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Proven Success Across Industries

Explore how The CRM Agency has helped businesses transform operations, streamline processes, and achieve growth with our end-to-end solutions.

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Real Results, Real Impact

Real Results, Real Impact

At The CRM Agency, we don’t just implement systems; we solve business challenges. Our customised solutions for CRM, Finance, Inventory, and Automation have helped companies across multiple industries increase efficiency, improve customer engagement, and drive growth. Here are some of our success stories.

Featured Case Studies

Zoho CRM Implementation for Financial Services

Client: Leading Financial Services Firm

Challenge: Inefficient lead management and manual client onboarding processes.

Solution:
  • ● Implemented Zoho CRM for automated lead capture and follow-up.
  • ● Designed custom workflows for client onboarding and KYC verification.
  • ● Integrated with Zoho Books for seamless billing and payment processing.

Outcome:
  • ● 40% increase in lead conversion rates.
  • ● 50% reduction in onboarding time.
  • ● Real-time visibility into client status and transaction history.
Featured Case Studies

Salesforce Integration for a Manufacturing Company

Client: Mid-sized Manufacturing Enterprise

Challenge: Disconnected CRM and Inventory Management leading to supply chain bottlenecks.

Solution:
  • ● Integrated Salesforce with Unleashed Inventory for real-time stock visibility.
  • ● Automated purchase order generation based on inventory levels.
  • ● Created custom dashboards for supply chain tracking.

Outcome:
  • ● 30% reduction in supply chain delays.
  • ● Real-time inventory updates across multiple warehouses.
  • ● Enhanced forecasting capabilities with predictive analytics.
Featured Case Studies

HubSpot Automation for E-commerce Growth

Client: National E-commerce Retailer

Challenge: High cart abandonment rates and inconsistent customer follow-ups.

Solution:
  • ● Integrated with Shopify for seamless order updates and customer communication.
  • ● Customised workflows for automated retargeting campaigns.
  • ● Created custom dashboards for supply chain tracking.

Outcome:
  • ● 25% increase in recovered cart sales.
  • ● 15% higher customer retention rate.
  • ● Enhanced customer engagement with automated notifications.
Featured Case Studies

Xero Integration for a Professional Services Firm

Client: Accounting & Consultancy Firm

Challenge: Manual invoicing and slow reconciliation processes.

Solution:
  • ● Integrated Xero with Zoho CRM for automated invoice generation.
  • ● Implemented real-time payment tracking and financial reporting.
  • ● Streamlined client billing and expense management.

Outcome:
  • ● 60% reduction in time spent on invoicing.
  • ● Real-time visibility into outstanding payments.
  • ● Improved cash flow management
Featured Case Studies

Custom Automation for Logistics & Supply Chain

Client: International Logistics Company

Challenge: Manual data entry and fragmented shipment tracking.

Solution:
  • ● Built custom workflow automation for shipment tracking and notifications.
  • ● Integrated Zoho Inventory and Cin7 for real-time stock updates.
  • ● Developed a custom dashboard for live tracking of shipments.

Outcome:
  • ● 45% faster shipment processing.
  • ● 20% decrease in data entry errors.
  • ● Real-time updates available to clients and stakeholders.
Featured Case Studies

Netsuite ERP Implementation for Manufacturing

Client: Large Manufacturing Group

Challenge: Inefficient order management and disconnected financial tracking.

Solution:
  • ● Implemented Netsuite ERP for complete business management.
  • ● Automated order processing and real-time financial reporting.
  • ● Integrated with Zoho Inventory for seamless inventory control.

Outcome:
  • ● 35% faster order processing.
  • ● Real-time financial visibility across departments.
  • ● Automated inventory restocking based on sales data.
Why Choose The CRM Agency?

Delivering Real Value Through Proven Solutions

Industry Expertise

Decades of experience across multiple sectors.

Customised Solutions

Tailored to your unique business needs.

Seamless Integration

Connecting your systems for a unified business view.

Real Results

Measurable improvements in efficiency, accuracy, and profitability.
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