CRM Services

We will help you to serve your customers better

Captivix has been working with CRM systems to built effective sales, marketing and business operation for our enterprise clients. We work on all round assistance for your CRM goals. 

Dedicated CRM consultants, ready with advanced automation functions.

Over 100 Happy Businesses



CRM Consulting

captivix consulting is a check on why you need this

We get over your problems in managing your precious customers. Whether it is managing current customers or acquiring lost or new customers, our CRM consulting will help you explore possibilities to implement CRM strategies, solutions, software and plan that will boost your sales and marketing process.  

Tailored to your business needs, we offer and assist in CRM selection services during our one-to-one or many consulting discovery sessions to help you choose your CRM.

We analyze CRM tasks and plan your workflow design with pre-built or custom features to support them, emphasizing the importance of unified customer profiles through data integration.

Studying your current CRM flow to offer consulting that can improve your process. We also assist you in complete migration of CRM to a desired goal, software and technology for better sales and marketing execution plans. 

CRM Implementation

Captivix proven implementation plan built only for success

We provide complete CRM implementation services, harnessing the power of top-tier CRM platforms. Our services encompass the full project scope, from requirements analysis to CRM configuration and customization, as well as seamless inbound and outbound integrations

We’re thrilled you’re improving customer understanding and service. We’ll plan and implement the ideal CRM system to support you.

Tailored to your unique requirements and integrate seamlessly with your existing or CRM systems and technologies.

We can help you with custom and advanced integration capabilities within your CRM. 

CRM Migration

Elevating business with custom mobile applications

We assess your existing CRM’s pain points and devise a migration strategy for enhanced process efficiency, improved usability, and reduced ownership costs. Our services encompass the entire migration process, from constructing a new CRM to seamlessly transferring your historical data.

Our CRM migration services are designed to securely and efficiently transfer your data from your existing CRM system to the new one. We ensure data integrity and accuracy throughout the process, so you can seamlessly continue your operations with minimal disruption.

We understand that downtime can be costly. That’s why our CRM migration services are optimized to minimize disruption to your business operations. Our experienced team works diligently to ensure a swift and efficient migration, so you can get back to serving your customers without unnecessary delays.

CRM Testing And Support

Captivix 100% check on performance, integration and security

Our comprehensive services cover various aspects of CRM management. This includes thorough testing, spanning functional, integration, performance, usability, and security aspects, to provide valuable insights for optimizing your CRM solution. Additionally, we offer robust administration and development support, including daily tasks, data management, system monitoring, and user assistance. This holistic approach ensures your CRM remains stable and adaptable to your evolving business requirements.

We offer thorough CRM testing, covering functional, integration, performance, usability, and security aspects to enhance your CRM’s efficiency.

Our administration services include daily tasks, data management, system monitoring, and user help desk, ensuring a well-maintained and secure CRM system.

With our development support, your CRM system stays adaptable to changing business needs, addressing issues and facilitating evolution.

Schedule A Call?

Talk to our consultants and see how we can fill the gaps in your growing business with our CRM services.

Better team, greater results

Passionate and expert team of software developers for your business.


Experienced professionals delivering robust solutions.


Tailored solutions that adapt to your changing needs.


Constantly exploring new technologies for improved solutions.

What Our Clients Says About Us?

We are confident that you will share the same sentiment that our customers already shared…..






I would suggest that captivix’s is the same and we found this to be one of its biggest strengths. At no point during the process did we feel isolated. Our relationship has been and continues to be, one of collaborative effort.

- Kurt Schnakenberg


Captivix worked on vital enterprise-wide CRM initiatives. Their openness to thinking outside the box I found refreshing when interacting with the business community within the corporate environment.

- Rodne Mcgee


Captivix always exemplified the highest level of professionalism. As a nontech person, I do not always know the best path. They have been instrumental in helping me find the best path forward that suits my needs.

- Dan Taneja

Frequently Asked Questions

Our CRM solutions are highly customizable to align with your unique business processes and needs. Let’s get over a discovery meeting call so that we can together understand the scope of customizing the CRM implementation/migration programs. 

Project timelines vary but are typically within a few months, ensuring a swift implementation process.

We execute data migration with precision, ensuring minimal data loss or disruption during the transition.

We prioritize data security through robust protocols, access controls, and compliance with industry standards.

Start Your CRM Consulting With Us

Fill out the contact form to contact our professional CRM consultants and experts for a discovery call.