Zoho CRM consultant for setup, automation and integrations
We set up Zoho CRM around how your team actually sells, automate the repetitive work, and connect it to your website, email and payment tools.
Why this is worth doing properly
A CRM only helps if your team uses it. Most CRM projects fail because the system was set up around a template, not the way the business actually sells. Fields nobody fills in, pipelines that do not match reality and leads that arrive by email instead of in the CRM all lead to the same place: a spreadsheet next to the CRM.
We start with your process: where leads come from, who follows up, what a deal goes through and what you need to report on. Then we configure Zoho CRM to match it and automate the steps your team repeats every day.
Who this is for
- ✓Teams moving from spreadsheets or email to a real CRM
- ✓Businesses on Zoho CRM that nobody really uses
- ✓Companies whose website leads do not reach the CRM automatically
- ✓Sales and service teams that repeat the same follow-up steps every day
What's included
Setup around your process
Modules, fields, layouts and pipelines that match how you sell, with only the fields your team needs.
Data migration
Contacts, companies and deals moved from spreadsheets or another CRM, cleaned and de-duplicated.
Workflow automation
Assignment rules, follow-up tasks, email sequences and alerts, plus Deluge scripts where the standard rules are not enough.
Website and form integration
Leads from your website forms land in Zoho CRM with their source, so you know which channel works.
Integrations
Connections to email, calendars, accounting, payments and other tools, using Zoho apps or custom API work.
Training and handover
A short session for your team, written notes on how things are set up, and support while everyone gets used to it.
Beyond Zoho: custom tools when you need them
Sometimes a process does not fit any CRM well. In those cases we build a small custom tool, a portal or an integration with React and Node.js that connects to Zoho through its API. You keep Zoho as the system of record, and your team gets a screen designed for the job.
What a typical Zoho CRM project looks like
Week one is about your process, not the software. We talk to the people who sell and support customers, map how a lead becomes a customer, and agree the fields, stages and reports that matter. Then we configure a test version of the CRM and walk your team through it with real examples.
Once the setup is right, we import your data, switch on the automations one at a time and check each one with you. Going live is the start, not the end: we stay on hand while the team settles in and adjust anything that does not work in practice.
Already on another CRM?
We also connect websites to HubSpot, Pipedrive and other CRMs. If you are deciding between CRMs, we will give you an honest view based on your team size, budget and the tools you already use.
How pricing works
Every project gets a fixed quote in writing before any work starts. We quote in USD, GBP or EUR.
CRM work depends heavily on your data and process, so we scope it on a free call and send a fixed quote. Website-to-CRM integrations can also be added to any website package.
Not sure what you need? Try the package calculator.
From first call to launch, in four steps
1. Free discovery call
30 minutes to understand your goals, your customers and what is not working today.
2. Fixed quote and plan
A written scope, timeline and fixed price, so you know the full cost before work starts.
3. Build and review
You see progress early and often, and give feedback while it is still cheap to change.
4. Launch and support
We test, launch, check tracking and stay on hand during the post-launch window.
Zoho CRM Implementation & Automation: answered
It depends on how many modules, users and integrations you need and how much data has to be moved. After a free call we send a fixed quote, so you know the full cost before we start.
Yes. We clean, de-duplicate and import contacts, companies and deals, and check the result with you before switching over.
Yes. We connect your website forms so each lead arrives in the CRM with its source and campaign, and can trigger an assignment and a follow-up task automatically.
Yes. When the standard workflow rules are not enough, we use Deluge functions and the Zoho API to automate the rest.
We work with the Zoho apps that connect to CRM, such as Forms, Campaigns, Books and Desk, as part of a CRM project.
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Book a free 30-minute call. You'll get honest advice and a fixed quote, with no obligation.