CRM Outsourcing Services

Is your CRM plagued with data quality, integration complexities, and user adoption hurdles? Is managing vast datasets, ensuring accurate information, and aligning CRM systems with diverse business processes a relentless struggle for you? Don't look any further! Our dedicated team of experts is ready to streamline and enhance relationships with your customers with highly professional CRM outsourcing services.


Years of Experience


Industry Verticals


Experienced Professionals

StripCRM Outsourcing Services

Outsource CRM Services to the Expert

For over two decades, Invensis has been at the forefront of delivering exceptional customer relationship management outsourcing services. We have handled diverse CRM needs such as data entry, lead generation, customer support, system maintenance, etc., with great efficiency and served businesses across diverse industries such as retail, service manufacturing firms, finance, healthcare, IT, etc. 

We have a well-developed process to help companies manage their CRM needs. It begins by understanding a client's CRM goals and objectives, data collection and organization, integration with existing systems, and proper resource allocation to optimize CRM functionality. Integral to our service are updating and maintaining the CRM database, effective communication and collaboration across departments, regular analysis of customer interactions, and continuous evaluation and adaptation of CRM strategies for alignment with evolving business needs.

We are driven by a team of experts who ensure smooth operations with the help of effective utilization of CRM tools. Some CRM software we specialize in include  Salesforce, HubSpot, Zoho CRM, Microsoft Dynamics, etc. This comprehensive approach empowers your team to focus on the core business process without having to worry about customer satisfaction. 

How We Help Improve ROI with CRM

CRM Outsourcing Services Process

  • Strategic Needs Assessment

    We comprehensively analyze client needs and business requirements to align our services with client requirements.
  • Choose CRM Tool

    Next, we choose the right CRM tool and customize it to align it with organizational goals.
  • Data Migration

    After the integration, we migrate the customer database from the clients systems to the CRM tool.
  • Train Agents

    We conduct comprehensive training sessions to acquaint our professionals with client’s goals and the best ways to leverage the CRM tool for effective support services.
  • Iterative Enhancements

    Lastly, we collaborate closely with clients, gathering feedback and implementing iterative enhancements for continuous CRM improvement.

Our Comprehensive CRM Outsourcing Services

No items found.
  • CRM Data Entry Services
  • Reporting And Analysis
  • CRM Database Management
  • Customer Support
  • Sales And Marketing
  • Customization And Configuration Services
  • Integration Services
  • Appointment Setting Services
  • Customer Segmentation Services
  • Customer Retention Services
  • CRM Consulting Services
  • CRM Implementation Services
  • CRM Migration
  • CRM Testing
  • CRM Support And Evolution

Request a Quote

The Invensis Advantage for CRM Outsourcing

Customization and Configuration

We identify specific requirements through in-depth consultations and implement custom fields, workflows, and user interfaces to build bespoke features in CRM tools.

Integration with Other Systems

We employ industry-standard integration protocols like RESTful APIs and SOAP to connect the CRM system with third-party applications, ERP systems, and databases.

Data Migration and Management

We employ industry-standard ETL (Extract, Transform, Load) processes to extract and clean data and migrate the data into the CRM tool.

Automation of Processes

We leverage workflow automation tools like Salesforce Process Builder or Dynamics 365 Power Automate to map out and automate complex business processes.

Real-time Monitoring and Reporting

We deliver quality CRM support services at a highly competitive price, thus helping our clients realize profits through savings.

Step-by-step process for CRM Outsourcing Services
Step-by-step process for CRM Outsourcing Services

No items found.

Invensis - The Most Trusted CRM Outsourcing Company

With over two decades of experience, we excel in delivering top-tier CRM outsourcing services. Our profound understanding of customer relationship management equips us to deliver a comprehensive suite of solutions, from 24/7 customer support to appointment setting, escalation support, cross-functional coordination, and technical assistance. Our skilled team handles various CRM inquiries, ensuring customers receive expert guidance and personalized care. Our expertise covers the entire CRM lifecycle, including strategic planning, system integration, user training, and ongoing support. Over the years, we have ensured every client experiences a transformative CRM journey with us.


Years of





ISO: 9001:2015 Certified Company
ISO  27001:2013 Certified Company


Customer Served


Customer Satisfaction


CRM Implementation


Data Security



Finance and Accounting Tools We Specialize In

Microsoft Dynamics GP

We Provide

We are Waiting! Outsource to Us Now.
Get a Quote

What Our Customers Say

We were struggling with product data entry for our e-commerce business until we leveraged back office BPO services from Invensis. From data entry to catalog management, Invensis is taking care of all the back-end operations to keep our site running optimally with great results.

Hope Campbell
Leading eCommerce Company in Canada

As an insurance provider, we deal with a lot of claims. Having 24x7 support from back office outsourcing services like Invensis helped us process all those claims and reduce a lot of burden on our staff. It has also made the review process much more efficient, faster, and error-free.

Farrah Baker
Leading Insurance Company in US

Partnering with Invensis has been central to our success. With their data management outsourcing services, we have all the business insights we need for our business to function smoothly at the fraction of the cost of setting up an in-house data center.

Heather Green
Leading Logistics and Supply Chain Company in UK

What Our Customers Say

We are thrilled with the impeccable chiropractic billing services offered by Invensis. Their comprehensive knowledge of the industry, prompt claims processing, and meticulous attention to detail have immensely benefited our healthcare reimbursements. Highly commendable!

Star IconStar IconStar IconStar IconStar Icon
John Davis
Leading Healthcare Company in the UK.

We are extremely pleased with the exceptional hospital billing services provided by Invensis. Their expertise and attention to detail in Medicare billing and compliance in medical billing have streamlined our revenue cycle and improved financial performance.

Star IconStar IconStar IconStar IconStar Icon
Emily Johnson
Leading Hospital in the US.

Invensis has been an invaluable partner for our organization, providing exceptional ASC billing services. Their expertise and dedication have significantly improved our revenue cycle management. Highly recommended!

Star IconStar IconStar IconStar IconStar Icon
Sarah Smith
Leading Healthcare Provider in Italy.

Our eCommerce Store Management Services Cover Leading Platforms

An Ultimate Guide to Accounts Receivable Turnover Ratio
An Ultimate Guide to Accounts Receivable Turnover Ratio

This blog accounts receivable turnover ratio will introduce you to the basics of AR turnover ratio and how you can use it to better your balance sheet.

Latest Accounting Trends in 2023 | Future in Accounting

Trends and techniques in accounting are always changing, especially as new technologies emerge. SAGE has found that 90% of accountants think accounting is going through a cultural shift that favors technology.

4 Tips For Effective Third-Party Vendor Assessment
4 Tips For Effective Third-Party Vendor Assessment

Businesses need to settle for third-party vendors only after proper due diligence. Discover expert tips for effective vendor evaluation.

7 Effective Ways to Reduce Common Data Entry Errors
7 Effective Ways to Reduce Common Data Entry Errors

Data entry errors can have disastrous effect on outcomes. Master 7 ways to eliminate common data entry errors and keep records clean.

A Global Logistics Shipment Solutions Provider Successfully Improved Efficiency Levels with Our Support

Download Invensis Freight invoice processing management case study on how a logistics shipment transformed its business process efficiency.

Freight Invoice Processing Management Services Case Study
A Global Hotel Chain Leveraged Our Services to Increase Back-office Productivity by 70%

Download Invensis' back office data management case study on providing simplified data processing solution for a media powerhouse.

Back Office BPO Services Case Study

Related Services

No items found.

Contact Information

You can reach us at:

Call us
+1 (302)-261-9036
Locate Us
Invensis Inc. 2785 Rockbrook Dr STE 204 Lewisville, TX 75067

Request a Quote

Fill up the form and our team will get back to you within 24 hours.

Enquire with Us

Enquire with us

Fill out this form to get in touch with our expert team.