Zoho CRM implementation and licensing
Zoho CRM manages leads, contacts, deals and customer communication, with automation for assignment, follow-ups and reporting across your sales process.
- Category
- CRM & Sales
- Licensing
- Available through OHO Solutions
- Free trial
- 14 days, no card needed ↗
- Implementation
- Zoho-certified consultants
What is Zoho CRM?
Zoho CRM is a customer relationship management system. It records leads, contacts, companies, deals and every call, email and meeting with them, so a sales team can follow up on time and managers can see the pipeline. It can be customised with your own fields, modules, rules and reports.
Who uses it
- Sales teams of five people or more
- Businesses with leads from several channels
- Companies that need territories, approvals or custom modules
- Teams that want sales connected to accounts and support
How a lead moves through Zoho CRM
- LeadCaptured from web, ads or calls
- QualifyConverted to contact and deal
- PipelineDeal moves through your stages
- QuoteSent from the deal
- OrderWon deal becomes a sales order
- InvoiceCreated in Zoho Books
What Zoho CRM does
Lead management
Capture, score and assign leads from every channel.
Sales pipelines
Multiple pipelines with stage-wise automation.
Workflow automation
Tasks, emails and updates triggered by rules.
WhatsApp & telephony
Conversations and calls logged against each record.
Quotes & orders
Quotes and sales orders linked to Zoho Books.
Reports & forecasts
Pipeline, conversion and target reports.
Sign up through our partner link and an OHO consultant can help you set it up properly.
Zoho CRM or Bigin?
Bigin suits small teams with one simple pipeline; Zoho CRM suits teams that need automation, multiple pipelines and deeper reporting.
Can it integrate with our website forms?
Yes. Web forms and most form tools can push leads directly into Zoho CRM, with source and campaign captured.
Can Zoho CRM be customised for our industry?
Yes. Fields, layouts, modules, stages, rules and reports can all be changed. For example, real estate businesses often add modules for projects and units.
Need help with Zoho CRM?
Start a free trial on your own, or talk to us about the right setup for your team.