Trusted by Leading Brands
CRM Development Consulting Services We Provide
We provide CRM development consulting services to build end-to-end customer relationship management solutions. Our consultants use modern development approaches that combine proven technologies such as Python, Node.js, and AWS with Agile methodologies and CI/CD best practices.
CRM Strategy & Consulting
Our CRM development consultants assess your existing software ecosystem, data flow, and integration requirements to define the technical strategy for CRM design and implementation. We provide expert guidance on platform selection, feature prioritization, and implementation roadmaps that align with your business objectives and ensure maximum ROI from your CRM investment.
CRM Selection & Planning
We help businesses choose the right CRM platform based on industry requirements, scalability needs, and budget constraints. Our CRM software consulting experts evaluate options like Salesforce, Microsoft Dynamics 365, Zoho CRM, HubSpot, and Odoo to recommend solutions that fit your unique business model and growth trajectory.
CRM Implementation & Configuration
We handle the complete implementation of new CRM systems, from environment setup to deployment. Our consultants configure modules, workflows, and data structures to align with your operational needs. We ensure a smooth transition from legacy tools and provide system validation before go-live.
CRM Customization & Development
We build custom CRM features, modules, and extensions that address specific business requirements beyond out-of-the-box functionality. Our developers create custom dashboards, reporting tools, automated workflows, and third-party integrations using modern frameworks to deliver tailored CRM software solutions that scale with your business.
CRM Modernization Services
We modernize legacy CRM systems by upgrading outdated frameworks, optimizing performance, and enhancing scalability. Our consultants re-architect existing CRM software for cloud compatibility, API integrations, and advanced analytics, ensuring your CRM aligns with current business and technology standards.
CRM Data Migration
We handle secure data migration from legacy systems, spreadsheets, or existing CRM platforms to new custom-built solutions. Our migration process includes data cleansing, deduplication, validation, and mapping to maintain data accuracy and integrity throughout the transition process.
CRM Training & User Adoption
Our comprehensive training programs equip sales, marketing, and customer service teams with the skills to use CRM solutions effectively. We provide role-based training sessions, detailed documentation, and ongoing support to maximize user adoption and ensure teams extract full value from the implemented CRM system.
CRM Optimization & Audit
We conduct detailed CRM audits to evaluate system performance, data accuracy, and workflow efficiency. Our CRM consultancy services identify bottlenecks, unused features, and technical optimization opportunities. We provide actionable recommendations to enhance system scalability, reporting precision, and overall software performance through continuous refinement.
CRM Maintenance & Support
Our team provides ongoing CRM maintenance, including security updates, performance monitoring, bug fixes, and feature enhancements. We offer dedicated support for Dynamics CRM consulting services, Salesforce implementations, and custom CRM solutions to ensure your system remains secure, fast, and aligned with evolving business needs.
Our Recent Software Development Projects
Space-O Technologies has delivered innovative customer relationship management and business software solutions to businesses across various industries in Canada and across North America.
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SkillHub: Canada’s First Professional Networking Platform
SkillHub is Canada’s dedicated professional networking platform, empowering job seekers, service providers, and mentors to build meaningful connections.
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Infographic Maker Like Canva
If you are looking to create a web-based infographic solution like Canva, check this case study. Our React JS developers have created it from scratch.
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Meat Processing & Packaging
Are you managing the entire meat processing operation manually? Contact Space-O to develop a meat processing software that automates the entire operation.
Client Testimonials
Project Summary
Custom Software Development for Medical Devices Company
Space-O Technologies develops a custom software system for a medical devices company. The team has integrated the system with the client's existing processes and implemented encryption and security protocols.
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Project Summary
Custom Platform Development for Medical Device Co
Space-O Technologies has developed a custom platform for a medical device company. The team has built a UI, integrated a backend system, and incorporated workflow tools for project management.
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Project Summary
Software Dev for Map-Based Dispatch Solutions Provider
Space-O Technologies has developed an MVP for a map-based dispatch solutions provider's product. The team has built a map-based dispatch system using Google Maps, accessible through web and native mobile apps.
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Project Summary
Custom Software Dev for Education Solutions Initiative
Space-O Technologies has built custom software for an education solutions initiative. The team has worked on features such as offline functionality, personalized learning paths, and progress tracking.
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Project Summary
Booking Platform Dev for Recovery Facility Marketplace
Space-O Technologies has developed a digital booking platform for a recovery facility marketplace. They've built a platform that connects users with vetted recovery facilities, retreats, and activity hosts.
View All →Tools and Technologies We Use
Our CRM consultants leverage industry-leading platforms, modern development frameworks, and enterprise-grade infrastructure to deliver scalable, secure customer relationship management solutions.
CRM Platforms
Salesforce
Microsoft Dynamics 365
HubSpot CRMFront-end
HTML5
CSS
JavaScript
React.js
Angular.js
Vue.js
TypeScript
PHP
Java
.NET
Express JS
Ruby
Python
MongoDB
MySQL
PostgreSQL
Firebase
Redis
SQLiteCloud & Hosting
Microsoft Azure
Google Cloud Platform
Nginx
AWS
DigitalOcean
Cloudflare CDNAnalytics & BI Tools
Power BI
Tableau
Google AnalyticsSecurity & Compliance
SSL/TLS Certificate
PCI DSS Compliance
OAuth 2.0
JWT Authentication
AES-256 Encryption
FirewallDevOps & CI/CD
Docker
Kubernetes
Jenkins
GitHub Actions
GitLab CI/CDAPI & Integration
RESTful APIs
GraphQL
WebSockets
Zapier
WebhooksKey Highlights of Space-O
Here’s what makes Space-O a trusted CMS development company partner for businesses across Canada and the United States.
100+
Happy Clients Worldwide
300+
Successful Projects
65%
Repeated & Referral Business
AI Features We Develop for Custom CRM Solutions
Our CRM consultants help businesses employ artificial intelligence capabilities within existing platforms as well as custom integrations. We advise on AI strategy, configure intelligent automation, and implement machine learning features that improve sales forecasting, lead qualification, and customer engagement.
Intelligent Sales Forecasting
We configure AI-powered forecasting tools within your CRM that analyze historical data and market patterns to predict revenue more accurately. Our consultants help you leverage platform-native AI features and third-party integrations for pipeline health monitoring and opportunity risk assessment.
AI Chatbot Integration
We implement and configure AI chatbots that integrate seamlessly with your CRM platform. Our consulting services include comparing APIs and model capabilities, setting up CRM integration, and configuring automated workflows to ensure all customer interactions are captured and routed efficiently.
Predictive Lead Scoring
Our consultants configure machine learning-based lead scoring within Salesforce, Dynamics 365, or custom CRM platforms. We help you define scoring criteria, train AI models on your historical data, and implement automated workflows that prioritize high-value prospects for your sales team.
Automated Data Enrichment
We integrate AI-powered data enrichment services with your CRM to automatically populate contact and company information. Our consulting includes vendor evaluation, API integration setup, and data quality workflow configuration to keep your customer records accurate and current.
Conversational Analytics
We implement natural language query capabilities that allow your team to ask questions in plain English and receive instant CRM insights. Our consultants configure analytics tools, design custom dashboards, and train teams on leveraging conversational AI for data-driven decision making.
Smart Workflow Automation
We configure intelligent automation rules within your CRM that adapt based on user behavior and business conditions. Our consulting services include workflow analysis, AI-driven routing setup, and automated task assignment configuration that reduces manual work and improves team productivity.
Our CRM Consulting Approach
Our CRM consulting process follows a structured methodology that ensures the successful implementation of CRM solutions, high user adoption, and measurable business outcomes.
Discovery & Analysis
1
- Evaluate current sales and customer management processes
- Identify pain points and workflow inefficiencies
- Define CRM objectives and success metrics
Strategy & Planning
2
- Recommend an optimal CRM platform for your needs
- Design custom workflows and automation rules
- Create an implementation roadmap with milestones
Implementation & Configuration
3
- Configure CRM modules and custom fields
- Build integrations with existing business systems
- Set up dashboards, reports, and automation
Testing & Training
4
- Conduct comprehensive system testing
- Train your team on CRM features and workflows
- Gather feedback and refine configurations
Launch & Optimization
5
- Execute phased deployment with data migration
- Monitor user adoption and system performance
- Provide ongoing support and continuous improvements
Industries We Serve
We provide CRM development consulting and engineering services across industries. Our focus covers technical strategy, custom development, integrations, data compliance, automation, and ongoing platform support.
Healthcare
We design HIPAA-compliant CRM software, secure patient data flows, and integrations with practice management systems. Services include API design, audit logging, and role-based access controls.
Financial Services
We build compliance-ready CRM solutions with secure data handling, audit trails, and integrations to core banking and document-management systems. Offerings include encryption, access controls, and regulatory reporting support.
Real Estate
We deliver CRM platforms for agencies and property managers with lead management, document workflows, and MLS/ERP integrations. Provide custom modules for listings, commissions, and automated notifications.
Manufacturing
We develop CRMs that integrate with ERP, inventory, and order-tracking systems. Focus on dealer network management, warranty workflows, and real-time data synchronization.
Legal and Compliance
We create CRM solutions for law firms that include matter management, secure client communications, and time-tracking integrations. Provide conflict checks, document automation, and compliance-oriented data controls.
Food and Beverage
We engineer CRM systems for restaurants and distributors with loyalty program integration, order workflows, and supplier management. Include POS and inventory system integrations.
Travel and Leisure
We build CRM platforms for agencies and hospitality providers with booking integrations, itinerary management, and personalized recommendation engines. Support loyalty and partner-system connectivity.
Technology and SaaS
We design CRMs for subscription-based businesses with usage tracking, renewal automation, billing-system integrations, and product telemetry pipelines to reduce churn and support expansion.
Insurance
We develop CRM systems for carriers and brokers with policy management, claims workflow automation, and integrations to underwriting and quoting systems. Include secure document handling and commission tracking.
Why Choose Space-O for CRM Consulting Services?
Space-O Technologies is a trusted CRM consulting company in Toronto that helps you implement results-driven customer relationship management solutions. Our certified CRM consultants combine deep platform expertise with proven methodologies that ensure seamless delivery from strategy through optimization.
Our Commitment to Excellence
- Experience since 2018, demonstrating our dedication to delivering reliable CRM consulting and development services for businesses across industries.
- 100+ successful CRM implementations, enabling organizations in Canada and the US to modernize systems, improve data accuracy, and automate customer management workflows.
- 65% repeated and referral business, demonstrating our commitment to client satisfaction and a long-term partnership approach in CRM consulting.
Multi-Platform CRM Expertise
- Salesforce certified consultants with expertise in Sales Cloud, Service Cloud, Marketing Cloud, and custom Lightning development
- Microsoft Dynamics 365 specialists delivering enterprise CRM solutions with Power Platform and Azure integrations
- Platform-agnostic approach recommending Zoho, HubSpot, Odoo, or custom CRM based on your needs, not vendor partnerships
Proven Implementation Methodology
- Free 30-minute CRM strategy sessions to evaluate your current setup and identify optimization opportunities before any commitment
- Agile implementation approach delivering working functionality in 2-3 week sprints with continuous feedback and adjustment opportunities
- Transparent pricing with no hidden costs, providing comprehensive quotes that include strategy, implementation, customization, training, and ongoing support
FAQ About eCommerce Website Development Services
Do you provide both consulting and end-to-end CRM development?
Yes, we offer complete CRM development services, starting with strategy consulting and requirement analysis, followed by design, development, integration, and deployment. We help you at every stage, from identifying the right technology stack to delivering a fully functional CRM system aligned with your goals. Our consulting ensures your CRM is built on a strong foundation and delivers measurable business outcomes.
Can you modernize or optimize our existing CRM?
Absolutely. We specialize in CRM modernization for businesses that already have a system in place but want to enhance its performance, usability, or integration capabilities. Whether it’s upgrading legacy architecture, migrating data, refining workflows, or adding new automation features, our team ensures your CRM runs efficiently, securely, and supports your evolving business needs.
How much does CRM development consulting cost?
The cost depends on several factors, including project complexity, customization level, number of integrations, and whether you need a new CRM or optimization of an existing one. Typically, consulting projects start with an initial discovery phase to define scope and timelines. After this, we provide a transparent proposal with a detailed cost breakdown, ensuring there are no surprises along the way.
Do you offer ongoing support after CRM implementation?
Yes. We provide comprehensive post-implementation support to ensure your CRM performs optimally at all times. Our team monitors system performance, resolves issues, and implements updates or enhancements as your business evolves. You can choose from flexible support plans that include maintenance, upgrades, and user training to maximize ROI from your CRM investment.
How do you ensure data security and compliance in CRM systems?
We follow enterprise-grade security practices at every stage of development and deployment. This includes end-to-end encryption, secure APIs, access control, and regular vulnerability assessments. Our CRM solutions are built to comply with global data protection standards such as GDPR, CCPA, and HIPAA, where applicable. Additionally, we design your CRM architecture with privacy by design principles, ensuring customer data remains protected and compliant.
All our projects are secured by NDA
100% Secure. Zero Spam
*All your data will remain strictly confidential.
Trusted by
Bashar Anabtawi 
Canada
“I was mostly happy with the high level of experience and professionalism of the various teams that worked on my project. Not only they clearly understood my exact technical requirements but even suggested better ways in doing them. The Communication tools that were used were excellent and easy. And finally and most importantly, the interaction, follow up and support from the top management was great. Space-O not delivered a high quality product but exceeded my expectations! I would definitely hire them again for future jobs!”
Canada Office
2 County Court Blvd., Suite 400,
Brampton, Ontario L6W 3W8
Phone: +1 (437) 488-7337
Email: sales@spaceo.ca