CRM Consulting

End to end selection, implementation, migration to deployement

Captivix CRM Consulting has helped businesses with smooth transitions in CRM adoption. With the most confident consulting team, we have supported friendly migration, implementation, selection and strategy. 

Over 100 Happy Businesses



CRM Selection

Captivix support you to choose the best CRM

CRM selection is complex if you don’t know what features come with which CRM software. We work together as a team with your requirements. Find all vendors and implement the best CRM to match your needs. We also offer special customized recommendations from our official CRM partners at best quotes. 

Our CRM selection service begins with thoroughly evaluating your business needs, objectives, and existing processes. We take the time to understand your unique requirements, industry-specific challenges, and growth goals.

We conduct an in-depth analysis of CRM software vendors and their offerings. Our experts assess key features, pricing models, scalability, and integration capabilities to identify the best-fit solutions for your organization. We then provide you with a detailed comparison to make an informed decision.

We offer tailored CRM recommendations based on our assessment and your business requirements. We guide you in choosing the right CRM solution that aligns with your long-term strategy, ensuring a seamless transition and optimal utilization of the chosen software.

CRM implementation consulting

Captivix proven implementation plan built only for success

We help businesses understand the solution, real-time challenges, and easy of getting into CRM during our CRM Implementation consulting. This helps us showcase our experience and our client’s capacity to use CRM for success. 

Our CRM implementation consulting service commences with strategic planning. We work closely with your team to define clear objectives, map out implementation timelines, and identify potential challenges. This ensures a structured approach to CRM deployment.

We tailor your CRM solution to fit your unique business processes and workflows. Our experts handle the configuration and integration of the CRM system to maximize its efficiency. This includes seamless data migration, third-party app integration, and automation setup.

We prioritize user adoption by providing comprehensive training sessions for your team. Additionally, our CRM implementation consulting service includes ongoing support to address any issues, make necessary adjustments, and ensure the CRM system evolves with your changing needs, guaranteeing long-term success.

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.

Schedule A Call?

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

Why Choose Captivix?

10+ years of CRM consulting has added our experience to CRM success.


We are official partners to best CRM solutions for your industry.


We understand data security and follow best compliance practices.


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

CRM consulting helps by automating tasks, centralizing customer data, and providing insights for better decision-making. It enables your team to save time, reduce manual efforts, and focus on more strategic tasks, resulting in improved efficiency and productivity.

The duration varies depending on the complexity of your requirements, the size of your organization, and the CRM system chosen. On average, CRM implementations can take a few months to a year, with the consulting service providing step-by-step guidance and support throughout the process.

Yes, most CRM consulting services offer ongoing support and training options. They ensure your team is well-equipped to use the CRM system effectively and provide assistance for any issues or adjustments required as your business evolves and grows.

Choosing the right CRM consulting service involves several considerations. Start by evaluating your business goals, budget, and specific CRM needs. Research potential consulting firms, check their track record, and ask for references. Look for a service that aligns with your industry and offers customized solutions. Finally, ensure they provide clear communication, ongoing support, and a strong focus on user adoption and training to make the most of your CRM investment.

Start Your CRM Consulting With Us

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