Beware of scammers: O2I does not hire freelancers. Our projects are executed in our facilities across the globe. View vendor selection policy here.
CRM Consulting Services

Outsource CRM Consulting Services

  • Get a unified view of your customer interactions with our CRM consulting services.
  • Boost your CRM strategy to make every communication count.
  • Connect with us now to maximize your CRM investments!

Customer engagement is no longer sufficient to thrive in this competitive era where “customer delight” is the new norm. Forging deeper connections through tailored customer interactions is crucial. This gets challenging when dealing with non-integrated and disorganized applications offering fragmented views of customer interactions and sales opportunities. This is where you should consider our CRM consulting services. With 25 years of extensive experience in providing multi-platform CRM solutions for global clients. We help you combine your sales, marketing, and customer experience approaches to create CRM strategies that align with your objectives.

Whether you need assistance managing the platforms, want to get started with CRM, or are struggling to get back on track, our services help you maximize the potential of your CRM platforms. Our experts help you connect multi-faceted data sets to create unified customer profiles. Such a 360-degree view of customer interactions lets you streamline your communication history, automate enterprise-wide CRM channels, and get real-time updates tailored to your industry. Clients across healthcare, banking, retail, manufacturing, e-commerce, and other sectors have benefited from our CRM system development services. Now, it is your turn.

Connect with us today to take your customer relationships to the next level.

Professional CRM Consulting Services We Offer

Our services are designed to optimize your CRM system. With a keen focus on CRM analytics, we help you better understand your customer's journey, from initial contact to conversion and beyond. This allows you to significantly impact the customer journey by ensuring seamless interactions, personalized engagement, and improved customer satisfaction. Explore our wide range of services to see how we can help transform your business.

  • CRM System Selection and Evaluation

    CRM System Selection and Evaluation

    We offer a comprehensive CRM system selection and evaluation service. Our experts assess your business needs and goals to recommend the most suitable CRM solutions. This service ensures you invest in a CRM system that aligns with your business strategy and enhances efficiency.

  • CRM Software Development Services

    CRM Software Development Services

    We provide custom CRM software development services to cater to your unique business requirements. Our skilled CRM software consultants create custom CRM software that streamlines your customer relationship management, promoting productivity and profitability.

  • CRM Software Implementation Services

    CRM Software Implementation Services

    Our CRM software implementation services encompass all aspects of CRM roll-out, from initial setup to training your staff. We ensure a seamless transition to the new system, minimizing disruption to your operations and maximizing user adoption.

  • CRM Migration and Data Digitization

    CRM Migration and Data Digitization

    We offer an efficient and secure CRM migration and data digitization service. Our CRM consultants handle the transfer of your existing customer data to your new CRM system. This ensures data integrity and prevents data loss.

  • CRM Consolidation Services

    CRM Consolidation Services

    Our CRM consolidation services help streamline customer relationship management by integrating all your CRM systems into a single, unified platform. This service simplifies CRM management and enhances data accessibility.

  • CRM Testing Services

    CRM Testing Services

    We offer rigorous CRM testing services to ensure your CRM system functions optimally. Our testing covers all aspects, from system functionality to user interface, to guarantee a seamless user experience.

  • Custom CRM Development Services

    Custom CRM Development Services

    We provide custom CRM development services tailored to your specific business needs. Our team designs and builds a CRM system that perfectly fits your business processes and customer engagement strategies.

  • CRM Strategy and Planning

    CRM Strategy and Planning

    Our CRM strategy and planning services help your business to define clear CRM objectives, align CRM initiatives with business goals, and devise a roadmap for CRM implementation and adoption.

  • CRM Integration Services

    CRM Integration Services

    We offer CRM integration services that connect your CRM system with other business applications. This service enhances data flow, improves information accessibility, and boosts operational efficiency.

  • CRM Maintenance and Support Services

    CRM Maintenance and Support Services

    Our CRM maintenance and support services ensure your CRM system remains up-to-date and performs optimally. We provide regular updates, troubleshoot issues, and offer round-the-clock support to guarantee uninterrupted CRM operations.

  • CRM Design and Customization

    CRM Design and Customization

    We provide CRM design and customization services to deliver a user-friendly and intuitive CRM system. Our customer relationship management consultants configure the system to match your workflows and branding, ensuring a personalized user experience.

  • CRM Customization and Configuration

    CRM Customization and Configuration

    Our consultants customize and configure your CRM systems to your specific business needs. We adjust the system settings, workflows, and interfaces to fit your business processes, promoting user adoption and productivity.

  • CRM Monitoring and Optimization

    CRM Monitoring and Optimization

    We offer CRM monitoring and optimization services to ensure your CRM system performs at its best. Our team regularly reviews system performance, identifies areas for improvement, and implements necessary changes to optimize system efficiency.

  • CRM Data Management and Quality Improvement

    CRM Data Management and Quality Improvement

    Our CRM data management services ensure your customer data is accurate, up-to-date, and readily accessible. We also implement data quality improvement measures to enhance data integrity and reliability.

  • Mobile CRM Solutions

    Mobile CRM Solutions

    We provide mobile CRM solutions that allow your team to access customer data and manage customer relationships on the go. This service ensures your business remains responsive and customer-focused regardless of location.

  • CRM Improvement and Optimization

    CRM Improvement and Optimization

    Our CRM improvement and optimization service helps your business to continually enhance your CRM operations. We analyze system performance and user feedback to identify areas for improvement and implement changes that boost system efficiency and user satisfaction.

  • CRM Security and Compliance

    CRM Security and Compliance

    We offer CRM security and compliance services to safeguard your customer data. For this, our team implements robust security measures, conducts regular audits, and ensures your CRM system complies with relevant legal and industry regulations.

Our CRM Consultation Process

Our CRM consultation services are designed to help you achieve optimum results from CRM implementation. The following are the steps we follow -


01. Requirements Gathering and Software Selection

Our consultants sit with you to understand your business process. Based on our understanding we provide unbiased CRM system comparisons and recommendations.


02. Design & Planning

In this stage, we draw your project design that serves as a roadmap to implementation. During the process, we document and incorporate your business support processes into your CRM system.


03. Development

In the development stage, our experts program your system for integration. We create custom programs and apps to extend the functionality & integrate the CRM tool.


04. Installation & Configuration

During this stage, we guide you to install and configure the software. With our service, you can avoid mistakes and save time while carrying out data conversions and importing.


05. Testing

Once the integration with the CRM is done we will test the whole set up and liaise with you to ensure everything is working smoothly.


06. Training

After the completion of the testing, we train your team to ensure they acquire good a understanding of how the CRM works.


07. Support

Our experts are available 24/7 to make sure that in the face of any unforeseen error we can resolve issues without any downtime. Our experts share tips and provided recorded training materials.

Our Technical Proficiency

SalesForce Lightning Web Components Microsoft Dynamics Xamarin Android Vue.Js Heroku Java Microsoft .Net Elasticsearch Azure SAP CRM Zoho CRM HubSpot Zendesk Monday sales CRM LeadSquared Sales and Mobile CRM

Industries We Serve

Media and entertainmentMedia and entertainment
Travel and HospitalityTravel and Hospitality
Finance and bankingFinance and banking
Custom BrokerageCustom Brokerage
Oil and GasOil and Gas
Logistics and TransportationLogistics and Transportation
Public servicesPublic services

What Sets Our CRM Consulting Company Apart?

Renowned as a top-tier CRM consulting service provider, our offerings are designed to provide an array of benefits to our clientele. These include -

  • Dedicated CRM Expert Team

    We equip you with a certified CRM professional team to manage tasks and meet all requirements. This encompasses a project manager to spearhead the implementation, application developers for system customization, data analysts for data migration, and quality analysts for testing.

  • Industry Experience in CRM Consulting

    Our professionals possess vast industry expertise in retail, manufacturing, healthcare, professional services, telecom, banking, etc. They utilize their experience to identify ideal solutions for your business requirements.

  • Proficiency in Multiple CRM Platforms

    Our consultants possess a deep knowledge of leading systems such as Salesforce Sales Cloud, Infusionsoft, Hatchbuck, NetSuite CRM+, Infor CRM, Click Dimensions, Zoho, HubSpot, Vuture, Dynamics, SAP, Quickbase, and more. This extensive knowledge enables them to comprehend which strategies and technical approaches yield the best results.

  • CRM Implementation Methodology

    We break down the CRM project into manageable steps and establish milestones like data migration, QA testing, user training, go-live, etc. This approach allows us to maintain comprehensive control over the project, ensuring better visibility into each stage and guaranteeing a phased and steady implementation.

  • Focus On User Experience

    Our consulting services are designed with user experience as a priority. This focus results in solutions with minimal learning curves and rapid staff onboarding, leading to enhanced data input, comprehensive automation, and improved information reporting.

  • Customization and Training

    Our training services aim to ensure high user adoption rates. We deliver these services in various formats, including face-to-face training, group training, online classes, and practice sessions.

  • Dynamic Pricing

    We uphold transparency in our CRM implementation costs. We do not practice hidden pricing or surprise our clients with unforeseen expenses for undisclosed time investments. We are open about the time invested in every project, regardless of size and scale.

Additional Services We Offer

CRM Development Services

Design and build customized CRM solutions tailored to your business needs with our CRM development support.

CRM Database Management Services

Ensure the smooth functioning and optimization of your CRM database with our professional services. We help you handle data migration, data cleansing, and integration.

CRM Testing Services

Get comprehensive testing assistance to ensure the reliability, functionality, and performance of your CRM system for a seamless user experience.

IT Staffing Services

Augment your existing team or fulfil specific project requirements with our IT staffing solutions. We help you carefully select and onboard qualified candidates.

e-Commerce Development Services

We offer end-to-end e-commerce solutions to develop user-friendly interfaces, integrate secure payment gateways, and implement inventory management systems.

Web Development Services

Create visually appealing, responsive, and user-friendly websites using the latest web technologies and industry best practices.

Mobile App Development Services

Harness the power of mobile technology to engage with your customers on the go. We help you create intuitive and feature-rich mobile applications.

Enterprise Software Development Services

Develop robust and scalable software solutions for your business with our scalable enterprise software development solutions.

Customer Success Stories

Case Study on Augmented Reality App Development

Augmented Reality App Developed for a London-based Client

A leading London-based client outsourced augmented reality app development to us to help clients select the best air conditioner.

Read more
Case Study on Task Management App to Promote Productivity

iOS Task Management App Developed for an Australian Client

Outsource2india developed an iOS-based task management app integrated with CometChat to let users exchange texts, audio, and video files. The app allowed users to obtain real-time updates on profiles and images and where image quality remained the same even at 100% magnification.

Read more


When our own skills did not manage to get where we wanted, Outsource2india took care of the rest. The expertise, customer service and "follow up" we experienced from Outsource2india were simply flawless.

Marketing Coordinator,
Real Estate Builders & Construction Company, Norway
More Testimonials »

Outsource CRM services

Delegating your CRM requirements to a professional service provider like us offers invaluable benefits. Our consultants know the importance of understanding, cultivating, and captivating customers based on key insights across various channels. This requires a better system that supports advanced customer profiling. So, we provide in-cloud and on-premises solutions that ensure risk-free migration and seamless integration of your CRM applications. Our consultants choose the best approach for your organization and offer pre-built vertical solutions tailored to your industry. Our comprehensive range of services ensures a seamless customer journey from implementation and audits to ongoing support and maintenance.

Don't miss the opportunity to boost customer relationships and drive business growth. Contact us today for a transformative CRM consulting experience.

Contact Us


Decide in 24 hours whether outsourcing will work for you.


Our Privacy Policy.

Have specific requirements? Email us at: Info Email

Email Us Info Email
Flatworld Solutions Address


116 Village Blvd, Suite 200,
Princeton, NJ 08540

Our Customers

  • Movement Mortgage
  • Alcon
  • ARI
  • Maximus
  • Redwood E-Learning Systems

Frequently Asked Questions (FAQs)

What is CRM consulting, and why do I need it?

CRM consulting involves expert guidance and support in implementing and optimizing CRM systems. It helps businesses streamline their sales, marketing, and customer service processes, improving efficiency and enhancing customer relationships. By leveraging CRM consulting services, you gain insights into best practices, industry trends, and tailored strategies to maximize your CRM investment.

How to choose the right CRM consulting services company?

To choose the right CRM consulting services company, consider their experience, industry expertise, track record, and client testimonials. Look for a company that offers comprehensive services, understands your business needs, and can provide customized solutions. Assess their approach, knowledge of CRM platforms, and ability to integrate with your existing systems.

What are the key benefits of choosing a CRM consulting services company?

Partnering with a CRM consulting firm offers numerous benefits, including access to expert insights, industry best practices, and optimized CRM strategies. They help you align your CRM system with your business goals, improve customer engagement, enhance sales and marketing effectiveness, and boost operational efficiency.

How much do the CRM consulting services cost?

The cost of CRM consulting services varies based on factors such as the scope of the project, the complexity of your CRM requirements, and the level of customization needed. Often, pricing models include hourly rates, fixed project fees, or retainer-based agreements. CRM consulting should be viewed as an investment as it can help you significantly improve business performance and customer satisfaction.

What does the CRM implementation process involve?

The CRM implementation process typically involves several stages, including requirements analysis, system selection, data migration, customization, integration, user training, and ongoing support. CRM consultants work closely with your team to understand your unique business needs and tailor the CRM system accordingly.

Can CRM consulting services help with marketing and sales automation?

Yes, CRM consulting services can assist with marketing and sales automation. They help you optimize your CRM system to automate marketing campaigns, customer segmentation, lead generation, and sales processes. CRM consultants can provide guidance on selecting and integrating marketing and sales automation tools, ensuring seamless data flow and effective communication between teams.

How do CRM consultants handle data privacy and security?

CRM consultants prioritize data privacy and security by implementing robust measures to protect sensitive customer information. They ensure compliance with data protection regulations and industry standards. This includes implementing access controls, encryption, regular data backups, and monitoring for potential security breaches.

How experienced is your team in CRM consulting services?

Our resources have extensive experience in CRM advisory services, having successfully served numerous global clients across industries. We have a proven track record of delivering tailored CRM strategies, seamless implementations, and ongoing support. Our consultants possess in-depth knowledge of leading CRM platforms, industry trends, and best practices.