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Digital Marketing

Digital Business Transformation

CRM

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Kaprix CRM Implementation Services, Transform How You Manage, Grow, and Engage Your Customers

Kaprix Consulting, ranked among the Top 5 HubSpot CRM Integrators for Non-Profits, helps you identify the system your business truly needs, implement it seamlessly, train your team, provide ongoing premium support, and ensure smooth transitions from your existing CRM systems. All while driving measurable business growth.
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A Strategic Shift in Customer Management

Improve the way you manage your customer relationships and streamline your sales and marketing efforts with Our CRM Implementation services.

 

Needs assessment

Involves evaluating the current state of a business's customer relationships and identifying areas where & which  CRM system could be a game changer for a rapid boost in business.
 

System selection

Involves choosing the right CRM system for a business's requirements. This may involve comparing different CRM software options and evaluating their features and capabilities. 

Configuration

Our team of experts will handle everything from unpacking to training, ensuring that your new technology is ready to use right out of the box. Let us take the stress out of setting up your new system.

 

Customization

Tailoring the CRM system to meet the specific needs of the business. This may include customizing the user interface, adding custom fields/ modules, or integrating the CRM system with other business systems

 

Implementation

Our seasoned professionals will closely work with you to figure out the best-suited CRM as per your business requirements. From technical details to data migration, system integration, and customization kaprix will stay hand in hand, so you can focus on actual numbers
 

Training

Exclusive training session with our Lead Consultant to employees about effective utilization of CRM system.
Immediate help is available to get the most out of your CRM system. We will cover the basics of the system, any new features, resolving bottlenecks, and best practices for optimizing its use.

Change Management

The adoption of new technology and its practice in regular business functions is like ice breaking. Our mentors will make it easy for your team by implementing effective change management strategies by changing their mindset to effectively use that deployed toolset and Dataset

 

Support

Providing ongoing support and assistance to ensure that the CRM system is running smoothly and meeting the needs of the business. Experienced professionals with a strong background in CRM systems, Committed to providing the necessary support

 

 

Why Work With Kaprix?

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  • Credibility You Can Trust: Ranked among the top 5 HubSpot CRM integrators for non-profits, Kaprix delivers solutions that drive measurable results.
  • End-to-End Expertise: From strategy to adoption, we manage every step of the CRM journey.
  • Growth-Focused Approach: CRM isn’t just about managing contact, it’s about unlocking revenue, efficiency, and client loyalty.
  • Seamless Transition Assurance: Already using a CRM? We ensure your move to a new system is smooth and disruption-free.

The Kaprix Advantage

Your business deserves a CRM that works for you, not the other way around. Here’s how we make it happen:

Close More Deals, Faster

Automated pipelines keep opportunities moving.

Know Your Customers

Full visibility into client interactions for personalized engagement.

Save Time, Reduce Errors

Automation removes repetitive manual tasks.

Scale With Confidence

A system designed to grow with your business.

Empowered Teams

Staff trained to extract maximum value from CRM.

Continuous Optimization

Premium support ensures your CRM evolves with your business.

Smooth Migration

Transition from your current system to the new CRM without losing data.

Trusted Expertise

Work with one of the UK’s top-ranked HubSpot CRM integrators.

CRM Portfolio at a glance

Managed around 12 full cycle CRM implementations, did marketing, sales, pre −sales, account management, business analysis and project management for CRM implementation Services.
Hands on Requirement Analysis, Product/Vendor Evaluation, System Configuration, org. setup, users' management, customization, installing ad on, data modeling , data migration, workflow design, integrations, user testing, trainings, after− sale services.
Managed to work with all CRM modules, Sales, Marketing, Services, Supply Chain, Finance, multiple sales pipelines, multi-currency, multi deals with leads and accounts ( individual & companies)
End to end CRM administration, power user, changes, maintenance, idea generation for gaining new efficiencies and customer experience, extended reporting and data analysis using power BI and supporting marketing, sales and operational decision packages.
Training users for quick adoption and managing change, collaborating with developers to get development done using agile methodology, interviewing stakeholders to know the business priorities for system delivery, market research for knowing best practices and competition, looking into data trends and doing experimentation.
Field force management, tracking events like meetings, filed visits, tasks assignments. Calendar/appointment management, order management, supply chain, account management (vendors, customers, partners, sponsors)

Our Proven Process

We follow a methodical approach to ensure your CRM implementation is a success.

 

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  • Needs Assessment & Discovery: 
    Understand workflows, goals, and pain points.
  • CRM Selection & Configuration
    Recommend the best-fit system and tailor it to your business.
  • Data Migration & Cleanup
    Smooth transition from your existing CRM with zero data loss.
  • Team Training & Adoption
    Equip your staff to fully leverage the CRM.
  • Ongoing Premium Support
    Continuous optimization and guidance to drive growth.

Industries We Serve

Kaprix CRM works across multiple sectors, providing tailored solutions to meet unique industry needs.

Startups

Streamline client management and reporting.

Practices & Agencies

Optimize campaigns, leads, and communications.

 

Coaching & Consulting

Track clients, sessions, and follow-ups efficiently.

Non-Profits 

Enhance donor management and fundraising, trusted by top organizations.

We Bring Expertise Across Leading CRM Platforms

Whether you’re a startup, SME, or non-profit, Kaprix can implement, migrate, and optimize your CRM system. We work with the platforms that businesses trust globally:

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Freshworks
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zoho crm solutions
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salesforce.com

From implementation to migration, training, and ongoing support, Kaprix ensures your CRM works exactly the way your business needs it to.

Are you looking for a CRM services provider who can help you transform your business? Get in touch with us today for a free consultation. Together, we can make sure you have the CRM system you need to succeed.

 

  1. Improved efficiency: A CRM system can help a business streamline its sales and marketing processes by organizing customer data, automating tasks, and providing a central location for all customer information.

  2. Better customer relationships: A CRM system can help a business track customer interactions, identify customer needs, and provide personalized communication and marketing efforts. This can lead to improved customer satisfaction and loyalty.

  3. Increased sales and revenue: By using a CRM system to target marketing efforts, track sales progress, and identify upselling and cross-selling opportunities, a business can increase its sales and revenue.

  4. Cost savings: A CRM system can help a business reduce the costs of managing customer relationships by automating tasks, reducing manual data entry, and improving communication efficiency.