Teknosoz
CRM delivery

CRM programs that your teams actually adopt

Teknosoz plans, migrates, and optimizes SugarCRM, SuiteCRM, and Salesforce ecosystems with automation, integrations, and go-live training—so revenue teams focus on customers, not admin screens.

SuiteCRM

Open source

Open-source CRM for teams needing budget-friendly customization without limits.

  • Module design, theme updates, and REST API extensions
  • n8n pipelines for lead assignments and renewals
  • Data warehousing and BI connectors
Chat about SuiteCRM

SugarCRM

Enterprise

Growth-stage companies wanting on-prem flexibility and deep customization.

  • Module builder, studio tweaks, and SugarBPM automation
  • Customer journey analytics with KPI dashboards
  • Twilio, WhatsApp, and Chatwoot channel integrations
Chat about SugarCRM

Salesforce

Enterprise

Scaling revenue teams who need enterprise governance and marketplace integrations.

  • Lightning components, flows, and Apex automation
  • Migrations from HubSpot, Zoho, or custom CRMs
  • Revenue intelligence dashboards plus CPQ enablement
Chat about Salesforce

Implementation playbook

Plan & migrate

Data audits, dedupe plans, sandbox migration, and reconciliation with automated validations.

Integrate & automate

APIs, middleware, and n8n orchestrations to connect support, billing, and product telemetry.

Enable & adopt

Role-specific dashboards, playbooks, and workshops that keep sales, success, and ops in sync.

Capability SugarCRM SuiteCRM Salesforce
Best for Regulated industries, technical teams Cost-conscious teams with internal admins High-growth orgs with complex processes
Hosting Cloud or on-premise Self-hosted or managed cloud Salesforce cloud
Automation SugarBPM, SugarLogic, advanced workflows n8n, schedulers, logic hooks Flows, Process Builder, Apex
Reporting Realtime dashboards + data warehouse sync Custom reports, Metabase, Power BI connectors CRM Analytics, Einstein, revenue forecasting
Pricing signal Per-seat, mid-market friendly Open-source, pay for infra + support Tiered enterprise licensing

Migration guardrails

  • Data hygiene: scripted validations, duplicates removed, and audit logs before sign-off.
  • Parallel run: staged cutovers with user acceptance, training, and rollback plans.
  • Security: role-based access, field-level encryption, and compliance checklists.

Integration highlights

  • Marketing automation: HubSpot, Customer.io, Klaviyo
  • Support & chat: Chatwoot, Intercom, Zendesk
  • Telephony: Twilio Voice, Aircall, Dialpad
  • Billing: Stripe, Chargebee, QuickBooks
  • Data: Snowflake, BigQuery, Metabase
CRM momentum

Ready for a cleaner, smarter CRM?

Bring your data challenges, automation wishlist, or adoption issues. We’ll draft a migration or optimization plan you can take to leadership.