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Wise Digital
Wise Digital
Expert Solutions
"Illustration of two people analyzing data on a large board displaying charts and graphs.

Custom Zoho CRM Solutions Built Around Your  Sales Process

Your sales process is unique — your CRM should be too.

At Wise Digital, we are independent software implementers who specialise in customising Zoho CRM to match the way your business actually sells. 


From lead capture to deal closure, we design workflows, automation, and layouts that reflect your exact process — not a generic template.

CRM Tailored to Your Sales Pipeline
Custom stages, modules, fields that align with how your team moves deals forward.
Workflow Automation 
​Automate repetitive tasks like follow-ups, reminders, and deal updates so your team stays focused on closing.
Blueprints & Sales Rules
​Implement clear, guided steps for reps to follow — ensuring consistency and better results.
Custom Dashboards & Reports
See exactly what matters: conversion rates, sales velocity, rep performance, and pipeline health.
Smart Integrations
​Connect Zoho CRM with your website, email, marketing tools, and more to create a seamless sales engine.
Custom Forms
​We implement smart forms for site visits and requirement gathering that can be sent out to your team or clients. Once submitted, they automatically update or create the relevant records in Zoho CRM — saving time and eliminating manual data entry.
Strategic Scoping

We map out your unique sales journey and build it into Zoho CRM — from lead stages to deal closing and everything in between.

Data Migration & Clean-up

Moving from another CRM or spreadsheet chaos? We handle importing, mapping, and cleaning your data to ensure a smooth transition.


Training 

Get your team up to speed fast. We deliver clear, role-specific training so everyone knows how to use Zoho effectively from day one.

Module Extensions & Advanced Logic

Need more than the basics? We build advanced logic, cross-module functions, and tailored solutions that go beyond default CRM capabilities.

Built for Your Business, Not Just Any Business

No generic setups here. We dig deep into how your team actually sells and design your Zoho CRM to support that — step by step, stage by stage.

Let us handle the structure so your team can focus on results.


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