Strategic CRM consulting for measurable impact

Unified customer view
Faster lead response
AI-powered recommendations
Automated workflows
Increased CRM adoption
Improved conversion rates
Our CRM consulting approach
CRM strategy aligned with GTM

We start by understanding your go-to-market strategy and business objectives. Our consultants work closely with your sales, marketing, and IT teams to design a CRM roadmap that aligns with growth goals, maximizes customer data usage, and sets the foundation for automation.

End-to-End CRM implementation with AI layering

We implement and customize CRM platforms—Salesforce, HubSpot, Zoho, or others—augmented with AI capabilities such as lead scoring, intent tracking, and next-best action. Our integrations ensure a seamless flow of data across departments and empower your team with intelligent insights.

Adoption through experience design

We focus on end-user adoption by crafting intuitive CRM experiences with clean UI, contextual dashboards, and automation triggers. We also provide training and change management support to ensure your teams confidently use the system for daily decision-making.

Our Customers Love what we do

I've been truly impressed by Worxwide's dedication and expertise in collaborating with us on the safety management platform. The way they have seamlessly integrated into our team and grasped the intricacies of our Safety Management Platform is commendable. Their commitment to understanding our unique needs and actively participating in the development of modules such as 'safety leads', 'contractor safety management', and 'incident investigation' has been a key factor in the success of this venture.

Client Partner, Steel Manufacturing Giant

The team lead by Vivek is a great value add to us. Design thinking knowledge of team and Vivek’s leadership skills are invaluable in building our rural fintech ecosystem. Thank you for all your extra efforts over the nights and weekends you spent.

CTO - Leader in Fintech

Experience of the resources in design thinking and design has been phenomenal and openness and collaboration being great. We never feel that we are working with a partner, and it has always been like they are an extended part of our team.

Chief Digital Officer, Fintech Leader Enterprise

Worxwide team has shown exemplary skills of UX & professionalism. They have helped us re-design a B2B GRC platform which was not intuitive enough. The team has really good UX experts who have helped us in navigating through our product journey.

Digital Director - B2B Products

Core capabilities in AI led CRM Consulting

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AI-powered lead & deal scoring
We integrate machine learning models that automatically score leads and opportunities based on historical engagement patterns, buyer behavior, and fit. This enables sales teams to prioritize high-potential deals and take timely action.
Account Based Marketing
CRM automation & workflow design
We design and implement automated workflows for lead nurturing, follow-ups, support tickets, and task assignments. This eliminates manual overhead and ensures consistent customer engagement across the funnel.
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360° customer view dashboard
Our CRM setups consolidate data from multiple touchpoints—web, email, sales, and service—into a unified customer profile. This helps your teams deliver more relevant, personalized experiences at every stage of the journey.
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Next-best action & AI insights
We embed AI-driven recommendations into your CRM, suggesting next steps like product offers, follow-up timing, or upsell opportunities—based on real-time engagement signals and predictive analytics.

Our Work
Featured Insights
Why Worxwide
AI + CRM Expertise Combined

We bring the best of CRM implementation and AI strategy to deliver intelligent, future-ready systems.
Business-Aligned, Not Just IT-Aligned

We focus on aligning CRM to revenue growth, not just tech infrastructure—partnering with business and IT leaders alike.
Custom Experience Layer for Adoption

We design intuitive user experiences that increase adoption and reduce friction for sales, service, and marketing teams.
Industry-Tailored Blueprints

From manufacturing to BFSI and consumer goods, we bring ready CRM solutions tailored to real industry needs and journeys.