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CRM Services

We offer comprehensive CRM services to improve and automate customer relationship management in a company, which include consulting, implementation of a suitable platform or custom CRM development, integration with business software, migration to a better environment, and other targeted actions. Itransition is well-versed in delivering robust CRMs or optimizing existing solutions through configuration, customization, migration, integration, and ongoing maintenance.

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Professional CRM Solutions

Our professional CRM solutions are designed to help businesses manage customer relationships with precision and ease. Powered by a team of CRM specialists, developers, and integration experts, we focus on delivering seamless customer engagement, personalized experiences, and measurable growth.

We understand that every business is unique, which is why we offer tailored CRM solutions that align with your specific needs. Our expertise spans across CRM platform selection, customization, and system integration to ensure that your business operates smoothly across all departments—sales, marketing, and customer support.

With our CRM services, you can expect robust tools for lead management, sales pipeline automation, customer support ticketing systems, and detailed analytics that help you make data-driven decisions. Our goal is to enhance your customer relationship management to improve customer retention, streamline your operations, and boost profitability.

From implementing CRM platforms like **Salesforce**, **HubSpot**, and **Zoho**, to creating custom CRM systems tailored to your business, we ensure that your CRM strategy drives real business results and transforms the way you interact with your customers.

Our Process

Key CRM features

Contact management

This feature helps store all kinds of customer and lead data, including contact information, activities, and preferences, in an organized and searchable database for easy access and sharing across marketing or sales teams.

Interaction tracking

Using this functionality, sales and customer support agents can log all sorts of interactions, like emails, calls, chatbot messages, or support tickets, track interaction history, and get insights about customer engagement patterns.

Lead and opportunity management

This feature helps sales team members identify and manage viable leads across the company’s sales and communication channels and then engage with them through relevant offers and personalized communication.

Sales pipeline and forecasting

Due to this feature, companies can get an overview of their entire sales pipeline as well as the stages and statuses of each separate deal. Sales pipeline tracking is also a valuable source of sales performance analytics.

Document management

CRMs should also allow companies to gather, efficiently organize, and store documents related to customer interactions and sales processes, like proposals, contracts, invoices, or presentations, and enable easy access and sharing across the organization.

Reporting and analytics

The reporting feature is essential for processing customer, sales, and interaction data to get insights into the company’s operation, detect trends, and make data-driven decisions. Companies can also integrate artificial intelligence into their CRM to explore more complex patterns, detect hidden correlations, and get real-time insights.

CRM Project Roadmap

Steps involved in the successful CRM project development

1

Planning

  • Kick-off meetings
  • Business needs analysis
  • Project planning
  • Tool and platform selection
2

Discovery

  • Requirements selection
  • Current processes documentation
  • Data assessment
  • Project goals definition
3

Design

  • Prototype creation
  • Data model design
  • Custom workflows creation
  • User experience design
4

Building

  • Out-of-the-box features setup
  • Platform configuration
  • Custom development
  • Integrations setup
5

Validation

  • System testing
  • Data validation testing
  • User acceptance testing
6

Rollout

  • Delivery to the target environment
  • Data migration
  • User training
7

Support

  • CRM maintenance
  • Updates delivery
  • Bug fixing
  • User assistance

Key CRM benefits

Companies can expect the following improvements and pay-offs from implementing a suitable CRM system..

Organized customer data

Integrated with business software from across departments, CRM can become a single hub for all the data related to existing and potential customers and break down information silos, providing sales, marketing and customer service teams easy access to all the necessary data.

Automated manual tasks

CRM can digitize and streamline time-consuming administrative tasks with a high risk of human error, like data entry, sales quotes and report generation, as well as initial and follow-up communication. Thanks to a CRM handling repetitive mundane activities, employees can dedicate more time to high-impact tasks.

Increased profits

The introduction of a powerful and feature-rich customer relationship management software increases lead conversions from sales, marketing, ecommerce, and customer service activities, which translates into considerable improvements to the company’s bottom line.

Improved customer retention

CRM allows companies to tap into disparate customer data and closely keep track of customer journeys and interactions. Based on these insights, businesses can personalize interactions and tailor their products or services to existing needs, fostering longer-lasting customer relationships.

Facilitated collaboration across teams

Serving as a single source of truth for customer-facing departments, CRM simplifies data sharing and coordinating tasks between separate teams, contributing to better teamwork and increased efficiency.

Accelerate decision-making

The availability of comprehensive and up-to-date customer-related data enables CRM-owning companies to make consistent operational and strategic decisions in order to meet their established business goals.

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Overview

CRM Solutions That Transform Your
Customer Relationships

In today’s competitive landscape, managing customer relationships effectively is crucial for business success. At Canva Designs, we provide tailored **CRM solutions** that enhance customer engagement, streamline operations, and foster long-term loyalty. Our innovative CRM strategies empower businesses to optimize their sales, marketing, and customer support efforts.

Whether you're looking for a custom-built CRM system or need integration with existing platforms, our team ensures that every solution aligns with your unique business goals. With CRM systems designed for automation, data insights, and customer relationship management, we help you create exceptional customer experiences that drive sustainable growth.

  • Custom CRM tailored to your specific needs
  • Seamless integration with your existing systems
  • Sales pipeline management and lead nurturing
  • Automated workflows for increased productivity
  • Real-time customer insights and analytics
Start Your CRM Project
FAQs

Frequently Asked Questions

What is CRM, and why is it important for my business?

CRM (Customer Relationship Management) is a system used by businesses to manage and analyze customer interactions and data. It helps improve customer service, increase sales, and streamline processes, allowing businesses to build stronger, more personalized relationships with customers.

Do you offer custom CRM solutions?

Yes, at **Canva Designs**, we specialize in developing custom CRM solutions that are tailored to your specific business needs. Our solutions can be fully customized for marketing automation, lead management, reporting, and other customer engagement processes that matter most to your business.

Can you integrate CRM with other business tools?

Yes! We offer CRM integration with various third-party tools such as email marketing platforms, accounting software, social media management tools, and more. This seamless integration ensures all your business processes are connected and efficient.

How does CRM automation benefit my business?

CRM automation allows you to automate repetitive tasks such as follow-up emails, lead nurturing, sales pipeline management, and customer feedback collection. This helps improve productivity, reduce manual errors, and ensure timely interactions with customers.

Do you provide CRM training and support?

Yes! We offer comprehensive training to your team on how to use the CRM system effectively. Additionally, we provide ongoing support to ensure your CRM solution runs smoothly, assisting with any troubleshooting, system updates, or feature additions you may need.

What features should I expect in your CRM solutions?

Our CRM solutions include powerful features such as lead management, automated workflows, sales forecasting, customer segmentation, task management, reporting and analytics, customer support ticketing systems, and more—all designed to streamline and enhance customer relationships.

How do you ensure the security of customer data in your CRM?

We prioritize data security and ensure all customer information stored in the CRM is encrypted and compliant with GDPR and other data protection regulations. Our CRM solutions include secure user authentication, access control, data backups, and regular security audits to prevent unauthorized access.

What kind of support can I expect from you after CRM implementation?

We provide full post-implementation support, including system monitoring, bug fixes, user feedback collection, and enhancements. Our team is dedicated to ensuring that your CRM continues to meet your evolving business needs and delivers long-term value.

What is the cost of implementing a CRM system?

The cost of implementing a CRM solution varies depending on factors such as customization, integration complexity, and user licenses. We provide customized quotes after understanding your business requirements and ensuring that the solution fits within your budget.

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This company has been a blessing! So patient. I’m doing a logo for club and pretty much knew basic look. However the official date and center changed few times! Each time I was told “no problem just tell us what to use, we can rework and send file” Thank you for wonderful artwork!

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Michael is stellar with his creative mind in intellectual genius. I have been working with Michael for the last two years and my artwork for all three of my businesses are outstanding. I couldn’t be more happier. He takes his time. He asked lots of questions, and he really works with his client. I’m so glad that we connected. I’ll be doing a lot more business with him in the future and referring him.

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Had a great interaction, developing a logo and business card for our family business. Feedback was quickly incorporated and the whole process (with three rounds of changes) took only a few days. Would use again!

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