CRM & Automation

Build a CRM That Works Your Way

A generic CRM slows you down. We tailor your system to match your unique business processes—so your team can move faster and close smarter.

• Our CRM Setup & Customization service helps you:

• Choose the right CRM platform (Zoho, HubSpot, Salesforce, etc.)

• Set up modules, workflows, and automation from day one

• Align your CRM with your sales, marketing, and support pipelines

What We Do:

• Full system setup and onboarding

• Custom module, field, and pipeline configuration

• User roles, access control, and team structure

• Integrate email, telephony, calendars, and web forms

Automate Lead Nurturing From Click to Close

Manually chasing leads? Automate the entire journey—from enquiry to onboarding—with smart, personalised workflows that work while you sleep.

Our Marketing Automation service helps you:

• Convert more leads with timely follow-ups

• Segment audiences based on behavior

• Trigger emails, SMS, and tasks automatically

What We Do:

• Set up email/SMS nurturing workflows

• Integrate with website forms and landing pages

• Lead scoring, tagging, and behavioural tracking

• Sync with CRM and marketing platforms (Zoho Campaigns, Mailchimp, etc.)

Connect Everything. Eliminate Silos.

Disconnected tools create messy workflows. We integrate your CRM with the platforms you already use—so your systems talk to each other.

Our Integration Services help you:

• Eliminate double-entry and manual errors

• Sync data across marketing, sales, support, and finance

• Build a seamless customer experience

Common Integrations:

• Connect your CRM with tools like Google Workspace, Outlook, Zoom, Xero, etc.

• API-based custom integrations

• Zapier/Make integration setup

• Real-time sync with forms, calendars, and landing pages

Fix, Clean, and Structure Your Customer Data

A CRM is only as good as the data it holds. Poor data leads to misinformed decisions and missed opportunities. We make sure your CRM data is reliable and actionable.

Our CRM Data Services ensure your data is:

• Accurate, clean, and complete

• Free from duplicates and outdated entries

• Properly segmented for campaigns and reporting

What We Do:

• Data migration from old systems or spreadsheets

• Deduplication and enrichment of records

• Standardisation of field formats and values

• Ongoing data health monitoring

Shorten Sales Cycles. Improve Conversions.

Your sales team should be selling, not updating spreadsheets. Automate repetitive tasks so they can focus on closing deals.

Our Sales Process Automation ensures:

• Lead handovers and follow-ups never fall through

• Reminders and tasks are generated automatically

• Proposals, quotes, and contracts are sent instantly

What We Do:

• Design sales workflows and deal stages

• Automate task assignments and pipeline movements

• Set up quote/contract templates and e-signature workflows

• Integrate with invoicing and finance systems

See the Full Picture. Make Smarter Decisions.

Gut feelings don’t scale. We turn your CRM data into dashboards and reports that show what’s working—and what’s not.

Our Reporting & Analytics service gives you:

• Clear visibility into your sales and marketing performance

• Real-time dashboards for KPIs and targets

• Insights to drive better decisions and ROI

What We Do:

• Build custom dashboards for your team and execs

• Automate weekly/monthly performance reports

• Create visualisations for pipelines, conversion rates, and campaigns

• Integrate with tools like Google Data Studio, Zoho Analytics, Power BI