CRM integration and customisation

A CRM your team actually uses

Zoho One and custom CRM set-up, automation, migration and reporting, connected to your website, finance and other systems.

Talk about your CRM

Signs it is time

When a CRM needs work

Customer details live in spreadsheets, inboxes and the CRM, and none of them agree
Leads from the website are re-keyed by hand, or lost
Duplicate records make reports unreliable
The CRM was set up years ago and no longer matches how you sell or serve
You are moving from one CRM to another and need the data to come across clean

What we do

Set-up, automation and clean data

For Zoho CRM and Zoho One, and for custom CRM where an off-the-shelf product doesn't fit.

Set-up and customisation

Modules, fields, layouts, pipelines and permissions shaped around how your team works.

Lead and workflow automation

Website forms, email and assignment rules that route leads to the right person without re-keying.

Data migration

Records moved from spreadsheets or another CRM, mapped, validated and checked with you before go-live.

De-duplication

Matching rules and clean-up so each customer appears once, and stays that way.

Integration

Connections to your website, finance, email marketing and Microsoft Dynamics 365 where both are in use.

Reporting

Dashboards built on clean data, for the questions your managers ask each week.

Migration

How we move your data

Migration is where most CRM projects lose trust. We test with your real data before anyone relies on it.

1
Map
Agree which fields move, where they land and what gets left behind.
2
Clean
Find duplicates and gaps, and decide the rules for each with you.
3
Trial run
Load a copy, check it with the people who use it, and fix what is wrong.
4
Cut over
Final load at an agreed time, with a check-list and support afterwards.

Zoho or Dynamics 365?

Choosing the right CRM

We work with both, so we can compare them honestly for your size, budget and processes, including what each will cost to license and support over time.

Dynamics 365 and Azure

Often used together

Related services

Build

Tell us how your CRM is set up today.

We will suggest what to fix first.