CRM Services

From Pipedrive and Close.io to Salesforce and Hubspot, we help set up and maintain your CRM platform in line with industry best practices and your needs.

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We'll guide you through your CRM adoption.

Administration

We take care of the daily maintenance tasks and improve your CRM at a fraction of the cost of an internal administrator. We also document our strategy and provide ongoing strategic direction.

Implementation

Whether you're looking for a new CRM, just adopted a new one, need help with migration or are looking to integrate 3rd party tools, we can assist with set-up to ensure your CRM aligns with industry best practices and your business goals.

Training

Post-implementation, our team can provide custom training programs based on your unique CRM setup, processes, and roles. We’ll train your team to use your CRM correctly and can even help onboard new users as your business grows.

Support

Fide will provide you with a dedicated CRM support team and account manager who are a call away when you need us.

Maximise your ROI

From understanding your unique business goals to refining your process documentation, Fide can ensure you get started with your CRM platform on the right foot. We'll ensure your instance and workflows address your needs and align with industry best practices. You'll end up with a scalable CRM that adjusts your growing business's evolving needs.

The best way to build a CRM team

Our certified admins can handle all of your day-to-day platform maintenance at a fraction of the cost of hiring internally. That way, you can divert resources to grow your business. With years of experience implementing CRMs, our certified experts can create a streamlined solution that scales with your business.

Our team can run your CRM on your behalf.

Our certified CRM specialists can handle all of your daily platform maintenance so you can focus on filling your pipeline and growing your business.

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Implementation

System customisations

DB integrity management

Integrations

Workflows

Onboarding and training

Automations

Architectural maintenance

Reports & dashboards

Day to day support