Elevate Relationships and Boost Success with Our Dynamic CRM Solution.

Unleashing Potential, Fostering Growth: Your Journey to Customer Harmony Begins Here with Our Dynamic CRM Solution.

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Nurturing Bonds, Igniting Growth - Redefining CRM Excellence for Tomorrow's Experiences.

Seamless Harmony, Limitless Growth: Elevate Your Business with CRM Excellence.

Welcome to the epitome of customer relationship management – where precision meets personalization, and efficiency intertwines with empathy. Our CRM platform is meticulously designed to empower businesses, both large and small, in fostering enduring relationships with their clientele.

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Key Features

CRM Key Features

Key features of a Customer Relationship Management (CRM) system typically include.

With top of the line features

  • Contact Management
  • Lead Management
  • Opportunity Management.
  • Sales Automation.
  • Secure User Authentication.
  • Task and Calendar Management.
  • Email Integration.
  • Customer Service and Support.
  • Reporting and Analytics.
  • Customer Support.
  • Mobile Accessibility.
  • Social Media Integration.
  • Workflow Automation.
  • Analytics and AI-driven Insights.
  • Mobile Responsiveness.
  • Customer Segmentation.
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security and compliance

  • access control and multi-factor user authentication.
  • role-based permissions.
  • versioning and audit trail.
  • content retention and deletion policies.
  • technical compliance (e.g., wcag 2).
  • industry-specific compliance (e.g., glba, sox, hipaa).

Why CRM

  • Conceptualization stage
    • Analyzing a company’s information architecture and content management workflows.
    • Defining the CRM System needs.
    • Outlining a clear solution’s scope.
    • Specifying the future CRM users and their roles.
  • Planning stage
    • Crafting a Comprehensive CRM Management Approach.
    • Defining the core CRM features.
    • Creating a CRM requirements specification.
    • Choosing a suitable platform/tech stack.
    • Planning CRM integrations with enterprise systems.
    • Creating a CRM development plan with tailored sets of KPIs and accurate estimates of the required efforts and investments.
  • Design stage
    • Designing CRM management workflows.
    • Outlining personas, mapping convenient user journeys, and creating a sleek visual style for the Cutom CRM app.
    • Building CRM prototypes.
    • Conducting usability testing of the prototypes.
  • Development stage
    • Developing a CRM solution from scratch or on the basis of the chosen platform.
    • Integrating the solution with the necessary corporate and third-party systems.
  • Testing and QA stage
    • Creating a CRM test plan, test scenarios and test cases.
    • Conducting comprehensive CRM testing.
    • Fixing the defects detected during the testing.
  • Data migration stage
    • Creating a data migration plan.
    • Defining the content eligible for migration.
    • Checking the legacy content for errors and duplication, outdated or inconsistent data.
    • Conducting content migration.
    • Testing the transferred data and content.
  • Creating comprehensive documentation on the use.
    • Conducting training sessions for CRM users.
    • Performing user acceptance testing.
    • Collecting user feedback and implementing relevant improvements.
    • Launching the CRM to the production environment.
  • After-launch support stage
    • Resolving user issues.
    • Adjusting the solution to the changing business needs.
    • Monitoring and improving CRM regulatory compliance.
    • Providing regular reports on the health with recommendations on potential improvements.

CUSTOM Development Process

Addons

  • Navigation Wireframe
  • Responsive UX/UI Design
  • Attractive Retinal Catching Content Stacks
  • Cross Browser Support
  • Dynamic Instant Landing Alert
  • News Highlights On The Go
  • Events listing with live Maps support
  • System Administartion Panel
  • Statistics Administration Dashboard
  • Instant Alert Popup Publish Module
  • Events Management Module With Integrated Maps Support
  • News Updates Publishing Module

Custom CRM Success Factors

Insight

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Customized CRM development

  • Create an optimal feature set.
  • Select a tech stack for implementation.
  • Design architecture and UX/UI.
  • Develop and test a solution.
  • Conduct user training.
  • Perform support and evolution (on demand).

Platform-based CRM development

  • Select a fitting platform.
  • Configure, customize, and integrate your solution with legacy or third-party systems.
  • Provide QA and user training.
  • Perform support and evolution (on demand).

Multi-tier software support services

To address your software issues more efficiently, We offers three distinct packages differentiated by their coverage and spanning L1, L2 and L3 tiers of technical support.

First-line support

  • Our technicians will handle user-side issues and minor glitches in your application before they escalate into service-disrupting problems. At this level, we analyze user information and resolve issues without delving into the code.
  • Design Architecture, UX and UI of a CRM module.
  • Develop a module and integrate it with your OIL & GASE Software solution.
  • Provide CRM module QA.

Troubleshooting

  • When the root cause is in a system deficiency, our expert troubleshooting team will investigate the issue, detect and fix bugs, or perform performance-critical configurations, installations, and updates.

Advanced support

  • To deal with the most advanced, never-faced-before issues, Itransition involves high-skilled architects and engineers who will investigate the source code to remedy disruptions, optimize back-end functionality, and enhance the system with new transformative features.

CRM Highlights

Our CRM Highlights illuminate a seamless journey through centralized customer management, intuitive sales automation, and dynamic analytics. Experience the ease of contact and lead management, elevate sales processes with automation, and gain valuable insights through customizable reports and analytics.

All things in one platfrom

Contact Management

  • Centralized storage of customer information. Contact segmentation based on criteria. Interaction history and communication tracking.

Opportunity Management

  • Tracking and managing sales opportunities. Sales pipeline visualization. Forecasting and revenue tracking.

Mobile Accessibility

  • Mobile app for on-the-go access. Remote task management. Real-time updates on customer interactions.

Sales Automation

  • Automated workflows for sales processes. Email automation for lead nurturing. Task automation for routine activities.

Task and Calendar Management

  • Scheduling and tracking of tasks. Calendar integration for appointments and follow-ups. Reminders and alerts for important events.

Customer Service and Support

  • Ticketing system for issue tracking. Knowledge base for self-service. Customer communication history.

Reporting and Analytics

  • Customizable dashboards for key metrics. Reporting on sales performance. Analytics on customer behavior.

Social Media Integration

  • Monitoring and engagement on social media. Integration with social platforms. Social listening for customer insights.

Security and Access Controls

  • Role-based access controls. Data encryption for secure storage. Compliance with data protection regulations.

Customer Segmentation

  • Segmenting customers based on criteria. Targeted marketing campaigns. Personalized communication strategies.

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Implement the right software solution

  • Our experts will analyse your organisation, operations and data to help you define exactly the right enterprise solution for your needs. we’ll help you choose the best fit from the current market, offer custom software development or create a completely bespoke solution tailored to your unique requirements and goals.

Align your teams and enable seamless cooperation

  • Effective collaboration and alignment between teams ensures that your enterprise is able to deliver agility, operational efficiency, customer satisfaction and profitable business growth. We’ll work with you to implement robust enterprise systems that help you manage your data, resources, human capital and business processes to establish alignment at every level of your organisation, right across your value chain.

Create a scalable system for future growth

  • Helping clients evolve their business through scalable software solutions that yield future growth, support geo-diverse site locations and enhance efficiency. Our enterprise software development expertise will help you align your business processes and goals and give you the right tools to support your organisation’s seamless and sustainable growth.

Lower your IT operation’s costs

  • You can build an effective IT cost-optimisation strategy that covers your company’s current and future needs. We’ll analyse your core IT infrastructure and legacy enterprise software, then propose new tools, migration opportunities and optimisation scenarios that produce a more robust IT ecosystem – one that’s easier and more cost-effective to maintain.

Mobile app for on-the-go access. Remote task management. Real-time updates on customer interactions.

Tools for collecting customer feedback. Integration with survey platforms. Analysis of customer satisfaction.

Customization for different languages and regions. Adaptation to local regulations and compliance. Regional customer segmentation and targeting.

Resources for user training. Knowledge base for self-help. Support ticket system.

Email tracking and analytics. Integration with email platforms. Syncing of emails with customer records.

Tools for importing and migrating data from external sources. Data mapping and transformation capabilities. Support for smooth transitions and onboarding.

Design and management of customer loyalty programs. Points tracking and reward redemption features. Integration with sales for loyalty-based promotions.

Tools for tracking and managing time-related tasks. Integration with calendars for efficient scheduling. Time analytics for project and task optimization.

Showcase

  • In the competitive arena of commerce, a captivating Showcase is your secret weapon. Seamlessly integrated into our CRM system, Showcase empowers you to highlight your products and services in a visually stunning display. From eye-catching visuals to compelling product descriptions, Showcase transforms the customer experience.

Experience the Difference

  • Unleash the Power of CRM Software. Experience the Difference in Customer Management Excellence. Elevate your business operations with our advanced CRM software, meticulously crafted to optimize customer relationships, boost efficiency, and drive growth.

CRM

Benefits

Administrative System Management Features

Empowering Your CRM with Advanced Administrative System Management Features. Elevate Your Customer Relationship Management to New Heights. Dive into the dynamic capabilities of our CRM software enriched with cutting-edge administrative system management features.

Customer Support and Ticketing

Prioritize customer satisfaction with the Customer Support and Ticketing Module. Efficiently manage and resolve customer issues by creating and tracking support tickets.

Integration and Customization

Tailor your CRM software to meet unique business needs with the Integration and Customization Module. This feature allows seamless integration with third-party applications, ensuring a unified ecosystem. Customize fields, forms, and processes to align with your specific workflows, creating a CRM solution that adapts to the evolving requirements of your business.

Communication and Collaboration

Foster seamless communication and collaboration within your team through the Communication and Collaboration Module.

Contact and Lead Management

Elevate your customer relationships with the Contact and Lead Management Module. Seamlessly organize and track interactions, communications, and sales leads in one centralized hub.

User Management

Efficiently oversee and control user access with our User Management Module. This feature allows administrators to assign roles, permissions, and access levels, ensuring a secure and tailored experience for each team member

Training and Onboarding

Ensure your team is well-equipped to leverage the CRM system with the Training and Onboarding Module.

Knowledge Base and Self-Service

Empower customers and support teams with the Knowledge Base and Self-Service Module. Create a centralized repository of FAQs, tutorials, and troubleshooting guides.

Social Media Integration

Enhance your social media presence and engagement with the Social Media Integration Module. Integrate your CRM software with popular social platforms to monitor social interactions,

Exclusive Customer Offers

Unlocking Value, Exclusively for You: Our commitment to exceptional customer satisfaction extends to exclusive offers designed with you in mind.

Surveillance and Security.

Safeguard your business premises with the Surveillance and Security Module. Integrate your CRM system with security cameras and access control systems to monitor physical security.

Customer Journey Mapping

Visualize and optimize the entire customer journey with the Customer Journey Mapping Module. Track customer interactions across touchpoints, from initial contact to post-purchase support.

Health and Safety Compliance

Prioritize workplace health and safety with the Health and Safety Compliance Module. Monitor compliance with safety regulations, track incident reports, and manage safety training records within your CRM system.

Expense and Budget Management

Maintain financial transparency and control with the Expense and Budget Management Module. Track expenses, manage budgets, and generate financial reports directly within your CRM platform.

Security and Access Controls

Role-based access controls to protect sensitive information. Data encryption for secure storage and transmission. Regular security updates to safeguard against cyber threats.

Virtual Assistance and Chatbot

Enhance customer support and engagement with the Virtual Assistance and Chatbot Module. Integrate AI-powered chatbots directly into your CRM system to provide instant responses to customer queries.

Email Integration

Seamless integration with email platforms for efficient communication. Email notifications for design updates, comments, and collaboration. Two-way synchronization for managing designs directly from the inbox.

SMS Integration

Direct integration with SMS services for instant notifications. SMS alerts for urgent design approvals, deadlines, and updates. Two-factor authentication via SMS for enhanced security.

Web Camera Interface

Integration with web cameras for live design collaboration. Real-time video conferencing for virtual design meetings. Webcam-based design capture for spontaneous inspiration.

Product Knowledge and Training

Equip your sales and support teams with comprehensive product knowledge using the Product Knowledge and Training Module.

Feedback and Sentiment

Dive deeper into customer sentiments and feedback with the Feedback and Sentiment Analysis Module. Utilize natural language processing and sentiment analysis tools to understand customer emotions and opinions.

Environmental Sustainability

Demonstrate corporate responsibility and environmental stewardship with the Environmental Sustainability Module. Track and manage eco-friendly initiatives, carbon footprint reduction goals, and sustainability metrics directly within your CRM platform.

Security and Access Controls

Role-based access controls to protect sensitive information. Data encryption for secure storage and transmission. Regular security updates to safeguard against cyber threats.

Multi-location Support

Capability to manage multiple tailoring shops or locations. Centralized control and visibility across all locations. Consistent data synchronization for seamless operations.

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On-demand product designed to accelerate your product development.

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What we can do

Removing barriers to building products

We've curated a talented group to solve startup challenges, saving you the hassle and cost of assembling your own team.

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For all your digital solutions

Hi-Tech professionals with having years of experience excel in rapid deployment and product shipping—no matter the time zone.

Decades of experience

We bring all of the necessary skills to take your product to the next level. Product strategy, startup coaching, system architecture, UX/UI design, branding and go-to-market, to name just a few.

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Approach

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Product
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Focus on meeting business outcomes with market leading software.

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Adapt as ideas evolve without costing extra.

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Optimize for team cohesion and speed.

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Know how to capitalize on each other's strengths.

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Project PLUS

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Focus on meeting business outcomes with market leading software.

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Adapt as ideas evolve without costing extra.

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Optimize for team cohesion and speed.

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Know how to capitalize on each other's strengths.

Better tech starts here

Building a product goes beyond creating great software. A product is a technical solution to a real-world problem and should bring value to your business.

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Accelerate your product like nothing else

A cohesive, high-impact product team ready to begin as soon as you are.

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Product

The business expert who uses the latest tools to meet your customer’s needs. The link between your business goals.

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Design

Brings your vision to life with a user-centric approach. Skilled at creating branding, design systems, and market research.

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Build

Masters at their craft, our engineers can handle anything from quirky apps to secure financial infrastructure.

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QA

With a keen eye for detail and dedication to delivering an impeccable user experience, a QA engineer will ensure your product has flawless functionality.

Product principles

How we maximize value for your business.

Prioritize business

Business goals will always take priority over shipping features

Navigate uncertainty

We focus on high-impact, low-risk releases that prioritize a strong ROI.

Responsive

Learn about your customer needs so you can respond to them quickly

Technical support

We optimize our decisions now so that we don't create more work in the future

Frameworks

Here’s a few frameworks we like to use when thinking your business goals and how to craft your software solution and find product-market fit

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Dream Mapping

Dream Mapping helps realize your goals by finding the quickest path to success. Decide your dream, agree your key metrics and start mapping your progress!

User journey mapping

A great way to understand your user's experience of your product. Consider their persona and chart their goals and tasks as they navigate your product.

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We help you solve your greatest business challenges

Be ready for what comes next.

As your business needs change, you need to be able to pivot—fast. Our adaptable architecture helps you do just that.

Empower decisions at every level.

With one source for financial, people, and operational data, everyone can access real-time insights to make sound decisions.

A technology foundation you can trust.

We never stop innovating. And you can count on us to deliver technology that fuels your growth and keeps your data safe.

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