Zoho CRM can do more than the account you set up on day one. We plan it around your process, set it up, automate it, connect your other systems, build the reports, and stay on to support it.
900+ integrations completed · We sign BAAs
How Zoho CRM consulting works
How leads come in, who works them, and what counts as a win
Modules, fields, stages, Blueprint and automation agreed first
Setup, integrations and widgets built and tested
Dashboards per role, training and ongoing help
Zoho CRM gives you modules, fields, layouts, workflow rules, Blueprint, Zoho Flow, Deluge, widgets and APIs. The hard part is deciding what goes where, so the system matches how your team works.
We start with your process, not the settings. Then we set up the account, automate the steps your team repeats, and connect your calls, forms, chats, texts and other systems so every lead lands on one record.
Reporting comes last because it depends on everything before it. With the source on every lead and fields that carry from Lead to Deal, the dashboards show what is working.
What's included
Modules, custom fields, layouts and layout rules, lead-to-deal mapping and access by role, in a new account or the one you have.
Blueprint processes that guide a record through your stages, with the fields and steps required at each one.
Workflow rules, Zoho Flow and Deluge functions for lead source, assignment, alerts and cross-module updates.
Call tracking, web forms, chat, texting, the EMR and ad platforms connected to Zoho CRM.
Screens inside the record, like a phone and a Send SMS window, backed by Deluge functions.
KPI reports and homepage dashboards in Zoho CRM, and Zoho Analytics where you need more.
Historical records cleaned up and uploaded, so your reporting includes your history.
Admin requests, fixes, backups and new builds after go-live.
Every system we connect to Zoho CRM, in one list
Gravity Forms, Jotform and Typeform fills create leads with tracking attached
LiveChat, SnapEngage and Avochato conversations saved to the lead
Kipu and Zoho CRM kept in step
Google Ads, Microsoft Ads and Meta leads in, offline conversions out
ActiveCampaign lists and automations that follow Zoho CRM
Zoho CRM data in Google Sheets and Looker Studio
Calls, texts and recordings on the Zoho CRM record, with a telephony widget
On a free call we go through your process and your Zoho CRM account, and show you what we would set up, connect or fix first.
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How it works
We look at your Zoho CRM account, what your team needs from it, and what is not working today.
What we will build or fix, written down, with a project quote you approve before we start.
Built in Zoho CRM and tested with real records before your team relies on it.
Live with your team, with written steps and support when something changes.
Working with us
US and overnight hours
Our teams cover all hours, so work keeps moving after your day ends.
AI agents in the workflow
We use AI agents in development and content creation, on a HIPAA-compliant Claude Enterprise license, so builds move faster.
900+ integrations completed
We have done this before, and it shows in how we plan and test.
Free call first
Honest advice before any work starts, even if you never hire us.
Both. We set up new accounts and clean up accounts that already run your business.
Yes. We map your stages and the fields each one needs, then build the Blueprint and the automation around it.
Yes. Calls, forms, chat, texting, the EMR and ad platforms, through native connections where they exist or custom work with Deluge and the APIs.
Yes. Our managed services cover admin requests, fixes and new builds after go-live.
Yes. We sign BAAs for healthcare work.
By project, not by the hour. The first call is free, and you get a project quote after it.
