Zoho CRM implementation and support
Zoho CRM is Zoho's customer relationship management platform for sales, marketing and customer engagement. Straits Partners configures it around your own pipeline, connects it to your other tools, automates routine follow-ups and trains your team, so the CRM reflects how you actually sell instead of a generic template.
Who Zoho CRM suits
Zoho describes Zoho CRM as serving businesses of all kinds across industries. In our work it fits teams that sell through leads, quotes and follow-ups and want one place to see the pipeline, the next action and the history of every account.
How we work on a CRM project
We start from your sales process, not from the software menu. Once pipelines, fields and automation are agreed, we build in a test environment, import a sample of your data, and review it with the people who will use it every day. Go-live includes training and a support window.
Related services
What we do for Zoho CRM
- Sales process mapping and pipeline, module and field design
- Lead capture from your website, forms, email and campaigns
- Workflow rules, cadences, approvals and custom functions
- Integrations with Zoho Books, SalesIQ, email and third-party tools
- Data import from spreadsheets and your existing CRM
- Role-based training and post-launch support
Frequently asked questions
What does Zoho CRM implementation involve?
We map your sales process, design pipelines, modules and fields, set up automation and integrations, import your data, test with your team and train users. The steps are the same for a ten-person team or a larger one; the scope changes.
Can Zoho CRM connect to Zoho Books?
Yes. Zoho documents a Zoho CRM and Zoho Books integration that syncs customers, vendors and items, and lets you open Books quotes, invoices, sales orders and purchase orders from inside CRM. Zoho notes that CRM's own Quotes and Invoices modules do not sync directly with Books, so we plan that gap, for example with a custom function, before building.
Can we move data from another CRM or from spreadsheets?
Yes. We clean and map the data, run a trial import, check duplicates and fields with you, and then run the final migration. See our data migration service for the method.
Is there a free version of Zoho CRM?
Zoho states a free edition for up to 3 users on its CRM page. Editions and limits change, so check Zoho's current page or ask us before you decide.
What is Bigin and when is it a better fit?
Bigin by Zoho CRM is Zoho's CRM for small businesses, freelancers and entrepreneurs, according to Zoho. It suits teams that want a simple pipeline before they need the full platform. We can advise on which fits your team.
Do you also train our team?
Yes. Training is part of the engagement, and we can run refresher sessions or provide ongoing support after go-live.
Tell us what you want Zoho + AI to do for your business
Book a consultation with our team, get an instant suggested plan from the requirement finder, or reach us on WhatsApp or phone at +91 875 434 9646.