We build a CRM your team uses every day, one that carries every marketing lead through to the sale.
Lead3
MQL2
SQL2
Proposal1
Customer1
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Roicool's CRM consulting starts with sales process design and covers CRM selection, setup, data migration, web form and ad integrations, automation, reporting and team training. Qualified-lead and sales data from the CRM is sent back to Google Ads and Meta so that ads optimise for revenue.
Last updated: 20 October 2026View as Markdown
Five problems we solve.
Forms sit in an inbox.
Deal stages are a guess.
Form fills and qualified leads differ.
The team is back in spreadsheets.
Campaigns optimise for form fills.
Example flow: 8 anonymous deals move through Lead → MQL → SQL → Proposal → Customer, and at each of the 4 steps an automation rule we build fires.
Example flow
Lead2
Gate Lead → MQL: Form received → assign to a rep
MQL2
Gate MQL → SQL: Lead score ≥ 60 → SQL
SQL2
Gate SQL → Proposal: Proposal opened → Slack alert
Proposal1
Gate Proposal → Customer: Contract signed → onboarding task
Customer1
Cases
We connected SESTEK's Webflow forms not straight to the CRM but to a Webflow Cloud app on the site's domain; only this server layer talks to Microsoft Dynamics 365, and the browser never does. The forms are React code components managed from the Designer, on a bilingual CMS whose folder and item slugs are largely translated.
Read the SESTEK case
HubSpot setup, lifecycle stages, lead scoring, automation and sales data fed back to Google Ads and Meta.
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Zoho CRM setup and customisation: modules, Blueprint processes, workflows, web and ad integrations.
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Bitrix24 CRM setup: pipelines, robots, Open Channels, phone and messaging integrations, and a simple, role-based interface.
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Salesforce Sales Cloud audits, simplification, marketing integrations and opportunity data fed back to ad platforms.
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We set up Dynamics 365 Sales for sales teams working in Microsoft 365 and connect it to marketing and ad data.
ExploreA simple sales pipeline, automation, and web and outbound integrations in Pipedrive, for small and mid-size sales teams.
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Moving from one CRM to another, or from spreadsheets to a CRM, without losing data: inventory, mapping, cleanup, testing and validation.
ExploreTeam and proof
Clutch profile“Roicool knew what they were doing and were ready to answer our questions with their expertise anytime.”
Sena Miskioğlu ·
For SESTEK we build the CRM integrations that connect its US-market enterprise website to its sales and customer systems.
Strategy, content, development and measurement in one team.
Partnerships and certifications
Process
The current sales process on paper: where leads come from, who owns them, which stages they pass.
Choosing a new CRM or auditing the current setup.
Objects, fields, pipelines, users and permissions.
Validated data migration from the old system where needed.
Web forms, ad lead forms, email, phone, analytics; sales data fed back to ad platforms.
Assignment, reminders, stage rules; leadership and sales reports.
Role-based training, usage tracking in the first weeks.
Zehra Adaş · Managing Partner · Updated 20 October 2026 · 4 min read
CRM consulting is the work of choosing the right CRM, setting it up, migrating your existing data and making sure your team actually uses it, so that customers, leads and sales live in one system. The goal is not to install software but to make the sales process visible and measurable: which stage every deal is at, who owns it and which marketing channel it came from, on one screen.
The right CRM is not the one with the most features; it is the one that fits your team's size, your sales process and the other tools you use. We choose against your own process scenarios, not the impression a demo leaves.
| CRM | Worth considering for | What stands out |
|---|---|---|
| HubSpot | Teams that want marketing and sales on one platform | Marketing automation and ease of use |
| Zoho CRM | Companies looking for a flexible, cost-controlled setup | A wide app family (Zoho One) |
| Bitrix24 | Teams that want tasks and internal communication next to the CRM | CRM, projects and communication in one place |
| Salesforce | Organisations with complex processes and large teams | Deep customisation and a broad ecosystem |
| Microsoft Dynamics 365 | Organisations running on Microsoft | Integration with Office and ERP |
| Pipedrive | Sales teams that want a simple pipeline | A visual sales pipeline |
Comparisons: HubSpot vs Zoho, HubSpot vs Salesforce, Zoho CRM vs Bitrix24, Pipedrive vs HubSpot. For the selection steps: How to choose a CRM.
A good CRM setup starts with the process, not the software. The steps:
Lead scoring gives every potential customer a score based on profile and behaviour, so sales talks to the most ready ones first. The profile score measures fit with your ideal customer profile (ICP): industry, company size, job title. The behaviour score measures interest: which pages they visited, which form they filled in, how they engage with emails.
Automation takes repeated work off the team: assigning a new lead to the right person, creating follow-up tasks, notifying on stage changes, starting email sequences. Our rule is simple: the process comes first, then the automation; automating the wrong process only makes mistakes faster.
The biggest benefit of a CRM is that marketing can see which channel actually brings sales. We carry the source information from the form (UTM, campaign, channel) into the CRM record; when a deal closes, it is sent back to the ad platforms as an offline conversion. Campaigns then optimise for sales, not form fills.
Marketing and sales using the same definitions and the same report is the core of RevOps: one definition of a "qualified lead", and both teams look at the same number.
The right consultant doesn't sell you software; they set up the system that fits your process and make sure your team uses it. Get clear answers to these questions:
To make the decision step by step, see our e-book CRM selection and migration guide.
Forms land in an inbox; who called whom and what was said is not recorded.
Which deal is at which stage and when it will close is a guess.
Marketing reports form fills, sales reports qualified leads; they don't match.
The team went back to its spreadsheets.
Campaigns optimise for form fills, not revenue.
Sales process design, CRM selection, setup and customisation, data migration, web form, ad and email integrations, automation, reporting and team training. We set the scope by your current process and tools.
HubSpot, Zoho CRM, Bitrix24, Salesforce, Microsoft Dynamics 365 and Pipedrive. We are not tied to one tool; we choose together based on your process, team and budget.
We connect web forms and ad lead forms to the CRM, record each lead's source, and send qualified-lead and sales data from the CRM back to Google Ads and Meta, so ads can optimise for sales.
A CRM is worth the data in it. We design the setup with the sales team, keep required fields to what is really needed, train the team and watch usage in the first weeks.
Usually we audit the current system first: most problems come from the setup, not the tool. If the tool really can't meet the need, we plan the move.
We make sure marketing consents are stored in the right fields, access rights are set and retention periods are defined. The legal assessment of where data is stored is done with your legal counsel.
Let’s start
In a 30-minute intro call we listen to your goals and agree on the right first step.
