Zoho CRM Implementation
Zoho CRM that fits how your team actually works.
We configure CRM from the ground up — or untangle an existing setup — so your pipeline, contacts, and deals reflect reality, not wishful thinking.
What we build
- Custom modules, fields, and layouts matched to your sales process.
- Lead scoring, assignment rules, and pipeline stages.
- Role-based access, territories, and data sharing rules.
- Data migration and deduplication from spreadsheets or other CRMs.
CRM go-live in weeks, not months.
Who this is for
- Businesses that bought Zoho CRM but never configured it past defaults.
- Teams migrating from HubSpot, Salesforce, or spreadsheets.
- Owners who need pipeline visibility but can't get clean data from their team.
- Growing companies that outgrew their original CRM setup.
Typical problems
- Leads and deals stuck in default stages that don't match the real sales process.
- Reps skip fields because the layout is cluttered and irrelevant.
- No lead scoring or assignment — everything is manual.
- Reports are useless because data is dirty or incomplete.
Deliverables
- Fully configured CRM with custom modules, layouts, and fields.
- Pipeline and deal stages mapped to your actual sales workflow.
- Lead scoring rules and automated assignment.
- Data migration with dedup and field mapping.
- Training documentation and recorded walkthrough for the team.
Example outcomes
- Sales team actually uses CRM daily instead of working around it.
- Clean pipeline reporting the owner can trust.
- Lead response time drops because assignment is automated.
- Forecasting becomes possible with consistent deal data.
FAQ
Answers to the common questions teams ask before we start.
Do we have to start from scratch?
No. We audit your current setup first and keep what works. Most cleanups take 2-3 weeks.
Can you migrate from Salesforce / HubSpot?
Yes. We handle field mapping, data export, dedup, and validation before importing.
What about Zoho One vs standalone CRM?
We work with both. If you're on Zoho One, we'll leverage the full suite. If standalone, we'll scope to CRM only and recommend additions as needed.
Ready to move faster?
Book a consultation
Schedule a 30-minute call to map your operations and build a quick-win plan for automation.