CRM & Business Automation
Automate your pipeline. Close more with less effort.
Your team should be selling, not entering data. We implement, customise, and optimise Odoo and Zoho CRM so your sales process runs smoothly from lead capture to closed deal, with automation handling the repetitive work so your team can focus on revenue.
Our services
Your full-service CRM & automation partner
From initial implementation to deep workflow automation, Odoo and Zoho configured precisely for how your business works.
Odoo Implementation
Full Odoo CRM and ERP implementation configured to your exact business processes, with data migration from your existing systems and hands-on training for your team included.
Zoho CRM Setup
We set up and customise Zoho CRM to fit your sales workflow, integrate it with your existing tools, and make sure your team has a clean, intuitive system they will actually use every day.
Sales Pipeline Automation
We automate the repetitive parts of your sales process, lead assignment, follow-up sequences, deal stage triggers, and task creation, so nothing falls through the cracks and your team stays focused on closing.
Third-Party Integrations
We connect your CRM to your website, marketing tools, email platform, accounting software, and any other system in your stack so data flows automatically and your team works from one source of truth.
Reporting & Dashboards
Custom dashboards and automated reports that give your leadership team real-time visibility into pipeline health, sales performance, and revenue forecasts, without building them manually every week.
Training & Support
Hands-on onboarding sessions and ongoing support to make sure your team is confident, adoption is high, and the system keeps improving as your business scales.
Odoo & Zoho
One system. Full visibility over your pipeline.
Scattered spreadsheets, disconnected tools, and manual follow-ups cost your team hours every week. We consolidate everything into one CRM, configured around your actual workflow, so your pipeline is always clean, up to date, and actionable.
Automation
Automate the repetitive. Focus on what closes deals.
Every task your team does more than once is a candidate for automation. We map your processes, identify the bottlenecks, and build workflows that trigger automatically, so leads are followed up instantly, deals move forward without chasing, and nothing gets lost.
Tools & Technology
The CRM toolkit we rely on
From contact management to pipeline automation — the platforms we use to build revenue engines.
HubSpot CRM
All-in-one CRM with marketing, sales, and service hubs — our go-to for SMB to mid-market B2B setups.
Salesforce
Enterprise-grade CRM for complex sales cycles, territory management, and deep custom reporting.
Pipedrive
Sales-focused CRM with visual pipeline management, activity reminders, and deal forecasting.
Monday CRM
Flexible CRM and project board for teams that need a visual, customisable deal-tracking workspace.
Zoho CRM
Feature-rich CRM for growing teams needing deep customisation, automation, and multi-channel outreach.
Zapier
No-code integration connecting CRM to every other tool in the stack — forms, ads, email, and support.
GA4
Closed-loop reporting linking web behaviour and campaign data back to CRM contacts and deals.
Looker Studio
CRM reporting dashboards that turn pipeline data into boardroom-ready visualisations.
Demand team
A custom Expert Team built for your goals
When you work with Taygrity on CRM, we put together a dedicated implementation team built around your business. Alongside our CRM specialists, your project draws on expertise across:
FAQ
Frequently Asked Questions answered
Which CRM platforms do you work with?
We specialise in Odoo and Zoho. Both are powerful, highly configurable platforms that work for businesses of all sizes. We recommend the right one based on your team size, budget, existing tech stack, and how deeply you need ERP capabilities alongside CRM.
Can you migrate us from our current CRM?
Yes. We handle data migration from spreadsheets, legacy CRMs, or other tools into your new system. We clean, map, and validate your data before migration so you go live with a clean, accurate database, not a messy import.
Do you handle the full implementation end to end?
Yes. We manage the entire project, discovery and process mapping, system configuration, integrations, data migration, testing, go-live, and post-launch support. You have one point of contact and a team that owns the outcome.
What results can we expect from a CRM implementation?
Clients typically see a significant reduction in manual admin hours, faster lead response times, improved pipeline visibility, and higher close rates as nothing falls through the cracks. The ROI compounds as your team adopts the system and automation matures.
Do you use AI in your CRM and automation work?
Yes. We use AI to build smarter workflow triggers, predictive lead scoring, and automated personalisation within your CRM. AI handles the pattern recognition, your team focuses on the conversations that close deals.
Do you only implement, or do you also customise?
Both. A standard implementation gets you up and running fast. Deep customisation means the system is built precisely around how your business works, not the other way around. Most of our projects involve significant customisation because off-the-shelf setups rarely fit real sales processes.
Do you work with small businesses or enterprise?
Both. We work with growing SMEs implementing CRM for the first time and with larger organisations replacing legacy systems or consolidating multiple tools. The process is the same, the scope and complexity adapt to your size.
What does a CRM implementation cost?
Projects are scoped based on the number of users, modules required, integration complexity, and level of customisation. We will always give you a fixed-price proposal after the discovery phase so there are no surprises mid-project.
How quickly can we get started?
We can typically begin the discovery phase within 1 to 2 weeks of signing. Full implementation timelines depend on scope, but most standard projects go live within 4 to 8 weeks of kickoff.
