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One system your sales and ops both trust

Most CRM trouble isn't the CRM. It's sales working in one tool, finance in another, and support guessing. We set up Salesforce, Zoho or Bitrix24 to match how your team actually sells, then wire it into the systems you already run.

Three platformsSalesforce, Zoho and Bitrix24
Two-way syncAccounting, website and support desk connected
Adoption firstJudged on who logs in, not seats bought
Licences directPaid to the vendor, never resold through us
Overview

A CRM shaped around your process, not the other way round

A CRM only earns its licence fee when it reflects how the business actually works. So we start with the process rather than the platform: who owns a lead, what happens the moment it becomes a deal, where finance picks it up, and which of those steps is currently held together by a spreadsheet and somebody's memory. Only then do we configure Salesforce, Zoho or Bitrix24 around it.

The hard part is rarely the CRM itself — it's everything the CRM needs to talk to. We build and run production systems in Laravel, Node, React and React Native for clients in Kuwait, Pakistan and the USA, and we own a freight ERP, Cargonio, with its own invoicing and double-entry accounting. So when your CRM has to sync with a billing system, an ERP, a booking flow or your website forms, we can write both sides of that integration instead of pointing at a plugin and hoping.

  • Platform choiceSalesforce, Zoho or Bitrix24 — chosen honestly
  • CustomisationFields, stages and permissions that fit you
  • IntegrationYour CRM talks to billing and ops
  • MigrationOld records moved in clean, not dumped
What's included

What you get with CRM Solutions.

01

Platform selection and setup

We help you choose between Salesforce, Zoho and Bitrix24 on seat cost, process complexity and how much admin time you can spare. Then we configure pipelines, stages, roles, permissions and record layouts so the first week in the system isn't a fight.

02

Customisation and workflow automation

Custom objects and fields, validation rules, lead assignment, escalation and approval steps, quote and invoice templates. Built with Salesforce Flow, Zoho Deluge or Bitrix24's own automation rather than bolt-on scripts nobody can maintain later.

03

Integration with the systems you already run

Two-way sync between the CRM and the tools that hold the money and the work — billing, ERP, support inbox, website forms, Stripe. Where an off-the-shelf connector won't do the job, we write and host the middleware ourselves.

04

Data migration and clean-up

Years of spreadsheets, old CRM exports and duplicate contacts turned into one clean structure. We map the fields, run a dry import for you to check, then run the real one with a rollback plan agreed in advance.

05

Reporting and dashboards

Pipeline by stage, per-rep activity, conversion, ageing deals and revenue against target. Native CRM dashboards where they're enough, and a separate reporting view when the numbers genuinely live in more than one system.

06

Custom portals and extensions

When the CRM's own screens are wrong for a customer, partner or field team, we build a focused React or Laravel front-end that reads and writes through the CRM API. One source of truth, a UI people will actually use.

How we work

From first call to live.

01

Map the process before touching the CRM

A few working sessions with the people who actually sell and deliver. We write down the stages, the handoffs, the fields you truly need and the reports leadership asks for, then agree the scope in writing so there are no surprises later.

02

Configure in a sandbox

The configuration is built in a sandbox or trial account and demoed to you weekly with your own field names on screen. Changing your mind at this stage costs almost nothing, which is precisely why we show you early and often.

03

Integrate, migrate and test

Integrations go in, data is imported as a dry run for you to inspect, and our two QA engineers work through every flow — lead to deal to invoice — before anyone depends on it. Problems are cheaper to find here than on day one.

04

Go live, train and hand over

Short recorded walkthroughs per role, written admin notes, and credentials plus repositories transferred into your name. We stay close during the first weeks while people settle in, then move to whatever support arrangement suits you.

Tools we use

The stack behind the work.

SalesforceZohoBitrix24HubSpotLaravelPHPNodeReactTypeScriptNext.jsMySQLAWSDigitalOceanStripe
Questions

Things clients ask us.

Salesforce, Zoho or Bitrix24 — how do we decide?
Count the seats, count the genuine exceptions in your sales process, and be honest about whether anyone internally will own the admin work. Bitrix24 is the cheapest way to get deals, tasks, chat and telephony under one roof, and the interface is busier for it. Zoho gives you a lot of function per seat, but its modules are separate products underneath and joining them up properly takes effort. Salesforce only repays its cost past a certain complexity — real custom objects, real reporting demands — and it expects a named administrator; without one you have bought a very expensive contact list.
We've got years of leads sitting in spreadsheets. What happens to them?
They get mapped, deduplicated and imported, but the tidying is a joint job and it is usually where the project's timeline actually goes. We take your files, propose a field mapping and a written rule for what counts as a duplicate, then run a dry import into a sandbox so you can inspect your own records before anything is committed. Expect a few columns to have no home — free-text notes that three people used for three different purposes, statuses that meant one thing in 2019 and something else now. The original files stay archived and untouched, so a judgement call we get wrong is recoverable.
What do the platform licences cost on top of your fees?
You pay those directly to Salesforce, Zoho or Bitrix24. We don't resell licences and take no margin on them, so nothing in it for us if you go up a tier. Budget per user per month, billed annually for the better rate, and understand that the edition jump is where the real money hides: sandboxes, API call limits, storage and the more advanced automation are what typically force an upgrade, not headcount. The two habits worth avoiding are buying the top edition because a demo showed something you might use one day, and paying for seats belonging to people who will never sign in.
How do you get the sales team to actually use it?
Mostly by removing the reasons not to: as few mandatory fields as we can get away with, their live deals imported before day one so the system isn't an empty room, activity captured automatically from email and calls where the platform allows it, and a mobile view that works from a car park. The rest is not a software problem. If the weekly pipeline review still runs off a manager's spreadsheet or a WhatsApp update, reps will keep the spreadsheet and the CRM will quietly rot. We say that at the start, because it predicts whether a rollout sticks better than anything we configure.
Can it talk to our accounting system, our website and our support inbox?
Usually, and we try the native connector first — if something off the shelf does the job, paying us to write one is a waste of your money. Where it falls short we build and host middleware in Laravel or Node, the same work we do on our own products, so enquiries, quotes and invoices move across without anyone re-typing them. The decision that matters is which system owns which field: two-way sync sounds appealing until both sides change a customer's address on the same afternoon and something has to win. We normally make one system the master per field, log every sync, and give you a screen showing what failed instead of letting it fail quietly.

Tell us how a lead becomes an invoice today

Send over the spreadsheets, the shared inbox rules, and whatever CRM someone already bought. We'll map what your pipeline actually looks like today and which platform fits it without a rebuild.