Your Trusted Salesforce & AI Partner

Faster CRM. Smarter AI. Real results.

  • 70+

    Clients

  • 200+

    Projects Delivered

  • 50+

    Product Packages

Excellence You Can Trust Recognized, Rated, and Responsible

Winfomi is a trusted Salesforce consulting and implementation partner, helping businesses streamline operations, enhance customer experiences, and drive digital transformation. With a certified team of experts, we specialize in Salesforce migrations, custom development, AI-driven automation, integrations, and managed services. Our mission is to deliver scalable, industry-specific solutions that empower organizations to grow smarter and faster.

Our Services

End-to-End Salesforce, AI, and CRM Solutions All Under One Roof

Winfomi offers a comprehensive suite of services that empower businesses to innovate faster, scale smarter, and maximize ROI from their CRM, AI, and data platforms.

Salesforce Services

  • Migrate to SalesforceMigrate to Salesforce
  • Salesforce ConsultingSalesforce Consulting
  • Salesforce Core Product ImplementationSalesforce Core Product Implementation
  • Salesforce Industry Product ImplementationSalesforce Industry Product Implementation
  • Salesforce DevelopmentSalesforce Development
  • Salesforce IntegrationSalesforce Integration
  • Salesforce Managed ServicesSalesforce Managed Services
  • Salesforce Admin SupportSalesforce Admin Support
  • Salesforce Issue SupportSalesforce Issue Support
  • Hire a Salesforce ExpertHire a Salesforce Expert

Other CRM Services

  • HubSpot ServicesHubSpot Services
  • Zoho CRMZoho CRM
  • Slack IntegrationSlack Integration

App Development

  • AppExchange App DevelopmentAppExchange App Development
  • Web App DevelopmentWeb App Development
  • Mobile App DevelopmentMobile App Development

AI/ML Solutions

  • Agentic AIAgentic AI
  • ML servicesML services
  • Salesforce AI ImplementationSalesforce AI Implementation

Industry Expertise

We understand that every industry has unique challenges and goals. That’s why we offer tailored Salesforce solutions designed to meet the specific needs of your sector — ensuring faster adoption, smarter automation, and measurable results.

Software & Technology

Software & Technology

Accelerate innovation with scalable Salesforce solutions built for tech-driven growth.

Accounting, Finance & Legal Consulting

Accounting, Finance & Legal Consulting

Streamline client onboarding, case management, and compliance tracking with CRM automation.

Insurance

Insurance

Enhance policy management, claims processing, and customer service using powerful Salesforce tools.

Loan Services

Loan Services

Simplify loan origination, approval workflows, and borrower engagement with intelligent automation.

Real Estate

Real Estate

Manage properties, leads, and client relationships with tailored Salesforce integrations.

Healthcare

Healthcare

Optimize patient journeys, scheduling, and care coordination with HIPAA-compliant Salesforce setups.

Non-Profit

Non-Profit

Maximize donor engagement, fundraising campaigns, and impact reporting with Salesforce Nonprofit Cloud.

Education

Education

Drive student success with CRM tools for admissions, alumni engagement, and academic performance tracking.

Manufacturing

Manufacturing

Digitize operations, monitor supply chains, and manage partner relationships more efficiently.

Retail

Retail

Deliver personalized customer experiences and unify in-store and digital sales channels with Salesforce.

Custom Industry Solutions

Not seeing your industry listed? We’ve got you covered.

Salesforce AppExchange Verified Reviews

We’re proud to be a trusted Salesforce Consulting Partner with a track record of successful implementations, 5-star service, and long-term client relationships.

Our Step-by-Step Process

  • Discovery & Consultation

    Discovery & Consultation

    We understand your goals and define the project scope.

  • Strategy & Planning

    Strategy & Planning

    We create a tailored Salesforce roadmap with clear timelines.

  • Design & Development

    Design & Development

    Our team customizes Salesforce to meet your specific needs.

  • Testing & QA

    Testing & QA

    We ensure everything works smoothly before going live.

  • Training & Support

    Training & Support

    We guide your team through training and adoption.

  • Launch & Go-Live

    Launch & Go-Live

    We deploy your solution and ensure a smooth transition.

  • Ongoing Support

    Ongoing Support

    We optimize and support the system to maximize ROI.

Welcome Let's get started.

Get in touch to speak to an expert, request an assessment, or demo our Salesforce solutions.