Comprehensive 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 software? Our CRM consultancy will help!

Professional CRM Consulting Services

Ascendix is a CRM consulting company from Dallas, Texas. Our team of certified Salesforce and Dynamics CRM consultants will 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 assist 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 Current CRM?


Our CRM consulting company will help with tasks of any complexity! CRM audit and optimization, CRM upgrade to the latest version, configuration, integration with other systems, data transformation and migration, CRM administration, 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 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, migration from other CRM software to Salesforce
  • Data migration
  • CRM optimization, configuration, integration, and customization
  • AppExchange app development
  • Salesforce administration, maintenance, and support

➤ 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 upgrade, update, and administration

➤ Learn More about Our Microsoft Dynamics 365 Consulting Services

  CRM Consulting and Development Certificates of Ascendix  

Custom CRM Development Consulting


Since our founding in 1996, we have built 17 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 UI/UX design, testing, debugging, deployment, and maintenance.

Also, we specialize in custom web, mobile, and desktop apps development that can be integrated with you CRM system to ensure complete aligning 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.


Experience with 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.


Our Offshore Team Structure 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.


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

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 and roadmap design

CRM Strategizing & Roadmapping

We will provide 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 services

CRM Implementation Services

Our consultants will 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

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 Services

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

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. Our CRM technical consultants will also aid in syndicating several disparate CRM systems in one platform.

Custom CRM development services

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.

Sales and Marketing automation services

Sales and Marketing Automation Services

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 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. Also, we 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 what CRM system will better to align with your corporate requirements
  • You and your team doesn'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
  • Ascendix team will collect your main pain points, requirements, 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 CRM system helps you to achieve faster your business goals and elevate your process to a new 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 to avoid the risks of CRM implementation failure like lack of consistent strategy, expertise, and attention to the process details as well as provide the best course of action to ensure its success.

    We are truly customer-centric CRM consultancy and will help you apply the same practices to your CRM project so that you could get 360- degree view of your customer and keep up with all 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 from a system health check and audit for possible flows and improvements, rollout consulting to custom CRM development.

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


    When Can 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 about your project.


    How Much Do Consulting Services Cost?


    Every project is unique so it deserves unique approach. At Ascendix, 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

Seek 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 issues troubleshooting in our 👉 selected CRM Help Blog posts:

CRM Best Practices for CRE Brokers

CRM Best Practices for Commercial Real Estate Brokers

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

Best Practices in CRM Adoption

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

Top CRM Data Migration Issues

Top 4 Issues of Real Estate CRM Data Migration: How to 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 4 most common CRM data migration issues 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.

Speak to our CRM Consultant