CRM & Business Support

Manage your pipeline, know your customers, and never let a lead go cold — with a CRM built around how your business actually works.

What's Included

CRM & Business Support Services

A CRM that nobody uses is a CRM that was not built right. Stratis Outsourcing builds and configures customer relationship management systems that match your actual sales process, team structure, and operational needs — whether you need a fully custom solution or expert configuration of HubSpot, Salesforce, or Zoho.

Book Consultation

Custom CRM development using Laravel
HubSpot setup, configuration, and management
Salesforce setup, configuration, and ongoing management
Zoho CRM implementation and customisation
Sales pipeline and deal stage configuration
Lead tracking, contact management, and segmentation
CRM data migration and database cleanup
Workflow automation within CRM platforms
Customer support ticket system integration
Team training and ongoing CRM management

Requirements Mapping

We document your sales process, team structure, lead sources, and reporting requirements — building a clear picture of what your CRM actually needs to do before we configure or build anything.

Build or Configure

We either build a fully custom CRM on Laravel or configure your chosen platform with custom fields, pipeline stages, automations, and integrations that match exactly how your team operates.

Data Migration

We migrate your existing contacts, deals, notes, and history from spreadsheets or a previous CRM — with data mapping, deduplication, and validation to ensure nothing is lost or incorrectly formatted.

Training & Ongoing Support

We train your team on the system and remain available for ongoing changes, reporting updates, and support as your business grows and your needs evolve.

USA Coverage

Canada Coverage

Got Questions?

Frequently Asked Questions

HubSpot works well for small to mid-size businesses that need fast, user-friendly setup with strong marketing integration. Salesforce is suited to complex enterprise environments with advanced reporting and process needs. A custom Laravel CRM is the right choice when you need a system built entirely around your workflow, with no per-seat fees, no feature limitations, and full ownership of the platform. We help you make the right call based on your business reality, not on which platform pays the highest referral commission.

Yes. We build industry-specific CRMs for professional services, construction, real estate, healthcare, and financial services — with custom fields, workflows, reporting, and integrations that reflect how each industry actually operates, not a generic template adapted with different labels.

Yes. Data migration is a core part of every CRM implementation we deliver. We handle migrations from Zoho, Pipedrive, Monday.com, spreadsheets, and most major platforms — with careful data mapping, deduplication, and validation to ensure everything lands in the right place and in the right format.

Yes. Many clients retain us on a monthly basis for CRM management, which includes pipeline reviews, data hygiene, adding new fields or pipeline stages, user support, and reporting updates as the business changes and grows.

HubSpot and Salesforce configurations for small to medium teams typically take two to four weeks. Custom CRM builds vary by complexity — from six weeks for straightforward systems to three or four months for enterprise-grade platforms with multiple integrations and custom reporting.

Yes. We integrate CRMs with email platforms, accounting software including QuickBooks and Xero, marketing tools, e-commerce platforms, and communication tools like Slack and Microsoft Teams — creating a connected workflow where information moves between systems automatically without manual re-entry.

Adoption comes from fit. A CRM that mirrors how your team already works, rather than forcing them to change their behaviour to match the software, gets used consistently. We start every build with requirements mapping specifically for this reason, then back it up with proper training and documentation during rollout.