How We Help

Sales & Service

We design CRM and customer operations that give your team full visibility, automated follow-ups, and one source of truth — configured for how you actually sell and serve.

ProductiveProfitableScalableSellable
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Dashboard
Accounts
Pipeline
Cases
Contracts
Reports
Live
SW
Account Overview
Deals & Pipeline
Contracts
Support Cases
Communications
Activity
Active Deals
3 open · $620K
Enterprise Licence Renewal
Negotiation · Close date Dec 31
85% probability
$280K
Hot
Professional Services Add-on
Proposal Sent · Awaiting sign-off
65% probability
$220K
Warm
Data Analytics Module
Discovery · Meeting scheduled
30% probability
$120K
Early
Contracts
3 active
📄
Master Services Agreement
Signed Jan 2024 · Renews Jan 2025 · 42 days
Renewing Soon
📄
SLA — Priority Support
Active · 4hr response SLA · Auto-renew on
Active
📄
NDA — Mutual
Signed Mar 2021 · Perpetual · No expiry
Current
Agent
MSA renewing in 42 days — renewal brief prepared. Enterprise Licence follow-up email drafted — ready to send.
Support Cases
1 open · 4 closed this month
Integration sync failing — API timeout
Case #4821 · Open 2 days · Assigned: Dev Team
In Progress
User provisioning — 3 new accounts
Case #4798 · Resolved yesterday · 4hr SLA met
Resolved
Report export — custom date range
Case #4776 · Resolved 5 days ago · Workaround provided
Resolved
Dashboard permissions — read-only role
Case #4751 · Resolved 8 days ago · 2hr SLA met
Resolved
Communications
All channels · Last 7 days
📱
James Meridian Today 9:14am
Can we move the renewal call to Thursday 2pm? Works better for the team.
📧
Sarah W (You) Yesterday 4:32pm
Sent renewal proposal and updated SLA terms. Awaiting countersignature.
📞
Call — James Meridian Mon 11:00am · 24min
Discussed analytics module. Key ask: custom dashboards. Follow-up scheduled.
🖥️
Portal Activity Mon 9:00am
3 users logged in · Case #4821 submitted · Invoice downloaded.
Agent
Call transcript analysed — custom dashboards added to Analytics deal notes. WhatsApp reply drafted for James re Thursday meeting.
Agent Recommendations
Active
Account Health
Relationship score
94%
SLA compliance
100%
Case resolution time
3.2h avg
MSA renewal in 42 days
Renewal brief and updated terms prepared. Schedule call before Dec 15 to avoid lapse.
→ Book renewal call
API case open 2 days — escalate
Case #4821 approaching SLA breach threshold. Dev team update overdue by 6 hours.
→ Escalate to dev lead
Upsell opportunity detected
James mentioned custom dashboards on Monday call — Analytics module directly addresses this.
→ Add to deal notes
Follow-up due today
Enterprise Licence proposal sent 5 days ago — no response yet. Nudge email drafted.
→ Send follow-up

60%

Renewal revenue — NZ Mortgages

What We Build

Connected systems for CRM and customer operations

SalesAI Agent
↗
01
Enquiry & Qualification
AI scores and prioritises leads
18
02
Proposal & SOW
Agent drafts proposals from templates
12
03
Negotiation
Contract terms tracked and flagged
8
04
Closed Won
This month · $840K revenue
5
Agent Active
Proposal drafted for 3 deals · 2 leads scored low — flagged for review
Sales Pipeline & Deal Management
AI scores every lead, drafts proposals automatically, and tracks deals from first contact to closed won — nothing falls through.
ContractsAI Agent
↗
📄
Meridian — Master Services Agreement
Expiring in 42 days · Renewal brief ready
Urgent
📄
Pacific Holdings — SOW v2
Non-standard liability clause flagged
Review
📄
Westbrook Legal — Retainer
Active · Signed · All docs complete
Current
📄
Clearwater — New Engagement
SOW generated · Awaiting countersignature
Pending
Agent Active
Meridian renewal drafted · Pacific clause flagged for partner review
Contract Lifecycle Management
Tracks every contract from creation to renewal — flags non-standard clauses, chases signatures, and ensures nothing expires unnoticed.
SupportAI Agent
↗
API integration sync failing
Case #4821 · Open 2 days · SLA at risk
In Progress
User provisioning — 3 new accounts
Case #4798 · Resolved · 4hr SLA met
Resolved
Custom report date range export
Case #4776 · Resolved · Workaround provided
Resolved
Dashboard read-only permissions
Case #4751 · Resolved · 2hr SLA met
Resolved
Agent Active
Case #4821 approaching SLA breach — escalation brief sent to dev lead
Customer Support & Case Management
Routes cases to the right team, monitors SLA compliance in real time, and escalates automatically before a breach happens.
OmnichannelAI Agent
↗
📱
WhatsApp
Direct messaging · Document sharing · Real-time
📧
Email
Tracked opens · AI reply suggestions · Sequences
📞
Phone — AI Transcript
Recorded · Summarised · Key points extracted
🖥️
Customer Portal
Self-service · Cases · Documents · Invoices
Agent Active
Call transcript analysed · Key requirements extracted and added to deal notes automatically
Omnichannel Communications
WhatsApp, email, phone, and portal — every customer interaction captured in one thread, with AI extracting actions and insights automatically.

How We Work

Getting started is straightforward.

Step 01

Audit your client management

We map every client touchpoint from first enquiry to ongoing review — finding every manual step and every drop-off point costing you revenue.

Step 02

Design the connected workflow

We design the ideal client journey end-to-end — agreed and documented before we configure a single system.

Step 03

Build it and layer in AI

Zoho CRM configured as your complete client management system, with AI agents added to follow up, score, and surface insights automatically.

Step 04

Stay as your partner

Ongoing training, quarterly reviews, and system evolution as your client base and team grows.

🏦 Financial Services · Auckland, NZ

NZ Mortgages went from spreadsheet chaos to a pipeline that runs itself.

"Our doc collect time from the old system was quite manual. Now with Zoho, it's pretty much a click-click and it's done."

Rebecca Brunning

Operations Manager · NZ Mortgages

Read the full case study →

60%

Renewal revenue increase

90%+

Refix rate achieved

0

Compliance gaps at last audit

Ready to Build a CRM That Actually Works?

Book a discovery call and we'll show you exactly what a connected CRM looks like for your business.

Book a Discovery CallSee Case Studies

60%

Renewal revenue increase

90%+

Refix rate achieved

0

Compliance gaps