CRM consulting · Zoho · Salesforce · HubSpot
We help growing businesses get more from Zoho, Salesforce and HubSpot through practical CRM implementation, process automation and connected systems.
You talk directly to the consultant who builds your system. No sales middlemen.
Sound familiar?
These are the problems we hear most. Each one has a practical fix.
A form is filled, an email is sent, and nobody is sure who owns the next step.
Sheets, CRM and accounts. Each copy a little different from the others.
Someone exports, cleans and pastes before every review meeting.
Too many fields, unclear stages and no training after go-live.
What we do
From a first workshop to a signed-off system and the support after it.
Zoho CRM, Desk, Creator, Campaigns and Zoho One, with custom Deluge scripting where the standard settings stop.
Learn more →Sales, Service, Health and Experience Cloud, with Flows, Apex and Lightning Web Components.
Learn more →Marketing, Sales and Service Hub, with lifecycle automation and custom API integrations.
Learn more →Choose the right platform and have it designed, built and tested around your process.
Learn more →Move your records to a new CRM with a rehearsal in a sandbox before anything goes live.
Learn more →Automate lead handover, follow-ups, approvals and status updates.
Learn more →Selected work
Client names stay private. Here is what we built and why.
Recruitment - UK recruitment agency
Split billing among consultants (such as 50/50 or 70/30), margin from daily rate and billable days, timesheet approvals, monthly commission by margin band, and a dashboard for each consultant.
Customer support - language services company
Assessed the existing setup, then configured departments, modules, layouts, fields, agents, teams, roles, workflows, assignment rules and blueprints. Tickets, contacts and accounts were mapped, migrated and validated, followed by testing and rollout.
Background screening - global provider
Custom modules and fields, roles, Deluge functions and client scripts (show or hide fields, read-only rules, auto-fill), layout rules, lead scoring, blueprints, web forms, Google integrations, reports and dashboards for each role.
Testimonials
Asif took our commission and margin rules, which lived in spreadsheets, and turned them into a Salesforce setup every consultant can read on one dashboard.
Asif handled the Freshdesk to Zoho Desk migration end to end. Our client's data, workflows and agents all moved across without a scramble.
Our Salesforce CPQ now enforces pricing and approvals properly. Quotes are consistent and nobody is guessing discounts.
Training
Hands-on courses in Zoho admin and development, Salesforce admin and HubSpot admin, taught by the people who build these systems.
Questions
Most CRM projects take 3 to 8 weeks, depending on complexity, data volume and integrations. We give you a detailed timeline after the first discovery session.
It depends on your process, team size, budget and the tools you already use. We work in all three, so we recommend the one that fits you and explain why.
Yes. We write Deluge scripts for Zoho and Apex and Lightning Web Components for Salesforce when standard settings cannot do what you need. The code belongs to you.
We stage and cleanse the data, map every field, and run a pilot migration in a sandbox. Only after the checks pass do we touch your live system.
Yes. We train each role, stay close during hypercare after go-live, and offer a monthly plan for ongoing administration.
Tell us where your current processes are slowing you down. We will discuss your requirements and identify practical improvements for your business. The first call is free, and you speak directly with the person who builds it.
