Zoho CRM setup
Modules, layouts, pipelines, Blueprint processes, roles and permissions.
🟥 Zoho CRM
Zoho CRM, Inventory and Books working as one
Zoho is great value because the apps are designed to work together, but only if they are set up to. We configure Zoho CRM around your process and connect it with Zoho Inventory, Zoho Books and your online store, so sales, stock and invoices stay in step.
CRM
Zoho CRM
A good fit for
- Small businesses on Zoho One
- Online stores selling through WooCommerce or Shopify
- Teams that need custom logic on a budget
7+ years
building and fixing CRM systems
4.99 rating
from 969 reviews on Fiverr
Top 1%
of talent on Upwork
🧰 What we do
What we do on Zoho CRM
Deluge and automation
Workflow rules, approval processes and Deluge custom functions.
Zoho Inventory
WooCommerce and Shopify orders as sales orders with the correct tax, then invoices and shipments.
Zoho Books
Invoices from deals and orders, payments recorded, and Xero where needed.
Migration and cleanup
Moves from spreadsheets or other CRMs with deduplication and validation.
Plan review
Zoho One or individual apps, sized to your team.
🗺️ How we work
Plan, build, then stay with you
Every Zoho CRM project starts with a short call and a written scope. You know what will be built, by when and for how much before any work starts.
We learn how your business really works, then map out a CRM roadmap that fits your goals, your team and your budget.
What you get
- Discovery workshop
- Process and data audit
- Roadmap with a clear quote
Setup, data migration, automation and integrations, configured so your team spends less time on admin and more time with customers.
What you get
- Configuration and data migration
- Automation and integrations
- Testing and a smooth go-live
Training, improvements and ongoing support after go-live, so your system keeps up as your business grows.
What you get
- Team training and how-to videos
- Reports and dashboards
- Ongoing admin and support
🔗 Integrations
Zoho CRM connected to the rest of your tools
- Zoho Inventory
- Zoho Books
- WooCommerce
- Shopify
- Xero
- Zoho Desk
💬 FAQ
Zoho CRM questions, answered
Something else on your mind? Ask us on a free call.
Yes. Our WooCommerce to Zoho Inventory plugin creates sales orders with the exact Zoho tax, and paid plans add invoices, payments and shipments.
Yes. We write and maintain Deluge for custom buttons, scheduled jobs and integrations.
Zoho One is cheaper once you use several apps across the whole company. If you only need CRM and Books, separate plans can cost less.
Yes. We migrate in both directions and keep history and attachments where the target allows.