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 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.
Dependent on the Project Scope
~ 10 - 16 weeks
Implementation Plan & Process Map
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 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.
User Training: Deliver live and recorded sessions for confident CRM adoption.
Role-Based Guides: Provide tailored resources for module navigation and sales reporting.
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.


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.
Successful Projects
Success Rate
Developers & Engineers
Years of Experience