Urdhva Tech

Services

At Urdhva Tech, we offer comprehensive SuiteCRM & SugarCRM solutions designed to drive real business outcomes. Whether you need custom development, smooth integrations, or ongoing support, our team delivers quality services that help you get the most out of your CRM. We make good systems great.

Consultation & Strategy

Every successful CRM implementation begins with clarity. We:

  • Gather functional and technical requirements

  • Map user stories and workflows

  • Build technical architecture (modules, relationships, APIs)

  • Define risks, timelines, and success criteria

Outcome: Reduced risk of delays, better transparency, and a project plan you can trust.

Consulting
Analysis

Requirements Analysis & Planning

We don’t just code — we listen first. Our process starts with in-depth workshops where we:

  • Understand your workflows, teams, and goals

  • Identify gaps in your current CRM or sales process

  • Recommend best practices for scaling your CRM

  • Provide a clear roadmap with milestones and costs

Outcome: You gain a well-defined CRM strategy that aligns business needs with SuiteCRM/SugarCRM capabilities.

Hosting

Urdhva Tech puts your business on the web affordably and conveniently. Digital marketplace has become the centre of business and a major pillar of the global economy. Today, no company or business can grow without using the endless potential of the internet. We passionately believe in engaging customers through personalized relationships by being fully focussed to the needs. Making a difference means assuring remarkable experience.

Hosting
Support and Maintainence

CRM Support & Maintenance

Your CRM should evolve as your business does. Our support plans include:

  • Bug fixing and troubleshooting

  • Performance tuning and server optimization

  • Applying security patches and upgrades

  • SLA-driven response times (essential → enterprise levels)

  • 24/7 monitoring (optional)

Outcome: Peace of mind knowing your CRM will always be up-to-date, secure, and high-performing.

Data Migration & Upgrades

Moving CRM data can be risky — but we make it safe and smooth. We:

  • Audit and clean your legacy data

  • Map fields accurately to SuiteCRM/SugarCRM structures

  • Test migration in sandbox environments

  • Handle version upgrades with zero or minimal downtime

Outcome: You retain 100% of valuable customer data while moving to a modern, faster CRM environment.

Data Migrations
Training

Training & Enablement

CRM adoption depends on users, not just features. We offer:

  • End-user training (sales, support, marketing teams)

  • Admin training (user management, configuration, reports)

  • Developer workshops (for in-house technical teams)

  • Custom manuals and knowledge base articles

Outcome: Confident users, higher adoption rates, and maximum ROI from your CRM investment.

Integration & Innovation

Modern businesses rely on multiple applications : We ensure SuiteCRM and SugarCRM integrate seamlessly with the systems you already use, so your teams have a single source of truth.

  • Develop custom plugins and add-ons (workflow automation, advanced audit logs, document parsers, escalation tools)

  • Build industry-specific CRM solutions (healthcare, manufacturing, real estate, education)

  • Introduce mobile-friendly CRM extensions for teams on the go

  • A fully connected ecosystem that eliminates data silos, reduces manual work, and increases productivity.

Outcome: A CRM that evolves with your business, unlocking new possibilities instead of just managing existing processes.


Connect your CRM with the tools you rely on — and go beyond traditional CRM with innovative add-ons and custom solutions..

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