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The Prioxis Advantage: Voice of Success.

Testimonials from Clients who have experienced unparalleled software development services to achieve their business goals with Prioxis.

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Our AI-driven CRM services

CRM Consulting

We guide you through your CRM journey, helping with software implementation and adoption while addressing any challenges that come up. We assist in selecting the right CRM solution, provide support during implementation, offer migration services, and advise on custom CRM development and modernization. We also conduct health audits and help resolve any issues.

CRM Implementation

Our team manages the full implementation of your chosen CRM platform, ensuring it integrates seamlessly with your business operations. We handle deployment, data migration, user training, CRM configuration, and customization. We also integrate your CRM with other business software and third-party tools to ensure everything works together smoothly.

Want to understand how AI in CRM will affect your business?

Statista reports that 57% of companies see improving customer experience as the main use case for AI. But is it the right choice for your business, too? Let's discover together over a call.

  • Smarter decision-making

  • Boosted sales performance

  • Stronger customer engagement

  • Quicker and more precise operations

  • More reliable data

  • Simplified development

  • Secure data management

Smarter decision-making

Gain valuable insights and predict trends to make better decisions.

CRM Solutions We Offer

On-premise CRM

Installed on your company’s servers or devices, this CRM offers strong security, full control over features and updates, and works without an internet connection, making it highly customizable. The drawbacks include high initial setup costs, time-consuming deployment, full responsibility for maintenance, and limited scalability compared to cloud options.

Platform-based CRM

These are ready-made tools provided by vendors with built-in features. They are quick to set up, offer reliable vendor support, and are scalable with regular updates. However, they can be costly when adding extra features, have limited industry-specific customization, and licensing costs can increase over time.

Custom CRM

This CRM is specifically built for your business by your own team or an outsourced developer. It is fully tailored to your needs, easily adaptable, and offers a unique customer experience with full platform ownership. On the downside, it is expensive to develop, takes longer to create, and requires ongoing support from developers, with potential integration challenges.

CRM Platforms We Support

Prioxis has extensive expertise in leading CRM platforms, offering seamless implementation and support.

Microsoft Dynamics 365 CRM

Dynamics 365 is a powerful suite of business tools with advanced CRM features like AI-driven automation and analytics, fully integrated with the Microsoft ecosystem.

Features:
  • Customer segmentation
  • Personalized customer journeys
  • Sales content creation
  • Lead scoring
  • Sales pipeline management
  • Sales KPI tracking
  • Customer service automation
  • Self-service portal

Salesforce

Salesforce is a powerful CRM platform offering solutions for B2B and B2C sales, marketing, and customer support, along with AI tools for insights and workflow automation.

Features:
  • Account and contact management
  • Opportunity management
  • Lead management
  • Sales collaboration
  • Omnichannel customer support
  • Mobile app
  • Customizable analytics dashboards
  • Sales forecasting

HubSpot CRM

HubSpot CRM is an easy-to-use platform designed for growing businesses, offering a free tier with essential tools and seamless integration with HubSpot’s marketing, sales, and service software.

Features:
  • Contact and deal management
  • Email tracking and automation
  • Marketing and sales alignment
  • Customizable dashboards
  • Lead tracking and nurturing
  • Built-in analytics

Let's Make It Happen

If you have an idea waiting to become a full-fledged application, let’s talk. Start your digital journey with Prioxis today.

Business@prioxis.com

Must-Have CRM Features for Business Success

  • Comprehensive Contact Management

    This feature allows you to store and organize all customer and lead data—such as contact details, activities, and preferences—into a searchable database. This makes it easy for marketing and sales teams to access and share information.

  • Detailed Interaction Tracking

    With this function, sales and customer support teams can log various interactions, including emails, calls, chatbot messages, and support tickets. It helps track the history of these interactions and provides insights into customer engagement patterns.

  • Strategic Lead and Opportunity Management

    This feature enables your sales team to identify and manage potential leads across all communication channels. It allows for personalized engagement through targeted offers, ensuring your team can nurture these leads effectively.

  • Optimized Sales Pipeline and Forecasting

    This feature gives companies a clear view of their entire sales pipeline, including the status and stages of each deal. Tracking the sales pipeline also provides valuable insights into sales performance and future trends.

  • Streamlined Document Management

    A CRM should help your company organize and store documents related to customer interactions and sales processes—such as proposals, contracts, invoices, and presentations—making them easily accessible and shareable across your organization.

  • Insightful Reporting and Analytics

    Reporting is key to processing customer, sales, and interaction data. It helps you gain insights into business operations, identify trends, and make data-driven decisions. Additionally, integrating AI into your CRM can uncover complex patterns and provide real-time insights.

Your Roadmap to Success with Prioxis’ CRM Implementation Services

At Prioxis, we select over 50 software developers, each vetted for technical skill and market understanding. You're not just choosing a CRM service provider; you're getting a reliable team committed to transforming your customer relationships and streamlining your business operations.

  • Kick-off and Planning

    • We begin with kick-off meetings to align with your business objectives. We thoroughly analyze your needs, plan the project, and help you choose the most suitable tools and platforms.

  • Discovery and Analysis

    • During this phase, we gather and select key requirements, document your current processes, assess your data, and define clear project goals, ensuring a smooth path forward.

  • Design and Prototyping

    • Our team designs a prototype, creates a data model, and develops custom workflows tailored to your business. The user experience is a priority, so we ensure the design meets your needs.

  • Building and Development

    • We configure out-of-the-box features, customize the platform, and handle any necessary development. Integrations with your existing systems are also set up during this stage.

  • Testing and Validation

    • We rigorously test the system, validate data accuracy, and conduct user acceptance testing to make sure everything functions as expected.

  • Rollout and Training

    • Once the system is ready, we deploy it in the target environment, manage data migration, and provide user training to ensure your team is prepared.

  • Ongoing Support and Maintenance

    • Our support doesn’t stop at rollout. We provide ongoing CRM maintenance, deliver updates, fix any bugs, and offer continuous user assistance to keep your CRM running smoothly.

Let’s turn your CRM into a real AI-sset!

Blogs and Resources

FAQ

  • 01

    What is the best CRM software for my business?

    • The best CRM software depends on your business needs, size, and budget. Popular options include Salesforce, HubSpot, and Zoho, all of which offer AI features to enhance customer management and sales automation.

  • 02

    How can AI improve CRM?

    • AI can automate repetitive tasks, analyze customer data for better decision-making, and provide personalized customer experiences. It helps predict customer behavior, streamline workflows, and improve overall efficiency.

  • 03

    What features should I look for in a CRM with AI?

    • Look for features like automated data entry, predictive analytics, customer segmentation, personalized marketing campaigns, and integration with existing business tools. Ease of use and scalability are also important.

  • 04

    How much does CRM software with AI cost?

    • Costs vary widely based on the features, number of users, and customization required. Subscription fees typically range from $10 to $300 per user per month, with additional costs for setup and support.

  • 05

    What are the benefits of using AI in CRM?

    • AI enhances CRM by improving customer insights, automating processes, reducing manual workload, and increasing sales and customer satisfaction. It helps businesses make data-driven decisions more effectively.

  • 06

    How do I choose between cloud-based and on-premise CRM solutions?

    • Cloud-based CRMs offer flexibility, scalability, and lower upfront costs, making them ideal for businesses that want easy access and quick deployment. On-premise solutions provide more control over data and security, which might be necessary for highly regulated industries.

  • 07

    How long does it take to implement a CRM with AI?

    • Implementation time varies depending on your business size and needs, ranging from a few weeks to several months. Customization, data migration, and user training are key factors in the timeline.

  • 08

    Can CRM software with AI integrate with other business tools?

    • Yes, most modern CRM software is designed to integrate with various business tools, including email marketing platforms, ERP systems, and customer service software, ensuring seamless data flow across your organization.

  • 09

    What industries benefit most from AI in CRM?

    • Industries like retail, finance, healthcare, and real estate benefit greatly from AI-driven CRMs. These sectors rely heavily on customer data and personalized experiences, which AI can significantly enhance.

  • 10

    How secure is CRM software with AI?

    • Security tops the priority for most CRM providers. Look for software development company that offers strong encryption, regular security updates, and compliance with industry standards like GDPR or HIPAA to protect your data.