Zoho Partner · Zoho CRM Zoho CRM configured for how your team sells
Guided processes, leads that assign themselves, automations and real-time reports. We implement it to fit you and connect it with WhatsApp, AI agents and the rest of your tools.
Video: Zoho
Sales with a method, not with spreadsheets
All the customer's information, on a single record
Contact, deal, assigned advisor, notes and activities in the same place. This is what Zoho CRM looks like when we configure it for your process.
Illustrative recreation of the Zoho CRM interface with sample data.
Zoho's AI working inside your CRM
Zoho includes AI agents (Zia) that help your team sell: they prepare information, suggest the next step and automate tasks within Zoho CRM.
And where Zia does not reach, we connect our own AI agents to your Zoho account, for example to serve customers on WhatsApp at any time.
Video: Zoho
What companies using Zoho CRM report
Figures published by Zoho based on an internal survey of its customers. See the source at zoho.com
What you can do with Zoho CRM
Tap each feature to see what you can do.
All your leads in one place
Contacts arrive from your website, your social media and your campaigns into a single database, with their source and history.
- A single database fed by all your channels.
- Activities and reminders for follow-up calls and meetings.
- Built-in email to see from the CRM everything discussed with each customer.
- Assignment rules to distribute leads among your team.
Repetitive work, on autopilot
Workflow rules and guided processes mean nothing depends on someone remembering.
- Emails and tasks triggered automatically based on what the customer does.
- Step-by-step processes (Blueprint) the team follows at each stage.
- Automatic updating of fields and stages.
- Quotes and follow-ups without manual steps.
Decisions based on data, not intuition
Reports and dashboards that show how sales are going as they happen, not at the end of the month.
- Conversion funnel by stage.
- Performance of each advisor and the team.
- Real-time dashboards for management.
- Custom reports based on what you need to measure.
Zia, Zoho's artificial intelligence
Zia analyzes your CRM and alerts you to what you do not see at first glance. Its features depend on the Zoho CRM edition.
- Predictions about which opportunities are most likely to close.
- Alerts when something is out of the ordinary in your sales.
- Suggestions for the best time to contact each customer.
- And if you want to go further, we connect our own AI agents.
Connected to everything you use
Zoho CRM connects with the other Zoho applications and, via API, with almost any tool.
- Native integration with Zoho Desk, SalesIQ, Books and the rest of the ecosystem.
- WhatsApp with Meta's official API, which we connect.
- Automations with n8n to your other tools.
- Mobile apps for iOS and Android.
Zoho CRM is the tool. We connect it to your whole business
Anyone can activate a license. The difference is in leaving it configured for the way you sell and connected to the channels and tools you already use.
Choose your situation and we will tell you which tool fits
Zoho Bigin
A lightweight CRM: clear pipelines, contacts and follow-up in one place, without the learning curve of a big CRM. If the business grows, you can move to Zoho CRM.
See Zoho BiginZoho CRM
Zoho's complete CRM: guided processes, assignment rules, automations, reports and deep customization for teams that already sell with a method.
You are on this pageZoho SalesIQ
Chat and chatbot on your website, with information on who is visiting and which pages they view. It works best connected to Zoho CRM so every conversation is recorded.
See Zoho SalesIQKommo CRM
If your sales go through messaging, Kommo is designed for that. We are also a Kommo partner, so we recommend what fits best, not what suits us to sell.
See Kommo CRMWhat we get asked the most about Zoho CRM
What is Zoho CRM?
It is Zoho's CRM for managing leads, customers and sales opportunities. It centralizes the information from your channels, automates repetitive tasks and gives you reports on how your sales team is doing.
Which companies is Zoho CRM right for?
For sales teams that already work with stages, follow-up and targets, and need clear processes, automations and reports. If your team is very small and looking for something simpler, Zoho Bigin may be a better starting point.
How long does the implementation take?
It depends on the project's real scope: how many processes, integrations and data need to be migrated. After reviewing your operation we tell you what it includes and in what order we do it.
Can you migrate my data from another CRM or from Excel?
Yes. We bring over your contacts and opportunities from spreadsheets or another CRM, organized and without duplicates.
Can Zoho CRM connect with WhatsApp?
Yes. We connect the official WhatsApp API so conversations are recorded alongside each customer in Zoho CRM.
Zoho CRM or Kommo?
Kommo is designed for selling over chat: WhatsApp, Instagram and messaging. Zoho CRM is stronger in sales processes, customization and reports. We are a partner of both, so we recommend the one that fits your operation.
Ready to implement Zoho CRM?
Tell us how your team sells today. We will tell you whether Zoho CRM is the right tool and how we would get it working.
Guaranteed reply in less than 24 hours