Comprehensive CRM Consulting Services Since 1996

Do you want to move to a new CRM platform, develop a custom solution or need help upgrading and optimizing your current CRM software? Our CRM consultancy will help!

Professional CRM Consulting Services

Ascendix is among top CRM consulting companies from Dallas, Texas. Our team of certified Salesforce and Dynamics CRM consultants help businesses to select and implement best-fit CRM software (customer relationship management systems) for their particular industry and situation.

We also develop custom CRM systems and apps and optimize your existing CRM solutions in order to drive your CRM adoption and team productivity.


◈ Need a New CRM?


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

◈ Want to Improve Your Current CRM?


Our CRM consulting company will help with tasks of any complexity! We assist with CRM audit and optimization, upgrades to the latest version of CRM, configuration, integration with other systems, data transformation and migration, CRM administration, and the support and training of your team.

◈ Have an Idea of a Custom CRM Solution?


If current CRM offerings on the market can't fully meet your needs, we will develop your custom CRM solution using the best practices of available CRM systems and our expertise in building and marketing our own custom CRM and software products.


Our Domain Expertise:

  • Real Estate
  • Property Management
  • Investment Sales
  • Capital Markets
  • Residential and Commercial Mortgage Banking
  • Financial Services
  • Construction
  • Insurance
  • Travel & Logistics
  • SaaS & Technology Companies
  • Professional Services Companies that Serve B2B
  • Retail

Selecting CRM consultant guide

Check Out Our Guide on Selecting a CRM Consultant 👇 for Your Company in 2021

Our CRM Consulting Services Vectors


Salesforce Consulting


Our Salesforce consultants will assist you with:

  • CRM health check and audit
  • Salesforce implementation, re-implementation, and migration from other CRM software to Salesforce
  • Data migration
  • CRM optimization, configuration, integration, and Salesforce customization.
  • AppExchange app development
  • Salesforce administration, maintenance, and support
Salesforce Consulting and Development Certificates of Ascendix

➤ Learn More about Our Salesforce Consulting Services


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

➤ Learn More about Our Microsoft Dynamics 365 Consulting Services


Custom CRM Development Consulting


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

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

➤ Learn More about Our Custom CRM and Software Development Services


Technologies We Deploy


Ascendix Salesforce custom development technologies list

What Makes Us a CRM Consultancy of Choice?


25 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 you face.


Experience with 10+ CRM Platforms


While many CRM consulting companies focus only on one platform, we have worked with all popular CRM systems which helps us stay unbiased. Should you select Salesforce, Dynamics 365 or perhaps something else?

It all depends on your situation and we'll explore all decent alternatives together. We have up-to-date knowledge of platform roadmaps and know exactly how new features can benefit you.


Our Offshore Team Structure that Cuts Your Costs


We started our IT outsourcing story in 2005, worked with five countries ,and ultimately 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. This means we know and understand the business challenges and needs of various businesses and can offer the best solutions based on the lessons learned from our experience.


Leadership 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 custom CRM development certificates

Transwestern case study CRM

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 and roadmap design

CRM Strategizing & Roadmapping

We will provide CRM solution assessment and selection based on business needs, especially while considering usability, impact on 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 services

CRM Implementation Services

Our consultants will help you get your selected CRM up and running. We'll perform all required customizations and configurations. If needed, we'll help consolidate and clean your data before importing it to the new system. We'll also coach your team and make sure they know how to use the new tools.

CRM Customization and Configuration

CRM Customization and Configuration

Your business is unique and we'll help you customize and take full advantage of a CRM software. We create custom plugins, form scripts, workflows and business processes, dashboards, and reports. All you need!

Data Migration and Transformation Services

Data Migration and Transformation

Up-to-date and clean data can skyrocket your business performance. We'll help you 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 simplify this process for your team.

CRM Integration Services

CRM Integration Services

Using multiple disconnected systems may cause excess work along with, inaccurate, or outdated data. We'll help you integrate your CRM with other software and apps. Our CRM technical consultants will also aid in syndicating several disparate CRM systems into one platform.

Custom CRM development services

Custom CRM Development

Do you want to create your CRM and get rid of licensing costs or, perhaps, need custom functionality? We are here to help! We develop custom CRMs, cloud applications, cloud services, web, Windows and mobile apps.

Sales and Marketing automation services

Sales and Marketing Automation Services

We'll help your sales, marketing, customer support and other teams reduce inefficiencies and automate their daily activities. Furthermore, you can track all essential data, and will be able to spot insights and trends to optimize your sales and other processes.

CRM Support and Administration

CRM Support and Administration

Our CRM Concierge services team will guide you though all the necessary system upgrades and updates, troubleshooting, and maintenance. We also will aid you with CRM training to ensure better user adoption.

CRM Consulting Services FAQ


Why Do I Need CRM Consulting Services?


Here are the top reasons why you may need consulting services:

  • You have low lead flow, lead conversion rates, sales productivity, and customer satisfaction
  • You want to consolidate disparate systems across different departments and regions to streamline data exchange
  • You don't know which CRM system will better align with your corporate requirements
  • You and your team don't have enough knowledge, technical skills and resources to set up your CRM solution
  • You feel that you don't use your CRM tools at their full potential
  • Your platform doesn't completely meet your business needs
  • You have operational issues with your CRM solution
  • You want to improve collaboration and data flow among your teams
  • Our CRM consulting company will collect your main pain points, requirements, and preferences in regards to the CRM project, identify weaknesses of your corporate processes and suggest the best strategies and technology solutions to eliminate them.


    How Can Your CRM Consultancy Help My Business?


    Correct selection and implementation of a CRM system helps you achieve your business goals faster and elevate your process to a more efficient level

    Our consultants will advise you on the most suitable solution for your organization, recommend the best CRM implementation and optimization strategies and consult on the best user adoption tactics to ensure that your employees are comfortable with using their CRM system


    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.


    What Do Your CRM 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.


    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 Much Do Consulting Services Cost?


    Every project is unique so it deserves 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.

CRM Help Articles

Seeking expert guidance on how to introduce CRM software into your day-to-day activities or how to boost your CRM system features? 👉 Contact our CRM consulting agents OR

Find answers to the most popular questions and tips on CRM issue troubleshooting in our 👉 selected CRM Help Blog posts:


CRM Best Practices for Commercial Real Estate Brokers

Our blog post shares the best CRM practices for implementing software solution for CRE brokerages. Our seasoned CRM expert and co-founder of Ascendix Technologies, Wes Snow, will share where to start with your solution and how to mobilize your office from the perspective of his 15-year experience in the CRE Tech market.

CRM Adoption Best Practices

Top 10 Reasons You Can’t Adopt a CRM: CRM Adoption Best Practices

This blog post will overview 5 reasons when issues with CRM adoption are the CRM's fault and 5 reasons when it's your fault. Our senior CRM consultant, Chris Petersen, will provide tips on how to solve each of them and top the tips with best practices for CRM adoption.

CRM Data Migration Issues

Top 4 Issues of Real Estate CRM Data Migration: How Can You Resolve Them?

Data migration is one of the most challenging and time-consuming stages of CRM implementation that is often taken not too seriously. Read our article to find out what are the 4 most common CRM data migration issues are and how your brokerage can avoid them.

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.