logo
Menu

Comprehensive CRM Strategies and Services

We provide comprehensive CRM services to improve how your business manages customer relationships. From consulting and platform implementation to custom development, integration, and migration, our solutions are designed to fit your needs.

What are CRM Systems?

CRM, or Customer Relationship Management, is software that streamlines business operations and automates sales processes. It simplifies customer interaction management, tracks performance, generates reports, and maintains a well-organized customer database. By reducing human error, CRM systems enhance both sales and profitability. Their main purpose is to centralize customer data, record interactions like deals and transactions, monitor employee performance, and provide unified performance reports. Ultimately, CRM systems automate workflows and processes, driving better sales and business growth.

CRM systems are categorized by their functions. Operational CRMs automate marketing, sales, and customer service. Analytical CRMs focus on data analysis and sales tracking. Collaborative CRMs integrate communication channels to assess customer feedback. Mixed CRMs combine features of all these types for a comprehensive solution.

iconCRM is a journey, not a destination.

CRM isn't just a piece of software or a one-time project—it’s a vital business function. To truly deliver results, CRM requires ongoing commitment and development.

icon3LI Global – More Than a Contractor

We don’t just provide technical services—we build long-term partnerships. We take full ownership of the process, ensuring that our collaboration drives meaningful, lasting results.

If you’re ready to grow faster than your competitors, leave a request – we’ll discuss the details and benefits in our meeting.

CRM Integration Solutions Tailored to Your Business Needs

Integrate calls directly into your CRM.

Automatically log, track, and analyze calls within your CRM, giving your team valuable insights to enhance client interactions and response strategies. Access call history and analytics to make data-driven improvements in real time. 

icon 1

Sync email campaigns with your CRM.

Align your email marketing with CRM data, allowing you to track campaign performance, capture leads, and personalize communications—all from one platform. Ensure seamless communication with up-to-date customer information for a targeted approach. 

icon

Streamline invoicing with CRM integration.

Seamlessly connect invoicing to your CRM to simplify billing, monitor payment status, and reduce administrative tasks, keeping your sales and finance teams in sync. Track payments and outstanding balances effortlessly, improving cash flow and efficiency. 

icon

Centralize documents within your CRM.

Store, manage, and access important documents in one place, enabling faster retrieval, better organization, and improved collaboration across teams. Securely share documents with easy access for authorized team members anytime, anywhere. 

icon

Tailor CRM integrations for your business.

Our experts customize CRM integrations that match your unique workflows and tools, helping you maximize productivity and align technology with your business goals. Create a tailored CRM ecosystem that supports growth, scalability, and adaptability. 

icon

Manage support tickets through your CRM.

Track and resolve customer inquiries directly in your CRM, ensuring prompt support and a unified view of all client interactions to enhance customer satisfaction. Automate ticket assignments and follow-ups to improve response times and customer loyalty. 

Comprehensive CRM Services

CRM platforms we work with

zendesk icon
Zendesk
HubSpot Icon
HubSpot
Salesforce Icon
Salesforce
Default Alt Text
Pipedrive
Zoho Icon
Zoho
Microsoft Dynamics 365 Icon
Microsoft Dynamics 365

If you’re ready to grow faster than your competitors, leave a request – we’ll discuss the details and benefits in our meeting.

CRM Benefits

A CRM system offers businesses key benefits, transforming how they manage customer data and streamline operations. By integrating departments and simplifying workflows, CRM acts as a central hub for customer information. This removes data silos and gives sales, marketing, and customer service teams easy access to the necessary data. Additionally, automating tasks like data entry, report generation, and communication allows employees to focus on more important, high-value tasks.

CRM systems also drive profitability by boosting lead conversion and improving customer retention. With access to detailed insights, businesses can personalize interactions and foster stronger, longer-lasting customer relationships. The system enhances collaboration across teams and speeds up decision-making with real-time, comprehensive data access.

Organized customer data

Organized Customer Data

 Automated Manual Tasks Icon

Automated Manual Tasks

Increased Profits Icon

Increased Profits

Improved Customer Retention Icon

Improved Customer Retention

If you’re ready to grow faster than your competitors, leave a request – we’ll discuss the details and benefits in our meeting.

Expertise Backed by Experience

1000+

Successfully completed projects

9+

Years in digital business solutions

5star

Ratings on Clutch & Google

50+

Talented team members

50%

Client retention rate

15+

Countries served

Achievements

Batch 1
Batch 2
Batch 3
Batch 4
Batch 5

CRM Implementation Roadmap:
Phase 1- Preparation & Development

1

icon

Planning

Begin with meetings, analyze business needs, and create a project plan, selecting the right tools and platform.

2

icon

Discovery

Define system requirements, document processes, assess data, and set clear project goals.

3

icon

Design

Create prototypes, data models, and workflows, focusing on user experience and functionality.

4

icon

Building

Set up features, configure the platform, develop custom solutions, and integrate with other tools.

Phase 2: Deployment and Support

Validation

Conduct system and data testing, ensuring everything meets business needs.

Rollout

Deploy the CRM, migrate data, and train users for smooth adoption.

Support

Provide ongoing maintenance, updates, and user support to ensure long-term success.

If you’re ready to grow faster than your competitors, leave a request – we’ll discuss the details and benefits in our meeting.

CRM Platforms

Salesforce Mockup

Salesforce

Zendesk Mockup

Zendesk

HubSpot Mockup

HubSpot

Microsoft Dynamics Mockup

Microsoft Dynamics

DabyAssist

Let’s talk on your terms.

With a team of over 50+ experts empowering clients in 15+ countries, we’re here to help your business grow. Drop us a line at hello@3li.global or fill out the form below, and we’ll get back to you within one business day.