Lead capture
From forms, ads and your website straight into your CRM, without losing a single opportunity.
Zoho CRM Consultant
Organised sales, decisions with data
We implement Zoho CRM so you capture, qualify and convert better: visual pipeline, automations, scoring and dashboards, connected to your website, email and invoicing.
- Pipeline and automations
- Integrated with Zoho One
- Dashboards
Features
Everything your sales team needs
Pipeline and kanban
Visual funnel with clear stages so you know where every deal stands.
Automations
Workflows, reminders and sequences that remove manual tasks from your sales team.
Email and telephony
Log emails and calls on every contact, with the history always at hand.
Blueprint and processes
Guided processes that ensure every deal follows the right steps.
Scoring and assignment
Score leads and route them automatically to the right sales rep.
Quotes and deals
Generate quotes and manage deals without leaving the CRM.
Forecasting and dashboards
Targets, sales forecasting and dashboards to decide with data.
Custom CRM
When Zoho does not fit, we build your own CRM from scratch, integrated with your tools and adapted to your exact process.
What you can do
A sales system that organises your selling
Zoho CRM centralises contacts, leads and opportunities, and automates the tasks that today eat up your team's time. It connects with your website, email, telephony, invoicing and support so everything lives in one place.
You capture leads from forms and ads, manage them in a visual pipeline, log emails and calls, launch sequences, score opportunities, generate quotes and analyse your funnels, also from your phone.
How we help you
We leave it ready to sell, not just installed
We fine-tune fields, stages and permissions to your real process, migrate your data and set up automations and blueprints so the CRM works for you.
We create templates, integrate your tools (including the rest of the Zoho One apps), build dashboards and train your team so they adopt the CRM independently.
And if your company needs a fully bespoke CRM that Zoho cannot cover, we build it from scratch, integrated with your tools and designed exactly for the way you work.
- Fine-tuning of fields, stages, permissions and automations.
- Data migration and integration with your apps and Zoho One.
- Dashboards and training for your team.
- Custom CRM built from scratch when Zoho is not enough.
FAQ
Preguntas frecuentes
What does a Zoho CRM consultant do?
A Zoho CRM consultant analyses your sales process and configures the CRM to match it: fields, stages, permissions, automations, blueprints, scoring, integrations and dashboards. The goal is for you to sell in a more organised way and decide with data.
Can you integrate Zoho CRM with my website and invoicing?
Yes. We connect the CRM with your website, forms, ads, email, telephony and invoicing (including Zoho Books), so leads and information flow automatically and without duplicating work.
Do you migrate the contacts and history from my current CRM?
Yes, data migration is part of the project. We take care of the mapping and the quality of the information so you keep your contacts, opportunities and history.
Does it work for my industry?
Zoho CRM is very flexible and we adapt it to very different industries (services, real estate, healthcare, education, etc.). In the initial analysis we define the process and the right configuration for your business.
Shall we talk?
Bring order to your sales
Get in touch and we will make Zoho CRM work for your sales team. Book a free consultation and we will show you how.