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We Translate Your Business Needs Into a Successful CRM Solution

We excel at understanding your business and translating your needs and processes into a successful CRM solution that your users will use & love and bring your business processes to life.

Your Journey to a Successful CRM System Starts Here

For Users

CRM your users will use

We help guide your Creatio or Infor CRM implementation to create a system your users will use, a helpful tool for their jobs

For Management

CRM managers will love

We help you create a Creatio or Infor CRM system that provides management with information to run their departments

For the Enterprise

CRM to grow your sales

We help you create a Creatio or Infor CRM system that allows your company to increase sales and achieve new growth

What are people saying about Customer FX?

See what our customers say about working with Customer FX

“I just want to say a huge THANK YOU to you & the entire Customer FX team. Your group is so responsive to our questions…it’s really great working with all of you!”

Mary Beth Gillies

Great Lakes Dental Technologies

“I am always amazed that you take our crazy ideas and make them happen!! It is honestly magical.”

Mindy Tison,

Client Services Manager, Air Planning, LLC

“…thank you again for all of your help, you are truly fantastic!”

Nikki Wilson

Marketing Director, Carson Dellosa Education

We really appreciate all of your team’s help and have been very pleased with our experience. I think everyone on our team would echo that we believe we made the right decision in partnering with Customer FX.”

Danielle Vander Ploeg

Marketing Manager, Northern Factory Sales

“You all have made working with CRM much, much easier. The professionalism and experience at Customer FX cannot be overstated.”

Robert Coleman

Business Analyst, Orchard Software

“Customer FX is the best and most talented CRM partner and have years of experience”

Dick Wooden

President, Success with CRM

“I really like how you work together to make things happen. Very refreshing.”

John Clifford

IT Manager, Roth Living

“All I can say is WOW. Thank you for finding a way”

Jill Merchant

Pacific Rim Capital

“You guys are a breath of fresh air to work with”

Vickie Underwood

Marketing Coordinator, Catalyst Corporate Federal Credit Union

“Thank you for helping us out, you’ve been great to work with!”

Johnathan Zamora

Central Arizona Supply

I’ve been using a tool you optimized and it is SOOO much better to use now. It is the perfect reminder of all the ways you have helped us. Thank you for all you do!”

JJ Anderson

All-American Publishing

“Appreciate all you do and enjoy working with the whole team. Everyone is extremely helpful!!”

Jennifer Wood

Operations Manager, Pak-Tec, Inc.

“Thank you, YOU GUYS ROCK!”

Xena Olson

Programmer/Analyst, Organic Valley

“You guys are amazing”

Jonathan Dixon

Application Analyst, Radiology Oncology

We Implement Successful Creatio and Infor CRM Systems

View more information about some best of breed choices for your CRM system. If your just starting your search for a new CRM system, contact us and we'd be happy to help guide you to the best system for your needs

Contact Customer FX for your next project

Contact us to discuss your Creatio or Infor CRM SLX project so our team of experts can help make it a success

Latest Articles

Infor CRM Sync for Exchange: Action Required by August 31, 2026

Using Infor CRM Sync for Exchange with Microsoft 365? Your Exchange administrator must update tenant settings by August 31, 2026 to prevent sync disruption.

[Webinar] What’s Coming Next for Infor CRM SLX and Why v10 Matters

See what’s coming next for Infor CRM SLX, including new marketing workflows, automation improvements, and reasons to consider upgrading to v10.

Disable Caching in Infor CRM SLX Web Client

In the rare case caching is causing issues in the Infor CRM SLX web client, it is possible to disable specific types of caching by making edits using Application Architect, and then deploying.

AI Readiness Checklist for CRM Teams: Is Your CRM System Ready for AI?

Before using AI in Creatio, make sure your CRM data, users, processes, and automation foundation are ready. Use this practical AI readiness checklist for CRM teams.

Build Your Creatio AI Skills with the 2026 AI Summer Program

Join Creatio’s free 2026 AI Summer Program to learn how to identify, build, deploy, and manage AI agents.

Exploring AI Options for Infor CRM v10

I've started taking a closer look at the AI capabilities built into Infor CRM v10. Over the next several posts, I'll share what I learn. From the built-in features and supported AI providers to implementation considerations, costs, and practical use cases.

Creatio 10x Is Coming: Join the Webinar to Explore the Future of AI-Native CRM

Learn what's new in Creatio 10x and how AI-native CRM, agentic AI, and no-code automation are shaping the future of customer relationship management. Join the upcoming webinar and discover what's next.

Infor CRM SLX 10.0: Delegate Ownership Changes for “Everyone” Records

Learn how the new EveryoneOwnerAssignment secured action in Infor CRM SLX 10.0 allows designated users to change ownership of Everyone-owned records without requiring Administrator access.

Latest Videos