Out-of-the-box rarely fits all. We tailor the platform to your needs without over-engineering. We set up robust security models, automate repetitive tasks, and design intuitive interfaces that reduce administrative burden and increase data entry.
Core CRM Setup
Configure the foundational security models, sales pipelines, and service modules to create a secure, structured environment for your data.
Learn MoreCustomisation & Process Automation
Streamline operations with custom workflows and business rules that automate approvals, assignments, and notifications to save staff time.
Learn MoreUser Experience & Role Design
Design intuitive, role-based interfaces and mobile apps that strip away clutter, giving users exactly the tools they need to do their jobs.
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Core CRM Setup
We build the foundation. We configure your tenant with precision. From defining security roles to setting up your sales pipeline stages and service queues, we ensure the core mechanics of the system support your daily operations.
- Tenant / org configuration, security model and environments
- Sales modules (leads, opportunities, quotes, pipeline)
- Service modules (cases, SLAs, knowledge base, queues)
- Marketing entities (campaigns, lists, journeys) where applicable
Customisation & Process Automation
We remove the busywork. Your CRM should work for you. We build custom automations that handle routine tasks—like routing leads or escalating cases—freeing your team to focus on high-value interactions rather than data entry.
- Custom entities, fields, forms and views
- Business process flows, workflows and approvals
- Automated assignments, notifications and escalations
- Custom dashboards, reports and scorecards
Customisation & Process Automation
We remove the busywork. Your CRM should work for you. We build custom automations that handle routine tasks—like routing leads or escalating cases—freeing your team to focus on high-value interactions rather than data entry.
- Custom entities, fields, forms and views
- Business process flows, workflows and approvals
- Automated assignments, notifications and escalations
- Custom dashboards, reports and scorecards
User Experience & Role Design
We design for adoption. Complexity kills usage. We tailor views and dashboards for specific roles—Sales, Service, Management—ensuring that users only see what is relevant to them, whether they are at a desk or on a mobile device.
- Role-based views for sales, service, marketing, management
- Mobile CRM setup and optimisation for field teams
- Simplification & UX tuning to keep CRM easy to use
- Access control and permissions per region/department
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