CRM Implementation Services

CRM Implementation Services

We implement, customize and support CRM solution for businesses and organizations!

CRM Implementation

Customer relationship management systems help you manage and improve how you interact with contacts, i.e., customers, leads, members, volunteers, donors, or supporters. CRM works for both commercial companies and nonprofits managing constituents or contributors. Agiliway has deep experience with open-source CRM platforms, including CiviCRM (built specifically for nonprofits), Sugar/SuiteCRM, and Odoo CRM. Use an implementation of CRM services now to capitalize on your professional contacts.

CiviCRM Implementation Services from a CiviCRM Partner and Contributor

No other CRM matches CiviCRM for meeting the specific needs of NGOs and nonprofits – membership management, fundraising, and other features built for non-commercial organizations set it apart from commercial CRM platforms.

Agiliway is a certified CiviCRM partner. We build CiviCRM solutions for clients and give back to the community by developing extensions and components (such as Graphical CiviCalendar), localizing the platform, and supporting adoption among NGOs and nonprofits. We also built CiviMobile, a mobile app that extends CiviCRM’s capabilities.

Why Implement CiviCRM

Beyond standard CRM functionality like contact and campaign management, mass emailing, meeting scheduling, etc., CiviCRM includes features built specifically for nonprofits:

  • Membership management
  • Contribution management
  • Case management
  • Event management
  • Peer-to-peer fundraising
  • Surveys and petitions

CiviCRM also makes it easy to share data publicly, so organizations can display events, activities, and projects on their websites, which is useful for continuous engagement.

What We Do

Agiliway provides a full range of CRM implementation services to meet the specific needs of our clients and maximize benefits from their CiviCRM solutions. In particular, our team can:

  • Analyze business processes and requirements, and recommend process improvements
  • Implement CiviCRM
  • Provide CiviCRM hosting
  • Monitor and upgrade hosted CiviCRM solutions on an ongoing basis, with AI-assisted monitoring helping flag issues before they affect users
  • Localize and customize the product
  • Develop CiviCRM extensions
  • Set up the CiviCRM mobile app
  • Provide maintenance services
  • Deliver end-user training
  • Prepare user guides and documentation

Other substantial benefits of CiviCRM include:

Low cost

Low cost

CiviCRM is a totally free product. All you pay for is implementation and hosting

Customizability

Customizability

CiviCRM is highly flexible so that a user can define custom data fields or workflows, which are specific to their organization, and/or customize CRM processes, workflows, reports, form layouts, etc.

Supportability

Supportability

CiviCRM uses a very popular PHP language and integrates with Drupal, Joomla, or WordPress CMSs. In addition, there is a big CiviCRM community, which can provide the necessary support.

How We Work

Clients often find it hard to fully picture a CRM solution before seeing it in action, and their requirements tend to shift once they do. That’s why Agiliway uses an iterative implementation approach – gradual development with repeated cycles of testing and client feedback, which avoids sinking time into the wrong direction. During migration and data cleanup, we also use AI tools to help identify duplicate or inconsistent records faster than manual review alone. After going live, we track performance and provide ongoing consulting to keep the system running smoothly.

Try Demosite to evaluate CiviCRM in work

CRM Implementation
Case Study

All in One CiviCRM

See how the CiviCRM solution, which we have implemented for one of our clients, addresses the client’s needs and challenges.

Download PDF

Enquire About CRM Implementation Services

FAQ

  • What is CiviCRM and who is it for?

    CiviCRM is an open-source CRM designed for nonprofits, NGOs, membership organizations, and advocacy groups.

  • Is there a mobile app for CiviCRM?

    Yes. CiviMobile is a mobile application that extends CiviCRM functionality, allowing users to access and manage data from smartphones and tablets.

  • Is CiviMobile available for both iOS and Android?

    Yes, CiviMobile is available for both iOS and Android platforms.

  • What CiviCRM services does Agiliway provide?

    Agiliway offers CiviCRM consulting, implementation, customization, integration, migration, and ongoing support.

  • Can CiviCRM be customized to specific workflows?

    Yes. CiviCRM is highly configurable and can be customized to fit organizational needs.

  • Does CiviCRM require ongoing maintenance?

    Yes. Regular updates, monitoring, and support are required.

  • Does Agiliway implement and customize CiviMobile?

    Yes, Agiliway provides CiviMobile setup, configuration, customization, and integration with existing CiviCRM systems.

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