CRM implementation and consulting

What a CRM implementation includes

1. Process mapping. How leads arrive, who handles them, the stages a deal passes through and what counts as won or lost.
2. Configuration. Modules, fields, pipelines, lead sources, assignment rules, roles and permissions.
3. Data migration. Contacts, companies, deals and history from spreadsheets or an old CRM, cleaned and de-duplicated.
4. Integrations. Website forms, Meta and Google lead ads, WhatsApp, phone systems, email and accounting software.
5. Automation. Follow-up tasks, reminders, email and WhatsApp sequences, lead scoring and alerts.
6. Reports and dashboards. Leads by source, conversion by stage, revenue forecast and team activity.
7. Training and handover. Short sessions by role, with written guides and a month of support.

Pricing

The quote depends on the number of users, modules, integrations and how much data needs moving. Licence fees are paid by you directly to the CRM provider.

Zoho CRM implementation

Zoho CRM suits small and mid-sized businesses that want a lot of features at a modest licence cost, especially those already using Zoho Books, Zoho Mail or Zoho One. We set up Zoho CRM with Blueprint for guided processes, workflow rules, web-to-lead forms, Zoho Campaigns for email and integrations with WhatsApp and your website.

HubSpot CRM setup

HubSpot is easy for teams to adopt and strong for inbound marketing, with free CRM features to start. We set up pipelines, properties, forms, sequences and HubSpot email marketing, and connect it to your website and ads.

Salesforce implementation

Salesforce fits larger teams with complex processes, many users or strict reporting needs. We configure Sales Cloud objects, flows, page layouts and reports, and integrate marketing tools, for organisations that do not need a large systems integrator.

LeadSquared, Freshsales, Pipedrive and Dynamics 365

LeadSquared is common in education, healthcare and financial services in India. Freshsales and Pipedrive suit small sales teams that want something simple. Microsoft Dynamics 365 suits companies already on Microsoft 365. We work across all of them.

How to choose a CRM

• Team size and budget. Licence cost per user adds up quickly.
• Where your leads come from. Native connectors for Meta lead ads, IndiaMART, JustDial or WhatsApp save integration work.
• What else you use. Accounting, email and support tools in the same family integrate easily.
• Who will run it. A CRM nobody updates is worse than a good spreadsheet. Pick one your team will actually use.

Already have a CRM that is set up? See CRM management for monthly upkeep.