Zoho CRM Services
Zoho CRM Implementation & Support
What is included in your Zoho CRM implementation service?
What is included in your Zoho CRM implementation service?
Our Zoho CRM implementation covers business discovery, module setup, custom fields, automation, access controls, integrations, data migration and go-live support. We ensure the CRM is tailored to your business processes from day one.
Do you provide third-party API integrations?
Yes. We integrate Zoho CRM with applications like Shopify, Woocommerce, Xero, MYOB, accounting tools, ERPs, marketing platforms, telephony, and custom software using REST APIs and Deluge with any third-party applications.
Can you assist with data migration from our old system?
Absolutely. We migrate data from legacy CRMs, spreadsheets, databases, and external applications like Salesforce, Pipedrive, Dynamics, HubSpot, odoo, etc. Our data migration process includes data cleaning, mapping, transformation, deduplication, test migration, and validation.
What types of workflow automation can you build in Zoho CRM?
We create workflow rules, assignment rules, email alerts, follow-up tasks, approval processes, Blueprints, and advanced custom functions to automate repetitive tasks across teams.
Do you design custom Zoho CRM Canvas layouts?
Yes. We build intuitive, brand-aligned Canvas designs that improve user experience, streamline navigation, and display data in a clear, visually appealing format.
Can you create dashboards and BI reports for management?
Yes. We build KPI dashboards, detailed analytics, sales funnels, performance reports, and custom BI dashboards in Zoho CRM and Zoho Analytics with drill-down insights.
Do you provide Zoho CRM training for teams?
We offer customised Zoho CRM training for sales teams, admins, and business owners. Training includes CRM fundamentals, daily usage, advanced features, reporting, and best practices.
What type of ongoing support and maintenance do you offer?
We provide on-demand support and monthly maintenance packages covering troubleshooting, new enhancements, workflow updates, integration monitoring, and CRM health checks.
Can you customise Zoho CRM modules for our business needs?
Yes. We customise modules, add fields, build custom validation rules, write Deluge functions, modify layouts, and create new features to match your business workflows.
How long does a typical Zoho CRM implementation take?
Our QuickStart Zoho CRM implementations take 2–6 weeks, depending on the level of customisation, number of integrations, amount of data to migrate, and automation complexity. A fully customised solution with integrations and automation may take several weeks.
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