CRM Consulting, Selection & Implementation
Sales process, customer relationship management and marketing automation are the elements that drive your business growth. Captivix is your business process & technology partner to help choose, customize and deploy the perfect CRM for your business.
Your CRM is The Heart of Your Revenue Operations
We've seen it all before: your small business is growing fast, and with each new close won, you add a new customization to your CRM tool. Soon enough, your data is a complete mess that hinders your ability to truly understand the needs of your current and future clientele. That's why before you continue any further growth, you need to address the CRM elephant in the room.
Work with Captivix to Find the Right CRM
How Do You Know If You Need a CRM Consultant?
Oftentimes when one is rushing to close at end of quarter, they'll realize that their CRM is a mess – but now's not the right time to clean it up. Here's how you know it's time to pursue CRM consulting services:
Ineffective Initial Implementation
Data wasn't inputted properly from the beginning, making it challenging to fix post-implementation.
About to Implement New CRM
No business should go into CRM implementation alone. Experts ensure smooth, successful deployment.
Data Quality & Migration Issues
Bad data leads to bad business decisions. Inaccurate or incomplete CRM data needs reorganization.
Lacking Comprehensive Reporting
CRM should provide transparent, up-to-the-minute reporting for clear KPI visibility.
Unstructured Sales Processes
Sales get lost without properly built automations and workflows connecting prospects to the right person.
Staff Not Utilizing CRM Features
Employees need frictionless yet effective processes to easily follow protocol when updating records.
Who We Can Help
From growing startups to enterprise organizations, we deliver CRM solutions tailored to your needs.
Mid-Sized & Enterprise Businesses
Struggling with CRM adoption, inefficient processes, or poor data quality? We fix it.
Companies Switching CRMs
Migrating from one CRM to another? We ensure a smooth transition with zero downtime.
Businesses Seeking Advanced Automation
Want to implement AI-driven insights, predictive analytics, or sales automation? We help you get there.
Manufacturing, Supply Chain & B2B
We specialize in complex sales cycles, high-touch customer relationships, and process automation.
Your Perfect CRM Should Deliver
Ease of Use
Intuitive interface
Automated Workflows
Streamlined processes
Powerful Reporting
Real-time insights
Better Data Integrity
Clean, accurate data
Scalability
Grows with you
Robust Ecosystem
Integration-ready
Core CRM Services
From selection to implementation, we provide end-to-end CRM services tailored to your business needs.
YOUR PARTNER FOR COMPREHENSIVE CRM CONSULTING
CRM Consulting
Find The Right CRM For YOUR Business
Every customer touchpoint builds value, from sales prospecting to marketing communications. It all revolves around having the right features & data in your CRM. Captivix is your partner in creating the best CRM-powered sales & customer experience possible.
Engage With Your Prospects & Clients YOUR Way
Captivix starts every CRM consultation the same way - by understanding your sales, marketing & customer service processes. We build your CRM recommendations & customizations around your client vision.
360° Customer Journey Visibility
From first sales touch to their most recent order, Captivix maximizes your customer lifecycle with the right CRM, the right integrations & the right reporting for your business.
More Data Means More Opportunities
Captivix integrates data from across your enterprise, as well as your sales, marketing and customer service tech stack to maximize your sales, marketing & customer retention efforts.
Learn how Captivix CRM Consulting helps your business
Our 4-Step CRM Consulting Process
A structured approach to transform your customer relationships.
Discovery & Assessment
We begin with a comprehensive review of your current CRM landscape:
- Evaluate existing CRM tools and data quality
- Map your sales, marketing & customer service processes
- Identify pain points and inefficiencies
- Document business requirements and goals
Strategy & Recommendations
Our experts develop a tailored CRM strategy:
- CRM platform recommendations based on your needs
- Process optimization opportunities
- Integration requirements with existing systems
- ROI projections and implementation timeline
Implementation Planning
We create a detailed roadmap for success:
- Phased implementation approach
- Data migration and cleanup strategy
- User training and adoption plan
- Change management framework
Execution & Support
We guide you through implementation and beyond:
- Hands-on implementation support
- Custom configuration and automation setup
- User training and documentation
- Ongoing optimization and support
What You'll Receive From Our Consultation
CRM Assessment
Complete system evaluation
Gap Analysis
Identify improvement areas
Strategic Roadmap
Phased action plan
ROI Analysis
Investment projections
Training Plan
User adoption strategy
Timeline
Implementation schedule
EXPERT CRM PLATFORM EVALUATION
CRM Selection
Create Your Perfect Client Experience
We know that your CRM is mission critical. That's why we work with the most advanced CRMs on the market - Microsoft Dynamics, Salesforce, HubSpot, Zoho and more. Our vendor-agnostic approach ensures you get the right platform for your specific needs.
Vendor-Agnostic Recommendations
We evaluate all major CRM platforms objectively based on your specific business requirements, ensuring you get the best fit - not just the most popular option.
Total Cost of Ownership Analysis
Beyond licensing fees, we help you understand the true cost of each CRM option including implementation, training, integrations, and ongoing maintenance.
Future-Proof Your Investment
We evaluate each platform's roadmap, AI capabilities, and ecosystem to ensure your CRM choice supports your growth for years to come.
The Best CRM Technologies
We work with all major CRM platforms to find your perfect match
Our 4-Step CRM Selection Process
A proven methodology to find your perfect CRM.
Understand Your Needs
Deep dive into your unique business requirements:
- Sales process mapping and analysis
- Customer journey documentation
- Marketing automation requirements
- Integration needs assessment
Evaluate Options
We help you compare the best CRM platforms:
- Microsoft Dynamics 365 evaluation
- Salesforce feature comparison
- HubSpot capabilities review
- Zoho and other platform assessments
Demo & Proof of Concept
See the CRM in action with your data:
- Customized demonstrations
- Proof of concept with your workflows
- User experience testing
- Integration validation
Selection & Roadmap
Make an informed decision with confidence:
- Total cost of ownership analysis
- Implementation timeline planning
- Vendor negotiation support
- Success criteria definition
Your CRM Selection Deliverables
Requirements Doc
Detailed specifications
Vendor Comparison
Side-by-side analysis
TCO Analysis
5-year cost projection
Recommendation
Expert guidance
Implementation Plan
Phased roadmap
Vendor Negotiation
Pricing support
FLAWLESS CRM DEPLOYMENT
CRM Implementation
On Time. On Budget. On Track.
No business should go into CRM implementation alone. A CRM expert can help ensure a smooth and successful CRM implementation, minimizing business disruptions and maximizing the system's value from day one.
Proven Implementation Methodology
Our structured 7-phase approach ensures nothing is overlooked, from initial discovery through go-live and beyond.
Data Migration Excellence
We specialize in cleaning, transforming, and migrating your data to ensure accuracy and completeness in your new CRM.
User Adoption Focus
Training and change management are built into every implementation to maximize user adoption and ROI.
Learn about our CRM Implementation methodology
Our 7-Phase CRM Implementation Process
A structured approach to ensure successful CRM deployment.
Discovery
Understanding Your Vision
Design
Architecting Your Solution
Build
Configuring Your CRM
Data Migration
Transferring Your Data
Testing
Ensuring Quality
Training
Empowering Your Team
Go Live & Support
Launch and Beyond
Keys to Successful CRM Implementation
Proven best practices for CRM success
Clear Objectives
Define specific goals and success metrics before implementation begins.
Executive Sponsorship
Strong leadership support ensures organizational buy-in and resources.
User Adoption Focus
Training and change management are critical for CRM success.
Data Quality
Clean, accurate data is the foundation of effective CRM.
Phased Approach
Incremental rollout reduces risk and allows for learning.
Continuous Improvement
CRM optimization is an ongoing journey, not a destination.
The Best CRM Technologies for the Most Demanding Industries
We know that your CRM is mission critical. That's why we work with the most advanced CRMs on the market.
Banking & Finance
Manufacturing
Retail & E-commerce
Logistics
Healthcare
Technology
Consumer Electronics
Startups
Why Choose Captivix for CRM
We bring decades of experience across industries and CRM platforms to deliver solutions that drive real business results.
Platform Expertise
Certified experts across Microsoft Dynamics, Salesforce, HubSpot, and more.
Proven Methodology
Structured implementation approach refined over hundreds of projects.
Industry Knowledge
Deep experience in manufacturing, distribution, and professional services.
Ongoing Support
From selection through optimization, we're with you every step.
Let's Chat
Engage with our expert consultants and discover how our tailored CRM solutions can address your unique challenges.
Frequently Asked Questions
Get answers to common questions about CRM services.
Real Results, Real Impact
See how leading companies have transformed their operations with ATLAS.
TechCorp
SaaS Company • 200+ employees“ATLAS completely transformed our revenue operations. What used to take our team 40 hours per week now takes just 10. The AI handles all the repetitive follow-ups, data entry, and lead enrichment.”
BuildRight Construction
ConstructionAutomated vendor follow-ups and RFQ tracking across all projects.
Finova Group
FinTechEnriched leads instantly and automated personalized outreach sequences.
MedHealth Solutions
HealthcareStreamlined patient onboarding and reduced administrative overhead.
What Our Clients Say
Hear directly from the leaders who've transformed their businesses with ATLAS.
“It feels like having an extra teammate that never gets tired. Our follow-up rate went from 40% to 95%. We’re closing deals we would have lost before.”
Sarah Johnson
VP Sales, TechCorp
“We stopped losing deals to slow follow-ups. ATLAS keeps every opportunity moving without us having to chase. Our team can focus on closing, not admin.”
Mike Rodriguez
CEO, BuildRight Construction
“The ROI was obvious within 30 days. We’re booking 3x more meetings with the same team size. ATLAS pays for itself many times over.”
Amanda Lee
Head of Growth, Finova Group
“We tried three other automation tools before ATLAS. Nothing else could handle our complex workflows. This is the real deal.”
James Park
COO, MedHealth Solutions