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#1 CRM Automation Company Empowering Customer Success Everywhere

Simplify Workflows & Delight Your Customers With Customized CRM Solutions

Driving your business forward begins with smarter customer management. At Datafy Inc., we offer world-class CRM automation services that streamline operations, boost customer retention by up to 40%, and enhance lead conversion efficiency by 55%.

With over 16 years of expertise, we specialize in aligning advanced CRM technology with your business goals to optimize processes and enhance scalability.

Our CRM marketing automation solutions eliminate 70% of manual tasks, improve lead conversion rates by 55%, and elevate customer satisfaction.

Trusted across Real Estate, Healthcare, and more, we empower businesses to save up to 30% in operational costs. As your dedicated CRM services company, we deliver measurable results, helping you scale with precision and project your brand with confidence.

With us, you get, 

Enhanced Client Relationships
Flexible Engagement Models
On-Demand Scalability
Improved Efficiency
Effective Reporting & Analytics
On-time Delivery
Collaborative & Communicative Approach
Ongoing Support
50+

Projects Completed 

21+

Industries Served 

100%

Client Success Rate 

10+

Locations Globally 

Elevate Customer Engagement with Expert Nearshore CRM Services

Our Key Services

CRM Consulting

We analyze your business to uncover areas where CRM and automation add value. As a trusted CRM services company, we create a tailored implementation roadmap and deliver a solution designed to meet your specific goals and business needs.

CRM Migration

Switching to a new CRM doesn’t have to feel overwhelming. We handle the migration process with precision, preserving data accuracy and minimizing disruptions. Our training ensures your team adapts quickly. It’s a seamless transition with our CRM services company.

CRM Implementation

Our CRM implementation process prioritizes customization, integration, and flawless execution. Starting with the most critical areas, we roll out CRM across departments in phases. As your CRM services partner, we ensure impactful implementation that supports your business goals, and increases your growth.

CRM Integration

We integrate your CRM with ERP, marketing, accounting, and more. This creates smooth data flow, accurate insights, and streamlined operations across all your systems, ensuring everything works in perfect sync to support your business.

CRM Support & Upgradation

We provide consistent CRM support with updates, data synchronization, and added security. Our team handles feature upgrades and workflow improvements efficiently. As a trusted CRM services company, we keep your system optimized and future-ready for your evolving business needs.

Managed CRM

We simplify CRM marketing automation and management by handling configurations, reporting and maintenance. You focus on growth while we ensure your system operates flawlessly, delivering optimal performance every step of the way without any added hassle.

CRM Testing

We test your CRM’s functionality, security, and performance to ensure seamless operations. Our process identifies inefficiencies and delivers actionable insights so your system runs smoothly without disruptions, supporting your business every step of the way.

Datafy’s Here To Make Your Connections Stronger, and Customer Journeys Smarter

CRM Solutions

Platforms We Utilize For CRM Automation

Microsoft Dynamics 365

Microsoft Dynamics 365

Salesforce

Salesforce

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Brandon Rogers

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Jonathan Reefe

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Lana Astry

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Angelina Dumas

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Looking to Integrate CRM Automation Tools in Your Business Operations?

We Believe in no shortcuts. Just rock-solid project success, every single time.

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