A CRM implementation tailored to how your sales and support teams actually work — not a generic setup you have to bend around.
Stages and fields that match your actual sales process.
Every call, email and ticket in one timeline.
Follow-ups, assignments and reminders that fire themselves.
Connects to your calling, WhatsApp and email tools.
We configure pipelines, fields and automations around your existing process instead of forcing a rebuild — so adoption doesn't need a six-month change-management project.
Every engagement draws on the same core capabilities, scoped to what your project actually needs.
A core part of every CRM engagement.
A core part of every CRM engagement.
A core part of every CRM engagement.
A core part of every CRM engagement.
A core part of every CRM engagement.
A core part of every CRM engagement.
Document your current sales and support process.
Set up pipelines, fields, roles and automations.
Import existing contacts and deal history.
Team training and go-live support.
From startups to large enterprises, CRM engagements are scoped to fit the team on the other side.
Every engagement is scoped to your project. These are the three ways teams typically work with us.
For well-defined projects with clear requirements.
For ongoing product work and evolving scope.
Large-scale builds with compliance & SLAs.
Both — we configure Umbrella Tech's Lead Management or set up a third-party CRM, whichever fits your stack.
Yes, we clean and migrate contacts, deals and history from spreadsheets or your current CRM.
Yes, we connect the CRM to your existing calling, WhatsApp Business and email tools.
Most implementations go live in 3–6 weeks depending on complexity and data volume.
CRM is often scoped alongside these services.
Tell us what you're trying to build. We'll scope it and get back within one business day.