CRM Consulting | 200+ Project Experience

Our CRM Consulting Services

CRM Needs Analysis

We analyze your sales, marketing, and service processes to identify your real needs, detect existing bottlenecks, and define the CRM project scope.

CRM Selection Consulting

We help you choose the right CRM platform for your budget, industry, and technical requirements, and manage comparative analysis and demo processes.

CRM Setup & Customization

We set up the CRM system to match your business processes, configure field and module customizations, automation rules, and integrations.

Training & Change Management

We provide role-based training programs, user guides, and change management support to ensure your team uses CRM effectively.

Ongoing Support & Optimization

Post-launch performance monitoring, process optimization, and technical support. No ticket system -- direct WhatsApp and phone access.

Our CRM Project Management Methodology

A proven 5-step CRM implementation process refined over 200+ projects

Discovery & Analysis (Week 1)

We analyze your current business processes, team structure, and technology infrastructure. Through stakeholder interviews, we identify the real requirements.

Solution Design & Roadmap

Based on the analysis results, we create a CRM configuration plan, integration map, data migration strategy, and project timeline.

Setup & Customization (Weeks 2-3)

We install the CRM system, customize it according to your business processes, configure automation rules and integrations. We test with your actual data.

Training & Go-Live (Week 4)

We prepare your team with role-based training programs, complete the data migration, and launch the system for live use.

Monitoring & Optimization

After go-live, we provide performance monitoring, improvements based on user feedback, and ongoing technical support.

Our Industry Experience

Some of the industries we have worked with across our 200+ projects:

Manufacturing & Industry Retail & E-Commerce B2B Sales Construction & Real Estate Finance & Insurance Healthcare & Pharmaceuticals Logistics & Transportation Technology & SaaS Education Energy Textile & Fashion Tourism & Hospitality

Request Free CRM Consulting

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Frequently Asked Questions

What is CRM consulting?

CRM consulting is a professional service that helps businesses analyze their customer relationship management processes, select the right CRM system, implement it, customize it, and ensure adoption. It covers the entire process from needs analysis to go-live.

How long does CRM consulting take?

Standard CRM projects are completed in 2-4 weeks. Projects requiring complex integrations may take 6-8 weeks. At Rapitek, we accelerate processes with our experience from 200+ projects.

How much does CRM consulting cost?

Cost depends on project scope, number of users, and integration needs. At Rapitek, we offer transparent pricing including setup, training, and support. No hidden costs.

Why do I need a CRM consultant?

More than 60% of CRM projects fail due to poor planning and insufficient adoption. An experienced CRM consultant ensures your project succeeds through proper system selection, process optimization, and team training.

What makes Rapitek different in CRM consulting?

10+ years of CRM industry experience and 200+ enterprise projects give us field-tested knowledge. Instead of ticket systems, we offer direct WhatsApp/phone access, 2-4 week setup time, and direct access to the founding team.

Can I migrate from my current CRM system?

Yes. We provide complete migration services including data transfer, process mapping, and team training. Your existing data is securely migrated to the new system and business continuity is maintained.

CRM Consulting and Implementation