CRM implementation & integration
A CRM that your sales team keeps up to date.
CRM set-up, lead capture, automation and integrations, designed around how your team sells.
Why teams call us
Problems this solves
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01
Leads lost between channels
Enquiries from web, WhatsApp and calls tracked in different places.
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02
A CRM nobody updates
Salespeople avoid a system that slows them down.
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03
No reliable forecast
Pipeline data is too incomplete to plan with.
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04
Sales and finance disconnected
Deals closed in the CRM re-typed into invoicing.
Our approach
We configure CRMs around your actual sales process: stages, required fields and automation that save time rather than add admin. Leads from your website, WhatsApp, email and ads flow in automatically with their source, so nothing is lost and marketing can see what works.
The CRM is connected to email, calendars, support and ERP or invoicing, and dashboards give managers a forecast they can trust.
What is included
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Pipeline design
Stages, fields and rules matched to your sales process.
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Lead capture
Web forms, WhatsApp, email and ads feeding the CRM.
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Automation
Assignment, follow-up reminders and email sequences.
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Integrations
ERP, invoicing, support desk and calendars.
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Data migration
Contacts and history imported and de-duplicated.
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Reporting
Pipeline, conversion and forecast dashboards.
What you receive
- Sales process map
- Configured CRM
- Lead capture integrations
- Automation rules
- Migrated data
- Dashboards and training
Technology we work with
- Salesforce
- HubSpot
- Zoho CRM
- Microsoft Dynamics 365
- WhatsApp Business Platform
- REST APIs
Industries
How an engagement runs
Every engagement starts with a signed agreement and an advance payment as set out in your proposal. Work begins once both are complete.
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01
Map
Sales process, data and integrations documented.
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02
Configure
CRM set up and tested with sales users.
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03
Connect
Lead sources and business systems integrated.
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04
Adopt
Training, go-live and adoption tracking.
Ready to start? Talk to us directly.
Tell us what you need in a few lines. A specialist replies with next steps and a written proposal before any work begins.
Frequently asked questions
Can't find your answer? Ask us
Which CRM should we use?
Can WhatsApp leads go into the CRM?
How do you make sure people use it?
Start with a conversation.
Share a few details. A specialist replies with next steps, usually starting with a short call.