CRM Consulting and Development Services

CRM Consulting and Development Services

Through our CRM development expertise, we’ll help you get a CRM solution that suits your company’s needs and requirements perfectly — whether it’s implementing a system from scratch or customizing an existing one.

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OUR SERVICES

What CRM Services Are You Looking For?

CRM Consulting and Strategy Planning

CRM Consulting and Strategy Planning

Our team has gained solid expertise in consulting companies on their CRM strategies and picking effective tools that fit their business scenarios.

CRM Software Development and Implementation

CRM Software Development and Implementation

Velvetech helps organizations leverage CRM adoption services: implement solutions of any complexity, build custom modules, enable systems integration.

CRM Integration and Customization

CRM Integration and Customization

Embrace the best practices for CRM configuration and take advantage of customization opportunities to enhance the functionality or tailor it to your needs.

CRM development services and consulting company

Velvetech’s expertise in custom CRM development services and consulting has been highly acclaimed by Clutch, a trusted B2B ratings and reviews site, that ranked Velvetech as Top Marketing Automation Consultants.

Our CRM implementation and integration services will set your business among industry leaders, leaving your competitors far behind. We provide cutting-edge CRM technologies to unlock the full potential of your Sales, Marketing, and Customer Care.

CRM IS A WIN-WIN

CRM Gets Everybody on the Same Page

Sales

  •  Collaborative sales process
  • Omnichannel customer engagement
  • AI assistance throughout the customer life cycle

Marketing

  • 360-degree customer view
  • Process-driven approach
  • Elaborate metrics for marketing activities tracking

Customer Care

  • Intuitive self-service web portals
  • Contextual real-time guidance
  • Customer interaction analytics to spot revenue opportunities

Management

  • Data-based decision making
  • Unified control center
  • Real-time insight into customer buying habits
CRM Gets Everybody on the Same Page

Best-in-Class CRM Solutions We Support

microsoft dynamic 365
Zoho
Salesforce
Sugarcrm
Creatio
Hubspot
What types of CRM solutions can be developed?

It might be surprising how many types of CRM systems there are. From sales and marketing automation tools and customer service platforms to partner management portals and industry-specific CRMs, businesses use a wide variety of solutions. They embrace CRM software development services to build fully custom systems from scratch or extend existing platforms with tailored workflows, integrations, and dashboards.

Need help with your CRM improvement?

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CRM SERVICES

End-to-End CRM Software Services

1

CRM Implementation

We deploy Creatio, HubSpot, Dynamics, Salesforce, and other CRMs for SMBs and enterprises.

2

CRM Customization

Tailoring a CRM to your specific business needs is the crucial aspect of successful implementation.

3

Custom CRM Development

For organizations with unique business processes we develop fully custom CRM solutions.

4

CRM Integration

We make sure your CRM naturally fits in with the existing ecosystem: from telephony to CMS, ERP, etc.

5

CRM Data Migration

We ensure secure data migration and unification from legacy CRMs and other data sources.

6

Maintenance and Support

Our top priority is to maintain your CRM up-to-date and operational, even during peak intervals.

Which businesses benefit most from CRM development services?

CRM development services are essentially valuable for companies that manage complex customer journeys, high-volume sales pipelines, multi-channel communications, or distributed teams. Usually, the list of the core beneficiaries includes:

  • B2B organizations
  • enterprise sales teams
  • financial services firms
  • healthcare providers
  • manufacturing companies
  • SaaS providers
  • eCommerce companies
  • rapidly scaling startups.

However, almost any business that relies on structured customer data, repeatable processes, and performance visibility can take advantage of a customized CRM solution.

GenAI Revolution Webinar
ON-DEMAND WEBINAR

Transforming Business with GenAI-Infused Software

GenAI is generating buzz in tech and business communities, but what are the real benefits of its implementation for companies?

Watch our webinar to uncover opportunities GenAI creates for business and learn how to integrate it into your processes for maximum benefit./p>

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CRM + SOFTWARE ECOSYSTEM

CRM Integration Services for Any Needs

Telephony

We provide CRM integration with KAZOO, RingCentral, and other phone systems to streamline your customer communications.

Email Marketing Platform

We help you track the performance of your email marketing campaigns by integrating your CRM with a mailing server.

Accounting & Payments

By securely connecting your CRM to an accounting system and payment gateway, we help you track all accounts & payments in a single place.

Document Management

Consolidation with a document management system makes your CRM an all-in-one solution to work on contracts, scans, etc.

Helpdesk

CRM connected with a support system guarantees you’ll stay up-to-date on your customer journey, ready to take action.

Custom Integrations

Our team has over ten years of experience in integrating CRM solutions with ERP, CMS, POS, and other cloud-based systems.

Ready to start CRM software development?

Let’s Talk
Gaining Control of Contact Center Performance Webinar
ON-DEMAND WEBINAR

Gaining Control of Contact Center Performance

What if every customer could deal with your single most effective sales and service person?

Watch the webinar to find out the ways to improve multichannel customer engagement, resolve tickets faster, and drive more deals.

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CUSTOM CRM VS. READY-MADE CRM

CRM Development vs. CRM Customization

CRM from Scratch

A CRM designed and developed from the ground up to meet your company’s specific needs is the key to long-term success.

Our team delivers custom CRM software development to optimize processes and workflows at your company.

  • Optimal set of features
  • Less time for training employees
  • Unlimited potential for further enhancements
  • Zero hidden costs

Off-the-Shelf CRM

Customization of a ready CRM solution is a viable option for both a small business or large enterprise seeking to improve the output.

We will implement a CRM solution of your choice, enhancing it with required add-ons and integrations to fit your business flow.

  • Faster time to market
  • Market-tested technics
  • Saturated market of CRMs to choose from
  • Balanced pricing models
Top-Rated CRM Development Company in the USA
WHY VELVETECH

Top-Rated CRM Development Company in the USA

Having an excellent understanding of customer relationship management, Velvetech helps businesses streamline workflows with custom CRM solutions and off-the-shelf products. Consulting, implementation, and integration with enterprise tools are the core of our expertise.

We have been providing CRM software development and customization services since 2009, working with tried-and-tested CRM platforms like Salesforce, Microsoft Dynamics, SugarCRM, Creatio, Zoho, HubSpot, and many others to take your customer communications to the next level.

10+ years in CRM implementation
24/7 support for uninterrupted service
3-day proof of concept
Security and compliance
Alignment with your long-term strategy
Our partners

Who Makes Us Stronger

Kazoo
Pandadoc
Microsoft
sitecore
Oracle
Creatio
CallFire
Worldpay
IBM
Intel
Salesforce

Ready to implement or customize a CRM?

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partner 2 Microsoft

Microsoft Gold Partner

With proven competency in over 80 areas, Velvetech maintains its Golden status in partnership with Microsoft in Application Development and as a Cloud Services Partner.

Creatio

Certified Creatio Partner

Velvetech collaborates with Creatio in the provision of sophisticated CRM solutions for clients. Together we enable businesses to take complete advantage of the low-code process-driven CRM.

HubSpot Partner

HubSpot Partner

Velvetech supports organizations with top-notch CRM software and services tailored to accelerate growth, streamline business processes, drive sales, and reduce operational costs.

CRM Migration from Zoho CRM to Creatio

Velvetech helps a healthcare consulting company optimize their sales, marketing, and service processes. We’ve replaced several solutions with a low-code CRM platform Creatio to reduce the company’s operational costs by 30% and increase the contract renewal rate by 17%.

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Call Analytics and Transcription Service for Inbound Call Center

Velvetech has implemented CRM Creatio and AI-Powered Call Analytics with Transcription Service for the inbound call center. These solutions have helped DataGuard USA increase conversion rates, enhance customer experience, and improve call center performance.

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CRM Implementation and Integration with QuickBooks and Mail Server

Velvetech implements a feature-rich CRM platform Creatio and integrates it with QuickBooks and Mail Server. We help an IT consulting company automate their sales and customer service processes, which leads to the success of their internal operations.

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KAZOO VoIP System Integration with Salesforce

Velvetech assists a leading business communication provider with the integration of their VoIP system and Salesforce CRM. We’ve delivered voice calling, call logging, and recording capabilities inside CRM. The solution has become a competitive advantage and helped a company win new partners.

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AI Call Analytics for Insurance: Sales Boost

With the use of AI and ML technologies, Velvetech has helped an insurance agency reduce average call handle time by 45% and lift customer conversion rates by 52%. We’ve implemented Call Analytics and Speech-to-Text Transcription to unlock the company’s full salesforce potential.

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CRM System Implementation for Financial Service Provider

We’ve assisted a large financial organization with the implementation of CRM Creatio and its integration with their in-house system, a call center, a help desk, and an email marketing platform. The solution enabled the company to improve customer experience and enhance engagement with prospects.

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Can CRM systems support automation and AI-driven insights?

Of course! Modern CRM systems can easily automate lead routing, follow-ups, customer onboarding, service case management, and reporting. But today, one can’t be surprised by that anymore. With AI capabilities, however, CRM platforms can deliver predictive lead scoring, sales forecasting, churn prediction, customer segmentation, intelligent recommendations, real-time analytics, and much more.

As a provider of CRM development services with 15+ years of experience, Velvetech helps businesses combine workflow automation with AI-driven insights. This leads to faster decision-making, improved team productivity, and more personalized customer engagement.

CRM BUDGET

CRM Development Costs

Custom CRM

$25K-$150K+

To build a fully custom CRM tailored to your unique workflows and requirements.

Platform-Based CRM

$10K-$75K+

To implement, integrate, and customize an existing CRM platform.

Request the cost of CRM implementation services

Contact us, and our team will shortly provide you with a detailed estimate according to your unique business and tech requirements.

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Testimonials

What Our Clients Say

I would definitely recommend Velvetech’s services. They have been very prompt and helpful in all of our requests. By utilizing bpm’online and Velvetech we were able to put the pieces of the puzzle for a full business cycle all together and be able to track and report every single aspect of our business process.

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Velvetech has proved invaluable in helping us create a product that did not exist and figuring out all the minor details that would go along with the software. They are innovative, smart, and agile. As a startup founder, I can report that their comprehensive service will absolutely get you from business plan to a functioning company.

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One of the best out-source development companies I've worked with. From Yuri, the CEO, down through his entire organization. Their service-oriented attitude, quality deliverables and attractive pricing combine to provide top value. Looking for more opportunities to work with them.

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Extremely happy with the outcome of our Salesforce CTI integration. Once my engineering team saw initial Velvetech’s coding, they said it was the closest any outside team had come to a true understanding of their product, i.e., KAZOO. Velvetech is so responsive, they have an extraordinary ability to make you feel like you’re their only customer.

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I would recommend Velvetech services because through the entire process of our project we felt well informed, listened to, and had full confidence in the technical ability of the team. Additionally, we appreciate the responsiveness and value.

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Finding a development partner that we could trust to do things on time and properly was a major key for us. Velvetech grasped our needs almost immediately and was willing to work on other projects for us as well to make sure our integration was as seamless as possible. The enhanced tracking we can now do with call analytics, call recordings, and the new SMS tracking feature — allows us to have much more visibility into the success of our employees and helps us quantify campaigns better, which is very helpful.

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2

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4

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5

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