Your team runs on Zoho CRM, but nobody owns it full time. We do. We handle the admin requests, fix what breaks, keep your Deluge functions and integrations running, and build the changes your team asks for.
900+ integrations completed · We sign BAAs
How ongoing Zoho CRM support works
A new field, a broken form, a report, a question
What it touches in Zoho CRM, and what it takes
Checked with test records before it goes live
Written down, so your team and ours know what changed
A Zoho CRM account keeps changing. New staff need access, a form gets a new field, a manager wants a new report, and an integration that ran fine stops when a field is renamed.
Without an admin, small issues stack up. Leads land on the wrong layout, duplicates pile up, and a sync function fails without anyone noticing.
Managed services give you one team that knows your account: your modules, your fields, your Deluge functions and every system connected to it. Requests go to people who already know how it fits together.
What's included
Users, roles and access, fields, layouts, layout rules, list views and picklists, handled when your team asks.
Duplicate leads, renamed records, webform errors and API errors tracked down and fixed at the cause.
Custom functions cleaned up, duplicate functions removed, credentials moved into org variables, and unneeded functions paused to protect your API limits.
Email alerts when an integration fails, so a broken sync gets fixed before records go missing.
New automation, buttons, widgets and reports built as your process changes.
A backup and recovery plan for your Zoho CRM data, code and automations.
DKIM and SPF set up, so email sent from Zoho CRM gets delivered.
Training docs for your staff, field notes on what is safe to edit, and written steps for new hires.
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 account, the requests piling up and the integrations you rely on, and show you how ongoing support would work.
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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.
Teams that run on Zoho CRM without a full-time admin or developer, and teams whose admin needs development help.
Yes. We go through your modules, fields, functions and integrations first, document them, and then take requests.
Both. We maintain your Deluge functions, widgets and integrations as well as the admin settings.
Our teams cover US and overnight hours.
Yes. We sign BAAs for healthcare work.
A monthly retainer for ongoing support, or by project for a set scope, whichever fits your team. The first call is free, and you get a quote after it.
