Complete CRM Consulting Services Since 1996

Do you want to move to a new CRM platform, develop your custom solution or need help to upgrade, optimize your current CRM? We'll help!

Ascendix Technologies CRM consulting

Expert CRM Consulting Services

Ascendix is a CRM consulting company from Dallas, Texas. We help businesses to select and implement best-fit CRM software (customer relationship management systems) for their particular industry and situation. Also, we develop custom CRM systems and apps and optimize your existing CRM solutions to drive your CRM adoption and team productivity.

Need a New CRM?

We'll help with CRM platform selection, outline pros and cons of available CRM systems vs. custom CRM development. Next, we'll implement or develop a CRM for you, migrate your data, and train your team. All is done by us!

Want to Improve Your CRM?

We'll help with tasks of any complexity! CRM audit and optimization, CRM upgrade to the latest version, configuration, integration with other systems, data transformation, CRM administration, support and training of your team.

Salesforce Consulting

Salesforce consulting and AppExchange app development, migration to Lightning, customizations, administrations, integrations with other systems. Learn More >

Dynamics 365 Consulting

Microsoft Dynamics 365 consulting, custom modules development, upgrade to the latest CRM version, customizations, administration, and integration. Learn More >

Check Out Our Guide on Selecting a CRM Consultant 👇 for Your company

What Makes Us a CRM Consultant of Choice?

  • 24 Years in CRM Consulting. First and foremost, we have extensive CRM consultancy expertise and have helped thousands of businesses with their CRM software. Most probably, we've worked with your niche and have already solved the same challenges.
  • 10+ CRM Platforms. While many CRM consulting firms focus only on one platform, we have worked with all popular CRM systems and are not biased. Salesforce or Dynamics 365 or perhaps something else? It depends on your situation and we'll explore all decent alternatives together. We have up to date knowledge of platform roadmaps and know how new features can benefit you.
  • Leverage Our Offshore Team to Cut Your Costs. We started our IT outsourcing story in 2005, worked with five countries and eventually selected Ukraine as our offshore office. We offer multiple engagement models to optimize your budget without loss of quality.
  • Services/Product Balance. We have our own CRM products and apps and support thousands of users 24/7. It means we know and understand the business challenges and needs of various businesses and can offer the best solutions based on the lessons learned all the way.
  • Leaders in CRM Consultancy for Commercial Real Estate. Top CRE brands like JLL, Transwestern, Colliers, NAI, Cushman & Wakefield, CBRE and many more rely on our solutions and use our help to optimize their CRM systems and increase user adoption. Learn more about our CRE Tech expertise and software

Ascendix Technologies CRM case studies CRM Consulting

Transwestern about Our CRM Services

"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

Our CRM Services Include:

  • CRM strategy for your company. CRM solution assessment and selection based on business needs, especially while considering usability, impact to system performance, maintainability and availability of data to be effectively searched/reported against, CRM gaps analysis, a detailed plan of your CRM optimization, data strategy and CRM adoption for your sales, marketing and other departments.
  • CRM implementation. We'll help you to get the selected CRM up and running. We'll perform all required customizations and configurations. If needed, we'll help to consolidate and clean your data before importing it to the new system. We'll coach your team and make sure they know how to use the new tools.
  • CRM customization and configuration. Your business is unique and we'll help you customize a CRM software to take the full advantage of it. We create custom plugins, form scripts, workflows and business processes, dashboards, reports. All you need!
  • Data migration and transformation. Up-to-date and clean data can skyrocket your business performance. We'll help you to clean and transform your data and will import it to your system. Also, we'll help you to define the best ways to track important information and will help you simplify this process for your team.
  • CRM integration services. Using multiple disconnected systems may cause double work, inaccurate, outdated data. We'll help you integrate your CRM with other software and apps.
  • Custom CRM development. Do you want to create your CRM and get rid of licensing costs or, perhaps, you need custom functionality? We are here to help! We develop custom CRMs, cloud applications and services, web, Windows and mobile apps.
  • Business processes automation. We'll help your sales and marketing, customer support and other teams reduce inefficiencies and automate their daily activities. Furthermore, you will track all essential data, will be able to spot insights and trends to optimize your sales and other processes.

CRM Consulting Services

Do you want to improve your current CRM software or migrate to a new CRM system? Ascendix Technologies is a CRM implementation company with extensive CRM expertise. We work with projects of any complexity. Contact us to discuss your project and learn more about the way we work.

Speak to our CRM Consultant