Your
CRM,
Data, &
AI
Functional as "One" Stack
We deliver integrated, adopted, and maintained solutions.
Our Customers
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![Automobili Pininfarina 🇩🇪]()
Automobili Pininfarina 🇩🇪
Automobili Pininfarina is a luxury electric vehicle manufacturer headquartered in Munich, Germany. It was founded in 2018 by Mahindra & Mahindra.
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![Souq.com (Amazon UAE) 🇦🇪]()
Souq.com (Amazon UAE) 🇦🇪
Amazon UAE, formerly Souq.com, is an e-commerce platform offering a diverse range of products to consumers in the Middle East.
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![greekhouse.org 🇺🇸]()
greekhouse.org 🇺🇸
Greek House specializes in custom apparel and merchandise production for fraternities, sororities, and other organizations.
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![Heymarket]()
Heymarket 🇺🇸
Heymarket.com provides business texting services to streamline customer interactions and internal communication. Founded by ex-Salesforce, Manymoon cofounder Manav Monga.
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![Screensteps.com 🇺🇸]()
Screensteps.com 🇺🇸
ScreenSteps is a knowledge management platform that allows businesses to create, organize, and distribute interactive guides and procedural content for improved customer support and employee training.
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![Accounting Seed]()
Accounting Seed 🇺🇸
Accounting Seed is a comprehensive accounting software platform integrated with Salesforce for streamlined financial management and operations.
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![wirewheel.io]()
Wirewheel 🇺🇸
WireWheel is a software-as-a-service (SaaS) company that provides data privacy compliance and protection solutions, helping businesses manage and safeguard personal data in accordance with global regulations.
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![Fulcrum Works (Talent Management)]()
Fulcrum Works 🇺🇸
Fulcrum is a strategic collaboration platform that helps teams connect strategy directly to execution. It allows teams to capture, iterate, and activate their plan at the speed of business.
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![Hotel Ninjas - acquired by Booking.com 🇳🇱]()
Hotel Ninjas (Booking.com) 🇳🇱
Hotel Ninjas - acquired by Booking.com now, is a Salesforce-based property management system that provides integrated solutions for hotel management, reservations, and customer relationship management.
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![Jackson River]()
Jackson River 🇺🇸
Jackson River LLC is a technology and strategy firm that provides digital solutions, primarily for non-profit organizations, to enhance their online fundraising, advocacy, email marketing, and CRM efforts.
WHO WE WORK WITH
Whether you're building a market-leading CRM platform or making the future with AI and data, our consulting services provide the expertise to make it reliable, scalable, and impactful.
Proven Expertise. Trusted Partnerships.
We invest heavily in actively maintaining our certifications so we can deliver top-tier results for your projects.
Since 2013
Partner
Implementation Expert
Administrator
Data Architect
Implementation Expert
Partner
Automation
Level 2
Pro 3
Our Innovation Portfolio
Built Around Real Use Cases
LUMI - Conversational AI Agent
A voice-based AI agent that understands customer intent and performs real-time support actions.
CRM-Driven Personalized Videos
AI avatars with human-like voice and expression that use CRM data and create personalized videos in seconds.
AI Consulting & Agent Development Services
From AI strategy to production-ready agents, we help you build intelligent solutions that transform how your business operates.
AI Consultation Services
Most AI projects fail before they start: wrong use case, no data readiness, no measurable outcome. We assess your workflows first, then build a roadmap scoped to what your team can realistically ship. No hype decks, just a plan you can execute.
Explore AI Consulting ServicesMost AI projects fail before they start: wrong use case, no data readiness, no measurable outcome. We assess your workflows first, then build a roadmap scoped to what your team can realistically ship. No hype decks, just a plan you can execute.
Explore AI Consulting ServicesAI Automation
Automation that just moves data around isn't automation; it's plumbing. We build AI-driven workflows across CRM, support, and ops that make decisions and take action, cutting manual work without adding a new tool your team has to babysit.
Explore AI AutomationAutomation that just moves data around isn't automation; it's plumbing. We build AI-driven workflows across CRM, support, and ops that make decisions and take action, cutting manual work without adding a new tool your team has to babysit.
Explore AI AutomationAI Agent Development
Templated chatbots break the moment a conversation gets complex. We build custom agents trained on your data and your business logic, designed to handle real edge cases, not just the happy path in a demo.
Explore AI Agent Development ServicesTemplated chatbots break the moment a conversation gets complex. We build custom agents trained on your data and your business logic, designed to handle real edge cases, not just the happy path in a demo.
Explore AI Agent Development ServicesAI Voice Agent
Voice agents fail when they can't tell intent from noise. Ours understand context, hold a real conversation, and take action in your systems in real time, not just read a script back to the caller.
Explore AI Voice Agent Development ServicesVoice agents fail when they can't tell intent from noise. Ours understand context, hold a real conversation, and take action in your systems in real time, not just read a script back to the caller.
Explore AI Voice Agent Development ServicesHire AI Engineers
Plenty of people have touched an LLM API. Fewer have shipped AI into production and kept it running. Bring in engineers with real deployment history, not portfolio projects, to build alongside your team or lead the build outright.
Explore MorePlenty of people have touched an LLM API. Fewer have shipped AI into production and kept it running. Bring in engineers with real deployment history, not portfolio projects, to build alongside your team or lead the build outright.
Explore MoreGenerative AI Development
From an AI feature bolted onto an existing product to a generative AI system built from scratch, we handle the model selection, the fine-tuning, and the parts that break in production that nobody mentions in the pitch.
Explore MoreFrom an AI feature bolted onto an existing product to a generative AI system built from scratch, we handle the model selection, the fine-tuning, and the parts that break in production that nobody mentions in the pitch.
Explore MorePartnership Models That Pivot With Your Business
Choose an engagement model that fits your goals: deliver, manage, or transition.
Build & Deliver
End-to-end project delivery covering implementation, integrations, data, and AI with measurable outcomes.
Operate & Maintain
Maintain and run your CRM, apps, or business systems efficiently with ongoing support and care through our managed services.
Build–Operate–Transfer
Build, operate, and transfer teams or processes, enabling your organization to run them independently.
Our Product Suite
Strategic products that extend your team's capabilities and drive tangible operational efficiency.
LLM, RAG & Enterprise AI Solutions
Build context-aware AI applications powered by LLMs and RAG to deliver relevant, reliable, and business-specific results.
MCP Development
Your agents are only as useful as what they can reach. We build Model Context Protocol integrations that connect agents to your actual tools and data sources, so "the agent can do that" is true, not aspirational.
RAG Services
An LLM without your data is just guessing confidently. We build retrieval systems that ground responses in your actual documents, records, and knowledge base, so answers are accurate and traceable, not hallucinated.
LLM Development Services
Off-the-shelf model behavior rarely matches a real business need out of the box. We fine-tune, prompt-engineer, and evaluate LLM systems built around your specific use case, then keep testing after launch.
AI Integration
An AI feature that lives in isolation from your CRM and data stack is a demo, not a solution. We wire AI into the systems you already run, so it works with your existing stack instead of forcing you to rebuild around it.
Our Open Source Contributions
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![LREngine (Salesforce Lookup Rollup Summaries)]()
This library contains one single class called "LREngine" i.e. "L"ookup "R"ollup Engine, which: Performs rollup on multiple such fields in a single aggregate SOQL query. Allows easy addition/removal of new.
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![Tolerado: Java Client Wrappers for Salesforce SOAP web services]()
It's a SOAP + Java + Salesforce integration framework to support transparent retrying of recoverable exceptions instead of failing hard, and caching of session IDs to save API calls. It's pretty popular.
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![ESAPI (Salesforce open source security library)]()
This is an Apex-based lib from the Salesforce team for enforcing security, especially in AppExchange apps. We contributed to some key enhancements in this lib and actively advocate using it.
Salesforce Implementation for Expert Eco
Client Challenge
Expert Eco faced missed growth opportunities and poor tracking of product changes, limiting operational efficiency and expansion.
Our Implementation Process
We assessed their processes, identified key gaps, and created a strategic Salesforce implementation roadmap.
Technology Solutions Delivered
A custom Salesforce platform with digital twins technology, IoT integration, and collaboration tools tailored to their operations.
Implementation Results
Streamlined workflows, real-time asset monitoring, and new revenue opportunities that strengthened their market position.
“Concretio has done an outstanding job in helping us build the Companies House app on AppExchange. The quality of their deliverables is exceptional, and their team is diligent and hardworking. Would highly recommend them again.”
Anup Jadhav (Salesforce MVP)
Ready to make your stack work as one?
Whether you need a custom Salesforce implementation, a robust data pipeline, or an AI agent to transform your customer experience, our experts are ready to help.
