CRM
SOLUTIONS

Track, Sell, Repeat — With CRM

Our Working Model

CRM Discovery

Duration

~ 2 weeks

Deliverables

Tech Map

What To Expect

Sales Process Mapping: Outline lead flow, conversion stages, and follow-up steps.

Stakeholder Insights: Capture pain points, manual gaps, and CRM requirements.

Opportunity Identification: Highlight areas for automation and process efficiency.

CRM Solution Blueprint

Duration

~ 3 weeks

Deliverables

Strategy Document

What To Expect

CRM Strategy Blueprint: Define the ideal sales pipeline, automation opportunities, and reporting needs.

Module Recommendations: Map business functions to CRM platforms like Odoo, Salesforce, or Zoho for best-fit integration.

Customization

Duration

Dependent on the Project Scope
~ 10 - 16 weeks

Deliverables

Implementation Plan & Process Map

What To Expect

Custom CRM Configuration: Set up tailored stages, forms, and dashboards aligned with your sales process.

Workflow Automation: Define automation rules for email triggers, task scheduling, and follow-up reminders.

Data Integration

Duration

~ 2 weeks

Deliverables

Integration Plan

What To Expect

Data Migration: Move historical leads, contacts, and opportunities securely while maintaining data integrity.

System Integrations: Connect CRM with email, chat, telephony, and ERP systems for a unified ecosystem.

Training

Duration

~ 2 weeks

Deliverables

User Guide Manual

What To Expect

User Training: Deliver live and recorded sessions for confident CRM adoption.

Role-Based Guides: Provide tailored resources for module navigation and sales reporting.

Go-Live

Duration

~ 2 weeks

Deliverables

Support & SLA Plan

What To Expect

CRM Access & Permissions: Provide full access to the live CRM with validated data and role-based permissions.

SLA-Based Support: Ensure ongoing assistance with defined response times, bug fixes, updates, and user support.

CRM solution Comparison

Innovating the Future with Technology

Trusted by valuable customers

Let’s Talk

We begin by getting to know your business inside and out. In our first call, we’ll explore your team structure, product goals, timeline, budget, and the technical expertise you need so we can align from day one.

Together, we’ll craft a roadmap tailored to your needs. We’ll decide the right approach, tools, and team setup to get your digital product moving in the right direction.

With the plan in place, we move fast. Our team starts building, shares frequent updates, and stays flexible adapting along the way to ensure we deliver exactly what your business needs.

Your Vision, Our Expertise

Submit your information to drive success forward.

Company’s Stats

50+

Successful Projects

97%

Success Rate

100+

Developers & Engineers

6+

Years of Experience