Your CRM platforms and Claude AI — implemented by one partner.
Techloyce customizes, integrates and trains teams on Zoho, HubSpot, SugarCRM, SuiteCRM and Odoo — and as Claude AI transformation experts, we make every one of them intelligent.
3 deals stalled over 14 days in Zoho CRM. I drafted re-engagement emails, updated the forecast and flagged 1 account for your call today.
Claude AI transformation experts, certified by the platforms you already run on
AI & CRM Transformation
Experts for enterprises
From small and medium businesses to large enterprises, we are one of the top CRM solution providers and implementation companies you need for effective business management. We understand each business's needs and use CRM, ERP and Claude AI to help you manage operations and customers efficiently.
Enterprise-grade delivery
Structured discovery, migration and rollout across multi-team, multi-region businesses.
Vendor-neutral advice
Certified across ten platforms, so the recommendation fits your business — not one vendor's roadmap.
Claude AI on your stack
Intelligence built onto the CRM and ERP you already run, with governance from day one.
Owned by your team
Certified trainers hand the system over properly, then support keeps it running as you change.
Claude AI partners &
transformation experts
The same consultants who connect your CRM to your business can now connect it to intelligence. As Claude AI transformation experts, we design, build and deploy AI-powered workflows on top of the systems you already use — Zoho, HubSpot, Odoo, monday.com, Freshworks and more. No rip and replace, no new platform to learn.
CRM & business data
- Leads, deals & pipelines
- Support tickets & calls
- Invoices, orders & ERP records
AI layer, built by Techloyce
- Secure Claude integration & agents
- Custom prompts & workflows
- Governance, testing & training
Intelligent operations
- Auto-drafted replies & summaries
- Lead scoring & deal insights
- Hours saved across every team
AI readiness & roadmap
We audit your CRM, data and processes, then map the highest-ROI opportunities for Claude across sales, service and operations.
Claude + CRM integration
Connect Claude to Zoho, HubSpot, Odoo, monday.com and more — summarizing records, drafting emails and answering questions from your own data.
Claude agents & workflows
Purpose-built Claude agents that triage tickets, qualify leads, generate quotes and keep your pipeline moving around the clock.
Training & governance
Hands-on team training plus security, privacy and usage guardrails, so AI adoption is safe, measurable and here to stay.
Customize your new CRM the way
your business works
We pride ourselves on providing customized ERP and CRM consulting services, with a holistic approach that delivers maximum business-management benefit to organizations globally — from small and medium businesses to large enterprises.
The full Zoho stack, configured around your business
From CRM and Campaigns to Books, Creator, Desk and Analytics — we implement, customize and connect every Zoho app your teams touch, then train them to run it without us.
- Zoho CRM & SalesIQ
- Books & Inventory
- Creator custom apps
- Recruit & People
- Desk & Analytics
- Campaigns & Social
ERP that finally matches how you actually operate
Odoo implementation, custom apps and integrations that connect finance, inventory, manufacturing and sales onto one platform — with training so your team owns it.
- Odoo consulting
- Implementation
- Custom Odoo apps
- Third-party integrations
- Training programs
- Ongoing support
Inbound that compounds, not just a CRM you filled in
HubSpot CRM and Marketing Hub implemented properly — lifecycle stages, workflows, reporting and inbound strategy, integrated with the rest of your stack.
- HubSpot CRM
- Marketing Hub
- Inbound consulting
- Implementation
- Integrations
- Training & support
Work management your team actually keeps updated
monday.com boards, automations and dashboards designed around your real workflows — then wired into the CRM, finance and support tools you already run.
- Board architecture
- Automations
- Dashboards
- CRM integrations
- Consulting
- Team onboarding
SugarCRM & SuiteCRM, customized down to the module
Deep SugarCRM and SuiteCRM work — custom modules, apps, migrations and integrations — backed by certified training and long-term support.
- Consulting
- Implementation
- Custom modules & apps
- Integrations
- Certified training
- Support
CRM… better than ever
One partner, one platform, one bill — with the pricing, flexibility and security to make it stick.
Single CRM for an enterprise
We automate your marketing, sales and service in a single CRM — so every team is finally looking at the same customer.
Affordable pricing
Make the most of every CRM feature at affordable rates. Avoid all the server & hardware costs, maintenance and system-upgrade expenses that come with running it yourself.
Cloud-based service
Instant access to your business at any hour of the day, from anywhere in the world.
Time saving
Get started with a single click and enjoy instant ERP & CRM implementation — no six-month runway.
Flexible & secure
Adapt to new-age business needs with immediate access to your CRM and other apps — on highly-protected, worry-free implementations.
Everything from migration to mastery
We offer a range of services which include consultation, implementation, integration, training and support related to CRM and ERP solutions — handled end to end, so you can focus on your business.
Consulting
Our team can recommend which CRM integration will suit you best according to your business and budget.
Migration
Import the data volume from current sources like ACT, Goldmine, Salesforce or Excel into the new CRM immediately.
Customization
Each plan is customized according to the business requirements, offering maximum benefits to the users.
Integration
Our customized CRM helps you achieve business goals by enhancing applications like CMS, ERP, BI and DMS.
Training & Support
All comprehensive training is held by certified and licensed trainers — we have served hundreds of satisfied clients.
Integration of various
business processes
It is important to connect all the divisions of a business to one platform, and our integration team aligns them to make the CRM more effective and efficient. You do not have to wait to connect to different apps and devices to acquire the information that is required.
- UPS
- Xero
- FedEx
- QuickBooks
- Asterisk
- PayPal
- Mailchimp
- Adobe Sign
Customer relationship management, personified
Whether you need to manage inventory, keep track of sales or repair a technical issue, we are available with the best CRM integration solutions. Our consultants handle the CRM — allowing you to focus on your business.
Discovery & audit
We map your processes, data and existing tools, then recommend the CRM, ERP or BI setup that fits your business and budget.
Build & customize
Implementation, custom modules and migration from ACT, Goldmine, Salesforce or Excel — with zero data left behind.
Connect & automate
Integrations across CMS, ERP, BI and DMS, plus the AI layer that summarizes, scores and drafts on top of it.
Train & support
Certified trainers get your team fluent, then ongoing support keeps everything running as your business changes.
Recurring billing, implemented properly
We consult on and integrate the leading subscription billing platforms — connected straight into your CRM and accounting.
Questions we get
before every project
Can't find what you need? Our consultants answer in plain language — no sales script.
That depends on your team size, budget and the systems you already run. Our team can recommend which CRM integration will suit you best according to your business and budget — we are certified across Zoho, Odoo, HubSpot, monday.com, SugarCRM, SuiteCRM, Pipedrive and Zendesk, so the recommendation isn't tied to one vendor.
Yes. We import the data volume from current sources like ACT, Goldmine, Salesforce or Excel into the new CRM immediately — mapped, de-duplicated and validated, with nothing left behind.
An intelligence layer on the CRM you already use. That typically means AI that summarizes records, drafts replies, scores leads, triages support tickets and answers questions from your own data — plus the governance, testing and training that make it safe to roll out.
We connect CRM and ERP systems with UPS, Xero, FedEx, QuickBooks, Asterisk, PayPal, Mailchimp and Adobe Sign, alongside CMS, BI and DMS platforms — plus subscription billing systems including Chargebee, Recurly, Zuora, Maxio and SubscriptionFlow.
Both. All comprehensive training is held by certified and licensed trainers, and we've served hundreds of satisfied clients. Training is scoped to your actual workflows, not generic product tours, and support continues after handover.
We operate from three offices — New York, Toronto and London — and work with small, medium and large enterprises globally.
Three offices. One team.
New York
165 Broadway, 23rd FloorNew York, NY 10006
Ready to make your CRM
intelligent?
Tell us where you are today — a platform to choose, a migration to survive, or an AI layer to build. We'll tell you what it actually takes.
Prefer to talk? Schedule a 30-minute meeting or email info@techloyce.com