CRM development services

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10Y

Of design-driven
development

40+

Developers
on board

10Y

Of design-driven
development

40+

Developers
on board

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Client feedback
Trusted by global brands & partners
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Our achievements

Our CRM development delivers tailored solutions to enhance customer relationships and drive operational efficiency.

Halo Lab’s CRM development services provide tailored, quality-driven solutions to enhance customer relationship management for startups, software companies, and enterprises across 30+ industries. We specialize in planning, designing, integrating, and evolving CRM systems that streamline client interactions and optimize operations.

5 stars on GoodFirms
Top 100 companies worldwide by Clutch
100% Job Success on Upwork
4.9/5 Average Client’s Rating
5 stars on GoodFirms
Top 100 companies worldwide by Clutch
100% Job Success on Upwork
4.9/5 Average Client’s Rating
5 stars on GoodFirms
Top 100 companies worldwide by Clutch
100% Job Success on Upwork
4.9/5 Average Client’s Rating
5 stars on GoodFirms
Top 100 companies worldwide by Clutch
100% Job Success on Upwork
4.9/5 Average Client’s Rating
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OUR
SERVICES

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Our services

Our CRM development services provide tailored solutions that enhance customer engagement, streamline processes, and empower businesses with efficient, growth-oriented client management tools.

CRM services

We provide end-to-end CRM solutions tailored to your needs, from planning and design to deployment and ongoing support, ensuring efficient customer relationship management.

CRM consulting

Our consulting services offer expert guidance in CRM strategy, helping you identify the best tools and processes to enhance client interactions and streamline workflows.

UI/UX design

Our CRM UI/UX design focuses on creating intuitive, user-centered interfaces that elevate user experience, ensuring ease of use and fostering customer satisfaction.

CRM implementation

We ensure a seamless CRM implementation process, integrating solutions that align with your business goals to maximize operational efficiency and user engagement.

Application support and maintenance

Our support and maintenance services keep your CRM system running smoothly, addressing issues proactively to ensure optimal performance and longevity.

Why choose Halo Lab for CRM development services

A diverse team of 155 talented experts!
$530M
Total funding

Hard work and dedication of the Halo Lab team help our clients secure new successful investment deals.

500+
Completed projects

With our exceptional approach to every project, we bring the dream projects of our clients to life.

Positive vibes

We aim to provide the perfect digital solutions for your business, making this process friendly and chill.

Our
works

Business challenges are tough, but we have a proven record of elevating our partners to their next and best selves.

The Leading Brand for Custom Esports Clothing Design

Halo Lab crafted a 3D Builder for Raven from scratch, helping them dominate the esports market with a custom ecommerce product.

E-commerce, Fashion

Bookclub24 — #1 German Online Library for Book Collectors

By assisting Bookclub24 with full-stack development and branding, we propelled the company to attract book lovers worldwide.

Consumer

$40 Million Raised by Mighty Buildings in Series B

We enhanced Mighty Buildings’ web portal and configurator. They have grown to 100+ employees and secured $100M in investment.

Real estate, Manufacturing

CRM development solutions showcased in our portfolio

Our portfolio highlights Halo Lab’s CRM development solutions, featuring custom, scalable tools for client management. Each demonstrates our commitment to innovation, seamless integration, and industry-specific enhancements that boost customer engagement and efficiency.

Our process

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Discovery & planning

Conducting in-depth discovery and planning to outline CRM goals, identify business needs, and define a roadmap for seamless implementation.

Initial research and goal setting

  • Identifying business needs: Conducting stakeholder interviews to understand the core CRM objectives and expected outcomes.
  • Analyzing workflows: Reviewing existing processes to identify pain points and areas for CRM optimization.
  • Setting project goals: Defining measurable goals that the CRM solution should achieve to support business growth.
  • Defining KPIs: Establishing key performance indicators to track CRM effectiveness and measure project success post-launch.

Strategy and roadmap creation

  • Outlining project roadmap: Creating a detailed timeline for each phase and setting clear milestones for project progression.
  • Prioritizing CRM features: Determining essential CRM features that align with business objectives for efficient development.
  • Assessing technical requirements: Reviewing technical needs to ensure compatibility with existing systems and workflows.
  • Documenting project scope: Preparing a comprehensive scope document to keep all stakeholders aligned and informed.

CRM design

Creating intuitive CRM designs that enhance user experience, streamline workflows, and reflect your brand, ensuring optimal functionality and usability.

User experience (UX) planning

  • Mapping user journeys: Outlining customer interaction paths to enhance user experience across CRM touchpoints.
  • Creating wireframes: Designing initial layouts to structure CRM components and establish a cohesive user flow.
  • Focusing on accessibility: Ensuring the CRM interface is accessible to all users, adhering to best practices in UX.
  • Collecting feedback on UX: Conducting stakeholder reviews of wireframes to incorporate insights early in the design phase.

User interface (UI) design

  • Developing visual identity: Crafting CRM visuals that reflect brand values while ensuring functionality and usability.
  • Choosing color schemes: Selecting colors that improve readability and align with brand guidelines for a consistent experience.
  • Designing icons and buttons: Creating intuitive icons and buttons to simplify navigation and improve user experience.
  • Finalizing CRM interface: Preparing a polished, interactive design prototype for stakeholder review and approval.

CRM development

Building custom CRM solutions tailored to meet business requirements, focusing on scalability, reliability, and efficient user interactions.

Front-end development

  • Building responsive layouts: Coding layouts that adapt seamlessly to various devices for a flexible CRM experience.
  • Integrating UI components: Adding designed elements, such as forms and navigation, to enhance usability.
  • Implementing accessibility features: Coding for accessible elements to ensure usability for all users.
  • Testing responsiveness: Verifying the CRM’s adaptability across multiple devices to ensure consistent quality.

Back-end development

  • Setting up data architecture: Structuring databases to ensure efficient data storage, retrieval, and management.
  • Coding server-side logic: Implementing features like authentication, user permissions, and data processing.
  • Integrating APIs: Connecting the CRM with third-party systems to enable data flow across platforms.
  • Ensuring data security: Implementing encryption and security measures to protect sensitive customer information.

Testing & QA

Ensuring quality and reliability through rigorous testing, identifying and resolving issues to guarantee smooth performance and data integrity.

Functional testing

  • Testing core functions: Validating that each CRM feature operates according to defined requirements and use cases.
  • Verifying data accuracy: Ensuring data integrity during entry, storage, and retrieval processes within the CRM.
  • Validating navigation paths: Testing user journeys to verify that navigation flows are intuitive and error-free.
  • Identifying bugs: Documenting and addressing any functional issues to maintain a high-quality user experience.

Usability and performance testing

  • Conducting user testing: Gathering feedback from test users to assess the CRM’s ease of use and functionality.
  • Assessing load handling: Testing CRM performance under varying user loads to ensure reliable performance.
  • Checking cross-browser compatibility: Ensuring the CRM functions smoothly across all major browsers.
  • Finalizing testing results: Preparing a comprehensive report detailing test outcomes and addressing issues.

CRM implementation & data migration

Executing CRM implementation and data migration with minimal disruption, transferring data securely and ensuring a successful system launch.

System setup and configuration

  • Configuring CRM settings: Customizing system preferences and user permissions to fit business requirements.
  • Setting up integrations: Linking CRM to existing software for seamless data flow and operational efficiency.
  • Customizing workflows: Tailoring workflows within the CRM to align with established business processes.
  • Reviewing system configuration: Conducting a final review to confirm that CRM settings meet business needs.

Data migration

  • Mapping data fields: Aligning old system data fields with CRM structures to ensure accurate transfer.
  • Testing data migration: Performing test migrations to validate data integrity and troubleshoot issues.
  • Executing full data migration: Transferring complete datasets to the CRM, ensuring accuracy and completeness.
  • Verifying data accuracy post-migration: Conducting checks to confirm data integrity after the migration process.

Training and onboarding

Providing thorough training and onboarding to empower teams, ensuring they can efficiently utilize CRM features and maximize productivity from day one.

Training sessions

  • Organizing team training: Providing tailored training sessions to equip users with CRM essentials for smooth adoption.
  • Creating training materials: Developing guides, videos, and resources for easy reference and continued learning.
  • Demonstrating key features: Walking users through core CRM functions for hands-on familiarity.
  • Gathering feedback: Collecting insights to refine training content and address user challenges effectively.

Onboarding support

  • Assisting initial CRM setup: Supporting teams in configuring CRM accounts, preferences, and customizations.
  • Providing Q&A sessions: Holding sessions to answer questions and resolve initial concerns post-training.
  • Offering follow-up resources: Providing additional materials for deeper CRM understanding as users explore features.
  • Monitoring user adoption: Tracking early usage patterns to identify and address any onboarding roadblocks.

Ongoing support & maintenance

Delivering continuous support and maintenance, addressing issues proactively, and updating features to keep the CRM running optimally.

Technical support

  • Offering troubleshooting assistance: Providing prompt support to resolve technical issues as they arise.
  • Responding to user inquiries: Answering questions and offering guidance on CRM functions for smooth operations.
  • Managing bug fixes: Addressing software bugs to maintain optimal CRM performance over time.
  • Updating CRM as needed: Implementing updates for security patches, new features, or requested enhancements.

System optimization and improvements

  • Monitoring system performance: Tracking CRM operations to identify and resolve any performance issues.
  • Implementing feature updates: Adding new features and improvements to meet evolving business needs.
  • Reviewing CRM effectiveness: Assessing CRM’s impact on business goals to ensure continued alignment.
  • Providing ongoing training: Offering refreshers and updates to keep teams informed on new CRM functionalities.
Need it simpler and faster?   We have a solution for you!
Valentine Boyev
CEO @ Halo Lab
“Have more questions or just curious about future possibilities? Feel free to connect with me on LinkedIn.”
CONNECT on Linkedin
CONNECT on Linkedin

FAQ

80+ REVIEWS

We’ve helped hundreds of partners, ranging from startups to medium-sized businesses to achieve their goals. And stellar feedback — is our reward!

4.9
Clutch average based on 80+ reviews. All chances are you’ll be impressed too.
5.0
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The client has learned to trust Halo Lab, thanks to their significant knowledge in UI/UX design. The vendor has provided valuable feedback by always being readily available for communication. Moreover, they have a satisfying project management process that makes their process smooth and efficient.

Atif Hussain avatar
Atif Hussain
Co-Founder at Kinetik
5.0
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The client is proud of Halo Lab's work, which their customers have praised. They lead a communicative process to enable the team to reach out to them at any time. The client also praises their designs and suggestions, which help improve their services.

Dimitri Lubaschevski avatar
Dimitri Lubaschevski
CEO, DAS24 Services
5.0
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Their skills were awesome — they took what I said and made it real. The designs ended up helping the internal stakeholders raise funds. The specialists maintained excellent project management skills throughout the process.

Farah Allen avatar
Farah Allen
Founder & CEO at Labz
4.5
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The client was satisfied with Halo Lab’s high-quality work. They made the designs better and delivered them promptly. The team was easy to work with; they communicated on Slack and provided updates on the progress every day. Moreover, they went beyond expectations and never missed a deadline.

David Matthews avatar
David Matthews
CEO, Dotcal
5.0
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Halo Lab’s work has received positive feedback from internal and external stakeholders. They excelled at project management through Notion, going above and beyond to ensure timely delivery, and they communicated effectively through Slack and email. Their branding skills stood out.

Greg Wheeler avatar
Greg Wheeler
Co-Founder & CEO, Ditto
5.0
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Thanks to Halo Lab's efforts, the client increased their conversion rates on various funnels. Despite the complex business requirements, the team managed the project well and yielded positive outcomes. Overall, their communication and attention to detail impressed the client.

Jeff Voss avatar
Jeff Voss
CTO, Qualle
5.0
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Halo Lab successfully delivered a product design that has proved popular with users. The team’s professionalism and creative abilities come at a very reasonable price. Their motivation is admirable, and their organization makes for a smooth workflow.

Bogdan Suchyk avatar
Bogdan Suchyk
Founder, Mobalytics
5.0
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Halo Lab provided high-quality designs at a good value, and the client was happy with the number of frontend routes they developed. The team excelled at project management by having no delays and being adaptable to changes. Overall, they did an excellent job meeting the client's needs.

Trace Sauter avatar
Trace Sauter
Director, BrandEmPower
5.0
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Halo Lab delivered the designs on time, but the client has yet to implement them in their platform, although they’re happy with the deliverables. They had a user-focused design process. Their team provided constant updates and recorded their processes on Loom to keep the client abreast of progress.

Moe Hadizadeh avatar
Moe Hadizadeh
Developer at Abscraft Inc
5.0
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Halo Lab delivered all of the agreed-upon deliverables, and they even went above and beyond to further help the client. They communicated through video calls and used project management tools for synchronization. The team truly cared about the project and was always very responsive and organized.

Conor Deegan avatar
Conor Deegan
CTO at Pool Data
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4.9 AVG. SCORE
Based on 80+ reviews
TOP RATED COMPANY
with 100% Job Success
FEATURED Web Design
AgencY IN UAE
TOP DESIGN AGENCY
WORLDWIDE