Zoho CRM and marketing automation
We set up Zoho CRM so every enquiry is captured, assigned and followed up, and so you can see where each deal stands. Where it helps, we connect marketing tools, WhatsApp and your website to the same system.
- Delivered by
- Zoho-certified consultants
- Main apps
- Zoho CRM, Bigin by Zoho, Zoho SalesIQ
- Engagement
- Fixed price, T&M or project-based
- Regions
- India, GCC, Africa and remote
What is CRM and marketing automation?
A CRM (customer relationship management system) keeps a record of every lead, customer, conversation and deal in one place. Marketing automation adds rules that capture enquiries from your website, ads and WhatsApp, send follow-up messages, and assign leads to the right salesperson without manual work. In Zoho this is mainly done with Zoho CRM, Bigin, Zoho Campaigns, Zoho SalesIQ and Zoho Social.
Who it is for
- Sales teams handling enquiries from several channels
- Businesses where follow-ups depend on individual salespeople remembering
- Owners who want to see the sales pipeline without asking for updates
- Companies already on Zoho CRM that want it set up properly
From enquiry to closed deal
- CaptureWebsite, ads, WhatsApp, calls
- AssignRules route the lead to a salesperson
- Follow upTasks, reminders and messages
- QualifyNeeds and budget recorded
- QuoteQuotation sent from the CRM
- CloseDeal won or lost, with reason
- Hand overOrder passed to accounts or delivery
What changes day to day
| Area | Before | After, in Zoho |
|---|---|---|
| Lead capture | Copied from email, ads and WhatsApp by hand | Created automatically in Zoho CRM with the source recorded |
| Assignment | Shared in a group chat | Assigned by rules based on region, product or workload |
| Follow-ups | Depend on each salesperson's memory | Tasks and reminders created automatically |
| Quotations | Made in Excel or Word | Generated from the deal with your price list |
| Sales reporting | Weekly spreadsheet | Live pipeline and conversion reports |
What's included
Lead management
- Lead capture from every channel
- Qualification and scoring
- Assignment and routing rules
- Lead-to-deal journey
Sales pipeline
- Multiple pipelines
- Automated follow-ups
- Quotes and approvals
- Mobile CRM for field teams
Marketing automation
- Campaign management
- Retargeting and nurture journeys
- Source and UTM attribution
- Customer segmentation
Integration & insight
- WhatsApp integration
- Telephony and call logging
- AI-enabled workflows
- Reports and dashboards
The Zoho apps we build with
From a similar project
Should we use Zoho CRM or Bigin?
Bigin is a simple pipeline CRM suited to small teams with one sales process. Zoho CRM fits when you need lead qualification, multiple pipelines, automation, territories or deeper reporting. We recommend one after mapping your process.
Can you migrate our data from Excel or another CRM?
Yes. We clean and de-duplicate your data, map fields and pipeline stages, then move contacts, deals and activity history, and check the result with you before go-live.
Can Zoho CRM work with WhatsApp and our phone system?
Yes. Zoho has a native WhatsApp integration, and most WhatsApp and telephony providers connect to Zoho, so conversations and calls are logged against each lead.
Will our team actually use it?
Adoption comes from fitting the CRM to how people already work, keeping screens simple, and role-based training. We also review usage after go-live and adjust.
Need help with your CRM?
Whether you're starting fresh, moving from spreadsheets or fixing a CRM nobody uses, tell us how you sell today.