Our CRM & Automation Services

1. CRM Strategy & System Selection

Not sure which CRM is right for your business?

We assess your workflows, business requirements, team structure and growth plans to help you identify a suitable CRM platform.

Our goal is to recommend the right technology for your needs, rather than promote one particular software provider.

2. CRM Setup & Implementation

Set up and configure a CRM around the way your business operates.

Services can include:

• Sales pipelines and deal stages

• Lead and contact management

• Customer records and account structures

• Custom fields and workflows

• User permissions and access controls

• Dashboards and reporting

• Staff onboarding and training

3. CRM Integration & Data Migration

Connect your CRM with the other tools your business relies on.

Depending on your existing systems, we can assess integration opportunities involving:

• Email and calendars

• Website forms and lead generation

• Marketing platforms

• Accounting and invoicing

• Customer support systems

• Appointment booking

• Document management

• Third-party software and APIs

We also assist with CRM migration planning, data mapping and implementation.

4. Sales & Marketing Automation

Improve consistency and reduce manual follow-up.

Potential solutions include:

• Automatic lead capture and assignment

• Lead qualification and scoring

• Sales follow-up sequences

• Appointment scheduling

• Customer onboarding

• Marketing campaign integration

• Opportunity and pipeline notifications

• Customer re-engagement workflows

5. Business Process Automation

Connect systems and automate repetitive tasks across departments.

From sales and administration to customer service, finance and operations, we help identify manual processes that can be simplified or automated.

Solutions are designed around measurable business requirements and appropriate human oversight.

6. CRM Reporting, Training & Optimisation

Make better use of your CRM investment.

We help businesses improve reporting, data quality, team adoption and ongoing system performance.

Services can include dashboards, workflow reviews, staff training and continuous improvement.

CRM Platforms & Technologies

We Work With Your Existing Systems

Different businesses need different CRM capabilities.

Our approach is technology-independent: we assess your requirements and help identify the most suitable solution.

Platforms we can evaluate for implementation, integration or optimisation include:

Salesforce | HubSpot | Microsoft Dynamics 365 | Zoho CRM | Pipedrive | monday CRM | Freshsales | Other CRM Platforms

Platform-specific implementation and integration are subject to technical assessment and the availability of suitably qualified specialists.

Already using a CRM? We can help determine whether you need a new platform or simply a better implementation of the one you already have.

Who We Help

Real Estate & Buyers' Agencies

Lead tracking, buyer onboarding, customer communication, appointments and transaction workflows.

Financial & Professional Services

Client acquisition, document collection, customer relationships, compliance workflows and business reporting.

Healthcare & Service Providers

Appointment coordination, service enquiries, administrative workflows and customer communication.

Sales & Growing Businesses

Sales pipelines, lead qualification, marketing integration, customer retention and reporting.

Other Industries

Tailored CRM and automation solutions based on your business requirements.

Our Implementation Process

1. Discover

Understand your business, existing CRM and operational challenges.

2. Assess

Review workflows, integrations, data quality and improvement opportunities.

3. Design

Define a CRM solution and automation roadmap aligned with your objectives.

4. Implement

Coordinate configuration, integration, migration, testing and rollout with appropriate specialists.

5. Optimise

Support user adoption, monitor performance and identify improvements.

AI-Powered CRM & Automation

We can also explore opportunities to combine CRM platforms with artificial intelligence.

Potential applications include AI-assisted lead qualification, customer communication, information summarisation, document processing and sales insights.

Our focus is practical implementation using suitable technology, rather than introducing AI simply for its own sake.

Let's Make Your CRM Work Harder for Your Business

Whether you're starting from scratch, replacing an existing CRM or looking to automate your operations, KIYO Group can help identify the right next step.

Book a complimentary 15-minute discovery call to discuss your business requirements.