Your CRM should close deals,
not slow them down.
We design, deploy and customise CRM platforms so your sales, marketing and support teams work from a single system of record — with automation that removes the manual steps between your pipeline and your inbox.
CRM services that cover the full lifecycle
From selecting the right platform to customising every field and building every automation — we handle it all under one engagement.
CRM Strategy & Selection
Before you buy, we map your sales process, identify gaps, and compare platforms honestly — without a vendor commission colouring our advice.
- Process mapping and gap analysis
- Vendor comparison and scoring
- TCO modelling (3-year view)
- Migration risk assessment
Platform Implementation
Full deployment from a blank org to a system your team is using on day one — with data migrated, modules configured, and integrations live.
- Module & pipeline configuration
- Custom fields, layouts & views
- Legacy data migration and deduplication
- Third-party integration setup
CRM Automation & Workflows
We build the automations that save your team hours every week — assignment rules, follow-up sequences, approval flows, and cross-platform sync.
- Lead routing and assignment rules
- Email sequence automation
- Approval workflow design
- Webhook and API integrations
Custom Reporting & Analytics
Out-of-the-box dashboards don't answer your actual questions. We build custom reports that surface the numbers your team actually makes decisions with.
- Sales velocity and pipeline analysis
- Rep performance dashboards
- Lead source attribution
- Custom KPI scorecards
Deep expertise across the leading platforms
We don't sell one CRM. We implement the one that's right for your business, team size, and budget.
Zoho CRM — our deepest platform expertise
Zoho is our most-deployed platform. As a Zoho Authorised Partner, we've built everything from simple 5-seat pipelines for startups to 200-seat enterprise rollouts with custom Deluge functions, Zoho One ecosystem integration, and multi-currency reporting.
We work across the entire Zoho suite: CRM, Books, Sign, Writer, Campaigns, Desk, People, and Projects — with Deluge connecting them where the native integrations fall short.
- Custom Deluge functions and automation
- Zoho One ecosystem integration (CRM + Books + Sign + Writer)
- Blueprint workflow design and enforcement
- Custom modules, fields and related lists
- Multi-currency and multi-region configuration
- Training and change management support
What you get
Process discovery workshop
We map your current sales process before touching the system.
Configured CRM org
Modules, fields, layouts, pipelines — all set up to your process.
Live automations & workflows
Tested and deployed — not just designed on a whiteboard.
Team training & documentation
Your team knows how to use it — and why it's set up that way.
30-day post-launch support
We stay on to fix issues, adjust flows, and train new hires.
HubSpot — built for inbound-led growth
HubSpot is our go-to recommendation for B2B SaaS companies with strong inbound pipelines. The Marketing Hub + Sales Hub combination is hard to beat for teams that want a connected content, email, and CRM platform without heavy IT involvement.
We're a HubSpot Solutions Partner and have delivered Sales Hub, Marketing Hub, and Service Hub implementations — including custom deal scoring models, lifecycle stage automation, and HubSpot-to-Zoho migration projects.
- Sales Hub pipeline and deal stage configuration
- Marketing Hub workflows and lead nurture sequences
- Custom lead scoring model design
- HubSpot CRM + Zoho Books integration
- Migration from Salesforce or Zoho CRM
Best suited for
B2B SaaS companies
Strong inbound motion with blog, email and lifecycle automation.
Teams up to ~150 seats
Scales well; beyond 150 seats Salesforce often wins on customisability.
Marketing-led revenue organisations
Where content attribution and lead nurturing are central to the funnel.
Salesforce — enterprise-grade, done right
Salesforce is the right choice for larger organisations that need deep customisation, enterprise-grade security, and a platform that can grow to any complexity. It's also the most expensive to implement badly.
We work on Sales Cloud and Service Cloud implementations, typically for companies with 50+ CRM seats, complex territory management requirements, or integration needs with SAP or Oracle ERP.
- Sales Cloud opportunity management and forecasting
- Territory and quota management
- Custom Apex triggers and Lightning components
- Salesforce + SAP / Oracle ERP integration
- Migration from HubSpot or Zoho CRM
Best suited for
Mid-market and enterprise
Companies with 50+ CRM users and complex reporting requirements.
SAP / Oracle ERP users
Native connectors and ecosystem maturity makes Salesforce the natural CRM layer.
Pipedrive — lean, visual, sales-first
Pipedrive is the right tool for small and growing sales teams that want a visual pipeline, minimal overhead, and a system that sales reps actually enjoy using. We recommend it when a team doesn't need marketing automation or complex custom objects.
- Pipeline and stage configuration
- Email sync and calling integration
- Automations and deal rotting alerts
- Pipedrive + Zoho Books / Xero integration
Best suited for
SMBs and scale-ups (5–50 seats)
Clean pipeline management without the complexity or cost of HubSpot/Salesforce.
Outbound-heavy teams
Built for teams that run on activity tracking and call volume, not inbound nurture.
From kickoff to go-live in five clear steps
Discovery
We interview reps, ops leads and management to map your real sales process — not the ideal one.
Architecture
We design the module structure, field map, automation flows and integration architecture before writing a line of config.
Build
Configuration, custom functions, integrations and data migration — done in a sandbox before any change touches production.
UAT & Training
Users test against real scenarios, we fix what's off, and we train every role that touches the CRM.
Go Live + Support
We're available for 30 days post-launch to handle edge cases, adjust flows, and train new hires.
We're practitioners,
not just consultants.
The difference is that we build what we recommend. Every Cloud Universe consultant has personally configured hundreds of CRM orgs — we don't hand off to junior developers after the discovery phase.
Platform-agnostic advice
We don't earn platform commissions — our recommendation is based on your needs, not our margin.
Fixed-price engagements
You know the cost before we start. No change orders for scope we agreed upfront.
Adoption-first approach
A CRM nobody uses is a waste of money. We design for user adoption — training, UX, and change management included.
Based on client-reported metrics 6 months post go-live across 60+ CRM implementations.
From the people who use these systems every day
"We'd tried to set up Zoho ourselves twice. Both times it fell apart because the configuration didn't match how our sales team actually works. Cloud Universe started with three days of process interviews and built something that our reps actually use."
"The HubSpot deal scoring model they built has completely changed how our SDR team prioritises their week. We went from chasing every lead equally to focusing on the 20% that actually convert. Win rate up 28% in six months."
Common questions about CRM implementation
How long does a typical CRM implementation take?
Do you migrate our existing data from the old CRM?
Which CRM should I choose — Zoho, HubSpot, or Salesforce?
Do you provide training for our sales team?
Can you connect our CRM to our accounting software (Zoho Books / QuickBooks / Tally)?
What if we're not sure our team will actually use the CRM?
Our other service lines
Enterprise Solutions
SAP S/4HANA and Oracle implementations for mid-market and enterprise clients.
Website Development
Custom, CMS, and web app development — built for performance and maintainability.
App Development
iOS, Android, and cross-platform mobile applications for internal tools and consumer products.
Ecommerce Development
Shopify, WooCommerce and Magento builds — plus platform migrations and B2B portals.