Providing you with
the Leading CRM
Services & Solutions

CRM Services
and Solutions

We provide extensive CRM services aimed at enhancing and automating customer relationship management within a company.

Our offerings encompass consulting, the implementation of a suitable platform or customized CRM development, integration with business software, migration to an improved environment, and other targeted initiatives.

Dotlogics excels at delivering robust CRMs and optimizing existing solutions through configuration, customization, migration, integration, and continuous maintenance.

Industry-focused CRM Solutions

Retail & eCommerce
Banking & Financial Services
Healthcare
Real Estate
Insurance
Automotive
Telecom
Logistics
And More!

CRM Areas of Expertise

We offer advisory support for your CRM journey, guiding you through software implementation and adoption while assisting in resolving emerging business challenges and technical issues.

Solution selection
Custom CRM development advisory
Implementation consulting
Modernization advisory
Migration assistance
Health audit and assistance with issue resolution

Our team is adept at conducting end-to-end CRM platform implementations, ensuring seamless integration into your business infrastructure, and delivering the expected value.

Deployment to the selected environment
CRM configuration and customization
Data migration
Integration with business software and third-party tools
User training and support

When off-the-shelf solutions don't meet your requirements, Dotlogics can develop custom CRM software with features, modules, and workflows tailored to your unique business needs and processes.

Requirements gathering and analysis
Project’s tech stack and timeline definition
Solution design and architecture creation
Database design and development
CRM implementation in the target environment
Integration through APIs or custom solutions
Testing and user acceptance
Knowledge transfer

We facilitate the connection of your CRM with crucial business software from your IT infrastructure, including ERP, marketing automation, accounting management tools, and social media platforms. This ensures seamless data exchange, providing a 360-degree view of your customers' activity, enhancing data accuracy, and streamlining manual workflows.

Integration planning and strategy creation
API configuration or custom development
Workflow and process integration
Data synchronization setup
Exception management and error handling
Optimization of integration’s performance

If you're considering a CRM switch, we assist in transferring data from legacy software to a new solution, ensuring no information loss or damage and no disruption to business processes.

Data assessment, selection, and cleansing
Data mapping
Target CRM preparation
Data extraction and import to the new system
Migration testing and validation

Our testing team rigorously examines your CRM solution for full functionality, intended operations, and identification of bugs, issues, security vulnerabilities, data duplicates, or workflow bottlenecks.

Testing planning
Testing environment setup
Data validation
Usability testing
Performance testing
Security testing
Integration testing

For long-term CRM system maintenance, you can enlist Dotogics' support team to keep it fully functional and up-to-date, swiftly address emerging issues, or modify it according to your evolving business needs.

CRM monitoring and administration
Regular health checks
Incident management and troubleshooting
System maintenance and upgrades
User training and assistance
System evolution

Our Key CRM Features

Contact Management

This feature helps store all kinds of customer and lead data, including contact information, activities, and preferences, in an organized and searchable database for easy access and sharing across marketing or sales teams.

Interaction Tracking

Using this functionality, sales and customer support agents can log all sorts of interactions, like emails, calls, chatbot messages, or support tickets, track interaction history, and get insights about customer engagement patterns.

Lead and Opportunity Management

This feature helps sales team members identify and manage viable leads across the company’s sales and communication channels and then engage with them through relevant offers and personalized communication.

Sales Pipeline and Forecasting

Due to this feature, companies can get an overview of their entire sales pipeline as well as the stages and statuses of each separate deal. Sales pipeline tracking is also a valuable source of sales performance analytics.

Document Management

CRMs should also allow companies to gather, efficiently organize, and store documents related to customer interactions and sales processes, like proposals, contracts, invoices, or presentations, and enable easy access and sharing across the organization.

Reporting and Analytics

The reporting feature is essential for processing customer, sales, and interaction data to get insights into the company’s operation, detect trends, and make data-driven decisions. Companies can also integrate artificial intelligence into their CRM to explore more complex patterns, detect hidden correlations, and get real-time insights.