CRM setup and automation
Zoho built around how your deals actually work, with ownership from the moment an enquiry lands.
Our process
Built around how your business actually sells, not around a vendor demo.
Discovery
Map how your team sells today.
Data migration
Clean and migrate existing data.
Pipeline configuration
Build stages around your real process.
Routing and SLA
Assign owners and set deadlines.
Automation
Follow-up sequences and workflows.
Training and adoption
Get the team using it.
What is included
Implementation and migration
Setup, data migration, deduplication and field hygiene. Bringing across a mess produces a more expensive mess.
Routing
Enquiries assigned by product line, territory or value the moment they arrive, so nothing sits in a shared queue everyone assumes someone else is watching.
Response deadlines
An SLA with real escalation behind it. If an enquiry is untouched past the threshold it moves and someone is told.
Follow-up automation
Sequences for the long cycle, so enquiries that are not ready now are not simply forgotten.
Integrations
Custom API work connecting CRM to website, telephony, WhatsApp, ERP and accounts. Written as versioned code and documented.
Adoption
Training and process work with the sales team. If they will not use it, the configuration does not matter.
Want to know if this is the right starting point? Tell us what is not working and we will say whether this is where we would begin, or somewhere else.
Ask usProblems we have solved
Described by the problem rather than by the client.
A CRM the sales team had abandoned
What we found
Configured to a standard pipeline that did not match how the company sold. Actual deal information lived in spreadsheets and personal WhatsApp.
What we built
Rebuilt the stages around the real quotation and approval process, cut the required fields to what sales genuinely needs, and automated the data entry that could be automated.
What changed
The system started reflecting reality, which made reporting worth reading.
Enquiries with no owner
What we found
New enquiries landed in a shared queue. Everyone could see them and nobody was responsible, so some were worked twice and others not at all.
What we built
Routing by product line and territory with an owner assigned on arrival, plus escalation when nothing happens.
What changed
Every enquiry had a name against it within seconds of arriving.
Often runs with
Talk to us about CRM setup and automation
Thirty minutes, no deck. If this is not what you need we will say so.