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SERVICES

Everything your CRM needs — from first audit to long-term maintenance.

Four distinct services, all delivered hands-on by the partners. Take one, or the whole journey.

AUDIT

Process & systems audit

Before a single field is configured, we map how revenue actually moves through your business — your sales process, the tools in play, the data flowing between them, and where it breaks.

✓Sales process & funnel mapping
✓Current tools & data-flow review
✓Requirements & gap report with a clear plan
IMPLEMENT

New CRM implementation

A complete Zoho CRM setup built around your process — not a template. Pipelines, workflows, automations and integrations, implemented end to end by the same partners who scoped it.

✓Pipeline & field design around your process
✓Workflows, automations & lead routing
✓Integrations with your existing tools
UPGRADE

CRM upgrade & rescue

Already on a CRM that nobody uses? We re-architect the setup, clean the data, and rebuild the workflows your team actually needs — winning back adoption without starting from zero.

✓Setup re-architecture & data cleanup
✓Workflow & automation rebuild
✓Adoption plan for your team
RUN

Training & maintenance

Your team learns the system from the people who built it — then we stay on for regular maintenance, keeping the CRM in step with your business as it grows.

✓Role-based training for your team
✓Regular maintenance & support
✓Ongoing improvements as you scale
HOW WE ENGAGE

One engagement, four stages. No hand-offs, no juniors.

1
Audit

Understand systems, processes and requirements in detail.

2
Implement

Agree the plan, then build it hands-on — end to end.

3
Train

Your team learns the system properly, from the people who built it.

4
Maintain

Regular maintenance and support as your business evolves.

Not sure which service you need?

Start with a 30-minute discovery call — we'll tell you honestly where to begin.

Book a discovery call