Reliable CRM development

Our team of passionate consultants is dedicated to ensuring the success of your CRM initiative. We don’t just develop optimized code; we also provide intelligent ideas and suggestions that can save you both time and money. Our greatest asset is our ability to create solutions that work in the context of your business.

Core Features of CRM

  • Leads and Target
  • Customer Database Management
  • Quotation and Invoice
  • Email Campaign
  • Approval Workflow and notifications
  • Project Task
  • Self-service Reporting
  • User defined fields
  • User Roles and Permissions

Core Areas of CRM Development Services

Custom Module

We can create custom modules for you, such as a “Shipment” module with tracking details if you’re in the logistics business.

Tweaking of Standard Modules

We can also modify standard modules to fit your specific business requirements. Additionally, we can integrate your CRM with your order management or accounting in real-time or through batch-based overnight loading.

Workflow and Scheduler Automation

Our workflow and scheduler automation services can help you highlight relevant business events to the necessary users, such as triggering a notification to the VP of sales when a new opportunity worth more than HKD 50,000 is created. We can also schedule notifications to send you a morning feed of items that require attention.

Reports and Dashboard

Our reports and dashboard services can help you keep track of sales and after-sales KPIs values, as well as give an indication of areas that require attention. Together with workflows, reports, and dashboards, our services can make your organization more efficient.

Why iDigital?

  • Comprehensive CRM Services

    We offer a wide range of end-to-end CRM services, including customization, implementation, integration, maintenance, and support. Our extensive service portfolio includes comprehensive CRM consulting services and product customization solutions.

  • Industry Expertise

    Our dedicated team of professionals has comprehensive domain expertise. Expansive expertise in driving digital transition through CRM services across industries including healthcare, marketing, project management, gym, and accounting and many more.

  • Quality Assured

    We use an agile and proven delivery methodology to ensure the highest quality of service. We don’t just identify problems – we also offer realistic solutions and incorporate them into the plan. This approach ensures that your project runs smoothly and efficiently, saving you both time and costs.