CRM
CRM your sales teamwill actually use.
We implement, migrate, customise and integrate HubSpot, Salesforce, Microsoft Dynamics 365 — and build fully custom CRMs. For B2B companies that need their data, pipelines and teams aligned.
63% of CRM projects fail — not because of the software, but because of bad implementation. That's what we fix.
30+
CRM implementations
91%
forecast accuracy (avg)
11h
saved/week per rep
45 days
to full adoption
Problems we solve
These are not software problems.
They are implementation problems.
That's exactly what we fix.
Data in spreadsheets
Leads in Excel, quotes in email, notes in a rep's head. The company has no single source of truth.
Tools don't talk
CRM, ERP, email, support, billing — all siloed. Data manually copied between systems.
Sales ignores the CRM
Low adoption because the system doesn't fit the process. They reverted to Excel a week after go-live.
No pipeline visibility
Leadership can't forecast, can't spot stuck deals, doesn't know where revenue comes from.
Manual data entry
Reps spend 2–3h per day on admin instead of selling.
Failed CRM rollout
Company paid for Salesforce or HubSpot. Teams reverted to spreadsheets. Reason: bad architecture.
We help if…
- You are a B2B company with 5–500 sales reps and a complex pipeline
- You are buying or implementing a CRM for the first time
- You are migrating from one CRM to another (Pipedrive → HubSpot, Salesforce → Dynamics)
- Your current CRM is in place but underused or misconfigured
- You need your CRM connected to ERP (SAP, Oracle, Comarch, Dynamics)
- You need custom workflows and objects that off-the-shelf cannot handle
- You are building a RevOps function and need the data infrastructure to support it
- You are a post-acquisition company standardising operations
Not the right fit if…
(We qualify serious buyers — we prefer to say it directly)
- ✕You want a CRM configured with default settings without any discovery
- ✕You are not willing to dedicate an internal process owner to the project
- ✕You need a CRM running in 3 days with no discovery or implementation
CRM Platforms
Platform matched
to your business model.
We don't sell a preferred platform. We recommend the one that fits your process — after an audit.
HubSpot
B2B companies 10–500 employees, SaaS, agencies, professional services, scale-ups
- Marketing Hub — email, landing pages, lead nurturing
- Sales Hub — pipeline, sequences, call recording
- Service Hub — ticketing, SLA, CSAT/NPS
- Operations Hub — data sync, coded actions
- Custom Objects + HubSpot Workflows
- Private Apps (secure API integrations)
Sales Hub Professional: ~$90/seat/mo.
Salesforce
Enterprises 100+ employees, complex multi-team sales motion, global multi-currency operations, deep ERP integration
- Sales Cloud / Service Cloud / Experience Cloud
- Salesforce CPQ (Configure, Price, Quote)
- Einstein AI — scoring, forecasting, conversation insights
- Salesforce Flow + Apex custom code
- AppExchange integrations
- Salesforce Data Cloud (unified CDP)
Enterprise: $150/user/mo. + implementation 3×–5× licence fee
Microsoft Dynamics 365
Companies on Microsoft 365 / Azure, manufacturing B2B, EU data residency requirement, on-premises
- Dynamics 365 Sales + Customer Service
- Power Automate + Power Apps + Power BI
- Microsoft Copilot for Sales (AI assistant)
- Dataverse (data platform)
- Azure Logic Apps — integrations
- Teams + Outlook + SharePoint native
Sales Enterprise: ~$95/user/mo.
Custom CRM
Off-the-shelf doesn't fit, data sovereignty requirement, own infrastructure, SaaS CRM as a product
- Next.js + Node.js / NestJS / FastAPI backend
- PostgreSQL + Elasticsearch
- Auth0 / Clerk + RBAC
- BullMQ / Celery — background jobs
- REST API + webhooks
- AWS / GCP / Azure / Hetzner (EU sovereign)
from 30,000 PLN / 3–9 months
| Platform | Setup time | Investment (implementation) | Best for |
|---|---|---|---|
| HubSpot | 4–10 wks | 5k–80k PLN | Mid-market B2B, inbound-led |
| Salesforce | 8–24 wks | 20k–200k PLN | Enterprise, complex workflows |
| MS Dynamics 365 | 8–20 wks | 15k–150k PLN | Microsoft ecosystem, manufacturing |
| Custom CRM | 12–36 wks | 30k–300k+ PLN | Unique model, data sovereignty |
| Pipedrive | 1–3 wks | 2k–10k PLN | Simple pipeline, small teams |
What's included
From audit to RevOps.
Full CRM stack.
CRM Audit & Strategy
- Assessment of current CRM / spreadsheets / tools
- Lead-to-cash process mapping
- Data quality audit (duplicates, missing fields)
- Adoption audit (who uses CRM, who doesn't and why)
- Platform recommendation + implementation roadmap
- ROI model: savings, pipeline visibility, forecast accuracy
CRM Implementation
- Custom data model (objects, fields, relationships, hierarchies)
- Pipeline design with stage exit criteria
- Roles, teams, permissions (RBAC + field-level)
- Email domain auth (SPF, DKIM, DMARC)
- Meeting scheduler + call recording + mobile
- Dashboards and reports for every level (rep, manager, CEO)
Automation & Workflows
- Lead assignment (round-robin, territory, size)
- Email + task follow-up sequences
- Data enrichment automation (Clearbit/Apollo/Clay)
- Renewal and subscription lifecycle automation
- Win/loss analysis + re-engagement automation
- Post-close onboarding trigger workflows
Data Migration
- Data extraction from sources (CSV, API, DB direct)
- Deduplication, normalization, field mapping
- Test migration + zero data loss verification
- Historical activity import (notes, emails, call logs)
- Parallel run — old system read-only
- 30-day post-migration audit
System Integrations
- ERP: SAP, Oracle NetSuite, Dynamics BC, Comarch, Enova365
- Email two-way sync: Gmail + Outlook
- Marketing automation: HubSpot, Klaviyo, ActiveCampaign
- Billing: Stripe, Chargebee, Fakturownia, inFakt
- Support: Zendesk, Intercom, Freshdesk
- E-signature: DocuSign, PandaDoc, Adobe Sign
Training & Change Management
- Role-based training: rep, manager, admin, exec
- Custom documentation for client's CRM setup
- Sales playbook embedded in CRM
- 30-day adoption monitoring (login rates, data quality)
- Champions program — 2–3 champions per team
- Hypercare Slack channel 30–60 days post-launch
How we work
From discovery to scale.
1–2 weeks
Discovery & Audit
Stakeholder interviews, process mapping, data quality and tech stack audit. Platform recommendation.
2–3 weeks
Architecture & Design
CRM data model, pipeline stages, automation logic, integration architecture, permission matrix. Sign-off before build.
4–8 weeks
Build & Configuration
CRM config, custom objects, automations, integrations, dashboards. Demo link after each sprint.
1–2 weeks
Migration & Testing
Extraction, cleaning, test migration (10% of records), full migration, client UAT sign-off.
1–2 weeks
Go-Live & Training
Production go-live, role-based training, admin documentation, hypercare Slack. Week 1: adoption audit.
Ongoing
Optimisation & Scale
30/60/90 day adoption reviews, automation performance, quarterly data quality, new integrations.
Pricing
Transparent pricing.
Licence = 30–40% of year-1 cost.
The rest — 60–70% — is implementation, data migration, integrations and training. Plan your budget accordingly. Every project is quoted individually after a free audit.
Starter
from 4,000 PLN
3–5 weeks
Small team (1–15 users), first CRM, clean data
- Platform setup + pipeline config
- Email integration (Gmail / Outlook)
- 3 automations
- Basic dashboards
- Team training
Growth
from 12,000 PLN
6–10 weeks
Mid-market (15–100 users), replace spreadsheets, 2–4 integrations
- Custom data model
- 10+ automation workflows
- ERP or marketing sync
- Dashboards + forecasting
- Data migration
- 60-day support
Scale
from 40,000 PLN
10–20 weeks
100+ users, complex process, multi-team, advanced reporting
- Enterprise setup + multi-team pipeline
- Full integration stack
- RevOps architecture
- Custom objects + executive reporting
- SLA support
CRM Rescue
from 5,000 PLN
3–6 weeks
Existing CRM that's not working — low adoption, bad data, no results
- Audit + diagnosis
- Configuration rebuild
- Integration repair
- Re-training
- 30-day adoption monitoring
Full ownership — always
Client owns the CRM portal, all data, and all custom configurations — written into every contract. All custom code delivered in a client-owned Git repository. Zero lock-in. You can change partners without rebuilding.
Is your CRM driving revenue — or just storing it?
Free CRM audit: adoption rate assessment, pipeline data quality, integration gap analysis, automation coverage, reporting accuracy. We deliver a PDF report (20–30 pages) + 45-min executive call walkthrough.
Requirements: read-only CRM access + 60-min stakeholder interview
Integrations
If it has an API,
we connect it.
Don't see your tool? Write to us — we've worked with hundreds of systems.
CRM Platforms
ERP Systems
Marketing Automation
Sales Engagement
Finance & Billing
Intelligence & Data
Support & Success
Communication
Case studies
Results from real
CRM implementations.
Starting point
Pipedrive with 40% forecast accuracy, no marketing integration, rep 2.5h/day on manual data
What we did
- Migration Pipedrive → HubSpot Sales + Marketing Hub
- Custom lifecycle stage taxonomy + automation (15 workflows)
- Slack integration — pipeline and deal alerts
Result (10 weeks)
Forecast 40% → 91% / Adoption 45 days / 11h/week saved per rep
Starting point
No CRM, leads in Excel, ERP (Comarch) without integration, 100% manual quoting
What we did
- Dynamics 365 Sales Enterprise + Power Automate
- Bidirectional sync with Comarch ERP (orders, invoices, inventory)
- CPQ — automatic quote generation from stock data
Result (14 weeks)
Pipeline visibility from zero / sales cycle −23% / 180k PLN recovered pipeline
Client testimonials
What companies say that stopped living in spreadsheets.
“Before Zenora our forecast accuracy was 40%. 60 days after HubSpot go-live — 91%. The difference isn't the platform, it's the architecture and custom stage exit criteria we never had before.”
Matthew R.
VP of Sales, B2B SaaS
“63% of CRM rollouts end with a return to Excel. We knew that. Zenora started with an adoption audit, not configuration — and that changed everything. Full adoption in 45 days.”
Catherine W.
COO, Services company
“The Comarch ERP integration was a blocker for us for 3 years. Zenora built bidirectional sync in 6 weeks. Now reps see inventory and invoices without leaving the CRM.”
Andrew K.
Sales Director, B2B manufacturer
“We got a 300-page "documentation" from the previous vendor and a CRM nobody used. Zenora did a rescue — 3 weeks, new config, training. Adoption went from 20% to 95%.”
Eva S.
Head of Revenue, Digital agency
“Before Zenora our forecast accuracy was 40%. 60 days after HubSpot go-live — 91%. The difference isn't the platform, it's the architecture and custom stage exit criteria we never had before.”
Matthew R.
VP of Sales, B2B SaaS
“63% of CRM rollouts end with a return to Excel. We knew that. Zenora started with an adoption audit, not configuration — and that changed everything. Full adoption in 45 days.”
Catherine W.
COO, Services company
“The Comarch ERP integration was a blocker for us for 3 years. Zenora built bidirectional sync in 6 weeks. Now reps see inventory and invoices without leaving the CRM.”
Andrew K.
Sales Director, B2B manufacturer
“We got a 300-page "documentation" from the previous vendor and a CRM nobody used. Zenora did a rescue — 3 weeks, new config, training. Adoption went from 20% to 95%.”
Eva S.
Head of Revenue, Digital agency
Industries
CRM for industries
with complex processes.
SaaS / Technology
Product-led sales, free-trial-to-paid pipeline, usage data from Segment/Amplitude as CRM health score.
Professional Services
Project-opportunity-retainer pipeline, resource allocation linked to deal stages, multi-year relationship tracking.
Manufacturing B2B
Long sales cycles, distributor management, bidirectional ERP sync, RFQ and CPQ workflow automation.
Financial Services
Compliance-aware contact management, regulated communication logging, relationship-based pipeline.
Real Estate / PropTech
Property pipeline, developer-broker relationships, automated valuation workflows, multi-stage deal tracking.
E-Commerce B2B
Per-account pricing in CRM, reorder automation, bidirectional Shopify/WooCommerce + CRM sync.
FAQ
Questions before
the first meeting.
How much does CRM implementation cost beyond the licence?
For most B2B organisations, the software licence represents only 30–40% of first-year CRM investment. The remaining 60–70% covers implementation, data migration, custom integrations and training. Data migration alone costs 5–50k PLN+ depending on volume. Each API integration (bidirectional) runs 10–50k PLN. Our implementations start at 4,000 PLN (Starter) and reach 120,000 PLN+ for enterprise-scale projects.
How long does CRM implementation take?
A lean HubSpot setup for a 10-person team: 3–5 weeks. Full mid-market implementation with integrations: 6–10 weeks. Enterprise-scale Salesforce or Dynamics: 10–24 weeks. Custom CRM: 3–9 months. Timeline depends on data volume, integration complexity, and internal client availability.
We already have a CRM that nobody uses. Can you fix it?
Yes. Low adoption is the most common CRM problem we fix. We start with a CRM Rescue: audit the configuration, identify why teams avoid it (usually poor UX, missing automation, or a setup that doesn't reflect real workflows), rebuild the relevant parts, retrain, and monitor adoption for 30 days.
Who owns the CRM data and configurations after the project?
You do. Always. Every contract explicitly states that the client owns the CRM portal, all data and all custom configurations. All custom code is delivered in a client-owned Git repository. You can export your full data at any time. There is no lock-in — you can change partners without rebuilding the system.
Can you connect the CRM to our ERP (SAP / Comarch / Dynamics)?
Yes. ERP ↔ CRM integrations are our specialty for B2B clients. We build bidirectional sync: orders, invoices, inventory, customer data — all visible in CRM without leaving the system. We work with SAP, Oracle NetSuite, Dynamics Business Central, Comarch ERP XL, Enova365 and Sage.
Which CRM should I choose: HubSpot or Salesforce?
For 80% of our clients HubSpot is the better choice: faster launch, better UX, lower TCO. Salesforce wins at 100+ users, complex multi-team processes, global operations, and when the client already has an existing Salesforce ecosystem. Microsoft Dynamics wins when the company is deep in Microsoft 365 or needs on-premises / EU data residency. We make platform recommendations after an audit — we don't sell a preferred platform.
Does data migration destroy history?
Not when done correctly. We migrate full history: notes, emails, call logs, relationships. We do a full source crawl, test migration on 10% of records with relationship verification, and after full migration — a zero data loss audit (record counts + relationships + files). A 1–2 week parallel run (old system read-only) eliminates risk.
What is RevOps and do we need it?
Revenue Operations is the function that aligns sales, marketing and customer success around shared data, processes and KPIs. CRM is its foundation. If your company has 15+ reps and separate sales + marketing teams, RevOps architecture (MQL/SAL/SQL definitions, team SLAs, multi-touch attribution) will turn the CRM into a true revenue machine.
Do you work with AI features like Einstein or HubSpot AI?
Yes. We implement AI lead scoring, conversation intelligence (Gong, Chorus, Einstein Conversation Insights), AI deal risk detection, predictive forecasting, and Microsoft Copilot for Sales. We also help integrate custom ML models with CRM data via custom API.
How do you handle GDPR compliance in the CRM?
GDPR is built into the architecture from day one: consent field mapping, opt-out workflows, right-to-erasure automation, consent tracking timeline. For custom CRM we build a full audit log. For Salesforce and HubSpot we configure GDPR-compliant data retention policies. A data processing agreement (DPA) is provided as standard.
Free audit
One CRM.
Every client. Zero silos.
We start with a free audit. Within 7–10 business days you'll get a report with top 3 revenue blockers and a fix plan — before you sign anything.
We respond within 24 business hours.