Custom CRM Development and Consulting

End-to-end CRM development, implementation, customization, and integration services
OUR SERVICES

What CRM Services Are You Looking For?

Upgrade an Existing CRM Solution

CRM Consulting Services

Custom CRM Software Development

Top Marketing Automation Consultants by Clutch

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

Our CRM implementation, customization, and integration services will set your company 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 Service.

CRM IS 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 Service

  • 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

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Some of the Best-in-Class CRM Solutions We Support

Microsoft Dynamic 365
ZOHO CRM
SalesForce.org
SugarCRM
Creatio
HubSpot
WHY GET A CRM?

Streamline Your Workflows With CRM

Workflow Optimization
CRM supplies your employees with up-to-date info for their daily routine and removes redundant interactions.
Automation
Automation of sales, marketing, and customer service unlocks your potential for exponential growth.
Business Intelligence
CRM solutions provide managers with at-a-glance insights, ensuring informed on-the-spot decisions.
Unified Management
Manage all mission-critical processes in a single reliable system without the hassle of switching between apps.
Cloud
The cloud nature of CRM enables online collaboration and integration with your software ecosystem.
Mobile
Field workers, equipped with a mobile CRM, will ensure uninterrupted service for your customers.

Let’s Discuss Your Challenges and Goals!

CONTACT US TODAY

Join us at the Low-Code Marathon
10-DAY VIRTUAL EVENT

Join us at the Low-Code Marathon

June 1-14

Join top-level executives and world-class business & tech experts to discuss the ways to build a successful digital-first organization using low-code/no-code technology. Save you free seat today!

CRM SERVICES

End-to-End CRM Software Services

01
Implementation

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

02
Customization

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

03
Development

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

04
Integration

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

05
Data Migration

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

06
Maintenance

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

REQUEST A QUOTE

CRM + SOFTWARE ECOSYSTEM

CRM Integration

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

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

Helpdesk

CRM integration 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.

SCHEDULE A CONSULTATION

WEBINAR: Gaining Control of Contact Center Performance
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.

CUSTOM CRM VS. READY-MADE CRM

CRM Development vs. CRM Customization

CRM software development 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 will develop a unique CRM solution perfectly tailored 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


Customizing a ready CRM solution is a viable option when you follow industry best practices and seek 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
WHY VELVETECH

CRM Excellence

Velvetech has been helping companies streamline their workflows with custom CRM development, integration, and customization services since 2009.

We work with tried-and-tested CRM solutions like Salesforce, Microsoft Dynamics, SugarCRM, Creatio, Zoho, HubSpot, Vtiger, 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

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Our partners

Who Makes Us Stronger

Microsoft Gold Partner

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.

case studies

CRM Migration from Zoho 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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case studies

AI-Powered Call Analytics and Transcription Service

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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case studies

CRM Implementation and Integration with QuickBooks

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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case studies

Integration of KAZOO VoIP System with Salesforce CRM

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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case studies

AI-Powered Call Analytics for Insurance

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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case studies

CRM Implementation for a Fintech Company

We’ve assisted a large financial company 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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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 Creatio 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.

Cody Bohin
Cody BohinGeneral Manager,
Utah Senior Planning

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.

Jeffrey Levy
Jeffrey LevyFounder,
Runners High Studio

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.

Brian Morgan
Brian MorganCOO, Callpop

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

Mark Diaz
Mark DiazCEO, Vinix

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.

Diane Janson
Diane JansonDirector of IT,
DataGuard USA
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Get in Touch with Us!