Process-Driven Test Design
We map every workflow stage, deviation, and exception before a single test is written — ensuring nothing falls through the cracks, especially in heavily customised deployments.
CRM Quality Assurance
Ensuring Reliable CRM Transformation for Modern Banks
CRM platforms sit at the heart of customer acquisition, onboarding, servicing, and relationship management. When these systems fail, the impact is immediate — broken workflows, delayed onboarding, operational disruption, and poor customer experience.
18+Number Of Clients
7+CRM Platforms
80K+Number Of Test Cases
20+Number Of Projects
CRM Platforms We've Tested
Deep expertise across the platforms banks actually run.
Yethi has delivered CRM testing programmes across the platforms most widely deployed by banks and financial institutions worldwide.
Our Testing Approach
Domain-led testing for complex CRM ecosystems.
CRM programmes in banking are complex, multi-phase, and heavily integrated. Our approach is designed to catch failures before they become operational disruptions. Yethi delivers CRM testing across all your challenges and integration dependencies — customer lifecycle and workflow coverage, functional, integration, API, and data consistency and validation capabilities, and omnichannel and cross-platform testing expertise.
Regression Testing
CRM rollouts often happen in phases. We run targeted regression cycles before and after each phase to catch impact on previously tested features — a discipline that protects the integrity of the entire system.
Automation-Powered Coverage
Where manual testing reaches its limits, our automation platform Tenjin steps in — enabling rapid re-execution across builds and reducing residual defect rates.
Enterprise Workflow Assurance
We validate CRM systems not only for functionality, but also for operational readiness — ensuring customer journeys, internal workflows, integrations, and servicing processes function seamlessly under real-world banking conditions.
Customer Success Story
Multi-phase CRM transformation with CRMNext.
A leading private sector bank implemented CRMNext as part of a multi-phase CRM transformation programme spanning both asset and liability product lines.
Yethi implemented a process-driven testing strategy with detailed workflow mapping, phased regression validation, and automation-assisted execution.
Stable, validated CRM workflows across asset and liability lines — delivered on schedule with full regression coverage across every phase of the programme.
Ready to Validate Your CRM Transformation?
Whether you are implementing a new CRM platform, modernising customer workflows, or scaling phased rollouts, Yethi helps ensure your CRM transformation is stable, scalable, and production-ready.