We implement Zoho CRM, Microsoft Dynamics 365 Sales and Customer Service, and Odoo CRM, set up around how your team sells and supports customers, and connected to your ERP so quotes, orders and invoices stay in step.
Lead capture from your website, WhatsApp, portals and campaigns, with clear stages and assignment rules.
Price lists, discount limits and approval routing, with quotes generated from the CRM.
Ticketing, SLAs and a full customer history in one place, across email, phone and chat.
Calls and WhatsApp conversations logged against the customer record.
Customers, products, orders and invoices synced with your finance system.
Pipeline, conversion and service figures your managers can check every day.
Agree stages, roles and rules with your sales and service leads.
Set up the CRM and import clean customer and pipeline data.
Integrate email, telephony, WhatsApp, website forms and your ERP.
Train the team and review usage closely in the first weeks.
Agency bookings, documents, payment plans and commissions moved from email, WhatsApp and Excel into one platform on Zoho Creator and Zoho Books.
Services and platforms that usually go with this one.
Zoho CRM suits teams that want a fast rollout at a predictable cost. Dynamics 365 Sales fits organisations already on Microsoft 365 or Dynamics finance that need deeper customisation. We help you decide based on your actual needs.
Yes. We clean and import accounts, contacts, open deals and history from spreadsheets or another CRM.
In most cases, yes. We connect WhatsApp Business and common cloud telephony providers so conversations are logged in the CRM.
Keep it simple at launch, make it the only place to find customer information, and give managers dashboards built from it. We help with all three.
