Streamline your customer data with a unified platform designed for efficiency and precision:
Simplify your workflows and enhance productivity with powerful automation and seamless integrations:
Empower your sales team with tools designed to simplify and enhance every step of the sales process:
Unlock actionable insights and data-driven strategies with advanced reporting and analytics:
In-Depth Scoping
We start with a detailed consultation to define your challenges, goals, and technical requirements, creating a clear roadmap with timelines and deliverables.
Intuitive Design & Agile Development
Craft engaging, user-friendly interfaces and develop a fully customized CRM using an agile approach, with continuous feedback to keep you involved throughout.
Seamless Integration & Deployment
Integrate your CRM with existing systems like ERP or e-commerce platforms, ensuring smooth data flow. Rigorous testing guarantees functionality before deployment.
Continuous Support & Optimization
Post-launch, we provide regular updates, monitoring, and enhancements to keep your CRM secure, efficient, and aligned with your evolving business needs.
Orthoplex Solutions specializes in custom CRM systems tailored to various sectors, including secure, HIPAA-compliant platforms for healthcare, sales and marketing automation for e-commerce, lead management and property tracking for real estate, and high-security data management for finance and fintech.
Our CRM solutions are designed with scalability in mind, capable of evolving with your business. We use modular architecture that ensures easy integration of new features and tools, ensuring long-term adaptability.
We prioritize the security of your customer data. Orthoplex implements industry-standard encryption, access control, and data compliance to ensure your CRM meets the highest security protocols.
With Orthoplex, you’ll have full transparency into the project at every phase. Using tools like Jira and Trello, we maintain real-time communication, keeping you updated on progress and incorporating feedback throughout the development process.
Orthoplex Solutions specializes in custom CRM systems tailored to various sectors, including secure, HIPAA-compliant platforms for healthcare, sales and marketing automation for e-commerce, lead management and property tracking for real estate, and high-security data management for finance and fintech.
Our CRM solutions are designed with scalability in mind, capable of evolving with your business. We use modular architecture that ensures easy integration of new features and tools, ensuring long-term adaptability.
We prioritize the security of your customer data. Orthoplex implements industry-standard encryption, access control, and data compliance to ensure your CRM meets the highest security protocols.
With Orthoplex, you’ll have full transparency into the project at every phase. Using tools like Jira and Trello, we maintain real-time communication, keeping you updated on progress and incorporating feedback throughout the development process.
Orthoplex worked very fast. There were solutions to our problems almost immediately and with clear communication the whole time. I also liked the fact that they educated us on the architecture of the platform and took the time to answer all of our questions.
Having worked with other software development firms in the past, I can confidently say that working with Orthoplex is an unmatched experience. They are not just developers, they actually advised us on how to improve our strategies and build things in a more efficient way.
The team was a pleasure to deal with from the planning stages to the completed build. Our new site is eye-catching, really well organized and functions flawlessly. I thought we had a pretty good website to start with but Orthoplex showed us how to take it to a much higher level.
Orthoplex Solutions did a great job! They delivered great and Professional service to revamp our website. Michael and the team were professional, friendly and work around our busy schedule. I would highly recommend them and will continue to utilize their services in the future.
Orthoplex solutions was an absolute dream to work with! I would highly recommend them to anyone. Our website was designed to be user-friendly, accessible, modern, and simple. The service is also incredible. They were extremely patient with all of our questions and last minute changes.
A custom CRM (Customer Relationship Management) system is a tailor-made software solution designed specifically to fit your unique business processes, goals, and challenges. Unlike off-the-shelf CRM platforms, which offer generalized tools that may not align with your needs, a custom CRM is flexible and adaptable. It allows you to implement features that cater directly to your business objectives—whether it’s advanced customer tracking, automated communications, or detailed analytics. By integrating seamlessly with your existing systems, a custom CRM enhances user experience and business productivity, while scaling as your company grows.
The time it takes to develop a custom CRM varies depending on your project’s complexity and specific requirements. Typically, the development process spans 3 to 6 months. It includes multiple phases such as scoping, design, development, testing, and integration. Each phase ensures your CRM meets your business objectives while maintaining high standards for functionality, security, and user experience. However, if your business requires additional customization, such as third-party tool integrations or advanced data analytics, the timeline may extend slightly.
Absolutely. Our enhancement services include:
We make your site future-proof while retaining your existing assets.
Definitely! One of the primary advantages of a custom CRM built by Orthoplex is its scalability. Our CRMs are designed with growth in mind, using modular architecture that allows for easy feature additions and system upgrades. As your business evolves, your CRM can evolve with it—whether it’s handling more customers, integrating new tools, or supporting additional teams. This ensures that your CRM can adapt to your expanding operations and growing customer base without needing a complete overhaul.
Yes, our migration services are designed to minimize disruptions:
At Orthoplex, data security is paramount. We implement industry-leading security practices to safeguard your sensitive customer data, including end-to-end encryption, multi-factor authentication, and secure data storage. For industries such as healthcare, we ensure that our CRM solutions are fully HIPAA-compliant, maintaining the highest standards of patient confidentiality. We also follow global data protection regulations (such as GDPR) to ensure that your CRM meets compliance requirements and helps you avoid legal risks.
Your website will retain its performance and SEO equity while benefiting from WordPress’s flexibility.
Our commitment to your success extends well beyond deployment. After your CRM goes live, Orthoplex offers comprehensive post-launch support, including:
Ongoing monitoring to ensure optimal performance.
Regular updates to incorporate new features and improvements.
Performance optimization to address issues such as system bottlenecks or bugs.
User support and troubleshooting to ensure that your team can continue using the CRM effectively.
Our aim is to provide long-term value and keep your CRM running smoothly as your business evolves.
Yes, Orthoplex’s CRM solutions are built with cross-functional collaboration in mind. Your CRM will include features that support various teams across your organization:
Sales Teams: Lead management, sales forecasting, performance tracking, and task assignment.
Marketing Teams: Campaign tracking, customer segmentation, automated marketing, and analytics.
Customer Service Teams: Case management, customer interaction history, ticketing systems, and service level tracking.
The CRM will foster inter-team collaboration by ensuring all teams have access to the same customer data, helping you provide a seamless and personalized experience for your customers.
Our CRM solutions come equipped with powerful reporting and analytics tools that allow you to track customer behavior, monitor engagement, and gain actionable insights. You can track metrics such as:
Customer purchasing patterns: Understand what products or services customers are interested in.
Engagement levels: Measure how customers are interacting with your communication channels.
Sales cycle data: Track how long it takes to close deals and identify bottlenecks in the process.
Customer lifetime value (CLV): Assess the long-term value of each customer to tailor retention strategies.
These insights enable you to make data-driven decisions, improve your marketing campaigns, and optimize your sales processes.
Yes, we provide comprehensive training and onboarding for your team to ensure they can make the most of your new CRM system. Our training includes:
Hands-on sessions: Step-by-step tutorials for each department to understand how to use the CRM effectively.
Customized training materials: User guides, video tutorials, and FAQs that cover specific features relevant to your business.
Ongoing support: If your team has any questions post-training, we provide continued assistance and refresher courses.
This ensures that your team is comfortable with the CRM and can use it to enhance productivity from day one.
Orthoplex Solutions has developed custom CRM solutions for a variety of industries, each with its unique needs:
Healthcare: We design secure, HIPAA-compliant CRMs for patient management, appointment scheduling, and healthcare analytics.
E-Commerce: We create CRM systems that integrate seamlessly with your online store, providing tools for customer segmentation, inventory management, and marketing automation.
Real Estate: Our CRMs are equipped with tools for managing leads, tracking properties, automating follow-ups, and enhancing customer relationships.
Finance & Fintech: We build secure CRMs for managing complex financial data, improving customer engagement, and ensuring regulatory compliance.
No matter your industry, Orthoplex tailors its CRM solutions to your specific business requirements, ensuring the platform is both practical and effective.
Getting started with Orthoplex Solutions is simple. Here’s how:
Initial Consultation: Contact us to discuss your business needs, challenges, and CRM objectives.
Scoping and Planning: We’ll work with you to define the scope of your CRM project, including technical specifications, timelines, and deliverables.
Collaboration: We’ll engage you throughout the process, from design to deployment, ensuring your feedback is incorporated into every step.
Ongoing Partnership: Once your CRM is live, we offer continuous support and optimization to ensure it aligns with your evolving business needs.
Let’s transform your customer relationships with a CRM solution built just for you!
UI/UX Improvements on a 400-Page Website
Delivered a user-friendly, high-speed platform for a government-regulated industry leader, streamlining navigation and handling extensive content with ease.
Non-Profit WordPress Website with 18,000+ Active Users
Reinforced the website’s speed, security, and user experience, equipping a leading trade organization to seamlessly connect with their global network.
Credible Online Presence For Award-Winning Automation Company
Launched a high-impact website that elevates brand credibility, strengthens market presence, and enhances user experience in the robotics sector.
We specialize in developing high-performing websites and apps that handle large databases, high traffic, intricate functions, and sensitive data.
