CRM Consultants & Implementation Partners in Carmel, IN

Delivra is a Carmel, Indiana software company that provides an email and SMS marketing automation platform built for smaller marketing departments that handle large amounts of customer data. It is not a traditional CRM consultancy.

Instead, it sits next to a company's CRM, pulling in contact records and sending engagement data back, so buyers who want to turn CRM data into targeted campaigns may find it a good fit. Delivra belongs to the Redbrick group of companies and has been operating since 1999.

Who Delivra Serves

The platform is aimed at lean marketing groups that need advanced segmentation and automation but have limited staff or technical resources. Delivra pairs its software with hands-on help, which makes it relevant to organizations that want a vendor who stays involved after launch rather than a self-serve tool they have to figure out alone. Agencies and in-house marketers looking to run personalized, event-driven messaging programs make up its core audience.

CRM Integration and Data Capabilities

For buyers focused on CRM, the key feature is two-way data synchronization. Contact details and campaign activity move between Delivra and connected systems, and the company lists Salesforce, Shopify and Eventbrite among its supported connections.

Each contact gets a single profile that combines email and text message history, preferences and campaign responses, giving marketers one place to review engagement before planning their next send. Lead scoring, engagement scoring and behavioral analytics help teams rank prospects and pass better-qualified leads to sales.

• Bidirectional CRM syncing, including Salesforce
• Combined contact profiles across email and SMS
• Lead and engagement scoring
• Triggered journeys and multi-step automated campaigns
• Dynamic content that needs no coding, plus conditional web forms
• A/B and split testing, click heatmaps and custom reports
• A drag-and-drop editor, HTML editing and a visual workflow builder

How Delivra Works With Clients

Delivra puts a lot of weight on service. Clients get a dedicated account manager, a customer success manager who can help rework a sending strategy when results level off, and personalized one-on-one onboarding to get them up and running.

The company's creative team can also design a custom email template for a client's brand, which is useful for teams without in-house designers. Guides and other educational material round out the support, along with a newsletter written for email marketers. The company highlights its fast live response times as a key part of its customer success approach.

What Sets Delivra Apart

Delivra's platform can map out campaigns lasting days, weeks or months in one view across both email and text messaging, which lets marketers coordinate long nurture sequences fed by CRM data. The company stresses inbox deliverability, and the product is rated 4.5 out of 5 on both G2 and Capterra. New users can try it free for 14 days.

Buyers comparing implementation partners should note that Delivra is a software vendor offering onboarding and account support, not an independent consultancy that configures CRM systems themselves.

For organizations that already use a CRM such as Salesforce and want to activate that data through automated, personalized email and SMS outreach, the company brings more than two decades of experience from its Carmel base.

Overview

Leaf Software Solutions is a software consulting and development firm headquartered in Carmel, Indiana, on the north side of the Indianapolis metro area. The company has been in business since 1987. It works with organizations that need help planning, building, and improving the systems behind their daily operations.

For buyers evaluating CRM partners, Leaf's main relevant offering is Microsoft Dynamics 365. The firm pairs it with Power Platform development, data and reporting work, and financial system expertise so that customer-facing tools connect with the rest of the business.

CRM and Business Application Services

Leaf presents its Dynamics 365 practice as a way to unify customer relationship management with enterprise resource planning in a single cloud environment. The firm describes the platform's modules as covering sales, marketing, customer service, finance, operations, commerce, and HR. Its focus is on fitting the software to a client's existing processes rather than forcing those processes to match the tool. Related capabilities include:

• Dynamics 365 CRM implementation and custom configuration
• Power Platform apps and automation built alongside the CRM
• Data integration, data warehouse modernization, and Power BI reporting
• Embedding AI into CRM and ERP systems, including Dynamics 365 and Sage Intacct
• Conversational AI for sales and service teams, plus modeling of the revenue cycle from lead to cash
• Business process consulting

How Engagements Are Structured

Projects typically begin with Surestart, a defined discovery and planning stage. During this stage the client and Leaf agree on scope, platform choice, and measures of success before any build work starts. Implementation follows in phases with recurring review points, so clients see progress throughout instead of receiving everything at the end.

After launch, the Leaf as a Service offering provides continuing support, enhancements, and maintenance. More broadly, the company frames its method as a cycle: understanding the business, aligning on goals, designing the solution mix, building and testing with the client team, moving into production, and then refining over time.

Leaf emphasizes that it is not tied to a single vendor. Alongside Dynamics 365, it works with Sage Intacct and Martus Budgeting & Forecasting, and it supports and migrates Microsoft Dynamics GP environments. It also builds custom software and AI applications through its Leaf AI Studio. That breadth can suit organizations whose CRM project overlaps with accounting, budgeting, analytics, or bespoke application needs.

Background and Client Results

Leaf says it was founded on four principles: fairness, kindness, effectiveness, and significance. The firm highlights a stable, experienced workforce. Average tenure exceeds a decade, and close to half of staff have been with the company ten years or longer. Leaf has also been recognized as one of Indiana's top workplaces every year since 2012.

Client testimonials on its site include LINC Systems, whose business development leader credited Leaf's CRM work with unifying the company's marketing strategy and reshaping its sales operation. Electric Plus reported cutting payroll processing time roughly in half, and the IT vice president of Royal United Mortgage also recommended the firm.