AGENCY LIST

CRMIT Solutions

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Salesforce implementation, decision intelligence, and AI-ready data engineering for regulated industries

Founded in 2003 as a CRM implementation specialist, CRMIT Solutions now operates as a Salesforce Consulting Partner focused on agentic AI and decision intelligence work. The company holds a patent for its 'Method & System for CRM' and serves healthcare payers, financial services, manufacturing, higher education, private equity, nonprofits, and public sector clients.

Services span Salesforce implementation, CRM integration, data engineering pipelines, ML model development, and AI strategy and governance. Engagements center on AI-first customer experience transformation, decision- and AI-ready data engineering, and agentic AI systems built to support decision intelligence consulting across these sectors.

23
YEARS IN BUSINESS
7
SERVICES

Capabilities

Category

CRM and RevOps

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
2003 (23 years)

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