CRM software development:
our services & expertise

CRM software development: our services & expertise

About Itransition

25+ years providing IT consulting and software development services

10+ years delivering CRM services and solutions

100+ successful CRM projects

Partnerships with Salesforce and Odoo

Certified Microsoft Partner since 2008

In-house Salesforce and CRM Centers of Excellence

Listed among Top Salesforce Consulting Companies by Clutch

Quality and information security management compliant with ISO 9001 and ISO 27001

Our CRM software development services

services

Our team delivers customer relationship management solutions built on top of popular CRM platforms. If basic CRM setting and feature adjustments via platform configuration don’t meet your unique needs, we customize off-the-shelf functionality using suitable development tools. We offer multiple customization options, including building new modules and features, custom logic, user interface modifications, and custom integrations.

Our specialists develop user-friendly and responsive mobile apps for Android and iOS as additions to existing cloud CRM solutions that enable marketing, sales, and support teams to access CRM features and customer data anytime, anywhere, boosting their productivity and fostering collaboration.

Our specialists develop custom APIs, middleware, and other types of integration solutions to enable CRM integration with other corporate systems or third-party software and services, ensuring consistency across your information assets and enabling users to quickly access relevant data.

We develop robust CRM software from scratch and equip it with features and modules tailored to your unique needs. Our experts can build custom solutions ranging from lightweight and cost-effective CRM apps to feature-rich and complex CRM systems with advanced capabilities, taking care of software prototyping, architecture and UX/UI design, front-end and back-end development, and testing.

Looking for a reliable CRM software development company?

Turn to Itransition

Success stories

CRM development for an insurance company

+ 54%

lead generation

Our team developed a customized Salesforce solution for a US-based financial firm specializing in insurance payment buyouts. The delivered CRM system features multiple custom pages, components, and workflows to facilitate lead and opportunity management, annuity calculation, and quoting.

CRM implementation for real estate

10%

faster sales cycle

A leading commercial property management company in the UK partnered with Itransition to replace its poorly integrated corporate systems with a unified Salesforce-based CRM. The solution combines off-the-shelf capabilities with custom pages and business logic and features various integrations with third-party systems, enabling our client to automate key business processes like lead qualification, property visit scheduling, contract management, and tenant onboarding.

CRM customization for an IT company

+40%

sales productivity

After relying on an on-premises CRM system for over 10 years, Itransition built and adopted a Salesforce solution featuring a custom lead-to-opportunity conversion algorithm and custom entities for upselling history tracking and service quality assessment. Our specialists also created custom CRM screens to ensure a consistent user experience between web and mobile versions.

CRM modernization for construction

+50%

generated opportunities

A UK-based supplier of construction products teamed up with Itransition to optimize its Salesforce-based CRM. The resulting solution includes custom functionality for automatic assignment of customers to a suitable territory sales manager and sending appointment notifications to non-Salesforce contacts. Furthermore, our experts solved existing integration issues between Salesforce and our client’s price calculation system through code refactoring.

CRM implementation for healthcare

Streamlined

project management workflows

Itransition equipped a US healthcare provider with a Odoo-based business application encompassing CRM, ERP, and BPM functionality. Our team of specialists developed custom features such as a parsing tool to identify tender opportunities and a project budget calculator for medical staffing, an HR module for employee document management, and a helpdesk module to collect customer complaints about medical personnel.

CRM development for an insurance company

+ 54%

lead generation

Our team developed a customized Salesforce solution for a US-based financial firm specializing in insurance payment buyouts. The delivered CRM system features multiple custom pages, components, and workflows to facilitate lead and opportunity management, annuity calculation, and quoting.

CRM implementation for real estate

10%

faster sales cycle

A leading commercial property management company in the UK partnered with Itransition to replace its poorly integrated corporate systems with a unified Salesforce-based CRM. The solution combines off-the-shelf capabilities with custom pages and business logic and features various integrations with third-party systems, enabling our client to automate key business processes like lead qualification, property visit scheduling, contract management, and tenant onboarding.

CRM customization for an IT company

+40%

sales productivity

After relying on an on-premises CRM system for over 10 years, Itransition built and adopted a Salesforce solution featuring a custom lead-to-opportunity conversion algorithm and custom entities for upselling history tracking and service quality assessment. Our specialists also created custom CRM screens to ensure a consistent user experience between web and mobile versions.

CRM modernization for construction

+50%

generated opportunities

A UK-based supplier of construction products teamed up with Itransition to optimize its Salesforce-based CRM. The resulting solution includes custom functionality for automatic assignment of customers to a suitable territory sales manager and sending appointment notifications to non-Salesforce contacts. Furthermore, our experts solved existing integration issues between Salesforce and our client’s price calculation system through code refactoring.

CRM implementation for healthcare

Streamlined

project management workflows

Itransition equipped a US healthcare provider with a Odoo-based business application encompassing CRM, ERP, and BPM functionality. Our team of specialists developed custom features such as a parsing tool to identify tender opportunities and a project budget calculator for medical staffing, an HR module for employee document management, and a helpdesk module to collect customer complaints about medical personnel.

CRM development for an insurance company

+ 54%

lead generation

Our team developed a customized Salesforce solution for a US-based financial firm specializing in insurance payment buyouts. The delivered CRM system features multiple custom pages, components, and workflows to facilitate lead and opportunity management, annuity calculation, and quoting.

CRM implementation for real estate

10%

faster sales cycle

A leading commercial property management company in the UK partnered with Itransition to replace its poorly integrated corporate systems with a unified Salesforce-based CRM. The solution combines off-the-shelf capabilities with custom pages and business logic and features various integrations with third-party systems, enabling our client to automate key business processes like lead qualification, property visit scheduling, contract management, and tenant onboarding.

CRM customization for an IT company

+40%

sales productivity

After relying on an on-premises CRM system for over 10 years, Itransition built and adopted a Salesforce solution featuring a custom lead-to-opportunity conversion algorithm and custom entities for upselling history tracking and service quality assessment. Our specialists also created custom CRM screens to ensure a consistent user experience between web and mobile versions.

CRM modernization for construction

+50%

generated opportunities

A UK-based supplier of construction products teamed up with Itransition to optimize its Salesforce-based CRM. The resulting solution includes custom functionality for automatic assignment of customers to a suitable territory sales manager and sending appointment notifications to non-Salesforce contacts. Furthermore, our experts solved existing integration issues between Salesforce and our client’s price calculation system through code refactoring.

CRM implementation for healthcare

Streamlined

project management workflows

Itransition equipped a US healthcare provider with a Odoo-based business application encompassing CRM, ERP, and BPM functionality. Our team of specialists developed custom features such as a parsing tool to identify tender opportunities and a project budget calculator for medical staffing, an HR module for employee document management, and a helpdesk module to collect customer complaints about medical personnel.

CRM platforms we work with

We can deliver tailored software solutions based on major platforms like Salesforce, Microsoft Dynamics 365, Microsoft Power Platform and Odoo, customizing their out-of-the-box capabilities according to your specific requirements. Additionally, we can use the PaaS services from these providers to create custom apps serving as standalone CRM solutions or as add-ons complementing respective CRM platforms’ functionality.

Itransition is a certified Salesforce partner helping businesses adopt CRM systems based on Sales Cloud, Service Cloud, Marketing Cloud, and other key products of this market-leading platform.
  • Sales pipeline management
  • Sales trend forecasting based on key metrics 
  • Service automation with omni-channel and AI chatbots capabilities
  • Omnichannel assistance (embedded telephony, live chat, etc.)
  • Automated social media posting
  • Data Cloud platform for customer information consolidation
  • Sales process automation (follow-ups, quoting, etc.)
  • AI-powered lead and opportunity scoring
  • Analytical dashboards and reports
  • Marketing intelligence for campaign optimization
  • Order management for ecommerce and brick-and-mortar stores
  • AppExchange marketplace providing third-party apps
As a Microsoft Partner for 15+ years, we help you implement a suitable combination of products from Dynamics’ extensive range of CRM and ERP applications.
  • Advanced customer data analysis and segmentation
  • Scoring models for lead ranking
  • Generative AI for automated content creation
  • Automated service case routing
  • Chatbots and customer portals for self-service support
  • Real-time customer journey personalization
  • Sales pipeline tracking via automated updates
  • Sales and revenue forecasting
  • AI-powered knowledge article recommendations
An Odoo Silver partner, Itransition assists you with the implementation of this flexible CRM and ERP platform, whether you choose the open-source or licensed version.
  • Lead segmentation for targeted marketing campaigns
  • Predictive lead scoring based on past performance
  • IP telephony functionality
  • Drag-and-drop sales pipeline management interface
  • Cohort and sales KPI analysis dashboards
  • Automated, omnichannel lead capture 
  • Custom alerts to monitor key opportunities
  • Segment-based lead assignment 
  • Odoo/Google Calendar syncing for meeting scheduling

Custom CRM capabilities we enable

Marketing management

Our CRM solutions help launch targeted social media, SMS, and email marketing campaigns based on accurate audience segmentation and speed up content generation and posting through marketing automation and AI-generated content suggestions to increase lead acquisition.

Lead management

We deliver CRM systems that help companies capture leads from multiple touchpoints, segment and engage them with personalized communications and offers, and rank them to prioritize high-value ones, helping nurture leads and boost conversion rates.

Contact management

Our team builds CRM software that securely stores and provides access to customer data, including personal details, business-specific data, and customer interaction history, via a centralized repository, providing the staff with a 360-degree view of the clients.

Sales pipeline management

Our specialists create CRM systems that help track prospects’ and customers’ progress through the sales funnel, plan sales activities, and automate sales processes like task assignment and follow-ups, ensuring sales pipeline visibility and improving sales team coordination and productivity.

Document management

We provide businesses with CRM software that automatically generates, sends, and archives contracts, quotes, invoices, and other legal or financial documents, enabling their staff to perform clerical workflows faster and more accurately.

Customer support

Our CRM software solutions help streamline case management through automated routing and escalation, provide agents with quick access to knowledge bases, and facilitate 24/7 support via chatbots and self-service portals, speeding up case resolution and improving customer experience.

Field service

We develop software solutions that facilitate on-site and remote customer service operations through automated work order generation and appointment reminders, mobile CRM access, and real-time video assistance, maximizing field workers’ efficiency and helping them serve clients anytime, anywhere.

Analytics & reporting

We equip organizations with advanced CRM software that help analyze their customer bases and client-related operations with features like sentiment analysis, sales forecasting, and real-time service KPI tracking enabling data-driven decision-making and optimization of CRM strategies.

Industry-specific CRM systems we develop

We deliver CRM systems that help personalize buying journeys with product recommendations and offers tailored to each client’s specific needs, as well as automate back-office tasks like invoice generation and refund processing.

Retail & ecommerce

Our specialists build CRM solutions to help gather customer account data and other key information, offer financial products and services meeting specific customer needs, and automate case management operations.

Finance

We develop software solutions to consolidate patient data for more personalized care, facilitate clinic and home visit scheduling via self-service functionality, and keep customers engaged with automated visit or treatment reminders.

Healthcare

Our team equips realtors with CRM tools to facilitate the gathering of property data for seamless listing management, matching customers with suitable properties based on their needs and interests, and automation of property visit and field service scheduling.

Real estate

We create CRM software to help provide clients with personalized insurance products and coverage options, streamline policy administration processes like premium collection and renewals, and automate claim processing tasks.

Insurance

Our team provides manufacturers with CRM applications to forecast demand and optimize production accordingly, automate clerical tasks like sales agreement and warranty management, and easily manage rebate programs.

Manufacturing

We equip car manufacturers and dealers with CRM systems to facilitate the generation of personalized offers based on clients’ model preferences and budget, planning of test drives and servicing, and identifying cross-selling opportunities like auto insurance policies.

Automotive

Logistics

Our CRM specialists develop software to help automate order summary creation and other back office workflows, access shipping information from a centralized dashboard, and provide clients with real-time order status updates.

Logistics

Education

We develop CRM systems to help personalize students’ learning paths according to their interests and educational needs, streamline admission and enrollment operations, and send automated tuition payment reminders.

Education

Telecom

Our experts deliver solutions that enable the provision of clients with personalized telecom service plans, automation of administrative tasks like billing and contract renewal, and delivery of 24/7 technical assistance.

Telecom

Nonprofit

We empower nonprofit organizations with CRM software solutions to help track and optimize their fundraising campaigns, create individual action plans for each donor, and deliver personalized care to program participants.

Nonprofit

Itransition’s CRM development roadmap

1

Discovery

Business needs elicitation from stakeholders and CRM strategy definition Analysis of business workflows, current CRM solution (if any), and other tools within your software ecosystem Market, target audience, and competitor analysis (for commercial CRM products) Definition of functional and non-functional requirements for the future CRM solution

2

Design

Usage scenario definition and user journey mapping UX/UI and architecture design (features, modules, integrations, etc.) and tech stack selection CRM platform selection and outline of necessary customizations and integrations (for platform-based solutions) Proof of Concept delivery to ensure project feasibility

3

Planning

Outline of the CRM system development project scope, budget, methodology (Agile, sequential, etc.) and team composition Project roadmapping, including development process stages, iterations, and deliverables Risk management strategy definition to timely address technical and operational roadblocks

4

Development

Front-end and back-end development (for custom CRM systems) Customization of out-of-the-box CRM platform functionality (for platform-based solutions) CRM integration with other systems or third-party services via custom APIs or middleware Functional, performance, usability, and security testing via manual reviews and test automation software

5

Rollout

User acceptance testing to validate software alignment with intended users’ needs Solution deployment to the production environment (on-premises, cloud, or hybrid) via CI/CD tools CRM data migration from your legacy systems to the new solution

6

Support

End-user training and onboarding (demos, tutorials, etc.) Ongoing software maintenance and troubleshooting to address technical issues Solution modernization through functional upgrades, code refactoring, and other enhancements

Platform-based CRM vs custom CRM: selection tips

Within the scope of our consulting services, we help you select the best option between platform-based and fully custom CRM software according to your customer relationship management needs.

Platform-based CRM solutions

Custom CRM solutions

Benefits
Benefits

Usually faster and cheaper implementation compared to custom CRM development Maintenance and support provided by the software vendor and typically included in your subscription Regular updates that enhance the solution over time at no additional cost Typically built-in security, data protection, and compliance mechanisms A wide range of out-of-the-box features and modules Ready-made integrations, along with the ability to implement custom integrations

Bespoke functionality and integrations in line with your requirements Full ownership and control over your own CRM, including tech stack, hosting, updates, and security No long-term costs for software licensing fees

Concerns
Concerns

Recurring licensing fees which can scale up as your user base expands No product ownership and limited control over the solution Limited customization options within the vendor’s predefined settings Risk of vendor lock-in and other unfavorable contractual obligations

Higher upfront investment to develop the solution from scratch Risk of budget overruns due to technical complexities during the project Hosting and maintenance costs falling on the adopter Longer implementation due to a more complex development process

Recommended for
Recommended for

Companies with limited budgets or organizations aiming for rapid CRM adoption

Companies with established workflows and unique business needs

Team up with Itransition to develop your CRM solution

Let’s talk

CRM development costs

The budget for building CRM software varies significantly between custom and platform-based solutions. However, many other factors can impact this cost. Here are some general estimates and key variables to keep in mind, and for a more accurate assessment of your specific business case, you can get in touch with our CRM consultants.

For platform-based CRM development projects

The budget typically starts at $10,000 for smaller projects. In addition to development costs, adopters can incur recurring platform fees.

For custom CRM development projects

Costs usually range from $90,000 for an entry-level CRM to $300,000 and more for advanced enterprise-oriented solutions.

Architecture & functionality
including modules, features, integrations, and customizations (for platform-based solutions)

Number of users
and different user roles requiring specific UX/UI customizations

Tech stack
such as hardware, development tools, and cloud services

Hosting infrastructure
including on-premises, cloud, or hybrid environments

Data management costs
for cleansing, storage, modeling, and migration

Development team members
including designers, front-end and back-end developers, and QA engineers

Post-deployment costs
for maintenance, support, and updates

Main cost factors to consider

What you get from a CRM solution built by Itransition

Centralized data & process management
Consolidate data on clients and related business operations into a unified solution, enabling your marketing, sales, and service teams to do their work more effectively using a shared customer view.
Improved operational efficiency
Streamline time-consuming CRM operations thanks to process automation, optimize sales workloads via lead and opportunity scoring, and foster cross-team coordination through effective task planning.
Increased revenues
Boost lead generation with targeted and automated marketing campaigns and convert more leads into buyers through omnichannel engagement, sales process automation, and personalized offers.
Stronger customer relationships
Maximize customer satisfaction, loyalty, and retention through personalized buying journeys, timely support, and quick case resolution.

FAQ

What technologies do you use to develop CRM software?

As for platform-based CRM development, many platform providers offer PaaS development environments and tools, such as Salesforce Platform, Microsoft Power Platform, and Odoo.sh, to create custom apps or customizations. When it comes to fully custom CRM development, the project’s tech stack usually encompasses back-end technologies, including .NET, Java, Python, and PHP, and front-end technologies such as React, Angular, and Vue.js.

Cloud-based or on-premises CRM?

Cloud CRM deployment is currently a very popular option as it provides high scalability while minimizing adopters’ maintenance efforts and the need for in-house IT infrastructure. However, the reduced control over data storage and security in the case of cloud-based CRM can be concerning for some organizations and drive them towards an on-premises alternative.

What engagement models do you offer?

Our service offering includes three collaboration options to best meet your CRM project budget and resource requirements. We can offer full project outsourcing to manage your project end-to-end, assemble a dedicated team of specialists to work alongside your in-house or external professionals, or provide staff augmentation, with individual experts joining your project and working under your management.

CRM services and solutions

Service

CRM services and solutions

Hire CRM service providers with 10+ years of experience in CRM consulting, implementation, and development to get a 360-degree view of your customer data.

Enterprise CRM:
key features, top platforms, & guidelines

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Enterprise CRM: key features, top platforms, & guidelines

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AI in CRM:
top use cases, best platforms, and guidelines

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AI in CRM: top use cases, best platforms, and guidelines

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Salesforce development services & expertise

Service

Salesforce development services & expertise

Itransition builds effective Salesforce apps, AppExchange products, and integrations that resonate with end-users and bring functional improvements.

Salesforce audit for an EDI solutions provider

Case study

Salesforce audit for an EDI solutions provider

Read how Itransition performed a Salesforce CRM audit for Data Interchange and compiled a list of automation and improvement suggestions.

Salesforce vs Microsoft Dynamics 365:
in-depth comparison & selection tips

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Salesforce vs Microsoft Dynamics 365: in-depth comparison & selection tips

Explore the differences between the capabilities and pricing of Microsoft Dynamics and Salesforce to select the right CRM platform for your needs.