B2B analytics SaaS
- Challenge
- Duplicate HubSpot contacts and broken round-robin let leads go cold.
- Simplileap solution
- Scoring rebuild, SLA timers, and Salesforce field mapping.
- Outcome
- MQL-to-meeting rate up 27%; first-touch 41h → 9h.
// Automate
CRM Setup & Customisation
An out-of-the-box CRM configured for generic use cases creates friction, not productivity. We set up and customise CRMs to match your actual sales process, the right stages, fields, automations, and reporting for how your team actually works.
// Key benefits
What makes this service valuable
Process-first configuration
We document your sales process before touching the CRM, deal stages, handoff criteria, required fields at each stage, and reporting needs. The CRM configuration follows the process, not the other way around.
Custom objects and properties
Every business has unique data requirements. We create custom objects, properties, and associations that model your business data accurately within your CRM.
Team adoption setup
A CRM nobody uses is worse than no CRM. We configure views, dashboards, and workflow notifications that make the CRM genuinely useful to each team role.
// Details
CRM that reflects your business, not the vendor's template
CRM setup done properly starts with process documentation: what are your deal stages, what information is required at each stage, what are the handoff criteria between sales stages and teams?
We configure HubSpot, Salesforce, Pipedrive, or Zoho to match this process precisely, custom stages, required fields, validation rules, automation triggers, and reporting dashboards.
// What this includes
- Sales process documentation and mapping
- Deal stage and pipeline configuration
- Custom properties and objects
- Validation rules and required fields
- User roles and permission setup
- Dashboard and reporting configuration
- Team training and adoption support
// Deliverables
What you receive
Every engagement produces clear, documented deliverables. Here is exactly what is included in our crm setup & customisation service.
- 01Sales process documentation
- 02CRM configuration (pipelines, stages, fields)
- 03Custom objects and properties
- 04User roles and permission setup
- 05Reporting dashboards
- 06Team training and adoption guide
// In practice
How crm setup & customisation engagements run
We typically anchor the first sprint on process-first configuration. An out-of-the-box CRM configured for generic use cases creates friction, not productivity. We set up and customise CRMs to match your actual sales process, the right stages, fields, automations, and reporting for how your team actually works. On Residency Road engagements, discovery maps dependencies and success metrics before sprint one. Every automation ships with exception queues, audit logs, and a baseline metric so ROI is measurable within 30 days.
// Stack & frameworks
Stack we use for this
AI & LLM
- OpenAI / Anthropic APIs
- LangChain pipelines
- RAG architectures
- Confidence thresholds
Integration
- Salesforce / HubSpot
- Zapier / Make
- Custom webhooks
- ERP connectors
Governance
- LangSmith observability
- PII handling
- Audit logs
- Rollback procedures
// Delivery
Simplileap execution framework
01
Architecture mapping
Dependencies, API contracts, compliance constraints, and performance budgets documented before sprint one.
02
Secure sprints
Two-week increments with GitHub access, demo recordings, and QA checkpoints, client visibility at every stage.
03
QA & handover
Automated tests on critical paths, security review, runbooks, and knowledge transfer to your team.
// Proof
Real deployments from Bangalore
Consumer electronics D2C
- Challenge
- Support and sales needed shared conversation context.
- Simplileap solution
- WhatsApp bot with CRM handoff on low-confidence intents.
- Outcome
- CSAT 4.1/5 on bot-resolved threads.
// Engagement models
How teams engage us
Currency
| Package | Ideal for | Investment | Includes |
|---|---|---|---|
| Workflow automation | Ops teams | ₹3L – ₹10L |
|
| AI / LLM integration | Product teams | ₹4L – ₹12L |
|
| RPA implementation | Back-office | Scoped per process |
|
// Company and service positioning
Company and Service positioning is reviewed for production delivery standards by Harsha Parthasarathy (Co-Founder, Strategy & Operations 24+ years IT veteran, IBM, Global Delivery, Program Management) and Keshav Sharma (Co-Founder, Engineering and Lead Architect, Full-stack engineering, product delivery and technical standards).
CIN
AAU-8582
Startup India
Founded
November 2020
Office
Residency Rd, Bengaluru, India
// FAQ
Common questions about crm setup & customisation
Which CRM do you recommend?+
HubSpot for SMB and mid-market with marketing + sales under one platform. Salesforce for enterprise with complex sales processes, custom objects, and large teams. Pipedrive for sales-focused teams that want simplicity. Zoho for cost-conscious businesses needing the full suite.
Ready to get started with crm setup & customisation?
Share your requirements with our team. We respond within one business day with a clear plan from discovery to delivery.