Comprehensive CRM Consulting Services

Our CRM consulting services encompass a wide spectrum of expertise, including

Tailored CRM Solutions for Every Industry

Vertekx’s CRM consultancy services are adaptable and suitable for businesses across various industries, including finance, healthcare, e-commerce, manufacturing, and more. Our CRM consultant team’s diverse expertise allows us to customize CRM solutions that are perfectly aligned with the unique needs and challenges of your industry.

The Vertekx Approach: Collaborative Excellence

Our commitment to collaborative excellence is what sets us apart as a leading CRM consultancy partner. We believe that the success of your CRM project depends on effective communication, teamwork, and a shared vision. Our CRM consultants work closely with your team to ensure that the final CRM solution aligns perfectly with your objectives.

Proven Methodologies

We follow industry-standard methodologies to ensure effective project management, constant feedback, and efficient development. This approach enables us to respond to changes in requirements and deliver CRM projects on time and within budget.

Cutting-Edge CRM Technologies

At Vertekx, we stay at the forefront of CRM technologies, ensuring we provide you with the most innovative and effective CRM solutions. Our CRM consultant team brings this knowledge to the table, assisting you in making informed decisions about your CRM strategy and technology.

Success Stories

Our track record is a testament to our expertise and commitment to excellence in CRM consultancy. Here are a few success stories that highlight our capabilities:

Industry: Tourism and Finance | Tourist Tax Refund Service

This system was developed to refund the tax paid on shopping by tourist in Mexico. SuiteCRM was used as the main backend engine with extensive customization and associated Affiliate Portals were created for the agents to Process Customer Data.For increased productivity and to reduce likelihood of human mistakes, most of the relevant data was extracted using OCR integration from different documents like Passport, Boarding Pass, Credit Card, POS Receipts etc. To ensure data security, secure storage of documents was implemented through integration with ShareFile. Communication with customers was done through sms (integration with Twilio),Zendesk and Emails

Industry: Real Estate Property Management System

A customized bilingual (English and Chinese) system was designed and implemented for management of Real Estate Properties and their residents in Hong Kong. The main areas that the system targeted were Resident Management, Access Management for properties and different sections of properties, Incident Reports, Customer issues and SLA workflows.This system also includes Customer Registration Portal and iOS and Android Applications for features required to be accessed on field.

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Proven Expertise

Our team of experienced CRM consultants has successfully delivered CRM projects across diverse industries.

Tailored Solutions

To ensure that you get the most value out of your investment, we believe in designing custom CRM development solutions to meet your specific demands.


Vertekx stays updated with the latest CRM trends and innovations, ensuring your CRM strategy is future-ready.

Timely Delivery

We are committed to delivering your CRM project on time and within budget, thanks to our effective project management.

Collaborative Approach

We work closely with your team, fostering open communication and shared CRM objectives.

Proven Expertise

Tailored Solutions

Timely Delivery

Cutting-Edge Technologies

Collaborative Approach

In today’s fast-paced business world, effective CRM is essential for building strong customer relationships, improving efficiency, and achieving growth. By partnering with Vertekx, your trusted CRM consultancy company, you gain a reliable ally offering expert CRM consulting services. We take pride in our collaborative approach, tailored solutions, and commitment to delivering excellence. Choose Vertekx as your CRM consulting partner, and together, we’ll unlock the full potential of your CRM strategy, ensuring a brighter future for your business. Embark on a journey of customer-centric success with us today!

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