ConvergeSol

New York, New York, United States

Custom software, Salesforce, cloud, and data engineering for finance, healthcare, and energy

ConvergeSol builds custom applications, integrates systems, and manages cloud infrastructure for organizations in finance, energy, healthcare, and technology. Work spans application development from idea to launch, systems integration, and cloud architecture across AWS, Azure, and GCP, with particular attention to HIPAA and SOX compliance requirements for fintech and healthcare clients. SaaS platforms built for healthcare clients focus on interoperability and patient outcomes, while energy sector projects center on real-time monitoring, cost optimization, and infrastructure resilience.

Salesforce implementation work covers tailoring, automation, and optimization of CRM environments for more connected customer experiences. The team also builds on Microsoft Power Platform, using low-code tools to simplify workflows, and supports eDiscovery efforts through Relativity, combining legal-process knowledge with data control for case management. On the data side, services include ETL and ELT pipeline construction, data warehousing, BI dashboard development, and machine learning model development that turns raw and Big Data sources into real-time visualizations and predictive models intended to support decision-making.

ConvergeSol reports having delivered more than 120 projects across the Finance, Energy, Healthcare, and Technology sectors, with a broader count of over 150 successful projects and more than 75 clients served. The organization operates with a team of over 130 professionals covering custom software development, cloud migration, managed services, and staff augmentation. This combination of application engineering, Salesforce and Power Platform work, and data pipeline/BI development positions the firm to handle projects that require both software build-out and ongoing data infrastructure management.

14
YEARS IN BUSINESS
7
SERVICES

Capabilities

Services

What these services involve

Data Hygiene and Sync
Data Hygiene and Sync for crm and revops buyers. Clear scope, measurable outcomes, and reliable delivery.
HubSpot Implementation
HubSpot Implementation for crm and revops buyers. Clear scope, measurable outcomes, and reliable delivery.
Lead Routing and Enrichment
Lead Routing and Enrichment for crm and revops buyers. Clear scope, measurable outcomes, and reliable delivery.
Process Design and Playbooks
Process Design and Playbooks for crm and revops buyers. Clear scope, measurable outcomes, and reliable delivery.

Agency details

Founded
2012 (14 years)

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