CRM & Automation Roll-Outs in Katni
Our certified admins design data schemas, migration paths, and multi-channel workflows that transform chaotic inboxes into predictable revenue engines.
Key Offerings
Strategy, migration, automations—done
CRM Selection & Blueprint
Pick the perfect fit
Data Migration & Cleansing
Zero dirty data
Workflow Automations
Hands-free growth
Sales Pipeline Customisation
Stages that match reality
Reporting & Dashboards
Know your numbers
Team Training & Change-Management
Adoption guaranteed
Why Choose Us
Tech expertise + change-management finesse
Certified Admins
HubSpot, Zoho, and Salesforce credentials ensure best-practice setup.
Low-Code Integrations
Zapier, Make, and native APIs connect CRM to WhatsApp, Shopify, and accounting—no dev backlog.
Custom Lead-Scoring
Demographic + behavioural points spotlight hottest prospects automatically.
Adoption-First Approach
Gamified training, cheat-sheets, and on-call support keep teams engaged.
Technology Stack We Use
Best-in-class SaaS and open-source tooling
HubSpot Sales & Marketing Hub
Unified contact timelines, deal boards, and Workflows v3 automate nurturing while bridging marketing & sales data silos—critical for SMB budgets.
Zoho One Suite
45+ tightly-integrated apps (CRM, Books, Desk, Campaigns) deliver enterprise capability at SME pricing; Blueprint engine enforces SOPs pixel-perfectly.
Salesforce Flow & Lightning
No-code visual builders automate complex approvals and multi-object data sync, reducing custom-code maintenance burdens.
Zapier & Make.com
9000+ pre-built connectors push leads from Facebook Ads, Google Sheets, or Website forms into CRM in <1 minute—with error-logging.
Segment CDP
Event pipelines unify website, app, and payment data, feeding it into CRM for hyper-personalised automations.
Looker Studio & Klipfolio
API connectors visualise funnel leakage, revenue projections, and salesperson leaderboards in TV-friendly dashboards.
Success Stories from Katni
Pipelines flowing like never before
“Lead turnaround time dropped from 36 h to 4 h—pipeline visibility is a revelation.”
“Automated drip emails doubled demo bookings without extra head-count.”
“Team adoption hit 95 % after gamified training—never thought CRM could be fun.”
Frequently Asked Questions
CRM queries solved
Migration downtime?+
Monthly licence costs?+
Can CRM talk to WhatsApp?+
Training language options?+
Post-go-live support?+
Unlock Predictable Revenue with Smart CRM
Book a free discovery call and receive a pipeline health snapshot.
