Zoho CRM Setup
Your CRM.
Built for your business.
Answer a few focused questions about your business and we will show you an initial Zoho implementation estimate.
No call needed to see your initial estimate.
How it works
01
Describe your business
Tell us your industry so we can show you the right features.
02
Share your contact details
Provide your business details so we can prepare your estimate.
03
View your estimate
See your initial implementation range right away. Our team then follows up to validate the scope during discovery.
How complex is your CRM setup?
Answer 3 quick questions to get started.
How many people will use the CRM?
What is your most important goal?
Do you have data you would like to bring over?
Built for every department
Sales, marketing, finance, operations, and HR: your whole business runs through one CRM.
Which industries?
Eight business types, each with features built around how they actually work.
Consulting / Agency
Consulting and agency teams live in their pipeline. You need a CRM that tracks proposals, keeps client communication organized, and shows exactly which projects are ready to close.
See your featuresReal Estate
Real estate runs on fast follow-up and property details. Your CRM should link every enquiry to the right listing and make sure no viewing request sits unanswered.
See your featuresMarketing Agency
Marketing agencies juggle campaigns, clients, and reporting at the same time. A CRM built for you tracks campaign performance and keeps every client relationship visible to the whole team.
See your featuresCoaching / Training
Coaches and trainers need to track every client's progress, not just their contact details. Your CRM should log sessions, flag renewal dates, and keep the relationship personal at scale.
See your featuresManufacturing / Trade
Manufacturing and trade businesses need orders, products, and deliveries in one place. Your CRM should connect the sales conversation directly to what gets built and shipped.
See your featuresIT / Software
IT and software companies need sales and support working from the same information. Your CRM should connect tickets to deals so upsell opportunities never get lost in the support queue.
See your featuresFinance / Insurance
Financial services need compliance built in from day one, not bolted on later. Your CRM should track consent, keep an audit trail, and still feel simple for your advisors to use.
See your featuresProfessional Services
Professional services firms bill for time and expertise, so nothing can slip through the cracks. Your CRM should connect proposals, projects, and invoicing into one clear process.
See your featuresOther
Tell us a bit about your business and we will tailor the recommendation to how you work.
See your featuresA CRM built around your work, not the other way around
A sample of what's available in each area. The full catalog has more than 50 configurable features.
Sales
Your Sales Pipeline
See your entire pipeline at a glance, no spreadsheets needed
Click-to-Call
One click to call anyone in your CRM, no dialling by hand
Automatic Lead Assignment
Every lead lands with the right person the moment it comes in
Step-by-Step Sales Process
Every salesperson follows your exact process, no shortcuts
Marketing
AI Website Chat Bot
Website visitors get instant answers 24/7, even outside office hours
Email Marketing Campaigns
Send branded newsletters and announcements in minutes
Social Media Scheduling
Manage all your social media channels without switching between apps
Automatic Review Requests
More reviews without anyone having to remember to ask
Finance
Connect to Your Accounting
Create an invoice from a won deal in a single click
Quotes & Proposals from CRM
Your products and services ready to add to any quote instantly
Automatic Invoice Reminders
Never manually chase an unpaid invoice again
Operations
Project Tracking
No gap between closing a deal and starting work on it
Customer Support Tickets
Never respond to a client without knowing their full support history
Import Your Existing Contacts
Up to 2,000 contacts and leads imported in one go
HR
Employee Directory & Leave Management
Every employee profile in one place: contact details, role, start date
Team Chat
Replace WhatsApp groups with a professional, searchable team chat
Client Document Storage
Every client gets their own folder automatically, no manual setup
Why this process
Clear, upfront estimate
No hourly surprises. You see an estimated range before work starts.
GDPR-compliant setup
All data stays on EU servers, compliant from day one.
Certified expertise, not generic configuration.
Setup in 1 to 3 weeks
From first configuration to going live, fast.