Process mapping
Lead sources, responsibilities, sales stages and follow-up requirements agreed first.
CRM & Automation
Every enquiry.A clear next step.
Bring lead capture, sales pipelines and follow-ups into Zoho CRM, with a clear owner and next action for every enquiry.
Know who owns it.
Know what happens next.
We configure Zoho CRM around your actual sales process: where leads arrive, who takes ownership and how each conversation moves forward.
- One enquiry record and source
- Clear ownership and sales stages
- Follow-ups your team can manage
What we deliver
The setup.
The everyday workflow.
Software licences, compatible integrations and ongoing support are identified in the implementation scope.
Lead capture connections
Compatible website forms and campaign sources mapped into the right Zoho fields.
Sales pipeline
The stages, information, ownership and next actions your team needs.
Workflow automation
Agreed notifications, reminders and handovers, with clear ownership and testing.
Dashboards & reporting
Lead sources, activity and sales progress presented for everyday decisions.
Testing & team handover
Enquiry scenarios, field mapping and workflows checked, with practical team guidance.
The thinking behind the work
Less chasing.
Clearer handovers.
A new enquiry needs an owner, the right information and a next action. We map that journey in Zoho CRM, with fields and stages that reflect how your team actually works.
Automation supports the handover through agreed notifications, reminders and routine tasks. We test real scenarios, including field mapping and follow-up responsibilities, then show your team how to use the setup. The aim is a process people can follow and improve as the business changes.
Your CRM implementation
Map the process.
Make it usable.
You know what is being delivered, what happens next and where your input is needed.
Map
Understand the current process and recurring friction.
Configure
Set up the pipeline, fields and integrations.
Test
Check real enquiry and follow-up scenarios.
Support
Help the team use and improve the system.
Selected work.
Real estate
Education
Hospitality
Real estate
Real estate
Hospitality
Creative & lifestyle
Healthcare
Interiors & furniture
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Before we begin
Common
questions.
Can the CRM follow our existing sales process?
Yes. We map the journey and agree the stages, information and responsibilities before configuring Zoho CRM.
Can you connect website and advertising enquiries?
We assess compatible forms, advertising sources and platforms, then confirm the field mapping and connections in the scope.
Can you improve the CRM we already have?
Often, yes. We review the setup, simplify the pipeline and identify useful connections, workflows and reporting.
Will our team receive guidance?
Testing and practical handover are part of the agreed implementation. Ongoing support can also be included.