CRM Consulting and Implementation for Zoho and Pipedrive
If your CRM isn't working the way it should, we can help. We've been an Authorized Zoho Partner for 7 years and we've delivered over 400 CRM projects across Zoho and Pipedrive.
Sales Pipeline
Drag to organize
Deal
This Month
Discovery
2
New Inquiry
Acme Corp HQ
$5,000
Stark Industries
$12,500
Solution Design
1
Massive Dynamic
$85,000
Proposal Sent
1
Enterprise
Hooli Corp
$120,000
Project Started
1
Kickoff
Globex Inc.
$32,500
Deployed
0
Closed
1
Soylent Corp
$15,000
PIPELINE MANAGEMENT
Visualizes Deal journey, boosts team efficiency.
SALES VELOCITY
+42%
Win-Loss Rate Analysis
Last 6 Months
Won (62%)
Lost (30%)
Open (8%)
TOP CRM CONSULTANT 2025
ZOHO AUTHORIZED PARTNER
PIPEDRIVE AUTHORIZED PARTNER
RATED 4.9/5 GLOBALLY
TOP CRM CONSULTANT 2025
ZOHO AUTHORIZED PARTNER
PIPEDRIVE AUTHORIZED PARTNER
RATED 4.9/5 GLOBALLY
Trusted by SMBs Globally
THE PROBLEM
Looking to implement a CRM or struggling with the one you have
You get a CRM for your business for your team to use and in about 3 months they're either saying it isn't helping them or they just don't understand it. Leads come in and nobody knows who's supposed to deal with them so they just sit there either with the admin account or all going to one person. The same customer ends up in the CRM two or three times with different information in each record. Your sales manager asks for a report and the numbers don't line up with what anyone on the team is seeing. At some point everyone just quietly goes back to doing things their own way and the CRM becomes something people log into because they have to and not because it helps them.
Complicated to use
Your team finds the CRM difficult to work with because it wasn't set up with them in mind. There are too many fields, too many clicks, and no one showed them how it's supposed to function, so they stop using it and go back to what they were doing before using a CRM.
No Lead follow up
New enquiries come in through your website or ads but there's no assignment rule or process to route them to the CRM user. Some leads sit for days before anyone sees them, others get missed completely, and by the time someone does respond that lead has already moved on.
Unreliable data
Records are duplicated, fields are left empty, and the data hasn't been updated in months. When you try to pull a report or get a view of where things stand, the data in the CRM doesn't reflect what's happening in your sales cycle.
Poor Configuration
Someone configured the CRM based on what made sense to them, not how your sales team work. The pipeline stages are not in order, the workflows don't work, and your team end up manually updating the records and process in the CRM.
OUR APPROACH
Why Businesses Choose Us for their CRM Consulting and Implementations
Independent Advice
We Partner with Zoho and Pipedrive. The recommendation is based on your sales process, team structure, and business model. You get a CRM customized to how your business sells.
Built for Your Sales Process
We first understand how your team handles leads, deals, and follow-ups. The CRM is then set up to match that process, so your team can use it consistently.
Focused on Practical Outcomes
The setup is done to save time, improve pipeline visibility, and make reporting reliable. Each part of the CRM serves a clear purpose.
CLIENT SUCCESS
Client Feedback on Our CRM Implementation Work
ZOHO VS PIPEDRIVE
Zoho CRM vs Pipedrive: Which One Fits Your Business
We work with both Zoho and Pipedrive. The choice depends on how your sales team works, how many departments are involved, and the type of customization required.
All-in-One Business Suite
Zoho
Zoho includes CRM, finance, marketing, operations, and support, all in one business application suite.
IDEAL FOR
Businesses that need one setup across sales, finance, and operations.
KEY ADVANTAGE
Wide range of applications with options to customise workflows and build features.
OUR EXPERTISE
Zoho CRM setup, Zoho Books integration, and Deluge-based automation.
Sales-Focused CRM
Pipedrive
Pipedrive is built for managing deals and tracking sales activity.
IDEAL FOR
Sales teams that want a simple pipeline and clear deal tracking.
KEY ADVANTAGE
Visual pipeline that shows deal progress and next actions.
OUR EXPERTISE
Pipedrive setup, LeadBooster configuration, workflow setup, and API integrations.
OUR PROCESS
CRM Implementation Process: 4 Steps to Set Up Your CRM
CRM implementation services involve more than a basic setup. It requires a clear sales process, a structured pipeline, and a CRM your team can use daily.
Typical implementation timeline: 4-6 weeks
01
PHASE 1
Sales Process Review
We review how your team handles leads, deals, and follow-ups. This helps identify gaps and define a clear sales process before the CRM is set up.
02
PHASE 2
Data Migration
Leads, contacts, deals, and past records are moved into the CRM. The data is cleaned and structured to ensure accuracy.
03
PHASE 3
Workflow Setup
We set up lead assignment, task reminders, and follow-up steps. This keeps your pipeline updated and reduces manual work.
04
PHASE 4
Team Training and Adoption
Your team is trained on daily use. We provide support to help them adopt the CRM in their work.
CASE STUDIES
CRM Implementation Results
Professional Services Agency
The Challenge:
Leads were handled through email and spreadsheets. Follow-ups were missed and there was no clear view of the sales pipeline.
The Solution:
Pipedrive was set up with automated lead capture from the website and defined pipeline stages for the sales team.
The Result:
Pipeline visibility improved and deal movement increased by 40 percent.
Zoho One Implementation
The Challenge:
Sales activity in the CRM was not connected to invoicing. This led to duplicate work and limited visibility.
The Solution:
Zoho CRM and Zoho Books were connected to link deals, customers, and invoices.
The Result:
Each salesperson saved 15 hours per week on administrative work.
COMPARISON
Zoho CRM vs Pipedrive Comparison Table
Feature
Zoho CRM and Zoho One
Pipedrive CRM
Primary Focus
Business functions across sales, finance, and support
Sales pipeline and deal tracking
Complexity
Requires setup and configuration
Simple to set up and use
Integration
Built-in apps such as Books and Desk
Connects with external apps via integrations
Customization
Advanced custom fields, workflows, and functions
Basic customization for pipelines and fields
Ideal User
Businesses with multiple departments
Sales-focused teams
WORKING WITH US
What It’s Like to Work With Our Team
We work with your team during and after the CRM implementation to keep the system aligned with your sales process.
Ongoing Support
We stay involved after the launch of your project with regular reviews and updates, so the CRM continues to match how your business operates.
Clear Communication
You get direct communication during the project. Updates, changes, and issues are handled without delays.
Proven Experience
Our team has delivered 400+ CRM implementations across different industries, with experience in both Zoho and Pipedrive.
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GET STARTED
Request a CRM Implementation Plan
Review your sales process, define your pipeline and CRM setup, and decide between Zoho CRM and Pipedrive based on your business needs. Limited onboarding slots each month.
Typical implementation: 4 to 6 weeks
CRM review included
400+ CRM implementations delivered
Pipeline Analytics
Live Data
Active Deals
47
Conversion Rate
32%
Avg. Deal Size
$12.4K
Next Actions
3 tasks due today
Follow up: Acme Corp
Send proposal: TechCo
Demo call: BuildInc