CRM SolutionsConsulting & Implementation
The right platform, configured around how you actually sell.
Overview
Consulting & Implementation, in practice
Platform selection on your requirements rather than our commission, then pipeline design, custom fields, automation and management dashboards — configured, tested and signed off before anyone is asked to use it.
A platform chosen on fit and cost, not on a reseller margin Pipeline stages that match how your team already works Automation for the follow-ups people forget Dashboards management can read without asking for a report
Consulting & Implementation
4 services delivered under CRM
What's included
Everything under Consulting & Implementation
Delivered by the CRM team, under one scope of work and one point of contact.
4 services
CRM platform selection and setup
The right tool, chosen without a reseller interest.
ViewSales pipeline and lead-stage design
Stages that match how your team already sells.
ViewCustom fields, workflows and automation
Automate the follow-ups people forget.
ViewReports and dashboards for management
Answers without asking anyone to build a report.
View
Delivery
How a CRM engagement runs
The same five steps on every job, whichever division you are working with.
- 01
Consult & Survey
Requirement discussion, site survey and honest scoping before any commitment.
- 02
Design & Plan
Engineering, material selection and a documented scope of work you can hold us to.
- 03
Implement
Disciplined execution with safety inductions, progress reporting and change tracking.
- 04
Test & Certify
Testing, certification and UAT against the agreed purchase order before handover.
- 05
Support
AMC, escalation matrix and 24×7 response so what we build keeps working.
Questions
Before you ask
Anything not covered here, call and ask. You will reach someone who works on Consulting & Implementation — not a call centre.
Do you resell CRM licences?
No. We are platform-neutral, which is exactly why the recommendation can be the cheapest option that fits.
How long does implementation take?
A standard sales pipeline is typically live in two to four weeks. Heavier automation and integrations extend that and are scoped separately.
Can the setup change later?
Yes. Pipelines evolve as the business does, and change requests are handled under the support agreement.
Next step
Need Consulting & Implementation?
Share the requirement and we will respond with a scoped, honest proposal — usually within one working day.
What happens next
- 1 You tell us the requirementA call, an email or a WhatsApp message. A rough idea is enough to start.
- 2 We survey and scope itA site visit or a requirements call, then a written scope you can hold us to.
- 3 You get a costed proposalLine-by-line pricing and a timeline — with an honest note if we are not the fit.