CRM Integration & Automation
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CRM Integration & Automation

Unify your customer data and sales processes

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Overview

Stop managing customers in spreadsheets. We implement and customize CRM solutions (Salesforce, HubSpot, Zoho) to centralize customer data. We integrate your CRM with your website, email, and support tools, automating follow-ups and giving you a 360-degree view of your business.

Key Benefits

Single source of truth for customer data
Automated lead nurturing and follow-ups
Better visibility into sales pipeline
Improved customer retention
Data-driven sales forecasting

What We Offer

CRM Implementation

Setup of Salesforce, HubSpot, Zoho, or Freshsales.

Data Migration

Cleaning and importing data from old systems.

Custom Workflows

Automating tasks like 'Send email when deal closes'.

Integration

Sync with Gmail, Outlook, Website forms, and ERP.

Reports & Dashboards

Custom views for sales managers and execs.

Training

Workshops to ensure team adoption.

Our Process

1

Scoping

Map out your sales and support processes.

2

Selection

Choose the right CRM for your budget.

3

Configuration

Customize fields, stages, and pipelines.

4

Integration

Connect external tools.

5

Migration

Import leads, contacts, and deals.

6

Launch

Training sessions and go-live.

Use Cases

Sales team pipeline managementMarketing automation alignmentCustomer support ticketingPartner relationship managementReal estate lead tracking

Technologies

SalesforceHubSpotZoho CRMFreshsalesPipedriveZapier

Frequently Asked Questions

Pricing

Project-based

₹50,000

Does not include CRM license costs

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Let's discuss your project and find the best solution for your needs.

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Contact us today for a free consultation and custom quote for CRM Integration & Automation.

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