Digital Marketing

CRM Setup & Configuration

Custom configuration of modern CRM systems (HubSpot, Zoho, ERPNext) aligned with your sales stages.

Complete executive visibility into deal pipelines, closing rates, and rep activity
Zero lost leads with automated instant notifications and assigned follow-ups
Accelerated sales velocity by eliminating manual spreadsheet tracking

Pricing is shared after we review your requirements.

Configure your service

Choose the scope you need. We review it and send you a tailored quote.

Optional extras

Add only what you need

Legacy Data Migration & Cleansing

Extracting, normalizing, and importing historical customer and financial records.

Custom Approval Matrix & Multi-Tier Workflows

Configuring role-based escalation rules, approval chains, and delegation policies.

Admin & End-User Video Training Suite

Tailored video SOPs and live interactive walkthroughs for company staff.

No payment now. Our team reviews your requirements and sends a quote.

Full details

Professional setup and configuration of your Customer Relationship Management (CRM) platform (HubSpot, Zoho CRM, Odoo, or ERPNext). We map your company's unique sales pipeline, create custom fields and lead stages, build automated follow-up reminders, integrate website form capture, and train your sales team to ensure 100% adoption and pipeline clarity.