Salesforce
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.
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
CRM platform implementation
Our team delivers high-quality customer relationship management solutions built on top of popular CRM platforms. We customize off-the-shelf functionality using suitable development tools to expand CRM capabilities and align them with your established business processes. We offer multiple customization options, including building new modules and features, designing custom logic, modifying user interfaces, and developing 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 build custom solutions ranging from lightweight and cost-effective CRM apps to feature-rich and complex CRM systems with advanced capabilities, taking care of all the activities within the software development lifecycle.
Looking for a reliable CRM software development company?
Success stories
+ 54%
lead generation
CRM development for an insurance company
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.
10%
faster sales cycle
CRM implementation for real estate
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.
+40%
sales productivity
CRM customization for an IT company
After using 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.
+50%
generated opportunities
CRM modernization for construction
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.
Streamlined
project management workflows
CRM implementation for healthcare
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, project budget calculator for medical staffing, an HR module for employee document management, and a helpdesk module to collect customer complaints about medical personnel.
+ 54%
lead generation
CRM development for an insurance company
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.
10%
faster sales cycle
CRM implementation for real estate
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.
+40%
sales productivity
CRM customization for an IT company
After using 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.
+50%
generated opportunities
CRM modernization for construction
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.
Streamlined
project management workflows
CRM implementation for healthcare
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, project budget calculator for medical staffing, an HR module for employee document management, and a helpdesk module to collect customer complaints about medical personnel.
+ 54%
lead generation
CRM development for an insurance company
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.
10%
faster sales cycle
CRM implementation for real estate
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.
+40%
sales productivity
CRM customization for an IT company
After using 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.
+50%
generated opportunities
CRM modernization for construction
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.
Streamlined
project management workflows
CRM implementation for healthcare
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, 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 deliver tailored software solutions based on major platforms like Salesforce, Microsoft Dynamics 365, and Odoo, customizing their out-of-the-box capabilities according to your specific requirements.
- 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
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
Odoo
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 and customer 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
Key features we implement in custom CRM
Marketing management
Our CRM solutions help launch targeted social media, SMS, and email marketing campaigns based on accurate audience segmentation. They also speed up content generation and posting through marketing automation and AI-driven content suggestions, enabling companies attract more leads with relevant messaging.
Lead management
We deliver CRM systems that help companies capture leads from multiple touchpoints, engage them with personalized outreach, and prioritize high-value ones, helping nurture prospects and boost conversion rates.
Contact management
Our team builds CRM software that securely stores and provides access to customer data and customer interaction history, providing the staff with a 360-degree view of each client.
Sales pipeline management
Our specialists create CRM systems that help track customers’ progress through the sales funnel, plan sales activities, and automate sales processes, ensuring sales pipeline visibility and improving sales team productivity.
Document management
We provide businesses with CRM software that automatically generates, sends, and archives contracts, invoices, and other documents, enabling their staff to perform clerical tasks faster and more accurately.
Customer support
Our CRM software solutions help streamline case management by automating support request routing and escalation and providing agents with quick access to knowledge bases. We also integrate chatbots and self-service portals into CRM solutions to facilitate 24/7 support, 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. These capabilities help maximize field workers’ efficiency and enable them to serve clients anytime, anywhere.
Analytics & reporting
We provide organizations with advanced CRM software that help analyze their customer bases and client-related operations. We equip such solutions 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 brick-and-mortar and ecommerce businesses 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 improve customer engagement with automated visit or treatment reminders.
Our team equips realtors with CRM tools to facilitate the gathering of property data for seamless listing management, the matching of customers with suitable properties based on their needs and interests, and the automation of property visit and field service scheduling.
We create CRM software to help insurers 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, the planning of test drives and servicing, and the identification of cross-selling opportunities like auto insurance policies.
Our CRM specialists develop software to help logistics companies 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 educational institutions 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
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
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.
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.
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 maintenance services to fix bugs or other issues with your CRM solution 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 deployment is currently a very popular option for modern CRM solutions as it provides high software 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 CRM development 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.
Service
CRM services: our expertise & tailored solutions
Itransition provides CRM services to help you implement a tailored CRM solution or enhance an existing one, strengthen customer relationships, and drive sales.
Insights
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Service
Salesforce development services & expertise
Itransition builds Salesforce apps, AppExchange products, customizations, and integrations that bring functional improvements and resonate with end-users.
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.
Insights
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