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Folio3 CRM

Verified
Founded
2005
Team size
250-999
Hourly rate
Not revealed
Projects a year
A solid batch of around 200 projects a year
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About Folio3 CRM

Folio3 CRM is a customer relationship management consulting and software services provider with an office in San Mateo, California, United States. It helps organizations assess, implement, customize, integrate, and maintain CRM systems. Its services include CRM consulting, enterprise CRM implementation, custom CRM development, data consolidation, CRM migration, system integration, and IT staff augmentation. Its listed industry areas include automotive, e-commerce, healthcare, financial services, and real estate. The company serves enterprise organizations as well as mid-market businesses and smaller partnerships.

Its technology focus includes CRM and sales enablement, artificial intelligence, e-commerce platforms, and business application integration. Listed platforms include Salesforce-related solutions, Magento, Shopify, WooCommerce, BigCommerce, NetSuite SuiteCommerce, Oracle Commerce, and Heroku. Its services can cover workflow automation, custom reports and dashboards, data migration, API development, and connections between CRM, ERP, marketing, and commerce systems. The company also provides support for Agentforce and ongoing CRM maintenance. Folio3 CRM suits enterprise CRM implementations, system migrations, sales process customization, application integrations, customer data consolidation, and long-term CRM development projects.

At a glance

Founder
Adnan Lawai founded Folio3 CRM
Average project cost
Every project is individual, therefore a custom approach and offer is made for each client.
Company values
What we commit we will deliver

Services

Focuses and technologies

  • AI Strategy
  • CRM & sales enablement
  • eCommerce
  • Big Commerce
  • Magento
  • NetSuite SuiteCommerce
  • Oracle Ecommerce
  • Shopify
  • WooCommerce
  • BigCommerce
  • AI Deployment
  • Heroku
  • AI Security Management
  • AI Maturation
  • Claude
  • DeepSeek
  • Gemini
  • Gemma
  • Grok
  • Perplexity
  • GPT
  • Salesforce.com
  • .NET
  • Django
  • Wix
  • Tableau
  • Hubspot
  • Microsoft Dynamics CRM
  • NetSuite CRM
  • Oracle CRM

Client focus

  • Enterprise (>$10M)60%
  • Mid-market ($1M - $10M)30%
  • General partnership ($200k - $500k)10%

Industry focus

  • Automotive40%
  • eCommerce20%
  • Health Care & Medical20%
  • Financial services10%
  • Real estate10%

Locations

Headquarters 6701 Koll Center Parkway, #250 Pleasanton, California 94065, United States