CRM

We can help you with your CRM journey by offering advice on software implementation, adoption, and solving business and technical problems.
Our services include:

• Helping you choose the right solution
• Advising on custom CRM development
• Consulting on implementation
  Providing advice on modernization
• Assisting with migration
  Conducting health audits and resolving issues

Our team can handle the complete implementation of your chosen CRM platform. We ensure it integrates smoothly into your business infrastructure and delivers the expected benefits.
Our services include:

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

When ready-made solutions don’t meet your needs, Itransition can create custom CRM software tailored to your unique business requirements and processes.

Our services include:

• Gathering and analyzing requirements
• Defining the project’s tech stack and timeline
• Designing the solution and architecture
• Designing and developing the database
• Implementing the CRM in the target environment
• Integrating through APIs or custom solutions
• Conducting testing and user acceptance
• Transferring knowledge to your team

We connect your CRM with essential business software in your IT infrastructure, such as ERP, marketing automation, accounting tools, and social media platforms, ensuring seamless data exchange. This integration gives you a 360-degree view of customer activity, improves data accuracy, and streamlines manual workflows.

Our integration services include:

• 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 performance

If you want to change CRMs, we assist in moving your data from the old software to the new one. We ensure all information transfers safely, without loss or damage, and that your business operations continue smoothly. Our service includes:

• We check, select, and clean your data.
• We map out how your data will fit into the new CRM.
• We prepare the new CRM to receive your data.
• We extract and import your data into the new system.
• Finally, we test everything to confirm the migration was successful and your data is working correctly in the new CRM.

Our testing team will ensure your CRM solution is fully functional and operates as intended. We will identify and address any bugs, issues, security vulnerabilities, data duplicates, or workflow bottlenecks.

• Planning: We’ll plan how to test the CRM to find any problems.
• Setting up: We’ll set up a place to test the CRM so it works like it would in your business.
• Checking data: We’ll make sure all the information in the CRM is correct and makes sense.
• Easy to use: We’ll see how easy it is to use the CRM and if it’s simple for your team.
• Speed: We’ll check how fast the CRM works and how many people can use it at the same time.
• Safe: We’ll make sure the CRM keeps your information safe and private.
• Works together: We’ll test how well the CRM works with other software you use.

This way, we find any problems with your CRM and make sure it’s working well for your business.

You can hire Cosonas’s support team to keep your CRM system fully functional and up-to-date over the long term. We quickly resolve emerging issues and modify the system to meet your evolving business needs.

• We watch over and manage your CRM.
• We regularly check to make sure it’s working well.
• If there’s a problem, we fix it fast.
• We keep the system up-to-date and improve it.
• We train your team and help them use the CRM better.
• As your business changes, we change the CRM to fit.