CRM Solutions
A CRM Your Team Will Actually Use
We build your CRM and connect it to ChatGPT or Claude. The AI drafts the follow-up and fills in the record, so your team's time goes to actual conversations, not data entry.
Why it matters
A CRM only earns its keep if the team actually opens it.
- Most do not fail because the software was wrong, they fail because setup was rushed, so the record-keeping fell on the salesperson instead of the system, and within a few months half the pipeline lives in someone's head instead of in the tool.
- A CRM set up properly does the opposite: it captures what happened on its own, reminds the team who needs a follow-up today, and gives a manager a real view of the pipeline without asking anyone for a status update.
Who we support
A two-person startup outgrowing a spreadsheet and a 50-person sales floor drowning in manual data entry get the same thing from us: a CRM sized to how they actually sell.
What this looks like
Faster follow-ups
AI drafts the follow-up email or call summary, your team reviews it and sends it, instead of writing every message from a blank page.
Smarter lead scoring
New leads get ranked by how likely they are to convert, so your team spends time on the ones worth chasing first.
Team adoption that sticks
A CRM built around how your team actually sells is one people want to open, not one they route around.
A pipeline you can actually see
No more asking each rep for a status update. The numbers are in the CRM because the CRM captured them automatically.
How it works
Setup starts with how your team actually sells today, not a generic template.
- 01
We map your sales process into the CRM's stages, connect it to your inbox and calendar so activity logs itself, and set up the automations that matter most, a new lead alert, a follow-up reminder, a deal-stage notification to the right manager.
- 02
Once the structure is right, we connect AI where it saves real time: drafting the first follow-up on a new lead, summarizing a call so nobody has to type notes afterward, flagging a deal that has gone quiet.
- 03
Training happens with your actual pipeline, not a demo account, so the team's first week in the new CRM is also their first productive week in it.
CRMs We Work With
- ZohoHubSpot
Zoho and HubSpot are the most common starting points, Zoho for teams that want sales, support, and finance connected in one suite, HubSpot for teams that want something easy to learn with strong marketing tools built in.
- Custom build
Salesforce fits larger, more complex sales operations that need deep customization.
- monday.comPipedriveAirtable
Monday.com and Pipedrive suit teams that think in boards and pipelines more than in traditional CRM screens, and Airtable works well for a team that wants a CRM with the flexibility of a spreadsheet.
- Custom build
When none of those fit, we build a custom setup around your process instead.
Built by us
AI inside the CRM, on our own platform.
The ElevenLabs AI for Zoho CRM extension on techma.app puts AI calls, SMS and transcripts on your Contacts, Leads and Deals.
Your CRM Journey
01
Consultation
We learn your sales process and what's slowing it down.
02
Strategy
We map out the CRM setup and automation that fits.
03
Implementation
We build and connect it to AI where it helps.
04
Ongoing Support
Training so your team keeps getting value from it.
Why Techma
Why teams pick us for this.
We've seen CRMs die from bad onboarding.
We train your team so it actually gets used, not just paid for.
Less data entry, more selling.
That's the actual metric we're optimizing for, not just a feature list.
Can you connect our CRM to ChatGPT or Claude?
Yes, and it is most of what clients ask us for. Once connected, the AI reads a record, drafts the next email, summarises an account before a call and updates the fields, inside the CRM your team already uses.
What does CRM setup include?
Implementation, automation, customization, integration, and training, however much of that you need.
We already have a CRM. Can you improve it instead of replacing it?
Usually, yes. Most of the time the fix is better setup and automation, not a full switch.
Is this only for large sales teams?
No. We work with teams of every size, from a two-person shop to a full sales floor.
Stop Losing Deals to Bad Follow-Up
See where your current CRM setup is costing you time and leads, no cost, no obligation.
What happens next
- 01Tell us what slows your team down.
- 02An honest conversation about your goals. No pitch.
- 03A clear plan with a timeline and expected outcomes.