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CRM IMPLEMENTATION · REVOPS CONSULTING

CRM implementation, done by senior operators.

We audit your sales process, implement your CRM, train your team, and stay on for maintenance — so your revenue engine actually runs the way it should.

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“A CRM is as good as its data and implementation.”

— why Vermena exists
30+ yrs
combined operating experience
9+ yrs
of partner experience in insurance
100%
partner-led delivery, no juniors
Zoho
Platform
WHAT WE DO

RevOps & CRM services, end to end.

Process & systems audit

We map your current sales process, tools and data flows before a single field is configured.

New CRM implementation

Requirements, pipeline design, workflows, automations and integrations — implemented hands-on by partners.

CRM upgrade & rescue

Already on a CRM that nobody uses? We re-architect the setup, clean the data and win back adoption.

Training & maintenance

We train your team on the system they'll live in, and stay on for regular maintenance as you grow.

HOW WE ENGAGE

One engagement, four stages. No hand-offs, no juniors.

1
Audit

Understand systems, processes and requirements in detail.

2
Implement

Agree the plan, then build it hands-on — end to end.

3
Train

Your team learns the system properly, from the people who built it.

4
Maintain

Regular maintenance and support as your business evolves.

WHO WE SERVE

Built for growing startups & SMEs.

Wherever your revenue engine runs — SaaS, fintech, healthcare, e-commerce, education or beyond — we implement the CRM around your process, not the other way round. Our partners bring extensive product management, engineering and consultancy experience to understand your business processes.

SaaS Insurance Fintech Healthcare E-commerce Education Real estate
THE PARTNERS
Kartikeya Negi
Kartikeya Negi
11+ yrs — product management, strategy, market research. MBA, NMIMS Mumbai.
Kshitij Gururani
Kshitij Gururani
21+ yrs — software development & consulting. B.E. Computer Science.

Let's look at your sales process together.

A 30-minute discovery call. No pitch decks, just questions.

Book a discovery call