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

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 Bigin – the simplest CRM for salespeople.

We help in choosing the best option for your business.


Our typical Zoho CRM setup projects includes:

  1. your sales processes analysis session
  2. basic modules customization and fields
  3. adding non-standard fields, layouts and views
  4. workflows’ configuration
  5. internal chat and external chat on your website via Zoho Sales IQ
  6. creating Zoho CRM web form for contacting your customers – the script can be added to any website
  7. data import
  8. user access rights and roles creation – maximum 5
  9. the final training

Design and Planning

Design Implementation

Standard Configuration

Standard and Custom Integrations

Web Forms

User Security Settings

Workflows and Automation

Email and Mail Merge Templates

Data Import

Custom Reports, Dashboards and Views

Chat and Ticketing system*

*it is premium offer for setting up Zoho Sales IQ chat and Zoho Desk

Custom needs