Solutions / CRM & Business Platforms
CRM and business platforms built around how you actually work.
Whether you need a custom CRM, a client or partner portal, or a better fit from Salesforce, HubSpot or Dynamics, we build platforms that sales, service and operations teams actually use.
Sound Familiar?
The problems we're usually called in to solve.
A CRM nobody updates
The system exists, but the real pipeline lives in spreadsheets and chat because the CRM doesn't fit the sales process.
No single view of the customer
Sales, service, billing and marketing each see a different version of the same client.
Manual handovers
Onboarding, renewals and service requests depend on people remembering to chase each other.
Licensing that keeps growing
Per-seat costs and add-ons keep rising for features only part of the team needs.
What We Build
Capabilities we deliver end to end.
Custom CRM Systems
Pipelines, accounts, activities and reporting modelled on your sales cycle, not a generic template.
CRM Extensions & Integration
Custom objects, apps and integrations for Salesforce, HubSpot and Microsoft Dynamics.
Client & Partner Portals
Secure self-service for quotes, orders, documents, cases and account information.
Workflow & Service Automation
Routing, SLAs, approvals, reminders and notifications that remove manual chasing.
AI Sales & Service Assistants
Call and email summaries, lead scoring, next-best-action and drafted replies inside the CRM.
Dashboards & Forecasting
Pipeline, revenue and service dashboards leadership can trust, fed by clean, connected data.
How We Work
One clear path, six stages.
Discover → Define → Design → Build → Launch → Evolve. You see working software every sprint and approve each stage before the next begins.
Discover
Define
Design
Build
Launch
Evolve
Technology
Chosen for the job, not the trend.
Engagement
How this usually runs.
CRM projects usually run as a fixed project for the first rollout and data migration, then move to a long-term partnership for new workflows, integrations and adoption support.
Compare engagement modelsFAQ
Common questions.
Should we build a custom CRM or extend Salesforce or HubSpot?
If a platform CRM covers most of your process, extending it is usually faster and cheaper. Custom makes sense when your workflow is unusual, integrations are heavy, or licence costs don't match the value. We'll recommend one honestly.
Can you migrate data from our current system?
Yes. Data mapping, cleansing, de-duplication and trial migrations are part of the plan, with a rehearsal before go-live.
Can it connect to WhatsApp and our email?
Yes. We regularly integrate WhatsApp Business, email, telephony and marketing tools so conversations are logged against the customer record.
How do you make sure the team actually uses it?
We design with the people who'll use it, ship in stages, and measure adoption after launch, then fix what's getting in their way.
Have Something In Mind?
Let's talk about your crm & business platforms project.
Share a few details and a senior consultant from our Hong Kong team will reply within one business day.
Start a Project