Skip to main content

CRM

One place for every customer touchpoint

boltin's CRM services centralise your customer data, automate sales processes, and enhance service delivery, enabling SMBs to build stronger relationships and accelerate revenue.

Get started

Are your customer relationships driving growth?

  • Fragmented customer data and manual sales processes can cause missed opportunities and slow engagement.
  • boltin’s CRM services consolidate all customer interactions into one platform, giving you a complete view of your clientele.
  • We implement modern systems that automate sales pipelines, streamline customer service, and support targeted marketing campaigns.
  • This approach turns customer relationships into a strategic asset, helping businesses make data-driven decisions and accelerate revenue growth.

What we offer*

CRM implementation and setup

Expert configuration of your chosen CRM platform to align with your specific business processes

Data migration and integration

Efficient transfer of existing customer data and integration with ERP, marketing, or other key systems

Customisation and configuration

Tailored CRM interfaces, workflows, and reporting to suit your operational needs

Sales automation and pipeline management

Automating lead assignment, follow-ups, and providing full visibility of your sales pipeline

Customer service and support automation

Streamlining ticketing, case management, and customer communication channels.

Reporting and analytics dashboards

Real-time insights into sales performance, customer behaviour, and service metrics

User training and adoption

Comprehensive programs to help your team fully leverage the CRM’s capabilities

Use cases

Lead management and nurturing

Tracking leads from initial contact through to conversion, ensuring no opportunity is missed.

Sales pipeline optimisation

Streamlining sales processes, forecasting revenue, and identifying bottlenecks.

Customer service automation

Automating responses, managing inquiries, and improving customer satisfaction.

Marketing campaign tracking

Monitoring the effectiveness of marketing efforts and personalising customer outreach

Client relationship management

Centralising all client interactions for a 360-degree view and personalised engagement

Tools and platforms we work with

  • Salesforce Sales Cloud
  • Zoho CRM
  • HubSpot CRM
  • Microsoft Dynamics 365 Customer Service

Frequently asked questions

How long does a typical CRM implementation take?

Implementation time depends on the complexity and customisation required. Basic setups can be live within a few weeks, while more advanced integrations may take several months. boltin focuses on efficient deployment to deliver value quickly.

Can CRM integrate with our existing accounting software?

Yes. Integrations with accounting platforms like Xero, QuickBooks, or MYOB are supported. We ensure accurate data flow and automate financial workflows for a unified business view.

Is it possible to access the CRM on mobile devices?

Yes. Most modern CRM platforms we implement are mobile-friendly, allowing teams to manage leads, sales, and customer relationships on the go.

Ready to centralise your customer data and accelerate sales ?

Talk to our experts
Contact Us
Modal Image

Service Enquiry