CRM Automation and Integration Services
Wondering if the lack of automated workflows is costing you clients?
Yes! That’s why in Bain’s 2025 study the feedback from 1,200 sales executives was that improving sales productivity & effectiveness is their priority 1
Hire us to get your team achieve more with automations. From no-code rules to advanced command centers, by cutting friction, we: accelerate your operations, increase team engagement and customer satisfaction.
We faced the same problems as you and created a technique to address each of them

“Paul’s Team has turned our Zoho CRM into an efficient system. With minimal room for errors, our time spent on administrative tasks has dropped by 50%“
Jane Bell | Administration Manager at Enventive
Setting the Stage with a Workflow Audit
1
Workflow Audit & Redesign
2
Tailored Automation Strategy
We co-design automations with your team, one workflow at a time, for lasting adoption.
3
Scaling with Confidence
Unlock your business growth with incremental changes in Zoho CRM followed by team training
Setting the Stage with Step 1 – The workflow Audit

Technical assessment: We review every workflow, blueprint, and integration to uncover inefficiencies, overlaps, and hidden errors. The result is a clear, actionable map for future optimization.
Process alignment: We analyze how your CRM supports the customer journey, exposing friction points, redundant fields, and logic gaps. This ensures next-stage workflows match real operations.
Integration health check: We assess every Zoho and third-party connection to spot sync issues, outdated triggers, and data conflicts. The outcome is a roadmap for a cleaner, connected ecosystem.gine.
Your Successful Journey starts today
Getting business off the ground is tough. Hiring, training and keeping the team engaged even tougher.
How much more engaged your team would be and customer more satisfied if you were to have efficient automations?
Get in touch to explore how Zoho CRM automation & integration can modernize your workflows and unlock higher efficiency.