CRM & Business Process

Business Process & CRM

Optimize your customer engagement and internal workflows using powerful platforms like Appian, UiPath, Automation Anywhere, and Talend, crafted to boost productivity and business agility.

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CRM that your teams actually use

We implement, customise and integrate CRM around the way your sales, service and marketing teams work.

CRM Implementation

Platform selection, setup, data migration and user onboarding.

Lead & opportunity management
Customer 360 view
Role-based access

Sales Automation

Pipelines, follow-ups, quotes and approvals automated so reps spend time selling.

Service & Support

Case management, SLAs and customer portals that resolve issues faster.

Integrations

Connect CRM with ERP, ServiceNow, email, telephony, WhatsApp and marketing tools.

Business process automation

Replace spreadsheets and manual hand-offs with workflows that are tracked and measurable.

Process Mapping

We document how work flows today and where time is lost.

Workflow Automation

Approvals, notifications and task routing configured end to end.

Dashboards & Reporting

Real-time visibility into pipeline, performance and service levels.

Training & Adoption

Hands-on training and admin handover so your team owns the system.

Ongoing Support

Enhancements, health checks and support as your business grows.

Data Quality

Deduplication, validation rules and clean migrations from legacy systems.

Our delivery approach

1
Discovery
Workshops with stakeholders to capture goals and requirements.
2
Configure
Iterative build with regular demos and feedback.
3
Launch
Data migration, testing, training and go-live support.
4
Optimise
Usage reviews and improvements after launch.