Your Trusted Salesforce Consultant in Philippines

Helping businesses unlock growth by building simple, impactful, and customer-focused Salesforce CRM solutions.

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Your Trusted Salesforce Consulting Company in Philippines

Driving Growth with the Right Salesforce Partner

At CodM Software, we help businesses uncover the real power of Salesforce with solutions that are built for scalability, efficiency and real business impact. As a trusted Salesforce consultant in Philippines, we deliver CRM strategies and Salesforce solutions that simplify business operations, improve customer experiences and drive digital transformation.

Why businesses prefer CodM Software:

  • Local Experience:- We understand Philippine business workflows, regulations, and customer expectations.
  • Certified Team:- Our experts bring industry knowledge and Salesforce-certified skills to every project.
  • Custom-Built Solutions:- We design CRM systems that align with your business and not the other way around.
  • Scalable & Reliable Delivery:- Whether you’re a startup or a big enterprise, we deliver solutions built to grow with you.

Happy Clients

Certified Experts

Years Experience

Project Completed

What We Offer

Our Salesforce Consulting Services

Salesforce Implementation

We set up Salesforce with clean processes, industry-aligned configurations, and smooth user adoption.

Custom Development

From Apex to Lightning components, we customize and modify Salesforce to match your operations perfectly.

System Integrations

We connect Salesforce with ERPs, marketing platforms, finance tools and third-party applications.

Support & Admin Services

Your org stays optimized with continuous updates, monitoring, issue resolution and enhancements.

Salesforce Strategy & Optimization

We analyze your current system, identify gaps, and create a roadmap that improves efficiency and ROI.

Industry-Centric Implementations

Whether insurance, BFSI, retail or real estate, we build solutions that match every industry’s needs

Corporate Business Partner

Your Partner in Smarter, Faster, Next-Gen Growth

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Why Businesses Choose Us

At CodM Software, we focus on creating solutions that support how your business works. Our approach is a blend of technical expertise and strong understanding of real-world operations. We believe in long-term partnerships, consistent and meaningful communication and delivering solutions that actually make your everyday processes easier. Here’s why companies choose to work with us:

  • Certified Salesforce Experts:- Our Salesforce certified developers bring years of hands-on experience across multiple Salesforce clouds.
  • Solutions Tailored to You:- We design custom workflows that reflect your business reality and fit perfectly with your requirements and not just generic templates.
  • Faster & Cost-Efficient Delivery:- Our delivery model reduces timelines, ensures transparency and keeps solutions scalable.
  • Onshore & Offshore Flexibility:- We balance speed, quality and cost with work models tailored to your requirements.
  • Strong Presence in Philippines:- We support businesses locally with region-focused solutions and market understanding.
  • Long-Term Partnership Approach:- We don’t just deliver Salesforce solutions to businesses, we stay with you to grow, optimize and innovate together.

Industries and Businesses We Empower

Salesforce is a powerful platform, but every industry uses it differently. That’s why we bring domain-focused knowledge to build solutions that fit your business environment. Whether you’re in finance, retail or education, we understand the processes, challenges and customer expectations that shape your operations. Our team ensures Salesforce works smoothly across all industries we serve.

  • Startups & Growing SMEs:- We help fast-growing businesses set up Salesforce in a simple, scalable and cost-effective way.
  • Enterprises:- We build robust CRM ecosystems that support complex workflows and large-scale operations.
  • Insurance, Finance & BFS:-We streamline policy, claims, lending and client servicing processes for higher efficiency.
  • Real Estate & Property Businesses:- We enable teams to manage leads, inventory, bookings and customer cycles with ease.
  • Retail & E-commerce:-We unify customer data, marketing and service touchpoints for better customer engagement.
  • Education & Training Institutions:-We implement portals, enrollment journeys, and stakeholder communication tools all in one place to simplify the process and make it more engaging.

Transforming Businesses With Salesforce Solutions

Today’s businesses require more than just a basic CRM setup for their operations, they need technology that boosts growth. At CodM Software, we bring advanced Salesforce capabilities, intelligent automation and future-ready solutions that strengthen your overall operations. Our main focus is always on building smart and scalable systems that improve performance and deliver higher impact.

  • AI-Driven Insights You can get predictive analytics and smarter decision-making with Salesforce Einstein for sales, service and overall operations.
  • Advanced AutomationYou can reduce manual work with advanced flows, triggers and automated workflows that are tailored specifically to your processes.
  • System Integration You can connect Salesforce with ERPs, apps, portals and third-party tools for a unified business ecosystem.
  • Custom App DevelopmentBuild Lightning apps and components that are designed around your unique operations and user workflows.
  • Data Migration ExpertiseYou can move all your data securely and accurately from traditional legacy systems into Salesforce with zero disruption.
  • Optimized User ExperienceSalesforce provides you with clean layouts, intuitive journeys and personalized interfaces that make your daily tasks effortless for your team.

What You Gain With CodM Software

Our goal is not just to implement Salesforce in your system, it’s to help you run your business more smoothly and better. Whether it's boosting team productivity or improving customer experiences, our solutions create measurable improvements. We design systems that help you work faster, collaborate better and make smarter decisions with real-time insights.

  • Automated Workflows:-We eliminate repetitive and time-consuming tasks so your teams can focus on sales, service and overall performance.
  • Seamless Team Collaboration:-Updated data and automated processes help teams communicate and work better.
  • Faster Customer Response:-Your service teams can resolve customer queries quicker and more accurately with the smarter service tools.
  • Accurate Business Insights:-With Salesforce you can create dashboards and reports to help leaders take informed, data-backed decisions.
  • Higher Revenue Opportunities:-With better lead tracking, quicker follow-ups and guided selling tools, your team can close more deals, which can improve both conversions and retention.
  • Improved Customer Experience:-With Salesforce you can provide personalized, consistent, and meaningful interactions to all your clients and customers across every touchpoint.

Who We Are

About CodM Software

Your Trusted Salesforce Ridge Consulting Partner

CodM Software is a trusted Salesforce Ridge Consulting Partner delivering tailored CRM and cloud solutions to it’s clients globally since 2021. With a certified team of Salesforce architects, developers and consultants, we specialize in Financial Services Cloud, OmniStudio, and Data Cloud implementations.

Our mission is to help organizations modernize operations, enhance customer engagement and achieve measurable business impact through scalable Salesforce solutions.

Why Choose CodM

  • Salesforce Ridge Consulting Partner (2025)
  • Expertise in Financial Services Cloud & OmniStudio
  • Experienced offshore delivery and consulting team
  • Trusted by clients across Banking, Insurance, and Fintech

Key Values and Vision

  • Innovation
  • Scalable Solutions
  • On-Time Delivery
  • Security
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Mission Statement

Providing best Salesforce Solutions to the industries and to boost the business growth of our clients.

Services

Customized solutions crafted to meet industry-specific needs

Financial Services Cloud

Leveraging FSC to provide a 360 degree view of clients by integrating data and automating processes to deliver smarter services.

Agentforce & AI

Enhancing customer support using Agentforce & AI, real-time data, faster automation, and smarter service

Education Cloud

A platform for everything you need from streamlined operations to enhanced student engagement with the education cloud.

Salesforce Customer 360

Helping businesses deliver the seamless, personalized solutions with Salesforce Customer 360 degree.

Industries Services

Accelerate growth using the industry cloud - tailored solutions and integration build for your unique requirements.

Banking Services

Helping banks to enhance their customer relationship and streamline processes using Salesforce Banking Service.

Turning Vision Into Reality

Turning innovative ideas into real outcomes through a result-driven approach. We focus on understanding your goals, crafting tailored solutions and delivering measurable success at every stage.

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1

Analysis & Planning

Understanding your requirements, analyzing and documenting all requirements to define the project scope, timelines, resources and risk assessments for seamless execution.

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2

Design

We create a structured system blueprint with built-in UI/UX and database design to ensure a seamless user experience and smooth development flow.

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3

Development & Testing

Writing efficient, scalable code to build robust solutions, followed by rigorous testing to ensure quality, performance, and reliability.

4

Deployment & Maintenance

We deliver a seamless deployment followed by continuous monitoring, updates, and post-deployment support to keep your system optimized and running flawlessly.

Banking

Working with CodM changed our customer interactions through a customized CRM solution that improved our processes and boosted efficiency. Their expertise and innovative approach exceeded our expectations and drove measurable growth.

Finance

CodM’s CRM solution centralized our data, enabling faster, more personalized support and higher satisfaction rate. They’ve been a true partner in our journey toward service excellence.

Manufacturing

Thanks to CodM, our marketing efforts skyrocketed. The personalized CRM solution enhanced our targeting, resulting in higher conversion rates. Smooth transition, user-friendly interface—our marketing team is now more agile than ever.

Healthcare

CodM has given our company a strategic boost. Customized solutions improved our workflows and supply chain management. Valuable insights for better decision making. Their understanding of our business needs sets them apart.

Contact

Let’s Connect and Collaborate

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Address

Supertech Astralis, Plot No.1, Sector 94, Noida, Uttar Pradesh, 201301

Call Us

+91 9871717425

Email Us

sales@codmsoftware.com

Frequently Asked Questions

A Salesforce consulting company helps you set up the platform in a way that fits your business goals, not just the default system. We ensure your CRM is optimized, scalable and designed to support the long-term growth of your business. The Salesforce system saves your time, reduces errors and improves ROI from day one.

CodM Software focuses on delivering solutions that are built specifically for your business needs, not a generic setup. With certified experts and deep industry knowledge, we partner with you beyond implementation, we continuously improve, support and scale your Salesforce environment. Our approach is personal, collaborative and result-driven.

Yes, we provide complete post-implementation support, including admin services, troubleshooting, modifications and regular Salesforce release updates. Our team ensures your system stays stable, secure and aligned with evolving business needs.

Absolutely. We work with clients across the US, Europe, Middle East and Asia-Pacific Region using flexible onshore, offshore and hybrid delivery models. This allows us to provide fast, cost-efficient and high-quality support regardless of location.

Implementation timelines depend on the project’s complexity, integrations and customization needs. Most projects take anywhere from a few weeks for simpler setups to a few months for enterprise-level builds. We provide a clear roadmap and timeline during the planning stage so expectations are always aligned.

We specialize in insurance, financial services, banks, real estate, retail and education sectors. Our experience helps us design industry-specific workflows that solve real challenges and improve customer engagement. Whether you're a startup or an enterprise, we tailor Salesforce to your operational needs.