CRM
CRM implementation, migration & automation
Salesforce, HubSpot, Zoho or your ERP's own CRM, implemented around how your team actually sells.
The short answer
webbox implements and customizes CRM on Salesforce, HubSpot, Zoho and ERP-native CRM. We design pipeline stages around your real sales motion, wire in lead capture from web forms, email and WhatsApp, build scoring and routing so reps work the right deals, connect CRM to quote-to-cash in the ERP, and migrate teams between platforms with pipeline history and custom fields intact.
Last updated
Pipeline stages that match how you actually sellLeads captured and routed automatically, not re-typedForecast reporting leadership actually trustsWhat's included
CRM services
Salesforce implementation & customization
The enterprise standard, configured sanely.
Sales Cloud and Service Cloud implementation, Flow and Apex customization, integration with your ERP and billing, and cleanup work on an org that has accumulated a decade of debt.
Learn more →HubSpot implementation & automation
Marketing, sales and service on one record.
HubSpot onboarding and customization across Marketing, Sales and Service Hub, lifecycle and workflow automation, custom objects, and integration with your ERP and product data.
Learn more →Zoho CRM implementation
Fast to stand up, cheap to run.
Zoho CRM and Zoho One implementation, Deluge scripting, Blueprint process automation, and integration with the rest of your stack.
Learn more →CRM migration between platforms
Bring the pipeline with you.
Move between Salesforce, HubSpot, Zoho, Pipedrive and ERP-native CRM with contacts, deals, stage history, activities and custom fields carried across and reconciled.
Learn more →Sales pipeline & quote automation
Less chasing, more closing.
Automated follow-ups, approval routing and quote generation wired into the pipeline stages your team already uses.
CRM to ERP integration
One customer, two systems, no gap.
Bidirectional sync of accounts, products, pricing, orders and invoice status, so sales and operations read the same numbers.
How we deliver
What the work involves
Pipeline design
Stages, exit criteria, probability rules and activity cadence built around your sales motion instead of the template the platform ships with.
Lead capture & enrichment
Web forms, email parsing, WhatsApp and inbound calls landing as scored, routed, de-duplicated records rather than a name in somebody's inbox.
Sales automation
Follow-up sequences, quote generation and approval workflows that remove the chasing between stages and the copy-paste between tools.
CRM to ERP integration
Quote-to-cash across both systems: order history, credit position, stock availability and invoice status visible from inside the deal.
Platform migration
Move between Salesforce, HubSpot, Zoho, Pipedrive and ERP-native CRM with contacts, deals, stage history and custom fields carried across and reconciled.
Reporting & forecasting
Dashboards built on your real pipeline data, with the definitions agreed up front so the forecast means the same thing in every meeting.
Tech we use
Questions buyers ask
CRM: good to know
Which CRM should we use?
Can you migrate our existing CRM data?
Do you do the ongoing admin work too?
Let's talk
Ready to talk CRM?
Tell us the problem. We'll come back with a plan, a price, and who'd actually build it.
- Free scoping call
- Reply within 1 business day
- No lock-in