SugarCRM Consulting

Insyrge customises SugarCRM for teams that need modules, workflows and integrations that match how they sell and deliver.

What we deliver

We customise modules and layouts, write workflows and custom logic, integrate SugarCRM with your website, ERP and support tools, migrate and clean data, and train your admins.

Who it is for

Companies already on SugarCRM, or moving from another CRM and keeping Sugar as the system of record.

How an engagement runs

Discovery and data model, build and integrate, migrate and test, train, hand over documentation and code you own.

Get started

Book a consultation and we will review your current SugarCRM setup.

GoHighLevel Consulting

Insyrge implements and improves GoHighLevel for agencies and service businesses that need pipelines, funnels and automations in one place.

What we deliver

We configure pipelines, funnels, calendars and automations, connect GoHighLevel to your website and tools through its API, clean up messy accounts, and document everything your team will run day to day.

Who it is for

Agencies, coaches and local service businesses using GoHighLevel, or switching to it from another CRM.

How an engagement runs

Audit or discovery, rebuild the pipeline and automations, integrate the tools you already use, train your team, hand over docs.

Get started

Book a consultation to map your current funnel and the first automation wins.

Monday.com Consulting

Insyrge designs and customises monday.com for teams that need clear boards, automations and reporting without a messy workspace.

What we deliver

We set up workspaces and boards, build custom monday.com apps and automations, connect monday.com to your CRM, website forms and accounting tools, and train your team so they can keep improving it.

Who it is for

Operations, sales and delivery teams that already use monday.com, or that are moving onto it from spreadsheets and chat threads.

How an engagement runs

Discovery and process map, build and integrate, train your team, then hand over the documentation and source you own.

Get started

Book a consultation and we will scope the first boards and integrations with you.

Insyrge connects your CRM to finance, inventory and operations so sales, accounts and delivery work from the same data.

We implement Zoho One, Zoho Books and Zoho Inventory, and Odoo, and we integrate them with CRMs such as Zoho CRM, HubSpot and Salesforce, as well as accounting tools like QuickBooks and Xero.

Every project starts with a process map, so the system fits how your business actually runs, not the other way round.

What we deliver

• Zoho One, Books and Inventory setup

• Odoo implementation and customisation

• CRM to ERP and accounting sync

• QuickBooks and Xero integration

• Process mapping and user training

Who it is for

Growing businesses whose sales, accounts, inventory and delivery teams use separate tools and need them to share the same data.

How an engagement runs

Discovery: we review your goals, current setup and the tools involved.

Plan: scope, deliverables and timeline agreed in writing before work starts.

Build and test: systems are configured and integrations tested with your own data, checked against real scenarios.

Handover: user training and documentation for each team.

Get started

Book a consultation with Insyrge and we will review your current setup and recommend clear next steps.

Insyrge helps teams get more from Salesforce. We customise objects, page layouts, flows and reports, and build integrations that connect Salesforce to the rest of your stack.

We write custom logic and connect Salesforce to ERP, marketing and support systems through REST APIs and middleware.

If you are moving to or from Salesforce, we map the data model, load it into a sandbox first, and plan a cutover that keeps your history intact.

What we deliver

• Salesforce customisation and flows

• Custom reports and dashboards

• Salesforce API and ERP integrations

• Data migration to or from Salesforce

• Ongoing admin support

Who it is for

Teams already running Salesforce that need it customised, connected to other systems or tidied up, and teams moving data to or from Salesforce.

How an engagement runs

Discovery: we review your goals, current setup and the tools involved.

Plan: scope, deliverables and timeline agreed in writing before work starts.

Build and test: customisation, flows and integrations are built in a sandbox first, checked against real scenarios.

Handover: documentation and admin support so your team can keep Salesforce running.

Get started

Book a consultation with Insyrge and we will review your current setup and recommend clear next steps.

HubSpot CRM consulting and implementation

Insyrge sets up and improves HubSpot CRM for growing sales and marketing teams. We configure pipelines, properties, workflows, lead scoring and reporting so your team works from one clean system.

Already on HubSpot? We audit the portal, remove duplicate data and broken workflows, and connect HubSpot to your website, accounting and support tools through its API.

Moving between HubSpot and Zoho or Salesforce? We map every object and field, test the import in a sandbox, then cut over with a clear plan.

What we deliver

• HubSpot CRM setup and pipeline design

• Workflow automation and lead scoring

• Portal audit and data cleanup

• HubSpot API integrations

• HubSpot to Zoho or Salesforce migration

Who it is for

Sales and marketing teams that are setting up HubSpot for the first time, teams whose existing portal has become cluttered with duplicate data and unused workflows, and businesses moving between HubSpot and Zoho or Salesforce.

How an engagement runs

Discovery: we review your sales process, current portal and connected tools.

Written plan: pipelines, properties, workflows and reports agreed before we build.

Build and test: configuration, automation and integrations, tested with real scenarios.

Training and handover: role-based training and documentation so your team can run HubSpot day to day.

Get started

Book a consultation with Insyrge and we will review your current setup and recommend clear next steps.

Pipeline, job-cost, and finance dashboards in Zoho Analytics or your BI tool, fed from CRM and accounting data. Built for operators who need decisions, not a generic BI brochure.

What we deliver

• Data integration and centralization

• Dashboard and reporting systems

• KPI tracking and performance insights

• Business intelligence tools

• Real-time analytics

Who it is for

Owners and operators who need clear pipeline, job-cost and finance reporting from the CRM and accounting data they already have.

How an engagement runs

Discovery: we review your goals, current setup and the tools involved.

Plan: scope, deliverables and timeline agreed in writing before work starts.

Build and test: data connections and dashboards are built and checked against your source systems, checked against real scenarios.

Handover: a walkthrough of each dashboard and notes on how the data is sourced.

Get started

Book a consultation with Insyrge and we will review your current setup and recommend clear next steps.

Insyrge builds fast, clear business websites and improves the ones you already have so more visitors turn into enquiries.

We fix page speed, mobile layout and technical SEO basics, write clear calls to action, and connect your forms straight into your CRM so no lead is lost.

Every change is measured with analytics, so you can see what moved the numbers.

What we deliver

• UX/UI improvements

• Funnel optimization

• Landing page optimization

• Conversion tracking

• A/B testing and performance improvements

Who it is for

Businesses whose website gets visitors but not enough enquiries, and teams that need forms connected properly to their CRM.

How an engagement runs

Discovery: we review your goals, current setup and the tools involved.

Plan: scope, deliverables and timeline agreed in writing before work starts.

Build and test: page, form and tracking changes are made and measured with analytics, checked against real scenarios.

Handover: a summary of what changed and how to keep tracking results.

Get started

Book a consultation with Insyrge and we will review your current setup and recommend clear next steps.

Practical AI inside your CRM: lead qualification, document extraction, email drafting, and smart routing in Zoho, HubSpot, or Salesforce. We tie every AI step to a real workflow and log what it does.

What we deliver

• AI-driven workflow automation

• Chatbots and customer support automation

• Data processing and intelligent insights

• AI integrations with existing systems

• Process optimization using AI tools

Who it is for

Teams using Zoho, HubSpot or Salesforce that want AI to handle repetitive steps such as lead qualification, document extraction and email drafting.

How an engagement runs

Discovery: we review your goals, current setup and the tools involved.

Plan: scope, deliverables and timeline agreed in writing before work starts.

Build and test: AI steps are added to real workflows with logging, checked against real scenarios.

Handover: documentation of each AI step and what it does.

Get started

Book a consultation with Insyrge and we will review your current setup and recommend clear next steps.

Insyrge creates the content and visuals that explain what you sell: website copy, blog articles, case studies, presentations and social graphics.

We write in plain language for your buyers, keep your brand consistent across every page, and design for both search engines and people.

Content is planned around the questions your customers actually ask, so it keeps bringing in traffic long after it is published.

What we deliver

• Social media creatives and marketing visuals

• Website graphics and UI elements

• Ad creatives and campaign assets

• Branding and visual identity design

• Content creation for digital platforms

• Presentation and business materials

• Consistent and scalable design systems

Who it is for

Businesses that need clear website copy, articles, case studies, presentations and visuals that stay consistent with their brand.

How an engagement runs

Discovery: we review your goals, current setup and the tools involved.

Plan: scope, deliverables and timeline agreed in writing before work starts.

Build and test: content and designs are drafted and reviewed with you, checked against real scenarios.

Handover: final files and guidelines so your brand stays consistent.

Get started

Book a consultation with Insyrge and we will review your current setup and recommend clear next steps.

Insyrge runs measurable marketing that connects ad spend to real pipeline. We set up and manage Google Ads, LinkedIn and Meta campaigns, landing pages and email sequences.

Because we also build CRMs, every lead is tracked from first click to closed deal in Zoho, HubSpot or Salesforce, so you know which channels pay for themselves.

We report on cost per lead and revenue, not just clicks.

What we deliver

• Performance-driven ad campaigns (Google, Meta, etc.)

• Lead generation and funnel optimization

• Conversion tracking and analytics setup

• Marketing automation and campaign workflows

• SEO and organic growth strategies

• Integration with CRM and business systems

• Data-driven optimization for better ROI

Who it is for

Businesses that want marketing spend tied to real pipeline, with every lead tracked into Zoho, HubSpot or Salesforce.

How an engagement runs

Discovery: we review your goals, current setup and the tools involved.

Plan: scope, deliverables and timeline agreed in writing before work starts.

Build and test: campaigns, landing pages and tracking are set up and checked, checked against real scenarios.

Handover: regular reporting on cost per lead and revenue.

Get started

Book a consultation with Insyrge and we will review your current setup and recommend clear next steps.

We map your sales and operations process first, then choose and configure the right CRM or ERP. Ideal before implementation when the pipeline, handoffs, or tool stack are still unclear.

What we deliver

• Analyze and optimize business workflows and operations

• Identify inefficiencies and automation opportunities

• Recommend and implement the right technology solutions

• Improve system architecture and process flow

• Align business operations with scalable systems

• Reduce manual work and operational bottlenecks

• Ongoing consulting for growth and optimization

Who it is for

Teams preparing for a CRM or ERP project whose pipeline, handoffs or tool stack are still unclear.

How an engagement runs

Discovery: we review your goals, current setup and the tools involved.

Plan: scope, deliverables and timeline agreed in writing before work starts.

Build and test: process maps and technology recommendations are reviewed with your team, checked against real scenarios.

Handover: a written recommendation and implementation plan.

Get started

Book a consultation with Insyrge and we will review your current setup and recommend clear next steps.

Zoho Creator portals and custom web apps for estimating, approvals, field teams, and job tracking, connected back to Zoho CRM, HubSpot, or Salesforce. Fixed-scope sprints, documented code, and client-owned IP.

What we deliver

• Develop custom web and mobile applications

• Build internal tools and business management systems

• Design user-friendly interfaces and seamless user experiences

• Integrate apps with existing tools and platforms

• Automate workflows and business processes

• Scalable, secure, and performance-driven solutions

• End-to-end development from idea to deployment

Who it is for

Teams that need portals, internal tools or web apps for estimating, approvals, field work or job tracking, connected to their CRM.

How an engagement runs

Discovery: we review your goals, current setup and the tools involved.

Plan: scope, deliverables and timeline agreed in writing before work starts.

Build and test: the app is built in fixed-scope sprints, checked against real scenarios.

Handover: documented code and client-owned IP.

Get started

Book a consultation with Insyrge and we will review your current setup and recommend clear next steps.

Private Zoho CRM widgets and Marketplace-style extensions: custom buttons, related lists, Deluge functions, and embedded apps. Insyrge already publishes Zoho Marketplace extensions such as HOVER Integration, Timeline Pro, and Google Address Autocomplete, so we build to Zoho's review standards from day one.

What we deliver

• Build custom extensions tailored to your business needs

• Integrate third-party platforms using APIs and webhooks

• Develop custom widgets and UI components

• Automate complex workflows and processes

• Centralize data across multiple systems

• Improve system usability and team productivity

• Scalable, secure, and performance-driven solutions

Who it is for

Zoho CRM users who need custom widgets, buttons, functions or integrations that the standard product does not provide.

How an engagement runs

Discovery: we review your goals, current setup and the tools involved.

Plan: scope, deliverables and timeline agreed in writing before work starts.

Build and test: extensions are built to Zoho review standards, checked against real scenarios.

Handover: documentation and installation support.

Get started

Book a consultation with Insyrge and we will review your current setup and recommend clear next steps.

Insyrge implements Zoho CRM for teams that have outgrown spreadsheets or a default CRM trial. You get a written blueprint before build: modules, fields, stages, roles, and the reports leadership actually opens. We configure lead capture, pipelines and Blueprints, validation rules, quoting, and dashboards, then train each role. A typical implementation is a 2–4 week sprint after the blueprint is agreed, and you own the configuration and any code.

What we deliver

• Complete CRM setup and configuration

• Custom modules, fields, and layouts

• Sales pipeline design & automation

• User roles and permission setup

• Reports, dashboards & analytics

Who it is for

Teams that have outgrown spreadsheets or a default CRM trial and need Zoho CRM configured around how they sell.

How an engagement runs

Discovery: we review your goals, current setup and the tools involved.

Plan: scope, deliverables and timeline agreed in writing before work starts.

Build and test: modules, pipelines, Blueprints and dashboards are configured, checked against real scenarios.

Handover: role-based training for each team.

Get started

Book a consultation with Insyrge and we will review your current setup and recommend clear next steps.