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 Salesforce
Salesforce Consulting
Salesforce Core Product Implementation
Salesforce Industry Product Implementation
Salesforce Development
Salesforce Integration
Salesforce Managed Services
Salesforce Admin Support
Salesforce Issue Support
Hire a Salesforce Expert

Other CRM Services

HubSpot Services
Zoho CRM
Slack Integration

App Development

AppExchange App Development
Web App Development
Mobile App Development

AI/ML Solutions

Agentic AI
ML services
Salesforce 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

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

Accounting, Finance & Legal Consulting

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

Insurance

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

Loan Services

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

Real Estate

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

Healthcare

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

Non-Profit

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

Education

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

Manufacturing

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

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
We understand your goals and define the project scope.
Strategy & Planning
We create a tailored Salesforce roadmap with clear timelines.
Design & Development
Our team customizes Salesforce to meet your specific needs.
Testing & QA
We ensure everything works smoothly before going live.
Training & Support
We guide your team through training and adoption.
Launch & Go-Live
We deploy your solution and ensure a smooth transition.
Ongoing Support
We optimize and support the system to maximize ROI.