We set up Zoho CRM around your business: the fields and layouts in each module, what carries over from Lead to Deal, the automation that fills in the source and assigns the work, and dashboards for each role. Then we train you to run it.
900+ integrations completed · We sign BAAs
How a Zoho CRM setup runs
Your modules, fields and the steps a lead goes through to become a deal
Fields, layouts, automation and reports built, then checked with test records
Historical data moved in, users added, admins trained with written steps
Zoho CRM comes with standard fields and lets you add your own. We start by mapping the standard fields, then add the custom fields your business needs, in every module that uses them.
The part that breaks later is the hand-off between modules. When a Lead converts to a Deal, every field you collected should come with it. We map that step, so your reports show the whole journey and not just the last stage.
What's included
Custom fields across your modules, with layout rules so the right fields show at the right time.
Fields mapped from Lead to Deal, so nothing is lost when a lead converts.
Lead source filled in automatically, tasks assigned, and notifications sent on the events you choose, with workflows and Zoho Flow.
Phone calls, web forms and chats creating and updating records, including a telephony widget that opens the lead when a call is answered.
Historical records cleaned up, standardized and uploaded, so your history reports correctly.
Custom reports, list views your team works from, and homepage dashboards for each role.
Admins trained, users added, each role given the access it needs, and the setup documented.
A backup plan for your data, code and automations, and DKIM and SPF set up so CRM email gets delivered.
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 walk through your sales process and your Zoho CRM account, or the systems you are moving from, and show you what the setup would take.
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I have been thoroughly impressed with the results. JTS team expertise in systems and software integration has given me clear and concise reports, they help me also with generating qualified leads, has been instrumental in driving my business forward. Thank you for everything you have done for my business.
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How it works
We look at your sales process, your current Zoho CRM or old systems, and what your team needs.
Want one part fixed first, like lead-to-deal mapping or a dashboard? 3 hours of work and a clear deliverable.
Priced by project, not by the hour. You approve before we start.
Built and tested with test records, then live with your team, plus training and written steps.
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.
Yes. We can clean up fields, layouts, list views, automation and dashboards in the account you use today.
Yes. We standardize and clean the data before it goes in, so your historical reporting is accurate.
Yes. We walk your admins through the setup, show them how to add users and set access, and leave written steps.
Yes. We sign a BAA for healthcare work.
By project, not by the hour. The first call is free, and you get a project quote after it.
