CRM & Customer Portals

Speed Matters. Memory Matters More

A premium jewelry brand’s inventory-to-CRM loop flagged a defect report before the customer finished her chat; a replacement pair of boots shipped overnight, and the prepaid return label arrived by email. The shopper keeps the brand on speed-dial because the process beat her complaint to the door.

We build CRMs that remember, predict, and pay for themselves. Anyone can install a ticket system. We wire every customer touch—from lead to renewal—into the heartbeat of your ERP, then surface it in a self-service portal worth bookmarking.

A truly powerful CRM should lighten your team’s load and delight your customers. We craft CRMs that do just that—remembering every detail, predicting what comes next, and adding measurable business value. Unlike basic ticket systems, we connect every interaction—sales, service, billing, and feedback—into the operational heart of your business via your ERP. This information flows effortlessly into a clean, user-friendly portal that customers love to use and businesses love to manage.

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What Sets Our CRM Work Apart

We don’t just “set up a CRM” — we design it to mirror your actual business model and customer journey, so every interaction moves the customer relationship forward and every team sees the same truth.

360° customer view

We unify all customer data (orders, interactions, service history) into a single, governed record using Master Data Management (MDM) principles. No more “three versions” of the same customer in different systems. This improves conversion, retention, and forecasting.

Customer portals with containment in mind

We design self-service portals that make it easy for customers to get what they need without waiting on your team. This boosts containment rate, improves CSAT/NPS, and reduces Average Handle Time (AHT).

SLA-aware case management

Our portals and CRM cases are configured with Service Level Agreements (SLAs) and Operational Level Agreements (OLAs) embedded. Priority routing ensures high-value accounts get timely attention, and breach risks are flagged in real time.

Personalisation that pays off

Using cohort analysis and historical behaviour, we trigger relevant upsell/cross-sell offers, improving Net Revenue Retention (NRR) while keeping the customer experience natural, not pushy.

Access & compliance by design

Sensitive data is protected with Role-Based Access Control (RBAC) and row-level security, ensuring compliance with GDPR, CCPA, and industry-specific privacy regulations.

Unified reporting for operations & revenue

We combine operational KPIs (FCR, backlog ageing, SLA compliance) with commercial metrics (conversion rates, upsell lift, churn reduction) into a single dashboard, giving leadership both service and revenue insights at a glance.

The result? A CRM and portal environment that is an operational backbone that drives revenue, reduces friction, and makes your customer promise deliverable every day.

Ready to Let Your CRM Do the Remembering?

Let your team focus on what they do best—selling, supporting, and delighting.

Book a 20-Minute Walkthrough

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Change That Makes Sense

We keep it stable. We move forward together.

Change That Makes Sense

We keep it stable. We move forward together.