Zoho CRM Setup

If you want to manage your customer relationships in a lot better and effective manner, then Zoho CRM is the right tool for your company.

It has plenty of integrations and tools that can help you manage your sales process efficiently. Zoho has changed its modules during the last 5 years. The user interface has changed drastically and it is a good direction. It can be used by micro, small and medium-sized businesses.

zoho crm setup and configuration

There are three options worth to mention:

  1. Zoho CRM as a part of Zoho One apps
  2. Zoho CRMPlus – a set of apps: Zoho CRM, Desk, Projects, Sales IQ, Campaigns, SalesInbox, Social, Survey, Analytics.
  3. Zoho Begin – the simplest CRM for salespeople.

We help in choosing the best option for your business.

Our work includes

Design and Planning

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Design Implementation

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Standard Configuration

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Standard and Custom Integrations

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Web Forms

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User Security Settings

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Workflows and Automation

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Email and Mail Merge Templates

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Data Import

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Custom Reports, Dashboards and Views

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Chat and Ticketing system*

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Custom needs

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