Finance & Banking
Boost Efficiency and Ensure Compliance
We help financial institutions streamline customer onboarding, enhance loan processing, and manage client relationships with real-time data visibility.
Solutions Provided
■ Document Management and Compliance
■ Secure Data Synchronisation
■ Advanced Reporting and Analytics
Platforms Supported
■ Salesforce, Zoho CRM, HubSpot
■ Xero, Zoho Books, Netsuite
Examples
■ Real-time customer financial data synchronisation across platforms.
E-commerce
Enhance Customer Experience and Streamline Order Fulfilment
Our solutions enable E-commerce businesses to automate order processing, manage inventory in real-time, and personalise customer interactions.
Solutions Provided
■ Automated Order Processing
■ Customer Journey Mapping
■ Real-time Stock Sync Across Platforms
Platforms Supported
■ Zoho Inventory, Cin7, Katana
■ Shopify, WooCommerce, Magento
Examples
■ Real-time stock updates across multiple sales channels.
Manufacturing
Optimise Production and Inventory Management
We help manufacturers gain full visibility into production cycles, inventory levels, and supply chain logistics.
Solutions Provided
■ Production Planning and Scheduling
■ Batch and Serial Number Tracking
■ Supplier Management and Purchase Orders
Platforms Supported
■ Zoho Inventory, Katana, Unleashed
■ Netsuite, Xero
Examples
■ Real-time visibility into production status and inventory.
Logistics & Supply Chain
Streamline Operations and Increase Visibility
We optimise logistics and supply chain processes by integrating real-time data, automating workflows, and enhancing visibility.
Solutions Provided
■ Automated Order Fulfilment
■ Inventory and Warehouse Management
■ Supplier and Vendor Management
Platforms Supported
■ Zoho Inventory, Cin7, Unleashed
■ Xero, Netsuite
Examples
■ Real-time tracking for delivery status and fulfilment.
Professional Services
Elevate Client Management and Service Delivery
Our solutions enhance project management, client engagement, and service delivery for professional service providers.
Solutions Provided
■ Project Tracking and Resource Management
■ Automated Billing and Invoicing
■ Compliance and Documentation Handling
Platforms Supported
■ Zoho CRM, HubSpot, Salesforce
■ Xero, Zoho Books
Examples
■ Streamlined client communication through CRM automation.
Healthcare
Secure, Compliant, and Efficient Patient Management
We help healthcare providers manage patient records, optimise appointment scheduling, and streamline billing processes.
Solutions Provided
■ Appointment Scheduling and Reminders
■ Compliance with Health Data Regulations
■ Secure Billing and Payments
Platforms Supported
■ Zoho CRM, Salesforce
■ Zoho Books, Xero
Examples
■ Secure storage and sharing of patient data.
Real Estate
Optimise Property Management and Sales Processes
We streamline real estate operations, from lead capture to property management and client communication.
Solutions Provided
■ Automated Lead Follow-ups
■ Contract Generation and E-signatures
■ Secure Document Storage
Platforms Supported
■ Zoho CRM, HubSpot, Salesforce
■ Xero, Zoho Books
Examples
■ Real-time updates on property listings and client interactions.
Why Choose The CRM Agency?
Industry Expertise that Drives Real Results
Tailored Solutions
Customised to meet the unique challenges of each industry.
Seamless Integrations
Compliance Ready
Scalable and Future-Proof
Ensure Business Continuity with Expert Support
Book a consultation to learn how our support services can keep your business running smoothly.
Book a Free Consultation →