CRM Optimization

We are a team of CRM specialists and have been working with various CRM platforms, project management tools and other related web technologies for more than 5 years now.

Our main aim is to help my highly esteemed customers optimize their CRM using various CRM apps to improve their business workflow.

Email triggers, Inventory, CRM. Lead management, invoicing and even routine tasks like responding to emails are among the things that we help businesses and individuals automate.

Note: If you are unsure of what software to use, please contact us. We will understand your business needs and suggest you software accordingly.

Some of the CRM Softwares we can assist you includes, but not limited to:
Hubspot, Zoho, Salesforce, Infusionsoft, Microsoft Dynamics, Insightly, odoo, bitrix24, Sugar, Suite, Vtiger, ontraport, leadpages, process street, and Pipedrive.

This package includes:
  • Manage your lead capture process
  • Manage your contacts and deals
  • Assign tasks,  and duties for follow up
  • Set up cases and tickets for customers for after-sales request
  • Create a workflow for upsells
  • Along with CRM, I can also help you with Project Management, Team Collaboration & ERP solutions like Trello, Airtable, and Asana.
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