Expert CRM Consulting Services

Boost sales and streamline processes with expert guidance in open-source & Paid CRM consulting services like, SuitCRM, VtigerCRM, and Zoho

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    Leverage Open-Source SuiteCRM and VtigerCRM

    SuiteCRM and VtigerCRM are powerful Customer Relationship Management (CRM) system designed to help businesses manage contacts, streamline marketing efforts, and optimize sales processes efficiently. As open-source platforms, SuiteCRM & VtigerCRM allows you to download, install, and customize to suit your unique needs, all without user or hefty maintenance fees typically associated with other CRM solutions.
    At Digi Edge Tech, we offer expert CRM consulting services to help you seamlessly implement and leverage SuiteCRM or VtigerCRM or ZohoCRM for your business success.

    What You Can Do SuitCRM Or VtigerCRM?

    VtigerCRM and SuiteCRM are open-source platforms designed to streamline operations, enhance customer relationships, and optimize sales processes. These systems centralize customer data, automate workflows, and provide valuable insights through built-in analytics, all while remaining fully customizable and cost-effective. Both platforms empower businesses to scale efficiently and drive growth with tailored solutions.

    Lead Automation

    Seamlessly connects with your website’s contact form to deliver automated emails to your leads.

    Customer Management

    Effortlessly organize and access all customer contact details and interaction history within the SuiteCRM or VtigerCRM database.

    Opportunity Tracking

    Stay on top of every sales opportunity with VtigerCRM & SuiteCRM’s intuitive sales funnel and management tools.

    Quote and Invoice Management

    Create, manage, and track quotes and invoices directly in Dashboard, streamlining follow-ups and organization.

    Email Campaigns

    Reach your leads, contacts, and clients effectively with both CRM’s integrated email marketing tools. Also, has opportunity to integrate with other campaign system like Mautic which is an open source too.

    Support Case Tracking

    Enhance customer service by managing and resolving client support requests through CRM’s case management module.

    Our CRM Consultant Services

    Digi Edge Tech specializes in sales process management and seamless integration with SuiteCRM and VtigerCRM. As a trusted consultant, Digi Edge Tech assists clients with:

    System Setup

    Digi Edge Tech can assist with downloading, installing, hosting, and configuring SuiteCRM or VtigerCRM to align with your unique sales processes or industry needs.

    Tailored Customization

    We offer SuiteCRM and VtigerCRM customization services, including adding new fields or modules to better suit your business operations.

    Data Migration

    If you’re looking to move away from costly alternatives, Digi Edge Tech can help you migrate to SuiteCRM or VtigerCRM, eliminating restrictions and high expenses..

    Sales Process Optimization

    We provide expert consulting to help you design, implement, and manage an efficient sales process using SuiteCRM or VtigerCRM, ensuring you never miss a deal again.

    Cloud Hosting

    Digi Edge Tech will set up a secure cloud server for your SuiteCRM or VtigerCRM installation, ensuring you and your team can access it from anywhere, at any time.

    Comprehensive Training

    We offer training for both sales teams and SuiteCRM/VtigerCRM users to ensure your team gets the most value out of your CRM installation.

    Can’t see the service you need? No problem, give us a call, and we will tailor your CRM base on your choice.

    Book A Call

    Our Portfolio

    Explore our portfolio to see how we’ve transformed ideas into impactful digital solutions. Each project reflects our commitment to excellence and innovation tailored to our clients’ unique needs.

    Free Coaching/Demo Call

    Give us a call to discover how these open-source CRMs Can work for you!

    We offer online demos to help you explore the software, provide guided walkthroughs with our SuiteCRM and VtigerCRM experts, and answer any questions you may have. Our team is dedicated to assisting you at every stage.

    Request a demo
    Sales Driven: Our Process

    We collaborate with you and your team remotely to assess your marketing and sales process requirements. By helping you document and define your lead generation, sales, and onboarding workflows, we lay the foundation for developing an effective implementation plan.

    Based on the initial strategy session, we’ll recommend the most effective implementation plan for your business, including custom fields, automation, training, and any necessary customizations.

    We’ll design and implement your complete sales and marketing system, from website lead collection to onboarding new clients and providing post-service support. Our team will integrate your existing data into the new CRM and maximize automation to save time and enhance efficiency. Additionally, we’ll ensure you and your staff are fully trained to utilize the entire system effectively.

    After installation, migration, and training, we’re here to address your follow-up questions and help with future process improvements. With over a decade of experience, we remain committed to supporting your use of SuiteCRM and VtigerCRM, ensuring seamless integration and long-term success within your organization.

    Want A Quick CRM Consulting

    Do you have a quick fix or consulting or training project on SuitCRM or VtigerCRM? Hire us today by buying our hourly package that fit your budget.

    Buy Our Hourly Package
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