Starting with CRM

Ideal for individuals or small teams just starting with CRM.

• •Essential CRM Setup: Basic configuration of Leads, Contacts, and Accounts.
• •Standard Field Mapping: Organization of your existing data into Zoho modules.
• •Email Integration: Track business email conversations inside the CRM.

Automation

Ideal for growing businesses that need to save time through automation.

• •Workflow Automation: Setting up automatic tasks and email alerts for your sales team.
• •Custom Pipeline Design: Tailoring "Deals" stages to match your exact sales process.
• •Basic Reporting: Monthly sales dashboards to track team performance.

Advanced

Ideal for companies requiring advanced logic and deeper insights.

• •Advanced Blueprints: Creating a step-by-step guided sales process for employees.
• •Third-Party Integrations: Connecting Zoho CRM with WhatsApp, Mailchimp, or Slack.
• •Custom Dashboards: High-level analytics for data-driven decision making.

Custom System

Ideal for businesses that want a fully automated, custom-coded ecosystem.

• •Custom Deluge Scripting: Advanced "low-code" automation for complex business logic.
• •Zoho Finance Integration: Connecting CRM with Zoho Books/Inventory for invoicing.
• •Dedicated Support: Priority troubleshooting and monthly system health checks.