“ Our business challenge was to gain efficiency and data quality in our New Account Creation process. This was achieved by creating a new account in Salesforce and then syncing the new account with our custom portal. Project planning controls and scope were managed appropriately so that any cost or time constraints were known as well as associated risk. Any risks identified were communicated clearly and managed. The project did achieve the desired goals improving quality and time efficiencies which allows scalability for our team. New projects are moving forward with Ascendix. ”

“ Since going live with our data, Ascendix has continued to improve the experience by rolling out new features, addressing follow-up questions, and assisting/empowering our internal database management group with the knowledge to utilize the software to its fullest. I would unconditionally recommend Ascendix, both for the software and the management support team. ”

“ Ascendix offered a real estate geared CRM − AscendixRE and created a custom Salesforce environment for us that integrated customer relationship and project management. Ascendix took all of the framework from our previous CRM and our previous project management tools, consulted with us on streamlined ways to improve, and integrated the best components of each system into AscendixRE on top of the Salesforce platform. Ascendix built something unique for us. They took the foundation elements of their highly successful product but applied it to our business (which has many stark contrasts to real estate) in very effective ways. ”

“ Excellent CRM with great support. I switched CRMs from Clientlook, which was a good CRM, but it was missing some things. First off, Ascendix is much easier to customize to fit your needs for whatever kind of niche you target. It comes out of the box with every bell and whistle you can imagine, I found myself deleting a lot of fields that were irrelevant to my business to help simplify my layouts. However, it is nice that it comes with a robust amount of fields that you can pick from without having to add them in yourself. So far, the Ascendix Search has been working great for my needs and it is really simple to take notes and set follow-up tasks. The support from Wes, Chris, and Marissa has been top-notch through my experience. Whenever I have a question or need help with the CRM I have always gotten a call or email back that same business day. ”