One CRM, and every lead source feeding it

The challenge

Leads, contacts and campaigns lived in separate places: web forms, ads, social media and Outlook, with thousands of contacts duplicated across them.

What we built

• Zoho CRM Plus set up with users, roles and permissions
• Leads captured from web forms, the website API, Facebook Ads and organic social comments
• About 5,000 contacts migrated and de-duplicated
• Email lists, templates and drip sequences in Zoho Campaigns
• Two-way Outlook sync and SharePoint via Zoho Projects
• Automated follow-ups, task reminders and activity logging

The result

A single CRM for every lead source and campaign, giving sales and marketing a shared, predictable pipeline.

Stack

Clients are described, never named. Details come from the project record and are shared with care.

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