Home Services Implementing CRM platforms

CRM platforms implementation

There is no one-size-fits-all approach to CRM implementations and business applications. The implementation of a CRM system depends on the size of the company, its needs and goals, organizational culture and IT requirements. CRM projects can be very complex and span many business processes, but they can also be a simple adaptation of an existing platform (such as Dynamics 365) to improve a specific process from start to finish.

We know how to make the CRM system work for you

Drowning in manual, repetitive tasks?

Automate routine work with AI and workflows – so your team moves faster with less effort.

Complex processes that don't fit your systems?

Simplify and streamline your end-to-end processes so they’re consistent, scalable and easy to follow.

Data scattered across tools?

Clear, reliable data across the business – finally one source of truth.

Struggling with low CRM adoption?

A system your team actually wants to use – intuitive, fast and build around real workflows.

What you gain with a CRM done right

Better decisions every day

Accurate, consistent data gives leaders clarity and help your team act faster with confidence. Insights are easy to access, understand and turn into action.

A complete view of your customers

All customer information stored in one place so decisions are made from accurate, consistent data.

Processes that support the business

Workflows designed around how your company operates. Everything becomes easier to follow, repeat and scale as you grow.

Our strength is deep technological knowledge combined with business experience

Sales

Management of Customers, offers, orders and potential. Goals and sales planning.

Marketing

Lead management, campaign management and campaign execution. Marketing automation, email marketing, Customer purchase paths, multi-channel.

Customer Service

Multi-channel Customer service, call center. Case, contract and SLA management.

Field Service

Managing work time and resources, managing the allocation of services and technicians.

Partner service

Managing the sales network and partners. Goals, potentials, KPIs, gamification.

Analytics

Reports, dashboards, data analysis, data unification, customer segmentation.

Operations

Optimization of business processes that ensure efficiency and high-quality internal workflows.

AI & Insights

AI for productivity and better decisions. Copilots, automated workflows, conversational insights.

CRM and CEM implementations

Netwise delivers comprehensive consulting and implementation services in the areas of:

Customer Relationship Management (CRM) – systems that help organizations build, manage, and scale relationships with their customers.
Customer Experience Management (CEM) – solutions designed to support the creation of consistent, personalized customer journeys across all touchpoints.
Sales automation – tools and processes that streamline sales operations, improve efficiency, and enhance revenue performance.
Marketing automation – platforms that help teams run targeted campaigns, nurture leads, and measure engagement more effectively.
Customer service automation – solutions that enable faster, more efficient service delivery and better customer satisfaction.