Zoho CRM Consulting
With our Zoho CRM consulting services you can enjoy a wide range of Zoho products integration with Zoho Desk, Zoho One, Zoho Mail, Zoho Workspace, and more. We also provide you with ongoing technical support services.
Zoho CRM is designed to be flexible and fit into any workflow. Customizable dashboards allow you to choose which features are visible to team members so that they see only what is relevant to their job. This makes room for less cluttered interface but also prevents confusion.
Zoho CRM is amazing…but how will it work for my business?
Zoho CRM has so many features but we will help you to prioritize your setup to match your business needs and industry best practices for Zoho users. Our Zoho CRM Consulting process is structured for every step of your journey with our team of Zoho experts to support you all the way. We are transparent in our stategy and ready to work with you.
Features of Zoho CRM
Everything you need to increase leads, accelerate sales, and measure sales performance. Journey Orchestration AI, BI, & Remote Work
Sales Force Automation
Automate routine sales, marketing, and support functions that take up valuable work time, giving you more time to concentrate on your customers.
Lead Management
Close more deals in less time. Track every stage of your deals.
Contact Management
Get real-time insights about your customers, and connect with them across all channels.
Workflow Automation
Automatically update various aspect of your CRM and reduce manual work significantly .
Canvas
Redesign the look and feel of your Zoho CRM with Canvas, a simple drag-and-drop editor. Choose from a variety of customized templates.
Process Management
Define your sales process for your whole team to follow. Your sales team can find out the next move to make at any moment.
Sales Process Builder
Bring your offline sales processes into your CRM and make sure all your sales reps follow it at every turn.
Path Finder
This is a unique journey discovery tool which enables you to understand your customers’ behaviour and identify any challenges they are facing
Omnichannel
Engage with your customers in real time. Get notified when someone interacts with your brand either from browsing your website, reading your email, or on social media.
Handle email communication completely inside Zoho CRM
Telephony
Connect your telephony provider e.g. 3CX, and Grandstream PBX to make calls from within Zoho CRM. Schedule calls, get reminders, and save call logs from every interaction
Social
Monitor what people are saying about your brand online, and automatically capture new leads from social media
What we do in our Zoho CRM consulting
- Zoho One
- Zoho CRM
- Zoho Analytics
- Zoho Inventory
- Zoho Projects
- Zoho Workspace
- Zoho Books
- Zoho Desk
- Zoho Marketing
- Zoho Creator
- Zoho Mail
- Zoho Flow
Zoho Workspace for modern workplace
One package. Nine apps. Unparalleled collaboration.
Zoho Workplace integrates together all the apps included in the bundle within a central dashboard view for smarter collaboration.
Work is evolving, so are workspaces. Zoho Workplace centralizes your team’s workspace, simplifies file storage, and streamlines team communication.
Zoho mail is a customizable powerful email solution for businesses. You can create different storage plans for each user in your organization.
Apps included in Zoho Workspace:
- Zoho Mail
- Zoho Connect
- Zoho Chat
- Zoho Writer
- Zoho Show
- Zoho Sheet
- Zoho Docs
- Zoho Sites
- Zoho ShowTime.
Zoho Authorized Partner
Zoho CRM certified consultant
We give you discounts on all Zoho Products
With us you won’t pay for Zoho products at the shelf price.
Our unique approach to Zoho CRM consulting
If you are struggling to build Zoho Apps on your own. We make it easy to migrate from siloed systems into streamlined and automated operations that gives your business the visibility it needs to grow.
Schedule a Free Consultation
You’ve got a business challenge. Our team is ready to talk to you about finding the right solution on a free 30-minute discovery call.
Choose The Service That’s Right for You
Your budget, your needs, your capabilities. We will present you with options and you choose the one that works best for you.
Meet With Your New Senior-Level Expert
Get senior-level staff assigned directly to your project. They’ll learn everything about your business and get to work.
Deploy
We can help you implement Zoho apps—and any
other software—with the exact customizations you need to succeed
Optimize
We review your processes for optimization opportunities, making your Zoho implementation much more effective.
Zoho Integration
Connect Zoho CRM with your existing business applications to seamlessly centralize your operations.
Zoho Customization
Zoho CRM is very flexible. We will tailor the system to meet your specific business needs, create custom modules, fields, automations, workflows, and reports that align with your business processes.
Customized Training & mentoring
Equip your team with the knowledge and skills needed to leverage Zoho CRM effectively. We provide comprehensive training sessions to ensure your staff can make the most of the platform.
Zoho Managed support
Zoho CRM is continually evolving. We’ll keep your system up-to-date, ensuring you have access to the latest features and security updates.
