CRM & Sales Automation
CRM and sales automation
We build and connect CRM and sales tools so leads and follow-ups are tracked in one place.
About crm & sales automation
Sales teams lose opportunities when leads sit in inboxes and spreadsheets. A CRM (customer relationship management) system keeps contacts, conversations and next steps in one place, and automation handles the repetitive follow-up.
Soch Tech builds and connects these tools around how your team actually sells. That can mean capturing enquiries from your website, tracking each deal through its stages, and reminding people when a follow-up is due.
We can also connect the CRM to your email, calendar and other systems, and add reports so managers can see the pipeline without chasing updates.
Scope
What this covers
Lead capture from your website and other sources into one list.
Pipeline tracking, so every deal has a stage and a next step.
Follow-up reminders and simple automation for repetitive tasks.
Email and calendar integration.
Reports that show the state of the pipeline.
Process
How we deliver
- 01
Planning and Requirement Analysis
We learn how your team finds, qualifies and closes business.
- 02
Design and Architecture
We outline the stages, fields and automations that fit that process.
- 03
Development and Coding
We build or configure the system and connect your other tools.
- 04
Testing and Deployment
We train the team and support the system as your process changes.
CRM & Sales Automation: common questions
What is a CRM?
A CRM is software that stores your contacts and the history of your conversations with them, so a team can manage leads and customers in one place.
Do you build custom CRMs or set up existing ones?
Either, depending on your needs. We talk through the options before recommending one.
Can the CRM connect to our website enquiry form?
Yes. Capturing website enquiries automatically is one of the most common integrations.
How long does it take?
It depends on scope. We confirm after requirements analysis, once we understand what you need.
How much does it cost?
We do not publish fixed prices because every project differs. Contact us with your requirements and we reply with a clear next step.
Our other services
- Software Development
- Mobile App Development
- Database & Application Development
- Desktop Application Development
- Cybersecurity Solutions
- IT Consulting & Support
- Web Application Development
- Flutter App Development
- API & Backend Development
- Cloud & DevOps
- UI/UX & Product Design
- Managed IT & Support
- Data Engineering & Analytics
- AI & Data Science
Let’s build it
Looking for the best business consulting?
Tell us what you want to automate, build or secure. We reply with a clear next step.