A CRM that is not integrated with your sales workflow is just an expensive contact list. We make it the single source of truth your team actually uses.
What We Deliver
CRM Integration & Setup Services
CRM Selection & Setup
We assess your team size, sales process, and budget to recommend the right CRM — then configure pipelines, deal stages, custom fields, and user roles to match your exact workflow.
Data Migration & Cleaning
Contacts, companies, deals, and activity history migrated from spreadsheets, legacy CRMs, or databases — with deduplication, field mapping, and a validation report.
API & Webhook Integration
Bi-directional sync with WhatsApp, email platforms, payment gateways, ERPs, and custom internal systems — so data flows automatically without manual re-entry.
Custom Workflow Automation
Lead assignment rules, task creation triggers, deal stage automations, and notification flows — built inside the CRM or via Zapier/Make.com for cross-platform workflows.
Team Training
Role-specific training sessions for sales reps, managers, and admins — plus written SOP documentation so new hires can get up to speed without one-on-one sessions.
Ongoing Support
Monthly retainer for new integration requests, field additions, workflow changes, and user troubleshooting. Your CRM evolves as your business does.
How It Works
Our CRM Integration & Setup Process
Requirements
Sales process mapping, tool inventory, integration requirements, and data volume assessment. CRM recommendation with cost comparison.
CRM Selection
Written comparison of shortlisted CRMs against your requirements. Decision made, licences procured, and admin access configured.
Setup & Configuration
Pipelines, custom fields, user roles, and email templates configured. Reviewed with your sales manager before data import.
Data Migration
Data exported from source, cleaned, mapped, and imported with validation. Row counts and field spot-checks verified before sign-off.
Integration
API connections to WhatsApp, email, and other tools built and tested. Bi-directional sync verified with live data.
Training & Go-Live
Role-specific training sessions, SOP documentation delivered, and a 2-week hypercare period where we are on-call for questions.
Technologies We Use
FAQ
Common Questions
Which CRM do you recommend for Indian SMBs?
Zoho CRM for price-sensitive businesses (₹800–1,200/user/month) with Indian-specific features. HubSpot for businesses that want a generous free tier and strong marketing automation. Salesforce for enterprises with complex multi-team sales processes and budget to match. We do not take referral fees from any CRM vendor.
How long does data migration take?
A clean export from a single source with under 50,000 records takes 2–3 days. Messy data from multiple spreadsheets with duplicates takes 5–7 days for cleaning and import. We always run a validation report before declaring migration complete.
Can you integrate the CRM with WhatsApp?
Yes. We integrate your CRM with the WhatsApp Business API so every WhatsApp conversation is logged against the contact record, and your team can reply from inside the CRM or a linked inbox. See our WhatsApp CRM service for the full capability.
Do you build custom CRMs?
Yes — for businesses where off-the-shelf CRMs do not fit the workflow (field sales teams, non-linear sales processes, industry-specific requirements). A custom CRM takes 12–16 weeks and is priced on scope. Most businesses find a configured off-the-shelf CRM sufficient.
What is the ongoing cost after setup?
CRM licence cost (paid directly to the vendor), plus our optional monthly support retainer (₹8,000–15,000/month for integration maintenance, new fields, and workflow changes). The setup is a one-time project fee.
Ready to Get Started?
Tell us about your project and we'll respond within 24 hours with a scoped proposal.