CRM Services | Proso.ai

Build stronger relationships. Drive smarter engagement. Accelerate growth.

At Proso.ai, we help businesses harness the full power of CRM platforms to streamline sales, enhance customer experiences, and unlock new revenue opportunities. Whether you’re just getting started or looking to optimize, we tailor CRM strategies that align with your goals.

Comprehensive CRM Services Built for Modern Business

From strategy to execution, we offer CRM services that transform how businesses operate, innovate, and grow.

CRM Strategy & Consulting

Craft CRM roadmaps aligned with your customer journey and business objectives.

Implementation & Customization

Deploy top CRM platforms like Salesforce, Dynamics 365, or HubSpot—customized to your workflows.

ERP Migration & Upgrades

Move from legacy systems or upgrade to the latest version with minimal downtime and zero data loss.

CRM Audits & Optimization

Evaluate your current CRM's performance and uncover opportunities for enhancement.

CRM Integration Services

Seamlessly connect CRM with your ERP, marketing automation, support tools, and more.

Support & Optimization

Ongoing health checks, training, and optimization to keep your CRM agile and efficient.

Why Proso.ai for CRM Services?

Platform-agnostic, value-driven approach
Proven experience across industries
User-centric design & custom workflows
Dedicated post-deployment support
Transparent execution model
Expertise

Deep expertise in ML, Gen AI, data engineering

Agility

Faster time-to-value with agile delivery frameworks

Dedicated teams

A dedicated team that feels like an extension of yours

Proven success

Proven success across industries—tech, retail, and more

CRM Services That Drive Sector Specific Innovation.

Empowering industries with tailored CRM services-delivering full-spectrum support from strategy to execution to accelerate innovation and growth

Retail & E-commerce
Finance
Healthcare
Education
Electric Vehicles
SaaS
Travel
Entertainment
On-Demand
Logistics
Real Estate
Aviation
Aggriculture
Oil and gas
Automotive
Manuafacturing
helping you choose and scale the platform that fits

CRM Platforms We Specialize In

Our Modern Tech Stack for CRM Delivery

Salesforce
Hubspot
Dynamics CRM
Zoho CRM
Freshworks CRM
Strategic Partner for Smart Intelligence

Why Proso.ai for your CRM?

Platform-agnostic, value-driven approach
Proven experience across industries
User-centric design & custom workflows
Dedicated post-deployment support
Transparent execution model
Expertise

Deep expertise in CRM Consulting, implementation and support.

Agility

Faster time-to-value with agile delivery frameworks

Dedicated teams

A dedicated team that feels like an extension of yours

Proven success

Proven success across industries—tech, retail, and more

Industries We Empower

Implementing CRM solutions tailored to industry-specific workflows and needs.

Healthcare

Centralize patient engagement, streamline appointment follow-ups, and personalize care communication using CRM tools.

Retail & E-commerce

Capture customer data, track purchase behavior, automate campaigns, and drive repeat sales with targeted CRM strategies.

Financial Services

Manage high-value client relationships, track leads, automate workflows, and ensure compliance across all interactions.

Education

Manage student lifecycle journeys, alumni outreach, and donor relationships with unified communication and engagement.

Client Success Stories

Driving Outcomes That Matter

Real results, real impact—see how Proso.ai has helped clients across industries streamline operations, boost efficiency, and maximize Workday ROI.

Scaling HR Operations for a National Retail Chain

Proso.ai streamlined the Workday HCM module for a 2000+ employee retail client, reducing onboarding time by 40%.

View case study
Driving Compliance for a Multi-State Healthcare Provider

We reconfigured Workday Payroll and Absence to meet complex state regulations—cutting compliance issues by over 70%.

View case study
Financial Transformation at a Private University

Our team implemented Workday Financials, improving reporting accuracy and reducing budget reconciliation efforts by 50% within the first quarter.

View case study
Meet Our Cloud Experts

People Behind the Platform

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Resources & Insights

Insights from the Field

Explore expert insights, practical guides, and actionable tips to help you get the most value from your CRM investment.

Choosing the Right CRM for Your Business

Explore key considerations when selecting a CRM platform that aligns with your goals.

Read more
5 Common CRM Implementation Pitfalls—and How to Avoid Them

Insights on ensuring a smooth rollout without user frustration or delays.

Read more
Blog - Elements Webflow Library - BRIX Templates
CRM Automation: Boosting Sales Without Adding Headcount

How smart automation frees up your sales team to focus on what matters.

Read more
From Leads to Loyalty: CRM Strategies that Work

Learn how CRM can create long-term customer engagement.

Read more
Salesforce vs HubSpot vs Dynamics 365: A Quick Comparison

Weigh the pros and cons of top CRM solutions to make informed decisions.

Read more

Frequently Asked Questions

Do I need a CRM even if I have a small sales team?
Can you integrate our CRM with existing tools like email or marketing software?
How long does a CRM implementation typically take?
Can you train our team on using the CRM effectively?
What industries do you serve for CRM solutions?

Reach out to us

Share your business requirements and challenges with Proso experts

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Or Email us now!

info@proso.ai

With our collaboration model, you can bring agility and
effectiveness to your project delivery.

Our Technology Experts Drive Meaningful Change

Book a free consultation with one of our experts today

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
Or Email us now!
info@proso.ai

With our collaboration model, you can bring agility and
effectiveness to your project delivery.