Ascendix Launches AI Suite for AscendixRE CRM
Read now
Ascendix Launches AI Suite for AscendixRE CRM
Read now
AscendixRE CRM for Commercial Real Estate

Commercial Real Estate CRM on top of Salesforce
Ascendix Search

Advanced Search & Productivity App for Salesforce users
AscendixRE СRM for Capital Markets

CRM for Capital Markets
Ascendix Composer for CRE

Document Generation Software for Real Estate Brokers
AscendixRE AI Suite

AI Add-On for AscendixRE CRM
AscendixRE CRM | Land Broker Software

CRM for Land Brokers

CRM Consulting Services Since 1996

Eliminate system silos and data inconsistencies with our full-spectrum CRM consulting services designed to drive business outcomes. As a Dallas-based company with 5 offices worldwide and a team of 70+ CRM consulting experts, we deliver consistent results that increase your efficiency.

Contact Us

Professional CRM Consulting Services

Your deals, clients, and portfolios shouldn’t live in spreadsheets, inboxes, or people’s heads.

Most clients come to us with familiar frustrations like: “When someone leaves, we lose relationships and deal history, “or “Our CRM exists, but it doesn’t really help the business.” With our CRM consulting services, we can fix that without turning CRM into a complicated IT project.

Ascendix helps commercial real estate and capital markets firms bring visibility, structure, and consistency to how they work by implementing CRM systems your team actually uses, not avoids.

With 28 years of CRM consulting experience, 300+ successful projects, and 160+ Salesforce and Dynamics certifications, Ascendix becomes a long-term Salesforce partner focused on one thing: helping real estate teams work smarter from day one.

Get a Free CRM Consulting Session

Full Name
Work Email

By submitting this form, you agree to Ascendix Privacy Policy

As a result of our partnership you’ll get:

08_Change menegement icon

Faster Deal Cycles

Reduce manual work and repetitive follow-ups, helping teams save up to 30% of their time and focus on closing deals.

3-Data Cleansing icon

Clean, Reliable Data

Eliminate duplicate records, inconsistent information, and lost deal history through structured data models, clean migrations, and smart validation.

03 clients reviews and testimonials icon@4x

High User Adoption

Get brokers and teams to actually use CRM through intuitive layouts and workflows built around real estate processes.

Why You May Need CRM Consulting Services

  • Data is a disaster. Duplicates, outdated contacts, and inconsistent formatting are everywhere.
  • You’re unsure which CRM to choose. Salesforce? Dynamics? Custom-built? The options are overwhelming.
  • You’re only using basic features. Advanced automation, reporting, and integrations are paid for, but never used.
  • Your team avoids the CRM. They feel safer with spreadsheets and sticky notes.
  • Adoption is dismal. The system doesn’t match how your team actually works.
  • Your IT team has no idea how to deal with CRMs. Configurations, integrations, and troubleshooting fall through the cracks.
  • Systems don’t talk to each other. Your CRM, ERP, and marketing tools operate in silos and drown in manual copy-pastes, which take up 90% of your time.
  • Performance issues slow operations. The platform lags, crashes, or requires constant workarounds.

The cost? Lost leads, wasted time, frustrated teams, and a CRM investment that’s not paying off.

With the proper CRM implementation, you avoid troubles and make the team really use the CRM efficiently. With Ascendix CRM consulting services, you can transform your CRM from a liability into a real competitive advantage.

Our CRM Services Include:

CRM Audit and Assessment

Get feature gaps analysis, and a detailed plan of your CRM optimization, data strategy, and user adoption, along with the advice for the most suitable CRM.

Best for: businesses using spreadsheets or legacy systems where information gets lost or forgotten.

CRM Implementation Services

Our CRM consultants will perform all required configurations, consolidate and clean your data before importing it into the CRM, and support your team after launch.

Best for: companies that bought a CRM but don't know how to set it up or get the team to actually use it.

Custom CRM Development

We'll develop your own custom CRMs, cloud applications, cloud services, web, Windows and mobile apps, helping you cut licensing costs and get custom functionality.

Best for: businesses with unique processes that off-the-shelf CRMs can't handle.

AI Readiness Assessment

Our team will audit existing data and workflows in your CRM system to define the best ways to get ready for the processes automation with AI.

Best for: companies whose data is full of duplicates, outdated information, and inconsistent workflows.

CRM Customization and Configuration

We'll help you customize your Salesforce or Dynamics 365, create custom objects, new interfaces, plugins, form scripts, workflows, dashboards, and reports.

Best for: businesses whose CRM doesn't match how they actually work, leading to complex workarounds.

CRM Integration Services

Our CRM technical consultants will assist you with integrating your CRM with other software and apps and uniting disparate CRM systems into one platform.

Best for: businesses using multiple software tools which leads to multiple manual processes and data duplicates.

CRM Support and Administration

Our CRM Concierge services team will guide you through all the system upgrades and updates, troubleshooting, maintenance, and provide CRM training.

Best for: companies without an IT person on staff who need help when the CRM breaks,slows down, or needs updates.

CRM Enhancement

Our expert team can resolve accumulated CRM challenges, implement crucial changes, and guide you through discovering and utilizing valuable features you might have missed.

Best for: companies whose CRM has become slow and cluttered over time, which slows down processes.

CRM Audit and Assessment

Get feature gaps analysis, and a detailed plan of your CRM optimization, data strategy, and user adoption, along with the advice for the most suitable CRM.

Best for: businesses using spreadsheets or legacy systems where information gets lost or forgotten.

CRM Implementation Services

Our CRM consultants will perform all required configurations, consolidate and clean your data before importing it into the CRM, and support your team after launch.

Best for: companies that bought a CRM but don't know how to set it up or get the team to actually use it.

Custom CRM Development

We'll develop your own custom CRMs, cloud applications, cloud services, web, Windows and mobile apps, helping you cut licensing costs and get custom functionality.

Best for: businesses with unique processes that off-the-shelf CRMs can't handle.

AI Readiness Assessment

Our team will audit existing data and workflows in your CRM system to define the best ways to get ready for the processes automation with AI.

Best for: companies whose data is full of duplicates, outdated information, and inconsistent workflows.

CRM Customization and Configuration

We'll help you customize your Salesforce or Dynamics 365, create custom objects, new interfaces, plugins, form scripts, workflows, dashboards, and reports.

Best for: businesses whose CRM doesn't match how they actually work, leading to complex workarounds.

CRM Integration Services

Our CRM technical consultants will assist you with integrating your CRM with other software and apps and uniting disparate CRM systems into one platform.

Best for: businesses using multiple software tools which leads to multiple manual processes and data duplicates.

CRM Support and Administration

Our CRM Concierge services team will guide you through all the system upgrades and updates, troubleshooting, maintenance, and provide CRM training.

Best for: companies without an IT person on staff who need help when the CRM breaks,slows down, or needs updates.

CRM Enhancement

Our expert team can resolve accumulated CRM challenges, implement crucial changes, and guide you through discovering and utilizing valuable features you might have missed.

Best for: companies whose CRM has become slow and cluttered over time, which slows down processes.

CRM Platforms We Work With

What Are Our CRM Consulting Services Vectors?

Salesforce Consulting Services Ascendix Dallas Texas

Salesforce Consulting

 

Our Salesforce consultants will assist you with the following:

Learn More
Salesforce Consulting Services Ascendix Dallas Texas
Microsoft Dynamics 365 Consulting Services Ascendix Dallas Texas

Microsoft Dynamics 365 Consulting

 

Our CRM consultancy provides the following Microsoft Dynamics 365 services:

  • Platform assessment and evaluation
  • Microsoft Dynamics CRM configuration and customization
  • Custom modules development
  • CRM integration with other systems, CRM tools, and platforms
  • Dynamics 365 upgrades, updates, and administration
  • Switching from Dynamics to Salesforce
Discover More
CRM Consulting & Custom CRM Development Services Ascendix Dallas

Custom CRM Development Consulting

 

Since our founding in 1996, we have built 17 of our own custom CRM solutions and software products:

This first-hand experience allows our CRM technical consultants to share tried-out schemes of custom CRM software road mapping, UI/UX design development, testing, debugging, deployment, and maintenance.

Also, we specialize in custom web, mobile, and desktop app development that can be integrated with your CRM system to ensure complete alignment with your org specifications.

Explore More
CRM Consulting & Custom CRM Development Services Ascendix Dallas

Is CRM Consulting Right for Your Industry?

Ascendix has practical experience with 10+ leading CRM platforms in the market and can help build smarter CRM systems for the following industries:

“ Ascendix has 20+ years of development expertise ranging from business analysts, solution architects, a whole plethora of staff developers to quality assurance. We fully understand the importance of following a process and a methodology and have invested in resources both domestically and internationally to deliver with great bandwidth and capability. ”

Wes Snow, CEO & Co-Founder, Ascendix

List checkmark orange icon
Real Estate & Adjacent Markets
List checkmark orange icon
Capital Markets & Financial Services
List checkmark orange icon
Computing & Software
List checkmark orange icon
Professional Services & Consulting
List checkmark orange icon
Agriculture & AgTech
List checkmark orange icon
Nonprofit & Charities

“ Ascendix helped set up, configure, and now support our CRM. They’ve helped us build a more user-friendly interface so that we’re cognizant of who our users are and how they best interact with the CRM. They have very open and honest communication and do more than just the work they’re assigned; they look out for our best interests and care about us as a company. The quality is always great. ”

Jason Moersch, VP of Technology Solutions, Transwestern

Trusted By

CRM-related Cases by Ascendix

  • Ascendix Search
  • AscendixRE
  • Salesforce
CRM Consolidation Case Study: Hanna Commercial

CRM Consolidation Case Study: Hanna Commercial

Hanna Commercial, the Pittsburgh’s leading commercial real estate firm, decided to consolidate its multiple CRM systems to unify processes, improve efficiency and save money. Keep reading to learn their CRM story and what helped them successfully implement a shared database across multiple offices in multiple markets.

See Case Study
CRM Consolidation Case Study: Hanna Commercial
  • Dynamics 365
Dynamics 365 Case Study: CRM Consulting & Enhancements for Stiles

Dynamics 365 Case Study: CRM Consulting & Enhancements for Stiles

Stiles hired Ascendix to renovate their Microsoft Dynamics CRM system with streamlined functionalities, practical features, and a user-friendly interface. Adrienne Zalking, the Head of Marketing at Stiles, tells about this project and how a new system helps in lead generation and business development.

See Case Study
Dynamics 365 Case Study: CRM Consulting & Enhancements for Stiles
  • Dynamics 365
How JLL Increased CRM Adoption by Six Times

How JLL Increased CRM Adoption by Six Times

JLL is a Fortune 500 real estate and investment company with nearly 92,000 specialists in 230 offices. For more than 10 years of partnership with JLL, we’ve helped multiple offices worldwide re-engineer their CRM usage, create apps for vendor management, brochure, and report generation.

See Case Study
How JLL Increased CRM Adoption by Six Times
  • Ascendix Search
  • AscendixRE
  • Salesforce
How Salesforce Consulting Services for Capital Markets Automated Manual Processes

How Salesforce Consulting Services for Capital Markets Automated Manual Processes

As Innovative Capital helps people looking for capital by introducing them to people who have the capital, the company was seeking a solution to optimize the work to serve the borrower and the lender better. Having a vast customer base, Innovative Capital was struggling with housing all the data of their lenders and borrowers. To address these issues, Innovative Capital reached out to Ascendix to implement the Salesforce platform.

See Case Study
How Salesforce Consulting Services for Capital Markets Automated Manual Processes

Increase Customer Retention with the Right CRM Solution

Get Help

Why Leading Companies Trust Ascendix

1
CRM Consultancy | Ascendix Technology
  • 28 years delivering CRM solutions that drive real business outcomes
  • $9+ billion in assets managed through our CRM solutions
  • 5x ROI achieved through CRM optimization
  • 1,200+ loan operations streamlined with custom workflows
CRM Consultancy | Ascendix Technology
2
Offshore Team Ascendix imac
Offshore Team Ascendix imac
  • 35% reduction in manual data entry and redundant work
  • 16+ year partnerships with Fortune 500 real estate companies
  • 24-hour response time for client support requests
  • 25,000+ users of AscendixCRM – our proprietary CRM for commercial real estate

Technologies We Deploy

CRM Consulting Services FAQ

What Do Your CRM Implementation Consultants Do?

Our team provides a broad scope of CRM services like a system health check and audit for possible flows and improvements, and rollout consulting to custom CRM development.

Ascendix specializes in Salesforce and Microsoft Dynamics 365 CRM consulting, AppExchange app development, and development of custom software solutions.

How Much Do Consulting Services Cost?

Every project is unique so it deserves a unique approach. At our CRM consulting company, we will select the best service cost option based on our engagement models offerings: onshore, offshore, and blended team structures to match the best quality with the best price.

Answer a few simple questions to get connected with the right team and get a quote.

What Challenges Can I Solve with Your CRM Consulting Services?

Our CRM consultancy will help you avoid the risks of CRM implementation failure like lack of consistent strategy, expertise, and attention to the process details. We will provide the best course of action to ensure its success.

We are truly a customer-centric CRM consultancy and will help you apply the same practices to your CRM project so that you could get a 360- degree view of your customer and keep up with all of the market changes.

Our team will optimize your CRM tools to solve the most common business challenges like low sales pipeline visibility, low data quality because of system disintegration, poor team collaboration, etc.

 

When Can I Start with CRM Consulting?

Regardless of your CRM implementation phase, we are ready to offer our help on any stage: new implementation, re-implementation, recovery & optimization, migration from any CRM to Salesforce, Microsoft Dynamics, or custom CRM software. We can do it all and even more. Just contact our team and tell us about your project.

How do We Know if We Actually Need a CRM?

You need a CRM if your data and deal history disappear when employees leave, your team relies on multiple spreadsheets and not a centralized system, you’re losing track of client relationships, or you’re spending excessive time on manual follow-ups and data entry.

Also, if you have poor pipeline visibility, inconsistent client communication, difficulty generating business reports, or information silos, it’s time for a CRM.

Our CRM consulting team can conduct a free assessment to evaluate how exactly a CRM would benefit your business and which one to choose.

What Makes Ascendix Different from Other CRM Consultants?

  1. Ascendix is both a service and a product company that has built proprietary CRM solutions like AscendixRE and Ascendix Search, so we can implement, customize extensively, or develop fully custom systems.
  2. Our team has 28 years of experience dedicated to implementing and optimizing CRMs in real estate, capital markets, and professional services.
  3. Ascendix has a key principle of long-term partnership, with many relationships spanning 10+ years. We optimize your CRM as your business evolves, not just at go-live.

How Long does a Typical CRM Implementation Take?

Improve your Current CRM Software with Professional Help

Full Name
Work Email

By submitting this form, you agree to Ascendix Privacy Policy