, property, deal management, stacking plans, commission splits, extensive mapping tools, and more.

Composer Salesforce Report Writing Tool

Commercial real estate content management software for $25/user

Create branded real estate flyers, brochures, activity reports, microsites, custom collateral, and property tour books with a few clicks using the data and pictures from your CRM software.

MarketSpace for AscendixRE

A Property Listings Portal & Secure Deal Rooms

Bring your investors and tenants to secure Deal rooms where you can showcase available properties, share financials, get instant feedback, and close deals without unnecessary email chains.

AscendixRE for Capital Markets

СRM for Commercial Mortgage Brokers and Capital Markets

Track capital sources, lenders, investors, deals, and all communication in one place. Personalize the experience of your clients and automate prospecting.

AscendixRE Land CRM

CRM for Land Brokers from $79/user

The only true CRM software designed and optimized solely for land brokers. Keep all land, properties, and relationships in one place.