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Insyrge - Zoho CRM & Business Automation Consulting
Salesforce Consulting & Integration
Enterprise Architecture Service

Salesforce Consulting & Integration

Bilateral NDA Protected•100% Client Code & IP Ownership•2–4 Week Agile Sprints

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.

What You Receive

Measurable architectural milestones and tested deliverables included in this service.

Salesforce customisation and flows
Custom reports and dashboards
Salesforce API and ERP integrations
Data migration to or from Salesforce
Ongoing admin support
Next Step: Bottleneck Review

Ready to Scope Your Salesforce Consulting & Integration?

Book a free 45-minute architectural consultation or request a custom CRM assessment. We evaluate your current systems and prepare a clear, fixed-scope proposal.

Book a 45-Min Discovery Call
Average response time: under 2 business hours • Mutual NDA guaranteed