Zoho CRM set up around how your team works
Zoho suits organisations that want a capable CRM without a large platform. We set it up, automate it, move your data in cleanly and connect it to the rest of your tools.
What it covers
What it is
Zoho CRM is a cloud CRM for sales, service and marketing, and Zoho One bundles it with a wide range of business apps under one licence. It suits small and mid-sized organisations and not-for-profits that need structure without enterprise cost.
A good fit when
- Customer and lead details live in spreadsheets and inboxes
- You have outgrown a basic CRM but do not need an enterprise platform
- Follow-ups depend on someone remembering
- You already use other Zoho apps
How we work with Zoho CRM
Configuration
Modules, layouts, pipelines and roles configured around your sales or service process.
Automation
Workflows, Blueprints and Deluge scripts for assignments, follow-ups and approvals.
Migration
Moving data from spreadsheets or another CRM, with de-duplication and checks before go-live.
Integration and reporting
Connections to your website, email and accounting, and dashboards in Zoho Analytics.
Common questions about Zoho CRM
Zoho or Dynamics 365?
Zoho is usually quicker and cheaper for smaller teams with standard processes. Dynamics 365 suits complex security, high volumes, deep Microsoft integration or government requirements. We recommend the one that fits, not the bigger one.
Can you move us from another CRM to Zoho?
Yes. We map your data, clean and de-duplicate it, run test migrations and check the results with your team before switching over.
Do you support Zoho after go-live?
Yes, through our managed support service, covering changes, fixes and new automation.
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