Services
CRM Implementation
CRM implementation is the setup of a customer relationship management system that captures every lead, tracks every deal and makes the sales pipeline visible and measurable. Sors Technology implements HubSpot, Zoho, Odoo CRM and Salesforce for businesses whose sales currently live in phones, inboxes and personal spreadsheets.
Who this is for
- Businesses whose leads arrive via phone, WhatsApp, email and referrals with no shared record
- Sales teams of 2–50 where follow-up depends on memory and deals die silently
- Owners who cannot answer "how much is in the pipeline right now?" with a number
Who this is not for
- Companies with no sales function to systematise — a CRM does not create demand by itself
- Teams unwilling to log activity; a CRM only pays back the discipline you put in, and we will tell you that honestly
Problems we solve
| Where you are | Where we get you |
|---|---|
| Leads leak: enquiries go unanswered because nobody owns them | Every enquiry captured automatically and assigned within minutes, from every channel |
| When a salesperson leaves, their customer relationships leave too | Complete relationship history — contacts, conversations, quotes — owned by the company |
| Forecasting is theatre: numbers assembled the night before the meeting | A live pipeline with stages, values and probabilities the whole team maintains |
| Marketing and sales blame each other for lead quality | Source tracking from first click to closed deal — you see which channels produce revenue |
| Quotes take days and follow-ups never happen | Templated quotes, automated reminders and a cadence the system enforces |
What's included
Sales process design
Pipeline stages, qualification criteria and hand-off rules defined with your team — the CRM mirrors a process, it does not invent one.
Platform setup and configuration
Pipelines, custom fields, permissions, dashboards and automations configured on HubSpot, Zoho, Odoo or Salesforce.
Channel capture
Web forms, email inboxes, phone logs and WhatsApp Business connected so leads create themselves.
Data import and dedupe
Existing contacts and deal history cleaned, deduplicated and imported with source attribution preserved.
Integrations
Connection to your ERP, accounting or invoicing system so sales sees stock and finance sees the pipeline.
Team training and adoption plan
Role-based training plus the management rhythms — pipeline reviews, dashboards — that make usage stick.
Our approach
- 01
Map the funnel
Where leads come from, who touches them, where they die. One week of interviews and data pulls.
- 02
Design the pipeline
Stages, fields, owners and automations on paper first — agreed with the people who will live in it.
- 03
Configure and connect
Platform setup, channel capture and integrations, demonstrated weekly.
- 04
Migrate and train
Historical data in, team trained on real records, management dashboards live.
- 05
Embed
90-day adoption period with usage reviews — we tune the system to how your team actually sells.
Platforms and technologies
HubSpot
Best-in-class usability; strong free tier to start
Zoho CRM
Deep features at SME pricing
Odoo CRM
Natural choice when Odoo runs your operations
Salesforce
For enterprise requirements and ecosystems
EspoCRM / SuiteCRM
Self-hosted open source where data residency matters
Related industries
Outcomes we target
- Zero lost enquiries — every lead has an owner and a next step
- A pipeline number management trusts
- Shorter sales cycles through enforced follow-up
- Marketing spend attributed to closed revenue
- Customer relationships that survive staff turnover
Frequently asked questions
For most SMEs the realistic shortlist is HubSpot, Zoho and Odoo CRM. HubSpot wins on usability, Zoho on price-to-depth, Odoo when it already runs your operations. We recommend after mapping your sales process, not before.
A focused implementation takes four to eight weeks including data migration and training. Adoption — the part that determines whether it pays back — is the 90 days after that, and we stay engaged through it.
CRMs fail when they mirror no real process, capture nothing automatically and give salespeople work without value back. We design the process first, automate capture, and give reps things they want: reminders, templates, one-click quotes.
Yes. WhatsApp Business API integration is one of the most common requests in our markets, and we wire it into lead capture and conversation history on all major platforms.
Yes — that connection is usually where the value compounds: sales sees stock and credit status, finance sees committed pipeline, and quotes become orders without retyping.
Related services
ERP Implementation
One system for finance, inventory, sales and operations — replacing the spreadsheets your business has outgrown.
AI Integration & Automation
Practical AI inside your real workflows — document processing, customer response, reporting — with honest limits.
SEO & Search Marketing
Visibility where your buyers actually search — in their language, on their terms, measured in revenue.
Tell us what is slowing your business down
Send us your goals and current setup. Within 48 hours you get a written assessment with a recommended approach, a realistic timeline and an honest budget range.