Omnichannel & CRM Integration Services

Q: Q1. What are omnichannel and CRM integration services?

Ans: These services connect marketing, sales, and support channels through CRM systems, automation, and data integration to deliver seamless customer experiences.

Q: Q2. Which platforms can you integrate with?

Ans: We integrate CRMs, websites, ad platforms, email tools, WhatsApp, SMS systems, and third-party APIs based on business needs.

Q: Q3. How does marketing automation improve conversions?

Ans: Automation delivers timely, personalized messages based on user behavior, improving engagement, conversions, and retention.

Q: Q4. Can you integrate CRM with ecommerce platforms?

Ans: Yes, we integrate CRMs with Shopify, WooCommerce, and other ecommerce platforms for unified data and automated workflows.

Q: Q5. Do you provide ongoing optimization and support?

Ans: Yes, we offer continuous optimization, reporting, and support to ensure automation systems scale with business growth.

Dtroffle delivers omnichannel and CRM integration services focused on automation, data alignment, and customer experience. As a CRM automation agency, we help businesses connect marketing, sales, and support across channels to improve efficiency, conversions, and long-term customer value.

Connecting Channels, Automating Journeys & Scaling Customer Experience. Unified systems built for automation, insights, and scalable growth.

300+ Brands

Our Omnichannel & CRM Integration Services List

Our omnichannel and CRM integration services cover automation, data integration, analytics, and retention systems. We focus on efficiency, personalization, and visibility to help businesses manage customers across channels and scale operations effectively.

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Omnichannel Workflow Automation

We build cross-platform workflow automation using WhatsApp, email, SMS, and CRM triggers. Our solutions include drip campaigns, journey mapping, and trigger-based workflows that deliver consistent messaging across every customer touchpoint.

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Marketing Automation Systems

Our marketing automation services nurture leads and customers through behavior-based workflows. We design abandoned cart recovery, re-engagement flows, and personalized lead nurturing sequences that improve conversions and lifecycle value.

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Customer Data Integration & CRM Sync

We integrate customer data across platforms using APIs and CRM systems to create a unified customer view. This ensures real-time data sync across websites, social platforms, ad accounts, and CRM tools.

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Performance Tracking & CRM Reporting

We implement advanced performance tracking and CRM dashboards to monitor lead sources, funnels, and conversions. Our analytics setups provide visibility into campaign performance and customer journeys.

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Customer Retention & Loyalty Systems

We design customer retention systems that encourage repeat purchases and brand loyalty. Our solutions include loyalty program setup, automated feedback collection, and review generation workflows.

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Sales & Support Workflow Alignment

We align sales and support teams through automated ticketing and unified communication tools. Our integrations ensure seamless handoffs, faster resolution times, and improved customer satisfaction.

Dtroffle

Omnichannel & CRM Integration Agency in India

Dtroffle is a growth-focused omnichannel and CRM integration agency helping startups, enterprises, and D2C brands streamline customer journeys through automation and data unification. We combine CRM strategy, marketing automation, workflow design, and system integrations to create seamless experiences. From WhatsApp and email automation to API integrations, CRM dashboards, and retention systems, our CRM specialists ensure every customer touchpoint is connected—making Dtroffle a reliable partner for scalable, data-driven growth.

300+ Brands

Our Result-Driven Omnichannel Process

Our omnichannel and CRM integration services follow a structured, automation-first process focused on efficiency, visibility, and scalability. Each step ensures systems work together to improve customer experience, reduce manual effort, and support long-term growth.

Discover

Understand business workflows, tools, and customer journeys

Research & Analyze

Review CRM setup, data flow, and automation gaps

Strategize

Design omnichannel workflows, triggers, and integrations

Implement

Configure automation, CRM systems, and data sync

Measure

Track performance, funnels, and customer engagement

Optimize

Refine workflows and automation for better results

Programs Offered

Recent Work We Have Done

Why Choose Dtroffle As Your Omnichannel and CRM Integration Agency?

Dtroffle stands out as an omnichannel and CRM integration agency by delivering automation-driven systems that scale with business growth. We focus on customer experience, data accuracy, and operational efficiency-ensuring marketing, sales, and support teams work in sync. Our strategic, platform-agnostic approach enables measurable improvements in conversions, retention, and lifetime value.

Omnichannel Automation Expertise

CRM & API Integration Specialists

Unified Customer Data Systems

Performance & Funnel Visibility

Retention-Focused Workflows

Sales & Support Alignment

Scalable Automation Frameworks

This is Why We Do
What We Do

We were spending on ads but seeing very little in return. Dtroffle’s team audited everything and rebuilt our campaigns with a clear creative + analytics blend. We saw a 78% improvement in conversions within 45 days and they even helped our in-house team understand the strategy.

It’s hard to find a team that’s both creative and performance driven. Dtroffle strikes that balance really well and that’s rare. I came to Dtroffle with a story but no direction. Their team listened, felt, and then transformed my journey into a reel series that now connects with thousands. For the first time, people see me not just the past.

We had tried multiple agencies before, but Dtroffle was different. Transparent, hands on, and always a call away. They don’t overpromise they actually deliver. The difference with Dtroffle? They listen. They understood our pain points and custom solutions instead of pushing a one-size-fits-all plan. That made all the difference.

The collaboration with the Dtroffle team was a seamless journey. Despite the project being a simple one, the team approached the task with professionalism and dedication, delivering an outstanding design. They understood our requirements perfectly, resulting in minimal feedback and swift iterations. We truly appreciate their commitment to quality and timely delivery. A big thank you to the Dtroffle team for executing the project seamlessly and on schedule.

I just wanted to take a moment to thank you for the animation Dtroffle team has created for us. The final version looks great, and we’re happy with the outcome. It’s clear that a lot of effort went into it, and we appreciate the entire team work on this.

Thank you once again for the quick turnaround on the deck. What really stood out was the speed with which the team delivered, and more importantly, your ability to bring the design sensibility aligned with the reference shared. That definitely made a big difference and ensured the deck was approved in one go. Appreciate the continued support

Working with the Dtroffle team has been genuinely smooth and enjoyable. We approached them for SEO, branding and social media and they immediately understood what we wanted. Their ideas were fresh, communication was clear and execution was spot on. What stood out most was how responsive and easy to work with they were, it honestly felt like they were part of our own team. The results have been great and we’re really happy with how everything turned out. Big thanks to the entire Dtroffle team for making the process so effortless and effective.

We’ve had a great experience working with the Dtroffle team. They’ve been helping us with our Google Business profile, lead generation, and website development and management, and everything has been handled really well. The team is responsive, easy to work with, and always ready to support us whenever we need something. It’s been a smooth process throughout, and we’ve seen steady improvements in our online visibility and reach. We genuinely appreciate their effort and the partnership we’ve built along the way.

Working with the Dtroffle team has been a very smooth and positive experience. They've helped manage my Google Business profile, generate leads, and ensure the website stays updated and professional. What I appreciated most was how responsive and easy to work with they are. The improvements in visibility and patient reach have been noticeable, and I’m genuinely happy with the support they’ve provided throughout.

The Dtroffle team has been a great partner for us at Bhat’s Hypospadias and Urology. From handling our Google Business listing to lead generation and website management, they’ve done a fantastic job. The communication is always clear, the response time is quick, and the results have been consistent. We’ve seen steady growth in our online presence, and it’s been a relief having a team that truly understands our goals.

Offices

Agra HQ

San Francisco

Jaipur

Omnichannel & CRM Integration Services

300+ Brands