CRM software development: our services & expertise
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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
CRM platform implementation
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.
Mobile CRM app development
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.
Custom integrations development
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?
Success stories
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.
- 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
Microsoft Dynamics 365
- 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
Odoo
- 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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
Itransition’s CRM development roadmap
1
Discovery
2
Design
3
Planning
4
Development
5
Rollout
6
Support
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
CRM development costs
For platform-based CRM development projects
For custom CRM development projects
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
Improved operational efficiency
Increased revenues
Stronger customer relationships
Related services
CRM implementation
We manage your CRM implementation project end-to-end, from early analysis to post-release support, helping you build a solution that meets your business requirements and adopt it across your organization.
CRM consulting
We provide expert guidance to help you plan and oversee key technical and business aspects of your CRM development project, such as tech stack selection, licensing, data governance, and change management.
CRM migration
Our experts transfer business data and workflows from your legacy systems to your new CRM, minimizing the risk of data loss and process disruptions through accurate migration planning, backup strategy creation, and post-migration validation. We can also migrate your CRM solution and related data from an on-premises environment to the cloud to achieve superior application scalability.
CRM maintenance, support & modernization
We provide user training, help desk support, and administration services (user management, data management, etc.) to help companies with CRM adoption and usage. Additionally, we offer ongoing solution maintenance to fix bugs or other issues and ensure its seamless operation. Our specialists can also modernize your CRM with new features, functional adjustments, and other upgrades.
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.
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