Data & CRM Services
by Parallax Tech LLC

01

Data Entry Services

High-volume manual and automated data input
Document and form digitization
Catalog and product data entry
Invoice and order record processing
Multi-format online & offline data management
Real-time validation and quality control

02

CRM Setup & Configuration

End-to-end Salesforce, HubSpot, Zoho, Pipedrive
Custom pipeline architecture
Layered automation workflow builds
Field-level configuration
User role and permission management
Integration setup

03

Database Cleaning & Enrichment

Systematic duplicate detection and removal
Field-level data standardization
Contact enrichment
Address and email validation
Segmentation and list hygiene audits
Data quality scoring

04

Lead Data Management

Multi-channel lead capture and CRM pipeline entry
Intelligent lead scoring and tagging
Segmentation by source, industry, lifecycle stage
Real-time status and activity tracking
Pipeline health monitoring

05

CRM Migration Services

Full migration scoping and data field mapping
Secure cross-platform data transfer protocols
Comprehensive integrity verification
Multi-phase QA testing
Post-migration monitoring and validation reporting
Ongoing support

06

Reporting & Analytics

Custom KPI dashboards with layered data views
Pipeline and funnel performance analytics
Conversion rate tracking
Executive performance summaries
Automated scheduled data exports
Trend analysis and forecasting reports

Integrations

Platforms We Support

SalesforceHubSpot Zoho CRMPipedrive Monday.comAirtable Google SheetsNotion