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CRM Setup and Customization Services
We specialize in configuring and customizing Zoho CRM and other platforms to fit your unique business needs, streamlining processes and enhancing customer management.
Our technical services
CRM Setup
Discovery and Planning
CSV data import (if required)
Layout & Module Customisations
Custom List Views
Configuring Workflow Automations
Process Management Blueprint
Company settings and user configuration
Roles, profiles and permissions
Email and organisation settings
Training Sessions
And more
20-40 hours of customisation
For selected projects, CRM Servicing can assist with CRM setup, configuration, and optimisation to align with your business processes after evaluation. We offer 20 hours of customisation for businesses needing a standard CRM setup, and 40 hours for a more customised CRM with advanced automation and reporting.
~A$2600
per project
CRM Health Check
CRM structure and configuration review
Module and field assessment
User roles and permission review
Workflow and automation assessment
Sales pipeline and process alignment
Data quality review (duplicates, incomplete records and consistency)
Reports and dashboard review
User experience and usability assessment
Identification of risks and improvement opportunities
Consultant-led assessment
Our health check service starts with an audit to identify issues that can hamper your CRM operations. It is a focused assessment of your CRM to identify the highest-priority issues affecting performance, adoption and efficiency. Deliverable: An Executive Summary with documented findings, supporting evidence, identified risks, and prioritised recommendations.
A$800
per engagement
CRM Improvement
Completed CRM improvements based on agreed priorities
Updated CRM configuration
Improved workflows and processes
Updated documentation (where required)
Review of completed changes
CRM system changes and review
Implementation of prioritised recommendations identified through a CRM assessment or review to improve system efficiency, data quality, automation, and user experience.
A$2500
per engagement
Ongoing Support
CRM configuration updates
Workflow and automation improvements
User support and troubleshooting
Reports and dashboard adjustments
Data quality improvements
Process optimisation
CRM advice and recommendations
Ongoing system enhancements
Ongoing Support as needed
Our services accommodate for regular ongoing support after your CRM is set up, optimised and running by ongoing support for small changes, user questions, CRM optimisation, automation adjustments, reporting assistance. Flexible support options are available based on your business requirements
Flexible
per engagement
- Large-scale data cleansing or migration
- Advanced analytics or business intelligence solutions
- Ongoing CRM administration or support
- Additional customisations beyond the allocated service hours
- Integrations
- Other Enquiries
Tailored CRM solutions that fit your business needs
Why Choose Our CRM Services?
We specialize in Zoho and other CRM platforms, delivering customized setups that streamline your workflows and improve customer management. Our expertise ensures seamless integration and ongoing support.
Boost efficiency with expert CRM customization
Key Benefits of Our CRM Services
Our services provide personalized configurations, scalable solutions, and dedicated support to help your business grow. We focus on enhancing user adoption and data accuracy to maximize your CRM investment.
Trusted CRM solutions that transform your business operations
Implementing CRM Servicing’s customisation streamlined our sales process and improved client communication significantly.
Sales Manager
Professional Services Business
Tailored CRM solutions that fit your business needs precisely.
Get Started with a Customised CRM Today
Frequently Asked Questions About Our CRM Services
What CRM platforms do you specialise in?
We currently specialise in Zoho CRM implementations, configuration, optimisation, and process improvement.
However, our consulting approach focuses on understanding your business requirements first and ensuring the CRM is aligned with your processes, regardless of future platform considerations.
How do you customise CRM setups?
CRM customisation involves aligning the system with your business processes. This can include configuring modules, fields, workflows, automation, reports, dashboards, and user access settings to support the way your team works.
Every customisation is prioritised based on business requirements to ensure the CRM remains practical, easy to use, and delivers measurable improvements.
Can you assist with data migration?
Yes, we handle secure and accurate data migration from your existing systems to your new CRM platform.What support do you offer after setup?
Our services include ongoing maintenance, training, and troubleshooting to keep your CRM running smoothly.
"CRM System Servicing transformed our sales process with tailored Zoho solutions that fit our unique needs perfectly."
Operations Manager, Professional Services Business