Design your sales process for maximum efficiency

Before implementing technology, we help you design or redesign your sales process for maximum efficiency. Technology should enable your process, not force you to change. Built with AI, so it is live in days rather than months.

Get your free CRM audit View pricing

Fixed price: from $400
Delivery: 2 to 10 working days
Billing: Agreed before work starts
If not live in 10 working days: We work for free
Partner status: Certified Zoho Partner

Recognize any of these problems?

Manual data entry hell

Your sales team spends 6+ hours per week copying data between spreadsheets, email, and disconnected tools. Every manual entry is a chance for error.

What it costs you

$15,600 per year per sales rep (at $50/hour)
Lost deals from data errors and missed follow-ups

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Sales reps spending time on admin, not selling
No single source of truth on customer status

Zero pipeline visibility

No idea which deals are at risk, what stage they're in, or how to forecast accurately. Decisions run on gut feel and outdated weekly reports.

What it costs you

Reactive management instead of proactive intervention
Finding out deals died weeks after they died

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Forecasts consistently wrong by 30-50%
Board meetings with inaccurate revenue projections

Lost lead follow-up

Leads come in from your website, trade shows, referrals and ads, and then they sit. No automated routing, no follow-up reminders, no tracking of who was contacted.

What it costs you

35-50% of sales go to vendors who respond first
No visibility into lead source ROI
Marketing spend wasted on leads that aren't followed up

What you get with our sales process design

360° customer view

Every email, call, meeting, quote, deal, and support ticket in one unified timeline. See a customer's complete history instantly.

Sales reps spend 80% less time searching for information
Average deal cycle shortens by 23%
Zero information loss when reps leave

What's included

Custom fields capturing your unique data
Related records (contacts, deals, quotes, invoices)
Activity timeline with full history
Email integration (Gmail, Outlook)
Document storage and sharing

Sales process design packages

Three sizes, each with a fixed price range and a fixed delivery time. We confirm the exact figure in writing before work starts.

Starter

$400 – $700

Live in 2–3 working days

Small sales teams (5-15 users)

Zoho CRM setup and configuration
Contact, account, and deal modules
5 custom fields per module
3 workflow automations
Basic sales pipeline (5 stages)
Email integration (Gmail or Outlook)

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3 standard reports
Mobile app configuration
2 training sessions
90-day support

Get a fixed quote

Recommended

Growth

$700 – $1,200

Live in 3–6 working days

Mid-size sales teams (15-50 users)

Everything in Starter, plus:
Unlimited custom fields and modules
10 workflow automations
Multi-pipeline setup
Advanced email templates and sequences
Web-to-lead forms

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Lead scoring and assignment rules
Sales forecasting dashboard
Custom reports (up to 15)
Integration with 1 third-party tool
5 training sessions
90-day support

Get a fixed quote

Enterprise

$1,200 – $1,800

Live in 6–10 working days

Large sales teams (50+ users)

Everything in Growth, plus:
Zoho One suite implementation
Complex approval workflows
Territory management
Multiple currencies and price lists
Advanced analytics with Zoho Analytics

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Integration with multiple third-party tools
Custom API development
Data migration from existing CRM
Dedicated project manager
10 training sessions
90-day support + quarterly optimization

Get a fixed quote

Fixed scope, fixed price, fixed date. Live in 10 working days, or we keep working for free.

Our implementation process

4 phases, 10 working days in total.

Discovery and design
Day 1
- Interview sales team and leadership
- Document current sales process
- Map data fields and requirements
- Define success metrics
- Create implementation plan
Build and configure
Days 2–6
- Zoho CRM setup and customization
- Custom fields and modules
- Workflow automation build
- Email integration
- Report and dashboard creation
Data migration and testing
Days 7–8
- Clean and import existing data
- User acceptance testing
- Process refinement based on feedback
- Mobile app configuration
Training and launch
Days 9–10
- Role-based training sessions
- Go-live deployment
- Hands-on support for first 30 days
- Monitor adoption and usage
- Optimization based on real usage