Platform Expertise

We specialise in the three dominant CRM platforms serving small and medium-sized businesses: HubSpot (marketing automation and inbound focus), Zoho (cost-effective and highly customisable), and Salesforce (enterprise-grade with extensive ecosystem). Our certified specialists design, implement, and optimise these platforms to match your exact sales, marketing, and service processes.

Complete Implementation Services

• Pipeline Design: Custom sales stages, deal properties, probability weighting, and forecasting configuration
• Workflow Automation: Lead routing, task creation, email sequences, notifications, and approval processes
• User Permissions: Role-based access control, team hierarchies, and data visibility rules
• Data Migration: Clean extraction, transformation, deduplication, and import from legacy systems
• Dashboard Creation: Executive dashboards, team performance views, and custom reporting
• Integration Setup: Connecting email, calendar, marketing tools, accounting systems, and other applications

Ongoing Management

CRMs require continuous attention to remain effective. Our ongoing management services include user training and support, data hygiene and deduplication, workflow optimisation based on usage patterns, new integration setup as your stack evolves, custom report creation, and troubleshooting technical issues.