Ascendix CRM Solutions by Industry

Your team deserves CRM software that follows your processes and “speaks” your language.

Ascendix CRM Software Solutions for Industries

At Ascendix, we offer ready-to-use CRM systems, CRM customization, and build custom software solutions considering not only the technical side but also specifics of each business domain. It helps us to cater to all unique needs and goals of your organization with our advanced business software solutions. We are ready to lead any project to success regardless of its industry, and we have already done it for the clients in the following niches with our best CRM software options:

Real Estate

We help real estate companies and companies that own or lease real estate to manage all their properties, lease details, deals, and communication with stakeholders.

Property Management

Facilitate property management by making record data clean, accurate, and up to date in one place. If you want to gain absolute control over your data, we will select and customize your CRM for property management.

Tenants-in-Common Investments (TIC)

Inspire trust by having a central data repository for in-depth insights into your clients’ information and respond quickly to market changes with our real estate investor CRM solution.

Wealth & Asset Management

Understand your customers’ life cycle, stand out by delivering personalized service and trace growth projections within your software. Get the wealth management CRM system with our help.

Real Estate Investment Trusts (REIT)

We help REITs get a custom CRM system to track all investment properties, deals, and stakeholders. At Ascendix, we guide you through all stages: from CRM consulting to CRM adoption.

Investment Sales

Exceed expectations and create an unforgettable customer experience with your software for real estate investors that will speed up your lead management and automate marketing activities.

Financial Planning

Get rid of multiple disintegrated systems and get deeper overview of your client’s financial health and future goals with financial planning software solutions created with your business in mind.

Credit Unions

Improve credit data management by getting a single source for data in your personal credit union software and turn it into a 24/7 lead-nurturing machine with Ascendix.

Banking

Visualize key performance metrics, identify trends and deliver value in the transaction banking environment using our omnichannel banking software solutions exclusively developed or customized.

Capital Markets

Personalize the way you work with your borrowers, lenders, and equity providers and track all the transactions and capital sources in CRM for Capital Markets professionals.

Insurance

Manage with ease and use your clients’ information to your benefit with our progressive insurance software solutions adapted to your specific demands by our team.

Travel & Logistics

Get 360-degree visibility into your business due to the transparency and flexibility of your data inside our all-in-one travel & logistics software solutions designed solely for you.

Construction

Forget about disparate systems, miscommunication, and isolated work of your departments and experience a new level of business efficiency with the help of our custom software solutions.

SaaS & Technology Companies

Experience benefits of top functionality, usability, and security in your SaaS software solutions to stay ahead of the digital competition.

B2B Professional Services Companies

Be successful, competitive, and innovative with our comprehensive software solutions that will ensure your data integrity and workflow automation.

Real Estate

We help real estate companies and companies that own or lease real estate to manage all their properties, lease details, deals, and communication with stakeholders.

Property Management

Facilitate property management by making record data clean, accurate, and up to date in one place. If you want to gain absolute control over your data, we will select and customize your CRM for property management.

Tenants-in-Common Investments (TIC)

Inspire trust by having a central data repository for in-depth insights into your clients’ information and respond quickly to market changes with our real estate investor CRM solution.

Wealth & Asset Management

Understand your customers’ life cycle, stand out by delivering personalized service and trace growth projections within your software. Get the wealth management CRM system with our help.

Real Estate Investment Trusts (REIT)

We help REITs get a custom CRM system to track all investment properties, deals, and stakeholders. At Ascendix, we guide you through all stages: from CRM consulting to CRM adoption.

Investment Sales

Exceed expectations and create an unforgettable customer experience with your software for real estate investors that will speed up your lead management and automate marketing activities.

Financial Planning

Get rid of multiple disintegrated systems and get deeper overview of your client’s financial health and future goals with financial planning software solutions created with your business in mind.

Credit Unions

Improve credit data management by getting a single source for data in your personal credit union software and turn it into a 24/7 lead-nurturing machine with Ascendix.

Banking

Visualize key performance metrics, identify trends and deliver value in the transaction banking environment using our omnichannel banking software solutions exclusively developed or customized.

Capital Markets

Personalize the way you work with your borrowers, lenders, and equity providers and track all the transactions and capital sources in CRM for Capital Markets professionals.

Insurance

Manage with ease and use your clients’ information to your benefit with our progressive insurance software solutions adapted to your specific demands by our team.

Travel & Logistics

Get 360-degree visibility into your business due to the transparency and flexibility of your data inside our all-in-one travel & logistics software solutions designed solely for you.

Construction

Forget about disparate systems, miscommunication, and isolated work of your departments and experience a new level of business efficiency with the help of our custom software solutions.

SaaS & Technology Companies

Experience benefits of top functionality, usability, and security in your SaaS software solutions to stay ahead of the digital competition.

B2B Professional Services Companies

Be successful, competitive, and innovative with our comprehensive software solutions that will ensure your data integrity and workflow automation.

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Did Not Find Your Industry in the Above-Mentioned List? Then We Have Something Special for Your Business!

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What You Get with Our Software Solutions

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Unified 360-Degree Customer Information

Know your clients’ major life events, specific goals and needs and to build stronger relationships with your customers with our software solutions.

Centralized Document Management

Stop relying on siloed systems and getting buried in tons of spreadsheets and start managing all documentation flows in our CRM software.

Data Security and Legal Compliance

Ensure protection of your clients’ personal information and compliance with legal restrictions and regulations specific to your business domain with our technological solutions.

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Consolidated Software Systems

Eliminate time vortex, inefficiencies, and inaccuracies by uniting all the tools and systems under our all-inclusive CRM system.

Automated Core Business Processes

Take your workflow to a new “point-and-click” level and free your mind for big business ideas and strengthening of professional relationships.

Enhanced Collaboration

Facilitate communication with your clients and improve integration between departments using our advanced Deal, Collaboration Rooms, and Chats.

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In-Depth Stats and Reports

Get detailed insights from your CRM data, identify trends and weak points and track your key performance indicators to stay on top of the data that matters.

Improved Activity and Account Management

Track key contact information, transactions, and interactions with your clients to provide a full picture of the organization with which you work.

Advanced Search Functionality

Enjoy an easy search for your customers’ records in a just few clicks with built-in powerful search and filtration tools in our CRM software.

There are many more features you can expect from your CRM system or custom developed software and app.

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Why Ascendix?

Leverage our team from United States and Ukraine to get high-quality CRM software that will solve all your needs.

It’s difficult to find an organization that’s been committed to the CRM space for as long a time as we. 25 years, it gives you a great deal of opportunity to learn lessons and to learn what works and what doesn’t work. There’s a whole host of best practices and tips and tricks that we have that others have never even heard of. We have set up an international business practice where we’re able to deliver properly located resources and economical solutions as well.

Wes Snow, Co-Founder & CEO at Ascendix

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25+ Years of Extensive CRM Consulting and Custom Software Development Expertise
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17 CRM Multi-Faceted Products and Apps
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15 Years in IT Outsourcing
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20+ Clients' Countries
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170+ Highly Experienced Employees
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Onshore & Offshore Engagement Models

Certifications and Awards

CRM Consulting & Custom CRM Development Services Ascendix Dallas

Our Services:

CRM Consulting & Custom CRM Development Services Ascendix Dallas

Technological Optimization Is No Longer an After-Thought, It is the Lifeblood of Your Business.

Let Ascendix Be Your Expert Guide Through All the Complexities of Digital Evolution in Your Organization.

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