When important customer information moves between people and platforms, a generic setup may not match your process. Naonis helps you plan and implement tailored CRM and connected-system solutions around your goals, existing tools and constraints.
Tailored to your business
Start with what your team needs to do, what information it needs, and where work currently moves. Then shape the system and its hand-offs around that, instead of adding automation for its own sake.
The result is a solution designed for your context. Scope, platform fit and delivery are agreed before any implementation work begins.
CRM that fits your process
Configure CRM structure and workflows to support how your team manages customer and sales work. Depending on the need, this may include records and fields, stages, ownership, automation, integrations or reporting.
Keep the setup useful for the people who rely on it, while considering how it connects to the rest of your systems.
Marketing automation with clearer hand-offs
Plan how contacts move from an enquiry or campaign into the next relevant step. Tailored marketing automation can connect segments, messages, CRM updates and team hand-offs, based on the platforms and permissions available to your business.
The aim is to make the process easier to follow and maintain, not to create more messages or unnecessary complexity.
Data enrichment with a purpose
Decide which additional information would make your records more useful, where it should come from, and how it should be checked and added to your systems.
Provider choice, data quality, access and permitted use all matter. These are considered as part of the agreed design; external data providers remain subject to their own terms and coverage.
A practical way to get started
- Discuss what you are trying to improve and the systems involved.
- Review the process, constraints and possible approaches.
- Agree the scope, responsibilities and support boundaries before delivery.
Some work may be advice or design; other work may include configuration or integration. The right scope depends on your situation.
Start with an integration example
For NexHello contact sends, you can begin with the Workato webhook starter or the n8n Google Sheets starter. Both are provided as-is, without warranties to the extent permitted by law, and need your own configuration and testing.
If you need Salesforce, HubSpot, ActiveCampaign or another destination, Naonis can discuss changes to the example, additional steps and the matching rules your process needs. Free downloads do not include setup or support; custom work is scoped and priced separately.
Talk to Naonis
Share what you want your CRM, marketing automation or enrichment systems to do. Naonis can discuss whether the work is a fit and what a sensible next step could be.
Contact Naonis about consulting ↗
Any consulting or implementation work is scoped and agreed separately.