Service 02 · CRM & integrations

Zoho and Pipedrive, connected to everything.

CRM engineering by a Zoho Certified Consultant — custom modules, Deluge, Pipedrive apps and the third-party integrations that keep every system in step.

Review my CRM setup
What we build

The CRM your team actually wants to use.

Zoho CRM & Zoho One

Custom modules, blueprints and Deluge functions across CRM, Creator, Books, Flow and Sheet.

Zoho Certified Consultant

Pipedrive builds & apps

Pipelines, automations and custom apps on the Pipedrive API — v1 and v2.

Pipedrive API · Node.js

Third-party integrations

Telephony, SMS, accounting, e-commerce, email and industry data providers — synced both ways.

Twilio · RingCentral · QuickBooks · Shopify · Graph

Migration & clean-up

Move CRMs, de-duplicate, fix lead-source tracking and rebuild reports you can trust.

Data mapping · COQL · Reports
Third-party integrations

Integrations that don't silently break.

Most CRM problems are really data problems: leads that never arrive, duplicates, fields that drift. We build syncs like infrastructure — observable, recoverable and documented.

  • Webhooks with retries — failed records are replayed, never lost
  • Field mappings documented and versioned
  • Alerts when a sync fails, before your team notices
  • Hosted and monitored on infrastructure we manage
How it runs

Audit first. Then build.

  1. i.

    Audit the CRM

    How data enters, where it breaks and what your team works around today.

  2. ii.

    Design the model

    Modules, fields, pipelines and mappings agreed and written down.

  3. iii.

    Build & backfill

    Integrations built, historic data migrated and validated against the source.

  4. iv.

    Monitor & extend

    Logs, alerts and a backlog of next automations once the core is solid.

Questions we hear on every first call.

Zoho or Pipedrive — which should we use?

Pipedrive is faster to adopt for pure sales teams; Zoho goes further when you need custom apps, finance and operations in one place. We’ll recommend honestly.

Can you fix an existing, messy setup?

Yes — most of our CRM work starts as a clean-up. We audit first, then fix the data model before adding automation.

Do you work alongside our in-house team?

Often. We document everything and can hand over or keep supporting, whichever suits you.

Who hosts the integrations?

By default, we do — on infrastructure we manage and monitor, so there are no servers for you to look after. If you would rather run them yourself, we hand them over on your own accounts with full documentation.

Which Zoho apps do you work with?

Zoho CRM and Zoho One, including Creator, Books and Deluge automations, plus custom modules.

Which tools can you connect to Zoho or Pipedrive?

Telephony (Twilio, RingCentral), accounting (QuickBooks), e-commerce (Shopify), email and chat (Outlook, Slack), web forms and data feeds — through native APIs, webhooks or Node.js middleware with retries, logs and alerts.

Which system won't talk to your CRM?

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