Build and customize Zoho CRM around your workflows
We design and build complex, user-friendly Zoho applications tailored to your workflows, ensuring your data, processes, and teams stay aligned from day one.
Trusted by CRE teams to implement and scale Zoho CRM
Why we’re different
What Zoho Implementation and Customization includes
- Introduction and Kickoff Call
- Data Management and Migration
- CRM Account Setup
- CRM Customization
- Sales Pipeline Management
- Custom Module Setups
- PDF Document Generation
- Invoice Management
- CRM Workflows
- Lead Forms and Landing Pages
- Lead Assignment
- Calendar Setup
- Email & SMS Marketing
- Dashboards and Analytics
- 3rd Party Integrations
- Training Sessions and Adoption Dashboards
Solution-Led Zoho Implementation
Implement Zoho CRM based on an approved solution design so workflows, data structure, and automation are built correctly from day one.
Learn more →Clean Data Migration
Migrate data from legacy systems, spreadsheets, and other tools into Zoho while keeping records accurate, structured, and usable.
Learn more →Workflow-Aligned Customization
Customize fields, modules, and layouts to match how your team actually works, not generic CRM templates.
Learn more →Automations for Pipelines, Data Updates, and Daily Activities
Set up workflow automations to reduce manual follow-ups, reminders, and repetitive tasks across the CRM.
Learn more →System Integrations
Connect Zoho CRM with the tools your team already uses so data stays in one place and systems stay in sync.
Learn more →Custom Reporting Dashboards
Build dashboards that give visibility into activity, pipeline, and performance without manual reporting.
Learn more →User Testing and Validation
Test workflows with real users to catch gaps early and refine the system before full rollout.
Learn more →Training and Enablement
Provide training, documentation, and guidance to ensure the CRM is understood, adopted, and actually used.
Learn more →
How a $300M AUM real estate firm streamlined operations and reduced tech debt
See how a multifamily syndication company improved CRM workflows, increased conversions by 10%, and qualified a 10,000-lead database.
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