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CRM Software Solutions

Optimize Sales and Support with Intelligent CRM Solutions.

Website Design Services

Our CRM Software Services

Seamless CRM Solutions for Better Customer Relationships.

CRM Implementation

CRM Implementation

Transform your customer relationships with our expert CRM implementation services. We handle every step, from initial planning and system configuration to seamless data migration and comprehensive user training. Achieve enhanced customer insights, streamlined sales processes, and improved customer satisfaction with a CRM system tailored to your business.

CRM Customization

Tailor your CRM to perfectly align with your unique business workflows. Our CRM customization services enable you to adapt the software to your specific needs. We develop custom fields, modules, and integrations, ensuring your CRM system supports your evolving business requirements and maximizes efficiency.

CRM Customization
CRM Integration

CRM Integration

Break down data silos and create a unified customer view with our CRM integration services. We seamlessly integrate your CRM with marketing automation, e-commerce, and other essential applications, providing a 360-degree view of your customers and enabling consistent, personalized experiences.

CRM Consulting

Maximize your CRM investment with our strategic consulting services. We provide expert guidance on CRM selection, optimization, and best practices. Our consultants help you identify opportunities to improve customer engagement, drive sales growth, and enhance customer loyalty through effective CRM strategies.

CRM Consulting
CRM Data Migration

CRM Data Migration

Ensure a smooth and accurate transition of your customer data with our CRM data migration services. We handle the complexities of data extraction, transformation, and loading, ensuring data integrity and minimizing disruption to your business operations.

Salesforce Implementation & Customization

Leverage the power of Salesforce with our specialized implementation and customization services. We tailor Salesforce to your specific sales, marketing, and customer service needs, maximizing your ROI and driving business growth.

Salesforce Implementation & Customization
Dynamics 365 CRM Implementation & Customization

Dynamics 365 CRM Implementation & Customization

Optimize your customer engagement with our Dynamics 365 CRM implementation and customization services. We configure and customize Dynamics 365 to align with your business processes, enabling you to deliver exceptional customer experiences.

CRM for Small Businesses

Empower your small business with our affordable and scalable CRM solutions. We provide user-friendly CRM systems that help you manage customer relationships, track sales, and improve customer satisfaction without breaking the bank.

CRM for Small Businesses
CRM for E-commerce

CRM for E-commerce

Enhance your online customer experience with our CRM for e-commerce solutions. We integrate your CRM with your e-commerce platform, enabling you to personalize customer interactions, automate marketing campaigns, and drive online sales.

CRM for Marketing Automation

Drive targeted marketing campaigns and nurture leads with our CRM for marketing automation solutions. We integrate your CRM with marketing automation tools, enabling you to segment your audience, automate email campaigns, and track campaign performance.

CRM for Marketing Automation

CRM Software solutions Tools

Precision Testing for Intelligent Systems.

Salesforce CRM
Salesforce CRM
HubSpot CRM
HubSpot CRM
Zoho CRM
Zoho CRM
Pipedrive
Pipedrive
Freshsales
Freshsales
Microsoft Dynamics 365
Microsoft Dynamics 365
Insightly
Insightly
Agile CRM
Agile CRM
Veeva CRM
Veeva CRM
Propertybase
Propertybase
Clio
Clio
Jobber
Jobber
Creatio CRM
Creatio CRM
SuiteCRM
SuiteCRM
Automobile

Automate the Workflow of an Auto Manufacturers, Suppliers, Importers & Exporters.

Banking & Finance

Enable Analysis of Ledger, Monitoring & Control of Transactions.

Education

Integrate Self-learning, Live Lectures, Assignments, Exams, Certificates & Awards.

Electronics

Enable Professionals to Design PCB layout, Circuit Design Analysis & Simulation.

Energy & Power

Monitor & Control the Power Consumption & Fault for Commercial Buildings.

FMCG

Automate and Track the Sales Process, Account & improve productivity.

Government

National, State & Local Government Software & All Sector Portal Solution.

Healthcare

Automate Doctor Appointments, Treatment Info, Laboratories, Medicines, Billings, Reports.

Manufacturing

Enable Manufactures in Inventory Control, Quoting, Forecasting, Ordering, QA & Accounts.

Retail Products

Retail Inventory Management, Billings, Taxes, Accounts & Feedback.

Media

Effectively Manage Advertisers, Target Audiences & Subscribers for Media & Ent. Industries.

Travel

Automate Frontend & Backend process, Vacation Package, Destination Marketer and Transit.

10 Jun
Meta Quest VR 2 socialise in Horizon World - Zuckerberg

Meta Quest VR 2 includes some interesting update where ability to socialise in Horizon World.

Surfytech Team
13 Jun
Artificial Intelligence Model can predict human living life

Artificial Intelligence Modal can predict human living life. AI helps in all kinds of business with devices.

Surfytech Team
24 May
Digital Marketing Software helps in growing bussiness

Digital Marketing delivered platform where companies advertise their products and interact digitally.

Surfytech Team

Our CRM Implementation Process

Streamlined Integration for Maximum Efficiency.

Business Analysis

The business analysis phase in ERP software solutions involves gathering and evaluating business requirements to ensure seamless integration with existing processes. It includes stakeholder interviews, workflow assessments, and identifying inefficiencies that ERP can resolve. This phase defines functional and technical specifications, ensuring alignment with business goals. By conducting gap analysis and feasibility studies, businesses can mitigate risks, optimize workflows, and maximize ERP effectiveness. A well-executed business analysis ensures smooth implementation and long-term operational success.

Solution Planning

Solution planning for ERP software involves assessing business requirements, defining key objectives, and identifying suitable ERP modules. It includes analyzing workflows, data migration strategies, and integration with existing systems. Stakeholder involvement ensures alignment with organizational goals. Feasibility studies, risk assessment, and scalability considerations help in making informed decisions. The planning phase also includes defining timelines, resource allocation, and budgeting. A well-structured plan ensures seamless implementation, minimizing disruptions while maximizing efficiency and business value.

Customization & Configuration

ERP software customization tailors the system to meet specific business needs, integrating unique workflows, modules, and industry-specific requirements. Configuration involves adjusting built-in settings like user roles, permissions, reporting structures, and automation rules without modifying the core code. This process ensures seamless adaptation to business operations, enhancing efficiency, scalability, and compliance. Proper customization and configuration reduce manual efforts, improve decision-making, and enable businesses to maximize ERP capabilities while maintaining upgrade compatibility and system stability.

Data Management

Effective data management in ERP software solutions ensures seamless data integration, accuracy, and accessibility. It involves data collection, validation, storage, and security to maintain consistency across departments. Automated workflows, real-time synchronization, and data analytics enhance decision-making and operational efficiency. Secure access controls and compliance measures safeguard sensitive information. Regular backups and data recovery strategies prevent loss. A well-structured ERP data management process improves reporting, minimizes errors, and optimizes overall business performance for sustained growth.

Deployment & Adoption

The deployment phase involves configuring the ERP system, migrating data, and integrating it with existing processes. It includes rigorous testing to ensure functionality, security, and performance. End-user training is crucial to facilitate a smooth transition and maximize adoption. Change management strategies help address resistance, ensuring employees embrace the new system. Post-deployment, continuous monitoring and support are essential for issue resolution, process optimization, and user adaptation, ensuring long-term success and efficiency.

Performance Evaluation

Evaluating the performance of an ERP software solution involves assessing system efficiency, scalability, and user satisfaction. Key performance indicators (KPIs) such as response time, data accuracy, integration capabilities, and security compliance are measured. Regular audits and user feedback help identify potential improvements. Performance testing ensures the software can handle peak loads without disruptions. This evaluation ensures the ERP system aligns with business goals, enhances productivity, and delivers a seamless user experience.

Continuous Support

Continuous support for ERP software solutions ensures system stability, security, and performance optimization. This process involves regular software updates, bug fixes, security patches, and performance enhancements to keep the ERP system running smoothly. It includes technical support, user training, troubleshooting, and customization to meet evolving business needs. Additionally, proactive monitoring, backup management, and compliance checks help prevent disruptions. With ongoing maintenance and improvements, businesses can maximize ERP efficiency, streamline operations, and adapt to changing industry demands.

Business Automation Solutions

Enhancing Performance with Scalable Automation.

Enterprice Software Developement

Enterprise Software Development

Challenge in our progress

Enterprise Software helps in managing entire organization process. Ensure smooth workflow, efficient documents record, improve productivity and scaliblity.

Custom Software Development

Custom CRM Software Development

Secure and Robust

Custom CRM Softwares are tailored according to business process and requirement. Managing records and scaling daily sales along with customer ledger and more.

Cloud Application Development

Cloud Application Development

The Future of Storage

Surfytech helps to oraganizations to move entire business process and legacy application into cloud to become more agile, efficient and productive.

Software Quality Assurance

Quality Assurance & Testing

Consider Problem Resolved

Surfytech ensure the quaity of software products and services. Testing involves indentifying bug, error and defect. Dedugging isolates the problem and resolve with report.

Software Integration

Software Integration Development

Think Out of the Box

Surfytech provides end-to-end services for API Integration, System integration, Module Integration and Third Party Software Integration for modern and legacy applications.

Software Outsourcing & Consulting

IT Outsourcing & Consulting

Ensuring Customer Success

Surfytech delivers innovative & creative work for Outsourcing & Offshoring requirements. We are aggresive in developing & reporting to clients so clinets can focus on business process.

React
Angular
Node.Js
Vue.Js
Spring
Java Enterprice Application
Hibernate
Amazon Web Services
Docker
Kubernetes
Git
Jira
Microsoft Azure Services
Automobile

Automate the Workflow of an Auto Manufacturers, Suppliers, Importers & Exporters.

Banking & Finance

Enable Analysis of Ledger, Monitoring & Control of Transactions.

Education

Integrate Self-learning, Live Lectures, Assignments, Exams, Certificates & Awards.

Electronics

Enable Professionals to Design PCB layout, Circuit Design Analysis & Simulation.

Energy & Power

Monitor & Control the Power Consumption & Fault for Commercial Buildings.

FMCG

Automate and Track the Sales Process, Account & improve productivity.

Government

National, State & Local Government Software & All Sector Portal Solution.

Healthcare

Automate Doctor Appointments, Treatment Info, Laboratories, Medicines, Billings, Reports.

Manufacturing

Enable Manufactures in Inventory Control, Quoting, Forecasting, Ordering, QA & Accounts.

Retail Products

Retail Inventory Management, Billings, Taxes, Accounts & Feedback.

Media

Effectively Manage Advertisers, Target Audiences & Subscribers for Media & Ent. Industries.

Travel

Automate Frontend & Backend process, Vacation Package, Destination Marketer and Transit.

10 Jun
Meta Quest VR 2 socialise in Horizon World - Zuckerberg

Meta Quest VR 2 includes some interesting update where ability to socialise in Horizon World.

Surfytech Team
13 Jun
Artifical Intelligence Model can predict human living life

Artificial Intelligence Modal can predict human living life. AI helps in all kinds of business with devices.

Surfytech Team
24 May
Digital Marketing Software helps in growing bussiness

Digital Marketing delivered platform where companies advertise their products and interact digitally.

Surfytech Team

Business Automation Solutions

Enhancing Performance with Scalable Automation.

Enterprice Software Developement

Enterprise Software Development

Challenge in our progress

Enterprise Software helps in managing entire organization process. Ensure smooth workflow, efficient documents record, improve productivity and scaliblity.

Custom Software Development

Custom CRM Software Development

Secure and Robust

Custom CRM Softwares are tailored according to business process and requirement. Managing records and scaling daily sales along with customer ledger and more.

Software Quality Assurance

Quality Assurance & Testing

Consider Problem Resolved

Surfytech ensure the quaity of software products and services. Testing involves indentifying bug, error and defect. Dedugging isolates the problem and resolve with report.

Software Integration

Software Integration Development

Think Out of the Box

Surfytech provides end-to-end services for API Integration, System integration, Module Integration and Third Party Software Integration for modern and legacy applications.

Software Outsourcing & Consulting

IT Outsourcing & Consulting

Ensuring Customer Success

Surfytech delivers innovative & creative work for Outsourcing & Offshoring requirements. We are aggresive in developing & reporting to clients so clinets can focus on business process.

Cloud Application Development

Cloud Application Development

The Future of Storage

Surfytech helps to oraganizations to move entire business process and legacy application into cloud to become more agile, efficient and productive.

React
Angular
Node.Js
Vue.Js
Spring
Java Enterprice Application
Hibernate
Amazon Web Services
Docker
Kubernetes
Git
Jira
Microsoft Azure Services
Automobile

Automate the Workflow of an Auto Manufacturers, Suppliers, Importers & Exporters.

Banking & Finance

Enable Analysis of Ledger, Monitoring & Control of Transactions.

Education

Integrate Self-learning, Live Lectures, Assignments, Exams, Certificates & Awards.

Electronics

Enable Professionals to Design PCB layout, Circuit Design Analysis & Simulation.

Energy & Power

Monitor & Control the Power Consumption & Fault for Commercial Buildings.

FMCG

Automate and Track the Sales Process, Account & improve productivity.

Government

National, State & Local Government Software & All Sector Portal Solution.

Healthcare

Automate Doctor Appointments, Treatment Info, Laboratories, Medicines, Billings, Reports.

Manufacturing

Enable Manufactures in Inventory Control, Quoting, Forecasting, Ordering, QA & Accounts.

Retail Products

Retail Inventory Management, Billings, Taxes, Accounts & Feedback.

Media

Effectively Manage Advertisers, Target Audiences & Subscribers for Media & Ent. Industries.

Travel

Automate Frontend & Backend process, Vacation Package, Destination Marketer and Transit.

10 Jun
Meta Quest VR 2 socialise in Horizon World - Zuckerberg

Meta Quest VR 2 includes some interesting update where ability to socialise in Horizon World.

Surfytech Team
13 Jun
Artifical Intelligence Model can predict human living life

Artificial Intelligence Modal can predict human living life. AI helps in all kinds of business with devices.

Surfytech Team
24 May
Digital Marketing Software helps in growing bussiness

Digital Marketing delivered platform where companies advertise their products and interact digitally.

Surfytech Team

CRM Best Practices and Insights

Enhancing Business Growth Through Smart CRM Strategie.

10 Jun
Meta Quest VR 2 socialise in Horizon World - Zuckerberg

Meta Quest VR 2 includes some interesting update where ability to socialise in Horizon World.

Surfytech Team
13 Jun
Artifical Intelligence Model can predict human living life

Artificial Intelligence Modal can predict human living life. AI helps in all kinds of business with devices.

Surfytech Team
24 May
Digital Marketing Software helps in growing bussiness

Digital Marketing delivered platform where companies advertise their products and interact digitally.

Surfytech Team