CRM implementation, migration & automation
Salesforce, HubSpot, Zoho or your ERP's own CRM, configured to match your sales process.
What we do
webbox implements and customizes CRM on Salesforce, HubSpot, Zoho and the CRM built into ERP systems. We design pipeline stages around how your team sells. We capture leads from web forms, email and WhatsApp, and build scoring and routing so reps work the right deals. We connect the CRM to quote-to-cash in the ERP. When a team changes platform, we move its pipeline history and custom fields across intact.
Last updated
Pipeline stages that match how your team sellsLeads captured and routed automatically, with no re-typingForecast reporting leadership trustsCRM services
Salesforce implementation & customization
The enterprise standard, configured sanely.
We implement Sales Cloud and Service Cloud and customize them with Flow and Apex. We connect Salesforce to your ERP and billing, and clean up orgs carrying a decade of accumulated clutter.
Learn more →HubSpot implementation & automation
Marketing, sales and service on one record.
We onboard and customize HubSpot across Marketing, Sales and Service Hub. We automate lifecycle stages and workflows, add custom objects, and connect HubSpot to your ERP and product data.
Learn more →Zoho CRM implementation
Fast to stand up, cheap to run.
We implement Zoho CRM and Zoho One, write Deluge scripts, automate processes with Blueprint and connect Zoho to the rest of your systems.
Learn more →CRM migration between platforms
Bring the pipeline with you.
We move teams from one CRM to another: Salesforce, HubSpot, Zoho, Pipedrive and ERP-native CRM. Contacts, deals, stage history, activities and custom fields are 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.
Accounts, products, pricing, orders and invoice status kept in sync in both directions, so sales and operations read the same numbers.
What the work involves
Pipeline design
Stages, exit criteria, probability rules and activity cadence designed for your sales process. We adapt the platform's default template to fit.
Lead capture & enrichment
Web forms, parsed emails, WhatsApp and inbound calls arrive as scored, routed records with duplicates removed. Leads stop getting lost 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. Reps see order history, credit position, stock availability and invoice status from inside the deal.
Platform migration
Switch between Salesforce, HubSpot, Zoho, Pipedrive and ERP-native CRM. Contacts, deals, stage history and custom fields come with you, checked against the old system.
Reporting & forecasting
Dashboards built on your own pipeline data. We agree the definitions up front, so the forecast means the same thing in every meeting.
Tech we use
CRM: good to know
Which CRM should we use?
Can you migrate our existing CRM data?
Do you do the ongoing admin work too?
Ready to talk CRM?
Tell us the problem. We'll come back with a plan, a price, and who would build it.
- Free scoping call
- Reply within 1 business day
- No lock-in