Let's Build Your CRM Roadmap

Within 24 hours, a dedicated solution architect reviews your submission and sends a personalized response outlining recommended next steps — whether that is a discovery workshop, a scope validation session, a fixed-scope proposal, or a call to clarify requirements.

We are a trusted Creatio consulting partner and TWOZO partner with an experienced team and a delivery-first approach. We do not just install software — we audit your processes, align CRM architecture to your business model, provide structured managed services, and focus on knowledge transfer so your team can operate independently.

While Creatio and Twozo are our primary platforms, we also support Salesforce, Microsoft Dynamics, HubSpot, Zoho, and custom-built CRMs. Our migration practice specializes in moving clients from legacy systems to modern, low-code platforms with zero data loss.

A full audit covers: (1) Process gap analysis — mapping your workflows against best practices; (2) Technical assessment — data quality, configuration, and integration health; (3) Security & compliance review; (4) User adoption benchmarking; and (5) A prioritized remediation roadmap with effort and impact estimates.

We offer six engagement models: One-time Consultation, Discovery Workshop, Fixed-Scope Project, Monthly Managed Support, Dedicated Resource Retainer, and Partner Delivery Support. Managed Excellence plans start from $750/month and scale based on support capacity, CRM complexity, integrations, reporting needs, and SLA expectations. All pricing is indicative and requires final scoping for commercial agreement.

We follow a phased migration protocol: pre-migration data audit and cleanup, sandbox validation with parallel run, delta migration for live records, cutover during low-activity windows, and post-migration reconciliation. Every step is documented and tested before go-live.

Our managed services include: admin & configuration support, workflow automation maintenance, user training and onboarding, production incident resolution (SLA-backed), continuous improvement sprints, reporting optimization, and quarterly business reviews. Available in Foundation, Growth, and Enterprise tiers.

Yes. Our Partner Delivery Support model embeds AavishkarIT consultants into your delivery team as developers, business analysts, solution architects, or full delivery pods. We work under your project governance while bringing deep platform experience and structured delivery methods.

Absolutely. We routinely sign NDAs, MSAs, and SOWs with enterprise clients. We are comfortable with vendor onboarding, security questionnaires, compliance audits, and procurement workflows including PO-based billing and milestone-based invoicing.

Choose a Discovery Workshop when requirements are unclear, stakeholders are not aligned, or you need a feasibility study before committing budget. Choose a Fixed-Scope Project when requirements are well-defined, budgets are approved, and you need a predictable delivery timeline with clear milestones.