Zoho CRM implementation
We set up, migrate and integrate Zoho CRM, then connect it to your ad platforms and reporting so you can see which campaigns produce customers. Built for any industry.
Get the free CRM auditWhat we do in Zoho CRM
The build, from first setup to the hand-over.
Zoho CRM setup and structure
Objects, fields, pipeline stages and permissions set up around how you actually sell, not a template.
Migration
Moving you onto Zoho CRM from spreadsheets or another CRM without losing history.
Lead routing and scoring
Rules that send each lead to the right person fast, and scoring that reflects who actually buys.
Pipeline and workflow automation
Follow-up tasks, handoffs and alerts that run by themselves, so leads stop falling through the gap.
Connected to the rest of your marketing
So leads keep their source and revenue can be traced back to the ad.
Leads that keep their source
Forms and links that save the campaign, UTM tags and ad click ID on the Zoho CRM record. See what UTM parameters are.
Ad platforms connected
Qualified leads and closed deals sent back to Google, Meta, LinkedIn and Microsoft, so campaigns are judged on revenue. See offline conversion tracking.
Reporting that reconciles
Zoho CRM data loaded into a warehouse and dashboards alongside your ad data.
Any industry
The same build works whether you sell to businesses or to consumers.
Questions people ask
Can you set up Zoho CRM for any industry?
Yes. The setup follows how your business sells, so it works for any industry that has leads and a sales process.
Do you only work with Zoho CRM?
No. We also work with Zoho, HubSpot, Salesforce, GoHighLevel and monday CRM, and recommend the one that fits you.
How does an engagement start?
With the free CRM audit: a written review of your current setup and a build plan you keep, whether or not we work together.
Start with the free CRM audit, or see all our CRM work.
Find out what your Zoho CRM could be doing.
A free audit of your Zoho CRM setup, with a build plan you keep.
Get the free CRM audit