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Zoho CRM that fits how you sell, serve and follow up

We set up and extend Zoho CRM, Desk, Creator, Campaigns and the wider Zoho One suite. When the standard settings run out, we write the Deluge scripts that finish the job.

Book a free CRM consultationHow we work

Is this for you?

  • You pay for Zoho One but use only a few of the apps
  • Your team keeps data in spreadsheets next to Zoho CRM
  • Leads, quotes or tickets move by hand between modules
  • You need something the standard workflow rules cannot do

What you get

  • A written requirement and design document that you approve before we build
  • A configured and tested Zoho setup, built in a sandbox first and then moved live
  • Documented scripts. You own the code
  • Role-based training for your team
  • Support after go-live

What we do

Where we can help

Configuration

Modules, fields, layouts, roles, profiles and pipelines set up around your process.

Automation

Workflows, Blueprints, assignment rules and approval steps so work moves without chasing.

Deluge scripting

Custom functions for logic that workflow rules cannot handle, such as cross-module updates and API calls.

Zoho One apps

CRM, Desk, Creator, Campaigns and other apps working from the same data.

Integrations

Connections to your website, telephony, accounting and other tools through APIs and Zoho Flow.

Reports

Dashboards and reports your managers can read without exporting to Excel.

A look inside

Technical work, explained simply

A tiny example of the kind of logic we write. Your real build is documented and handed over with comments.

Illustrative sketch in Deluge
// Route a new lead to the owner for its city
lead = zoho.crm.getRecordById("Leads", leadId);
city = lead.get("City");
ownerId = cityOwners.get(city);   // a map kept in one place
zoho.crm.updateRecord("Leads", leadId, {"Owner": ownerId});

Questions

Good questions on this topic

Can you work with our existing Zoho setup?

Yes. We start with an audit of what you have, then clean up and extend it instead of rebuilding from zero.

Do we own the custom scripts?

Yes. Every script and function we write for you belongs to you, with comments and a short note on what it does.

How long does a Zoho project take?

Most projects take 3 to 8 weeks, depending on complexity, data volume and integrations. You get a timeline after the first discovery session.

Related

You may also need

Workflow automation

Automate lead handover, follow-ups, approvals and status updates.

Learn more →

CRM integration

Connect your CRM to forms, telephony, accounting, ERP and the rest of your tools.

Learn more →

CRM migration

Move your records to a new CRM with a rehearsal in a sandbox before anything goes live.

Learn more →

Beyond CRM

The whole Zoho family, set up to work together

Zoho One and CRM Plus

Choose the right bundle, then connect sales, marketing and support in one setup.

Desk and Recruit

Service desks, help centers, SLAs and hiring pipelines, including migrations from other tools.

Creator, Flow and Books

Custom apps, cross-app automation, billing and finance connections.

Let's make your CRM work better

Tell us where your current processes are slowing you down. We will discuss your requirements and identify practical improvements for your business. The first call is free, and you speak directly with the person who builds it.

Book a free CRM consultation