A few stories about what changed after we built, tested and handed over a CRM.
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.
Customer support - Middle East online marketplace
Exported data was converted and loaded, and departments, fields and layout rules were configured through the API. Added agents, business hours, SLAs, blueprints, macros, Deluge notifications, a help center with knowledge base, and live chat.
Recruitment - hiring agency
Set up recruitment modules, fields, layouts, users, permissions and workflows. Built a Zia chatbot with its knowledge, conversation flows and connection to the recruitment records.
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.
Property and facilities - property services company
Documented requirements, restructured modules and data, and built workflows, approvals, contract documents with e-signature, Flow integrations and executive dashboards. Included user acceptance testing and training.
Home services - roofing business
Connected HubSpot chat to the website with business-hours rules, agent and department routing, and an FAQ knowledge base that answers visitors when no agent is online.
Data migration - Salesforce to HubSpot
Exported all objects with Data Loader, created matching HubSpot properties and imported records with their related emails and tasks. Data was cleaned and matched in sheets before each import.
Sales - quote and contract process
Built the Conga query, template and button that generates a quote in one click, plus an email template and flow that send it to the customer for signature.
Consulting - UK consulting firm
Price and product rules, discount date validation, advanced approvals for quotes, duplicate prevention, a proposal template, reports, and flows for checklists and surveys.
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.
Staffing - Gulf staffing agency
Lead assignment by location and size, pre-sales meeting booking, quotes with discount approvals, payment and e-invoicing links, and after-sales cases for replacements, cancellations and refunds.
Legal services - law firm
Matter layouts and fields, document generation, data pipeline setup, and a test strategy with sandbox test cases, delivered with a partner team.
Construction - building services firm
Cleaned and mapped hundreds of project leads to leads, accounts, contacts and opportunities with duplicate rules. Scheduled flows now re-contact past clients by service type, in batches that stay within Salesforce limits.
Healthcare - partner clinics and patient referrals
Separate paths for partner clinics and patients across leads, contacts, accounts and deals. Automatic acknowledgement emails, a tag, and a follow-up task for the owner, plus data migration.
HR - onboarding for new hires
Onboarding task templates by role. A flow creates and assigns each task from the new hire's start date and the responsible person, connected to the company's HR platform.
Kind words
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.
From first web enquiry to paid invoice, he mapped the whole staffing journey and built it so our team could run it without him.
He picked up our Litify matters and test plan quickly and delivered exactly what the legal team needed.
Clean data, careful testing and straight answers. Asif is the person I send complicated Salesforce work to.
Asif handled the Freshdesk to Zoho Desk migration end to end. Our client's data, workflows and agents all moved across without a scramble.
The Zoho Recruit setup and the Zia chatbot were delivered cleanly and explained well to the client's team.
He built our Zoho CRM around how the team really works, with custom modules and scripts that made the daily screen simpler.
Our Salesforce CPQ now enforces pricing and approvals properly. Quotes are consistent and nobody is guessing discounts.
Tell us about your process and we will show you where a CRM can help most.
