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Cymetrix Software

Salesforce and AI consulting with 155+ certified experts and AgentForce specialization

About

With a team of 155+ Salesforce-certified consultants and AgentForce expertise, Cymetrix Software delivers CRM transformation and AI automation for organizations across financial services, healthcare, manufacturing, and nonprofit sectors. The company has completed over 70 implementations for global brands including IQVIA, Tata Steel, Viatris Pharma, and GE Money. Their 4.9 out of 5.0 Clutch rating reflects their ability to handle complex enterprise requirements while maintaining strong client relationships. Cymetrix Software's service portfolio spans the full Salesforce ecosystem, including Sales Cloud, Service Cloud, Marketing Cloud, Commerce Cloud, Pardot, Data Cloud, and Tableau. The team specializes in AgentForce consulting, building AI-driven customer interactions and workflow automation that extend Salesforce capabilities. Beyond CRM, they provide advanced analytics, data science, and marketing automation services that help clients optimize customer journeys and campaign performance through predictive intelligence. Operating from headquarters in San Francisco with a team of 50 to 75 people, Cymetrix Software maintains client engagement hubs across the United States, United Kingdom, Poland, and Japan, with offshore development centers in Mumbai. This geographic footprint allows them to serve midmarket companies, small businesses, and enterprise clients with flexible nearshore and offshore delivery models. The company works with clients ranging from under $10 million to over $1 billion in revenue, adapting their approach to match organizational scale and complexity.