#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,
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
Platforms We Utilize For CRM Automation
Microsoft Dynamics 365
Salesforce
Transforming Sales Operations with Salesforce CPQ & Billing
Streamlining Quoting, Pricing, and Invoicing for a Leading Hi-Tech Media Company
Revolutionizing Agri-Business with Salesforce
Breaking Complexity for Smarter Decisions and Sustainable Growth
AI-Driven Efficiency and Rock-Solid Security
Error-Free, Secure, and Faster Mortgages—Redefined
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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