CRM Services
CRM Setup & Implementation
- Selection of the right CRM platform (Zoho, HubSpot, Salesforce, or custom)
- Complete CRM installation & configuration
- User role setup and access control
- Data migration from existing systems
- Integration with website, email & marketing tools
CRM Customization
- Custom dashboard creation
- Lead management workflow design
- Sales pipeline customization
- Customer follow-up & tracking system
- Automated reminders, notifications & task management
- Custom fields, modules & reporting setup
Sales & Marketing Automation
- Lead capture automation
- Email & SMS automation
- Drip marketing campaigns
- Customer segmentation & targeting
- Auto assignment of leads to sales teams
- Conversion tracking & engagement analysis
Customer Support & Helpdesk Integration
- Ticket management system setup
- Chatbot & live chat integration
- Automated customer support workflows
- Customer feedback & survey systems
- SLA (Service Level Agreement) tracking
Analytics & Reporting
- Real-time sales dashboards
- Customer behaviour analytics
- Lead source tracking
- Performance & productivity reports
- Customer lifecycle tracking
- Forecasting & trend analysis
CRM Training for Teams
- Training for sales, marketing & support teams
- User onboarding & role-specific training
- Best practices for CRM usage
- Support for new feature adoption
Maintenance & Ongoing Support
- Regular system updates
- Troubleshooting & technical support
- Monthly performance review
- CRM security monitoring
- Enhancements & feature upgrades
Additional CRM Integrations
- WhatsApp Business API integration
- Payment gateway integration
- Inventory & billing integration
- ERP system linkage
- Marketing tools integration (Meta, Google Ads, etc.)