CRM Implementation & Consulting
Our approach goes beyond technology — we focus on aligning people, processes, and platforms.
Transform Customer Relationships with the Right CRM Strategy
We help businesses streamline operations, boost productivity, and strengthen customer engagement through smart CRM implementations.
From Salesforce to HubSpot to Zoho CRM — we specialize in setup, customization, workflow automation, and user training designed to fit your unique business processes.
CRM Setup & Customization
Workflow Automation
Integration & User Training
Cloud, DevOps
01
CRM Setup & Customization
We design and configure CRMs that align perfectly with your business goals.
Our team customizes dashboards, modules, and reports to give you a 360° view of your customer journey.
Salesforce, HubSpot & Zoho CRM setup
Custom fields, pipelines, and layouts
Role-based permissions and access control
Dashboard and report configuration
Empower your teams with a CRM built around your workflow, not the other way around.
02
Workflow Automation
Boost efficiency by automating repetitive tasks and streamlining processes.
From lead assignment to follow-up reminders, we create automations that save time and eliminate manual effort.
Lead routing and follow-up automation
Email sequences and notifications
Task management and approval workflows
Marketing and sales sync automation
Automation helps your teams focus more on customers — and less on admin work.
03
Integration & User Training
We ensure your CRM connects smoothly with other business tools — and your team knows how to get the most out of it.
Our training programs help users adopt the system quickly and confidently.
Integration with ERP, marketing, and customer support tools
API development and custom connectors
Secure data migration
End-user and admin training sessions
A connected CRM ecosystem ensures efficiency, accuracy, and adoption across all teams.
01
CRM Setup & Customization
We design and configure CRMs that align perfectly with your business goals.
Our team customizes dashboards, modules, and reports to give you a 360° view of your customer journey.
Salesforce, HubSpot & Zoho CRM setup
Custom fields, pipelines, and layouts
Role-based permissions and access control
Dashboard and report configuration
Empower your teams with a CRM built around your workflow, not the other way around.
02
Workflow Automation
Boost efficiency by automating repetitive tasks and streamlining processes.
From lead assignment to follow-up reminders, we create automations that save time and eliminate manual effort.
Lead routing and follow-up automation
Email sequences and notifications
Task management and approval workflows
Marketing and sales sync automation
Automation helps your teams focus more on customers — and less on admin work.
03
Integration & User Training
We ensure your CRM connects smoothly with other business tools — and your team knows how to get the most out of it.
Our training programs help users adopt the system quickly and confidently.
Integration with ERP, marketing, and customer support tools
API development and custom connectors
Secure data migration
End-user and admin training sessions
A connected CRM ecosystem ensures efficiency, accuracy, and adoption across all teams.
How We Work
Our proven, step-by-step process ensures every project delivers measurable impact — from strategy to long-term success.
Discovery & Strategy
We start by understanding your sales, marketing, and customer service goals.
Our experts analyze existing processes, identify challenges, and define clear success metrics to ensure your CRM strategy delivers measurable results.
Design & Configuration
We tailor your CRM setup — from fields and modules to automation rules — ensuring it fits your team’s workflow.
Every configuration is built with usability, scalability, and data accuracy in mind.
Integration & Data Migration
We securely migrate your existing data into the new CRM and integrate it with your other systems — like email, ERP, or marketing platforms — for unified insights.
Training & Optimization
Once your CRM is live, we train your users, monitor adoption, and fine-tune automations for maximum efficiency and ROI.
We also provide ongoing support and enhancements as your business evolves.
🚀 Why Choose Us
✅ Certified experts in Salesforce, HubSpot & Zoho CRM
✅ Proven track record across multiple industries
✅ End-to-end services — from planning to post-implementation support
✅ Focus on user adoption and business outcomes
✅ Continuous optimization and innovation
Ready to work Together? Build a project with us
Frequently asked Questions
What services does CADENCE TEK offer?
We provide end-to-end IT solutions, including software development, web & mobile app development, cloud computing, cybersecurity, AI & data science, ERP & CRM, and blockchain technology.
How can I get a quote for my project?
You can request a free consultation by filling out our [Contact Form] or emailing us at Our Email with project details. Our team will get back to you with an estimate.
What industries do you serve?
We serve various industries, including finance, healthcare, retail, e-commerce, education, real estate, logistics, and manufacturing.
Where is the company located
304, Zen Square, Opp. Eon Free Zone Road,
Phase II, Kharadi, Pune, Maharashtra 411014
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