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CRM Consultancy

One of the keys of intelligent marketing lies in having a powerful, flexible, and scalable CRM.

We study your marketing and sales processes and analyze your database in order to explain how to achieve the best possible performance. We configure and automate your CRM so that you don’t have to worry about anything and we teach you how to use it via personalized training.

Why is our CRM consultancy service intelligent?

AI technology

We work with CRMs that adapt to any company and that incorporate AI technology so that theycan learn autonomously and suggest sales opportunities. 


We automate parts of your marketing, sales and admin tasks so that you can focus on attracting more clients and building long lasting relationships.

Omnichannel and multicontact.

We will help you roll out an omnichannel marketing strategy so you reach your target audience with the right message and at the perfect time.  

Which CRMs do we work with? 

Zoho CRM

A CRM platform that works well for companies of any size and in any industry. Very flexible and easily scalable, accompanying you as and when your business grows.


Perfect as a CRM for a company focused on end users. Quick rollout and linked to lots of ecommerce tools and CMS such as Wordpress and Drupal. 

CRM Consultancy Services

  • Establishing new work processes
  • Defining new data models and uploading databases
  • Selecting and configuring a CRM platform and adapting it to your business
  • Configuring scoring, assignment, and validation rules
  • Process automation
  • CRM documentation design
  • Preparing personalized report templates
  • One data repository (this is a benefit)
  • Centralized CRM (this is a benefit)
  • Real time reporting (this is a benefit)
  • CRM integration with different tools
  • Custom training program: manager and user

Discover intelligent marketing_ 

Discover what we do, what we achieve, and how we work. There is nothing better than someone who can guide you along the right path. 

We show you the smart way_ to reach your goal >

Key team members

Álvaro O’Donnell

Digital Strategy, CRO and CRM_

His capacity for conceptualization will surprise you

To start off, I will have a look at your CRM and check to see if you are making the most of all the tools available and thenI will implement improvements. I will align my work with your strategy and the steps that need to be taken. 

Paolo Bergamelli

Full Stack Developer and Zoho Consultant

In the agency, Tallegio is never missing. Always replies on time

There is so much we can automate on your CRM, I assure you! I will set it all up for you and then you’ll easily be able to see the results. 

->Meet the whole team

How we work and what we offer

We use the ACE System to organize the Marketing Plans of our projects > Attract, Convert, Expand


Maintain a long-term relationship with your Customers and Prospects without wanting to sell to them every time. Make them have you among their preferences and visit your Brand Universe, online and offline, either because you offer them the solution to their problems, or your brand adds value to them.


Now that you’ve caught their attention and they know you, generate content and resources that will lead them to convert when a need arises. That is, they opt for your products or services, request a quote, contact you, etc. There are many ways to convert beyond buying!


Once the first sale has been achieved, work to reinforce the idea that you are the best option, keep in touch so that they will buy/hire you again and make them fall in love so that they recommend you.

Discover the tools we use for our CRM consultancy service

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We will show you the intelligent path to achieving your goals.
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