CRM

Your Partner for Digital Excellence

CRM

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CRM Solutions That Power Business Growth

At Softoholic, we believe that a well-implemented CRM is not just a tool — it’s the heart of a successful business strategy. Customer Relationship Management (CRM) solutions allow you to manage interactions with current and potential customers efficiently, helping you streamline operations, improve customer satisfaction, and drive revenue growth. We offer tailored CRM solutions using top platforms like Zoho CRM, HubSpot, and Salesforce, empowering startups, SMEs, and enterprises to transform their sales, marketing, and customer support processes. Our certified experts work with you from planning to deployment and beyond, ensuring a seamless experience.

Why CRM Matters in Today’s Digital World

Modern customers expect quick responses, personalized experiences, and smooth service across all channels. Without a centralized system, managing these expectations is difficult and inefficient. That’s where a CRM comes in — it puts everything at your fingertips: leads, contacts, deals, communication history, and more. Implementing a CRM system:

Reduces manual workload through automation
Helps in managing a growing customer base
Increases sales with organized pipelines
Enhances customer retention with personalized engagement
Centralizes business data for easy access and reporting

A CRM helps you stay focused, organized, and responsive — key ingredients for business growth.

Our CRM Expertise

We specialize in three of the world’s most powerful CRM platforms:

Zoho CRM

Zoho CRM is a robust, cost-effective solution perfect for small to medium businesses. With deep customization options, automation tools, and a full suite of integrations via Zoho One, it provides everything you need to manage your customer lifecycle.

Our Zoho CRM Services:

Zoho CRM is a robust, cost-effective solution perfect for small to medium businesses. With deep customization options, automation tools, and a full suite of integrations via Zoho One, it provides everything you need to manage your customer lifecycle.

CRM setup & customization
Workflow automation & blueprints
Zoho One integration (Books, Desk, Campaigns, etc.)
Lead & deal tracking
Email, SMS, WhatsApp integrations

Explore the Zoho One Ecosystem:

Zoho One is a complete operating system for business, offering 40+ integrated applications that help you run every aspect of your company from a single platform. Here’s a glimpse of what Zoho One includes:

Sales & Marketing : Zoho CRM, Zoho Campaigns, Zoho SalesIQ, Zoho Social, Zoho Survey
Finance: Zoho Books, Zoho Invoice, Zoho Subscriptions, Zoho Expense, Zoho Checkout
Support: Zoho Desk, Zoho Assist, Zoho Lens
HR:Zoho People, Zoho Recruit
Collaboration:Zoho Cliq, Zoho Meeting, Zoho Connect, Zoho Mail
Productivity:Zoho Projects, Zoho Sprints, Zoho WorkDrive, Zoho Writer, Zoho Sheet
Operations:Zoho Creator (custom apps), Zoho Flow (automation), Zoho Analytics (BI and reporting)

With Zoho One, we help you create a centralized, fully integrated, and automated environment tailored to your business processes.

HubSpot CRM

HubSpot CRM offers an easy-to-use interface with powerful automation and marketing tools, making it ideal for businesses focused on inbound marketing and content-driven sales.

Our HubSpot CRM Services:

CRM setup and onboarding
Email workflows and lead nurturing
Sales pipeline creation
Marketing automation
HubSpot CMS & campaign integration

Salesforce CRM

Salesforce is an enterprise-grade solution known for its scalability and wide range of features. It’s perfect for large organizations that require advanced reporting, cross-functional team collaboration, and custom module development.

Our Salesforce CRM Services:

Custom Salesforce implementations
AppExchange integrations
Field-level security & roles setup
Advanced analytics & dashboards
Data migration from legacy systems

How CRM Impacts Your Business

Automation eliminates manual, repetitive tasks, freeing up your team to focus on high-impact activities like sales, service, and strategy.

With built-in analytics and dashboards, you get real-time visibility into your sales pipeline, team performance, and customer behaviors.

Personalized communication, faster follow-ups, and consistent service boost customer satisfaction and loyalty.

CRMs break down silos between sales, marketing, and customer service, enabling teams to work together on one unified platform.

With organized deal stages and accurate sales metrics, you can predict revenue and make smarter business decisions.

Our End-to-End CRM Services

At Softoholic, we handle everything from ideation to post-deployment support:

CRM Consultation : We assess your current processes, pain points, and goals.
Platform Selection :Based on your needs, we help choose between Zoho, HubSpot, or Salesforce.
Customization & Development : Tailored modules, fields, workflows, reports, and dashboards.
Integration Services :Connect your CRM with third-party apps like Shopify, Gmail, Slack, Zoom, and more.
Data Migration :Safe transfer of data from Excel sheets or other CRMs.
Training & Support :We train your team and offer ongoing support and troubleshooting.
Optimization:Continuous improvement and scaling as your business evolves.

Who Can Benefit from CRM Solutions?

Startups & SMEs :Structure your sales funnel and stay organized as you grow.
Service-Based Businesses :Track customer interactions and streamline communication.
eCommerce Brands :– Manage leads, automate follow-ups, and increase conversions.
Enterprises :Use advanced analytics and automation to scale operations across departments.
Agencies :Organize leads, campaigns, and internal tasks in one central dashboard.
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Our Work Their Success

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Software

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02

UI/UX Design

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AI Development

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Testing & QA

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Zoho CRM & Zoho One Implementation Price plan

pr 4 1

Zoho CRM Basic

Solo founders & small startups

£400 (Was £800)

Includes Plan :

  • Zoho CRM account setup
  • Lead and deal pipeline creation
  • Email template and workflow setup
  • User roles and permission hierarchy
  • 1 automation rule (e.g., lead assignment)
pr 4 2

Zoho CRM Pro

Growing & businesses

£1200(Was £1500)

Includes Plan :

  • Custom modules and field mapping
  • Multi-stage blueprints
  • Web forms for lead capture
  • Email parsing and lead enrichment
  • Dashboard with custom KPIs
  • Testing, training, and documentation
pr 4 3

Zoho One Suite

Established retailers

£1500(Was £3000)

Includes Plan :

  • Setup of 5+ Zoho Apps (CRM, Books, Desk, Campaigns, etc.)
  • Automation using Zoho Flow and Deluge scripting
  • Centralized user access and roles
  • Advanced workflows across apps
  • Data sync and reporting dashboards
  • Video and live training sessions

HubSpot CRM Setup & Automation Price plan

pr 4 1

HubSpot Starter

Solo founders & small startups

£249 (Was £415)

Includes Plan :

  • HubSpot CRM setup with contact import
  • Basic sales pipeline setup
  • Lead capture forms and embedded popups
  • Simple dashboard and analytics setup
pr 4 2

HubSpot Pro

Growing & businesses

£599(Was £999)

Includes Plan :

  • Automated workflows (emails, task triggers)
  • Lead scoring and lifecycle tracking
  • Live chat and calendar integration
  • Email templates and sequences
  • Standard reporting and filters
pr 4 3

HubSpot Plus

Established retailers

£949 (Was £1,580)

Includes Plan :

  • Multi-Hub implementation (Sales, Marketing, Service)
  • Custom properties and reporting
  • API integrations with 3rd-party tools (Zapier, WordPress, CRMs)
  • Advanced automation flows
  • KPI dashboards and lifecycle reports

CRM Integration & Automation Price plan

pr 4 1

Basic Integration

£250 (Was £500)

Includes Plan :

  • One-way data sync setup
  • Data field mapping and testing
  • CSV import/export process
pr 4 2

Standard Integration

£399(Was £665)

Includes Plan :

  • Bi-directional sync with CRMs
  • Integration with form tools (Typeform, Gravity Forms)
  • Zapier/Zoho Flow-based triggers
  • Email syncing and lead scoring
pr 4 3

Advanced Integration

£1000 (Was £2000)

Includes Plan :

  • API-level integration with documentation
  • Custom Deluge scripting (Zoho) or custom webhook triggers
  • End-to-end automation flow testing
  • Training and technical documentation

Frequently Asked Questions (FAQs)

A CRM (Customer Relationship Management) system helps businesses manage leads, track communications, and automate tasks. It improves customer service, enhances sales, and increases overall efficiency.

We guide you through platform selection based on your size, goals, team structure, and budget. Each CRM (Zoho, HubSpot, Salesforce) has unique strengths — we match them to your needs.

Yes, we provide secure, accurate data migration from spreadsheets or legacy systems with minimal downtime.

Absolutely. We provide hands-on training sessions and easy-to-understand documentation to ensure everyone is confident using the new system.

Yes. We can integrate your CRM with third-party platforms like Shopify, WhatsApp, Gmail, Slack, QuickBooks, and more for a fully connected workflow.

That’s our specialty. We design custom workflows, fields, and automation to match even the most complex processes.

Yes. We offer continuous maintenance, performance monitoring, and feature upgrades to ensure long-term success.

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