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Hexagon is reshaping industries through smarter systems, streamlined workflows, and bold digital innovation.
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Hexagon is reshaping industries through smarter systems, streamlined workflows, and bold digital innovation.
Ready to clean up your CRM workflow?
Book a CRM Workflow Audit and see where leads, follow-ups, reporting, or disconnected tools can be fixed first.
Your CRM Should Run the Process—Not Create More Work.
Hexagon designs and builds custom CRM systems for growing teams that have outgrown spreadsheets, disconnected tools, and rigid off-the-shelf workflows. We connect lead capture, follow-up, pipeline, customer operations, reporting, and the systems your team already uses in one accountable platform.
- Free 30-minute session
- Meet directly with Hexagon’s CEO
- No obligation
Founded in 2007
U.S.-Led Discovery
Global Engineering
Builders of Arches CRM
You Probably Do Not Need More CRM. You Need the Workflow to Stop Breaking
Most CRM problems are workflow problems. Leads enter through different sources. Ownership is unclear. Follow-up depends on memory. Customer data lives across multiple systems, and reports are questioned because the process underneath them is inconsistent.
Hexagon begins by mapping how work actually moves—from first inquiry through sale, onboarding, service, renewal, and reporting. We then determine what should be optimized, integrated, replaced, built, automated, or removed.
From Disconnected Handoffs to One Accountable Workflow
Before
Web form
Shared inbox
Spreadsheet
Manual assignment
Inconsistent follow-up
Unreliable reporting
After
Unified capture
Routing rules
Automated SLA
Sales and service workflow
Integrated systems
Trusted dashboard
The objective is not to add more tools. It is to create clear ownership, consistent follow-up, connected data, and reporting leadership can trust.
What Should Happen to Your CRM?
A new custom build is not always the right answer. The right path depends on workflow fit, integration complexity, migration risk, user adoption, security, reporting, and long-term cost.
| Situation | Recommended Path | Typical Deliverable |
|---|---|---|
 Platform capable, workflow broken | OPTIMIZE | Workflow audit, field cleanup, routing, automation, dashboards, adoption plan. |
| Data split across CRM, ERP/PMS, forms and tools | INTEGRATE | Data map, API architecture, identity rules, synchronization, monitoring. |
| Current CRM cannot support process or economics | REPLACE | Requirements, platform selection, migration, implementation, training. |
| Workflow is a competitive advantage standard CRM cannot support | BUILD | Custom modules, portals, automation engine, reporting, roadmap. |
Six Ways Hexagon Can Improve Your CRM
Whether your challenge is a broken workflow, disconnected data, a failed implementation, or a process no standard platform can support, Hexagon can recommend and deliver the appropriate path.
CRM Workflow Review & Roadmap
Map lead sources, handoffs, SLAs, stages, customer touchpoints, reporting, and leakage. Receive a prioritized recommendation for what should be fixed first.
CRM Implementation
Configure the right platform around your process, permissions, data, reporting, and user-adoption plan instead of forcing teams into a generic template.
Custom CRM Development
Build the modules, portals, workflows, automation, and business logic that standard CRM platforms cannot support reliably.
CRM Integration
Connect websites, marketing, ERP or PMS platforms, accounting, support, communications, payments, documents, and analytics through secure APIs and governed data flows.
CRM Rescue & Modernization
Repair failed implementations, unreliable reporting, broken automation, poor usability, data-quality issues, and tool sprawl without replacing everything unnecessarily.
Ongoing CRM Optimization
Measure adoption, response time, data quality, workflow performance, and reporting reliability, then improve the system as your business evolves.
Proof in Practice: Orriant
A Long-Term Platform Partnership Connecting Wellness, CRM, Mobile, Scheduling, and AI
OR
Orriant
Chairman • UAE Business Leader
Technical Footprint
Custom Wellness Platforms
CRM and Survey Integrations
Mobile Applications
Scheduling APIs
AI-Platform APIs
Data Management
Reporting
Security
Client Context
Orriant is a corporate wellness provider supporting personalized coaching, health-risk assessments, chronic-disease programs, employee engagement, and employer reporting.
The Challenge
Orriant’s public case study describes disorganized data, manual data handling, slow onboarding, an outdated user experience, limited mobile access, weak communication tools, and data-security concerns. These issues made it harder to track progress, support clients promptly, and produce reliable reports.
What Hexagon Changed
Hexagon implemented structured data management and real-time analytics, automated onboarding, modernized the user experience, added mobile access, improved communication tools, and strengthened security. Orriant’s public testimonial also confirms that Hexagon built proprietary wellness platforms and mobile apps, integrated survey and CRM systems, and developed APIs for scheduling and AI platforms.
Operational Outcome
The result was a more connected operating environment for managing wellness programs, client interactions, onboarding, communication, reporting, and digital access. Orriant has worked with Hexagon since 2015 and describes Hexagon as its sole systems-development partner.
Recognized for Technology Innovation and Delivery Excellence
Hexagon IT Solutions has earned positive client ratings and recognition from independent technology and business publications for custom software development, digital transformation, innovation, and technology delivery.
4.9/5 Client Rating
DesignRush
Best Digital Transformation Consultancy
Corporate Vision · 2025 Winner
Innovation Excellence Awards
CIO Bulletin · 2024
Recognized in 2026 Technology Rankings
Software Development & IT Services
Founded in 2007, Hexagon combines U.S.-led discovery with global engineering and delivery capabilities to help organizations modernize operations through custom technology solutions.
From Workflow Discovery to Continuous Optimization
A successful CRM project is not only a software build. It is a controlled change to how teams capture information, assign ownership, communicate, make decisions, and measure performance.
1
Discovery & Workflow Mapping
Review current tools, lead sources, handoffs, SLAs, stages, customer touchpoints, reports, pain points, and success criteria.
2
Solution Path & Architecture
Choose Optimize, Integrate, Replace, or Build; define the data model, permissions, integrations, security, migration, and roadmap.
3
UX & Functional Design
Translate the workflow into screens, roles, forms, dashboards, notifications, approvals, and business rules before full development.
4
Configuration, Development & Integration
Configure the platform or build custom modules, portals, automation, APIs, and reporting components in phased releases.
5
Migration, QA & User Validation
Clean and map data, run test migrations, validate workflows, test permissions and integrations, and confirm readiness with real users.
6
Launch, Training & Optimization
Deploy with a cutover plan, train users, monitor adoption and data quality, and improve workflows as the business evolves.
One CRM. Connected to the Systems Your Business Already Uses
A CRM becomes operationally valuable when information can move reliably between the channels where work begins, the teams that own the next action, and the systems that complete the process. Hexagon designs the data flow, identity rules, permissions, synchronization, monitoring, and reporting required to create one dependable operating environment.
CRM CORE
Contacts and Accounts
Leads and Opportunities
Workflows
Tasks and SLAs
Documents
Roles and Permissions
INPUTS
- Website forms
- Email and calls
- Marketing campaigns
- Portals
- Sales
- Service teams
Connected Systems
ERP/PMS
Accounting
Payments
Marketing
Support
Storage
Calendar
Analytics
OUTPUTS
Dashboards
Alerts
Automated follow-ups
Synchronized records
Audit trail
Communications
Built for Secure Change, Not Just Launch Day
A successful CRM must protect business information, move data safely, clarify ownership, and support the people who will use it every day. Hexagon addresses these requirements during discovery and carries them through design, implementation, launch, and ongoing support.
Security by Design
Use secure authentication, role-based access, encrypted data transmission, audit logging, and least-privilege permissions based on the sensitivity of your data and hosting environment. Final controls are confirmed during discovery and solution design.
Migration with Validation
Plan migration around data assessment, field mapping, cleanup, deduplication, test migrations, record-count validation, attachment and activity handling, cutover, and post-migration checks to reduce disruption and data loss.
Clear Ownership & Handover
Your business data remains yours. Source-code ownership, licensing, hosting, repository access, documentation, credentials, and handover responsibilities are defined clearly in the proposal and project agreement before development begins.
Adoption & Ongoing Support
Design the CRM around real user roles, provide training and documentation, collect feedback during validation, monitor adoption after launch, and improve workflows, dashboards, automation, and integrations as the business changes.
How CRM Engagements Are Scoped
CRM projects are scoped around workflow complexity, users and permission models, integrations, data migration, reporting, security, and the delivery approach. After the free workflow review, Hexagon recommends the most appropriate path and provides a phased scope, timeline, and estimate.
Focused Optimization
Best for a capable CRM with broken workflows, reporting issues, adoption problems, or poor data quality.
Integration & Modernization
Best for a CRM that must connect with ERP, PMS, accounting, websites, portals, communication tools, payments, support, or analytics.
Implementation or Custom Build
Best for a new CRM program, a major replacement, or a workflow that standard platforms cannot support reliably.
Frequently asked questions and answers
How much does custom CRM development cost?How long does a CRM implementation take?Should we customize our current CRM or replace it?Can Hexagon integrate CRM with ERP, PMS, accounting, and marketing systems?How do you migrate CRM data without disrupting the business?Who owns the source code and data in a custom CRM? When should a company build a custom CRM instead of buying one?Reviewed by Daks J.
Founder & CEO, Hexagon IT Solutions
Daks leads business discovery and solution planning for CRM, custom software, integrations, automation, and digital-transformation projects.
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Certified and trusted across leading cloud, CRM, security, and enterprise technology ecosystems.
Stop Losing Time and Opportunities in Disconnected CRM Workflows
Meet directly with Hexagon’s CEO for a free 30-minute review of your current CRM, follow-up process, integrations, data flow, and reporting gaps. We will identify the highest-priority issues and discuss whether your best next step is to optimize, integrate, replace, or build.
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Free CRM workflow audit
Stop losing leads in messy systems.
We’ll review your CRM, follow-up process, integrations, and reporting gaps — then show the fastest fixes to convert more leads without adding more tools.
300+
Software projects delivered
37+
Enterprise apps built
150+
delivery team members
10+
countries served
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CRM-first software development, integrations, ERP workflows, APIs, and custom applications for growing teams.
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