Customer story: Starimpex
One sales pipeline, from first enquiry to paid order
How Starimpex brought customer enquiries, sales and service information into one CRM system, making daily work easier and sales easier to track.
- Industry
- Corporate and legal services
- Key app
- Zoho CRM
- Offices
- Hungary and Oman
- Implementation partner
- Pro Futuro Consulting (PFC Group)
- Website
- starimpex.biz
The connected sales process we built in Zoho CRM
- 1LeadAssigned by location and language
- 2DealSix-stage process with follow-up alerts
- 3QuoteA won quote is required to close
- 4Sales orderLinked to the deal and quote
- 5PaidFinance task created automatically
The company
Starimpex provides business and legal services, including company registration, business consulting, accounting, administrative support, and immigration solutions such as Golden Visa and residence permit assistance.
With offices in Hungary and Oman, its multilingual team helps businesses and individuals from around the world set up and run their operations while navigating legal and administrative requirements.
From scattered data to one clear view
Before Zoho, Starimpex managed enquiries, sales information and orders across an older SuiteCRM system, Box and spreadsheets. With information in different places, management struggled to see how many leads were lost, how quickly the team responded, and which customers had active services. Tracking payment dates and renewals meant manual work.
Before
After
One Zoho CRM system covering the full customer journey, from the first enquiry to sales and ongoing support.
How Zoho CRM became the solution
PFC Group set up Zoho CRM step by step, starting with the most important sales and customer management needs. The first phase delivered six improvements.
Lead management
A six-stage sales process with lead status codes, alerts after one and four days without contact, and warnings for inactive leads.
Lead assignment
Leads go to the right team member based on location and language.
Sales process
Leads, deals, quotes and sales orders are connected, with automatic finance tasks after payment. A deal can't close without a won quote containing products tied to internal processes.
Active services
A dedicated section tracks each customer's active services.
CRM dashboard
Sales activities, active services, payment dates and upcoming renewals in one place.
Currency support
EUR, HUF and OMR, using Zoho's built-in features.
What made the project work
- Testing before launch
New rules were tested with one employee before rolling out to the whole team.
- Simple Zoho features
Built-in Zoho tools were preferred over custom development, including Zoho Desk self-service instead of a separate customer portal.
- Step-by-step setup
The full project plan was split into smaller stages to keep implementation manageable.
Results
Better lead tracking
Every lead has a responsible employee, a clear status and automatic follow-up alerts.
Clearer sales reports
Management checks sales activity and progress in one CRM dashboard.
Easier service management
Active services, payments and renewals are tracked without separate spreadsheets.
Within budget
The first phase was delivered within the agreed consulting hours.
Working with PFC Group
PFC Group worked closely with the Starimpex team through planned consulting sessions. Each stage had an agreed number of hours, helping the company manage its budget, and additional work was priced separately.
Next planned improvements
How we run every Zoho project
- Native first, code last. We write code only where Zoho has no native path.
- Fixed hour pools with a scope lock. Extra ideas are quoted separately.
- Business rules are agreed in writing before anything is built.
- The riskiest integration is tested first with a sandbox account.
- Limits are shown at the demo, which is why clients trust the result and come back.
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