We build it end to end
A defined scope, delivered in releases you can test. We own delivery from discovery to go-live.
Best for a new system or a rebuild
ServicesAI and integrations
We set up Salesforce and connect it to the systems you already run.
A CRM (customer relationship management system) keeps every lead, customer, call and deal in one place. We configure and customise Salesforce for your sales process and connect it to your ERP, billing and support systems, so nobody types the same customer twice.
Request a quoteFrom our clients
A real estate company runs AI agents we built alongside its operations team.
What you get
What we hand over
- 01
Salesforce set up for your sales process
Leads, opportunities, accounts and contacts arranged the way your team sells: your stages, your fields, your sales teams. Access is given by role and team, not person by person.
- 02
Your data moved in
Leads, contacts, accounts, products and sales history are taken from the old CRM or from spreadsheets and loaded into the new one, then checked with your team.
- 03
Integrations with the rest of the business
The CRM is connected to the ERP, the online shop, the email inbox and the phone system. In our CRM projects this has meant leads created from incoming email, customers kept in step between a shop and the CRM, calls placed and recorded from the contact screen, and user accounts taken from the company directory.
- 04
Workflows, reports and a support desk
Approval steps that are recorded, reports and charts for managers, and a ticket desk with a customer portal and a knowledge base. An SLA (service level agreement, the time you promise a customer for an answer) can be set, so each ticket shows the time left.
How it works
A CRM your team uses, connected to the rest of the business
A CRM pays back only when sales staff fill it in, and they do that when it follows how they sell and saves them typing. The CRM projects in our case studies were delivered on SugarCRM, vTiger and Odoo CRM. We offer the same work on Salesforce.
- 1We begin with how a lead becomes an order in your business today, and where the information is typed twice.
- 2The standard screens are used wherever they fit. Fields, stages and rules are changed only where your process needs it, so later upgrades stay simple.
- 3Integrations are built on the APIs of both systems, so an order, an invoice or a ticket raised in one appears in the other.
- 4Before you commit we compare Salesforce with the CRM inside your ERP. If your sales and your orders already live in Odoo, the CRM that comes with it may be enough.
Your options
Your options, compared honestly
- Alternative
Your own Salesforce administrator
The right choice for daily changes such as new fields, users and reports. Integration with an ERP or a billing system usually needs developers as well.
- Alternative
A Salesforce-only consultancy
Deep knowledge of the product and its add-ons, and the right choice for a very large rollout. Its advice starts from Salesforce, and the ERP side of an integration is often left to someone else.
- Alternative
An open-source CRM, or the CRM inside your ERP
SugarCRM, vTiger and Odoo CRM have no or low licence fees and can be changed freely. They suit a smaller sales team. They have fewer ready-made add-ons than Salesforce.
- With KTree
Salesforce with KTree
One engineering team sets up the CRM and builds the integration with your ERP and other systems, because we work on both sides. We will also tell you when a simpler CRM is enough.
Problems we have already solved
Not praise. The problem, what we built, and what changed.
- Vtiger CRM implementation for a Global Outsourcing & Technology services companyCase study
- Integration of SugarCRM and Asterisk Case study | SugarCRM consulting and ImplementationCase study
- SugarCRM Customization, Installation, Integration & SupportCase study
- Advertising Firm Gains Competitive Edge By Driving Innovation With SugarCRMCase study
Technology
What we build it with
- Salesforce
- Odoo CRM
- SugarCRM
- vTiger
- REST and SOAP APIs
- Talend (data sync jobs)
- Dedicated CRM developers
Ways to work with us
A project, a team, or support for what you already run
Our engineers, your roadmap
Odoo, React, Node, React Native, AWS and PHP engineers who work as part of your team, month by month.
Best for a product that keeps growing
Keep it running
Maintenance, upgrades and urgent fixes for ERP, web and cloud systems, including ones we did not build.
Best for a system already live
Before you ask
Questions about Salesforce
Short, straight answers. Anything else, ask in the form below and an engineer will reply.
Salesforce, or the CRM inside our ERP: which should we use?
It depends on the size of the sales team and how much the CRM must do on its own. If your orders and customers are already in Odoo, its CRM keeps everything in one system. Salesforce suits a larger sales organisation that wants its wide range of add-ons. We compare both against your process before you decide.
Can Salesforce be connected to our ERP?
Yes. The two systems exchange customers, orders, invoices and tickets through their APIs, so data is entered once. Integration between business systems is work we do on most projects.
Can you move our data from another CRM or from spreadsheets?
Yes. In an earlier CRM project we moved the sales, products, leads, contacts and accounts from the old system without loss of data. Your team checks the result before the old system is switched off.
Can you take over a Salesforce setup another vendor built?
Yes. We start with an audit of the configuration, the custom code and the data, tell you what is sound and what is at risk, and then take on support or the next phase.
How do you price the work?
A fixed price when the scope is clear, or a monthly rate for a dedicated team. Every estimate is written down with what is included. Salesforce licences are bought by you from Salesforce and are not part of our price.
Request a quote
Tell us what you are building.
A senior engineer replies within one working day.
- 1An engineer reads it. Not a sales desk.
- 2A short call. To understand the scope and what you run today.
- 3A written estimate. Scope, team and timeline on paper.
- Sales
- +91 77025 00973
- Office
- +91 40 6674 7261
- info@ktree.com
- Address
- Sanali Info Park, Road No. 2, Banjara Hills, Hyderabad 500034