Business Automation with Seamless CRM Solution
At WebFabricant, we help businesses design, implement, and optimise CRM systems that do more than just manage contacts — they transform customer experiences, streamline workflows, and drive sustainable growth.
Our Business Automation Services
Whether you’re starting from scratch, upgrading your CRM, or not getting ROI from your current setup, our expert consultants will help you unlock the full power of CRM.
Strategy & Planning
- Requirements gathering & workflow mapping
- Gap analysis of existing CRM tools
- Platform recommendations
- Integration planning with existing systems
- Scalable roadmap for CRM adoption
Optimization & Automation
- CRM audit & performance tuning
- Marketing & sales automation
- Workflow automation (reminders (follow-ups, tasks)
- Reporting & analytics setup
- Data cleansing and deduplication
Documentation & Implementation
- End-to-end CRM setup & customisation
- Lead, deal & pipeline configuration
- Email, calendar, and phone integrations
- Role-based access & data structure design
- User training and onboarding
Integration
- ERP, marketing platforms
- API-based custom integrations
- E-commerce, website, and lead form sync
- Payment gateway
- Accounting tool integration
Data Migration & Cleanup
- Secure legacy data transfer
- Remove duplicates & outdated entries
- Field mapping for CRM compatibility
- Ensure clean, accurate records
- Migrate leads, contacts & deals
- Validate data before go-live
User Training & Support
- Personalized CRM training sessions
- Role-based onboarding guides
- Easy-to-follow user manuals & docs
- Ongoing support via email or chat
- Troubleshooting & issue resolution
- Feature updates & refresher training
PortFolio
See how we’ve helped businesses streamline workflows, boost customer engagement, and scale smarter.
Custom Client Portal with Zoho Creator
Date: January, 2025
Client: Your Hair Matters,
Industry: Beauty & Wellness
The Challenge
Your Hair Matters needed a centralised platform to manage client interactions, automate internal processes, and streamline collaboration among customers, staff, and administrators. Their key requirements included:
Custom task and workflow automation
Centralized data management
Seamless communication across departments
A user-friendly portal tailored to different user roles
Our Solution
Web Fabricant built a robust, role-based client portal using Zoho Creator and custom Deluge scripting, seamlessly integrating it with Zoho CRM, Writer, and WorkDrive for unified data management and collaboration. The solution featured automated workflows for tasks, notifications, and approvals, significantly reducing manual effort while ensuring a secure and scalable architecture to support both current needs and future growth.
The Result
Your Hair Matters now benefits from a streamlined, automated workflow and an intuitive client portal that enhances both customer service and internal efficiency.
✔ Increased productivity with automated task flows
✔ Improved client engagement and experience
✔ Enhanced internal collaboration
✔ Real-time data visibility across the organisation
Ride-On Automotive – CRM & Shopify Integration Success
Date: March, 2025 Client: Ride-On (USA-based automotive company) Industry: Automotive Retail
The Challenge
Ride-On, a growing automotive business in the United States, was struggling with fragmented systems across its operations. Key challenges included:
Inefficient sales and lead tracking processes, and a lack of business process automation
No centralised order management system and disconnected online payment workflows
Outdated website with poor UX/UI and no real-time synchronisation between Shopify and their CRM
Our Solution Web Fabricant delivered a full-scale digital transformation for Ride-On by integrating Zoho CRM with Shopify for real-time syncing of customer data, orders, and inventory, streamlining sales and eCommerce operations. We redesigned their website in Figma with a modern, user-friendly interface, implemented web optimisation for faster performance, and integrated a robust inventory and order management system. Additionally, we enabled secure online payment processing and designed the website with SEO best practices to enhance visibility and drive organic traffic.
Results
Ride-On now operates with a fully integrated system that supports sales, fulfillment, and customer management in real time. Their team can focus more on growth and less on managing disconnected tools.
✔ Improved operational efficiency
✔ Real-time data synchronisation
✔ Enhanced user experience
✔ Increase in online sales
✔ Higher search visibility
Panther Capital Group – CRM-Powered Real Estate Automation
Date: March, 2025
Client: Panther Capital Group,
Industry: Commercial Real Estate
The Challenge
Panther Capital Group, a leading player in commercial real estate, needed a scalable and integrated system to manage a growing portfolio of properties. They were looking to:
Centralise property and client data
Automate property visit tracking and simplify invoicing and payment workflows
Improve overall operational efficiency across multiple sectors
Our Solution Web Fabricant delivered a tailored solution for Panther Capital Group by integrating key Zoho applications to streamline their property management operations. We centralised lead, property, and client data using Zoho CRM, digitised property visit and inspection processes with Zoho Forms, and automated invoicing through Zoho Books for accurate financial management. Custom workflows were implemented to automate follow-ups, task assignments, and reporting, significantly enhancing operational efficiency and reducing manual tasks.
The Result
The new Zoho-powered ecosystem enabled Panther Capital Group to operate more efficiently and focus on what matters—closing deals and growing their portfolio.
✔ Real-time visibility into property and client data
✔ Faster and more accurate invoicing
✔ Streamlined communication across teams
✔ Enhanced process efficiency and scalability
We Worked with top Company world-wide
Let’s start your experience with Web Fabricant
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We dive deep to understand your goals (learn), craft tailored solutions (make), and launch high-performing digital experiences (build).
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Starter Plan
£799
Great For:
New businesses or sole traders wanting to automate simple tasks and manage customers
What you get:
- Automation of up to 3 business processes.
- Basic CRM setup
- AI-driven process analysis to identify efficiency gains
- Basic reporting dashboard
- One round of changes to get it right.
- 30 days of support after setup.
Growth Plan
£1,499
Great For:
Small businesses looking to automate more tasks and improve customer management.
What you get:
- Automation of up to 6 business processes
- Advanced CRM setup
- AI-driven insights for process optimition and customer segmentation.
- Custom reporting dashboard
- Integrations (e.g., email marketing or accounting software).
- Two rounds of changes.
- 60 days of support
Pro Plan
£2,499
Great For:
Growing businesses needing advanced automation and CRM solutions.
What you get:
- Automation of up to 10 business processes
- Custom CRM setup (e.g., Salesforce, Zoho, or HubSpot Professional)
- Advanced AI-driven insights.
- Comprehensive reporting dashboards
- Integrations (e.g., email, accounting, or eCommerce platforms).
- Three rounds of changes
- 90 days of support
CRM a Central Hub for Customer Intelligence
A well-implemented CRM system is more than a tool — it’s your central hub for customer intelligence, sales automation, marketing insights, and team collaboration.
Whether you're implementing your first CRM or optimising an existing one, we help you get more visibility, automation, and growth from your customer data.
