Transform Sales with Expert Zoho CRM Implementation
Complete Lead-to-Cash Automation | Multi-Channel Lead Capture | Sales Pipeline Management | Customer Portal Development
Comprehensive Zoho CRM Services
End-to-end CRM implementation, customization, and integration services by certified Zoho experts
CRM Implementation
Complete Zoho CRM setup tailored to your business processes
- Lead & contact management
- Deal pipeline configuration
- Sales stage automation
- Territory management
- Team hierarchy setup
- Role-based permissions
- Email integration
- Mobile app configuration
Custom Development
Advanced customizations using Zoho Creator and Deluge scripting
- Custom modules & fields
- Workflow automation
- Blueprint configuration
- Custom functions (Deluge)
- Validation rules
- Scoring rules
- Assignment rules
- Webforms & layouts
Integration Services
Seamless integration with third-party applications and internal systems
- WhatsApp integration
- Telephony integration
- Email marketing platforms
- Payment gateways
- ERP systems integration
- Website lead capture
- Social media integration
- Custom API development
Analytics & Reporting
Custom dashboards and reports for data-driven decision making
- Sales performance dashboards
- Lead conversion reports
- Pipeline analytics
- Activity reports
- Forecasting reports
- Custom KPI tracking
- Automated report scheduling
- Zoho Analytics integration
Customer Portal Development
Self-service portals for customers and partners
- Customer login portals
- Quote & order tracking
- Document sharing
- Ticket submission
- Payment Processing
- Account Management
- Mobile-Responsive Design
- Branded Portal Interface
Sales Automation
Automate repetitive tasks and streamline sales processes
- Lead Scoring Automation
- Auto-Assigment rules
- Follow-up Reminders
- Email Sequences
- Deal Workflow Automation
- Quote Generation
- Approval Workflows
- Contract Management
Sales Automation
Automate repetitive tasks and streamline sales processes
- Lead Scoring Automation
- Auto-Assigment rules
- Follow-up Reminders
- Email Sequences
- Deal Workflow Automation
- Quote Generation
- Approval Workflows
- Contract Management
Sales Automation
Automate repetitive tasks and streamline sales processes
- Lead Scoring Automation
- Auto-Assigment rules
- Follow-up Reminders
- Email Sequences
- Deal Workflow Automation
- Quote Generation
- Approval Workflows
- Contract Management
Sales Automation
Automate repetitive tasks and streamline sales processes
- Lead Scoring Automation
- Auto-Assigment rules
- Follow-up Reminders
- Email Sequences
- Deal Workflow Automation
- Quote Generation
- Approval Workflows
- Contract Management
Why Choose Our Zoho CRM Implementation?
Certified experts with proven methodologies and industry-specific experience
Certified Zoho Experts
Our team holds 10+ Zoho certifications including CRM Administrator, Advanced Administrator, and Developer certifications.
Industry Expertise
Specialized experience in manufacturing, healthcare, education, finance, logistics, tourism, and immigration industries.
Proven Methodology
Structured implementation approach with clearly defined phases, milestones, and deliverables for predictable outcomes.
Custom Solutions
No two businesses are alike. We customize Zoho CRM to match your exact processes, workflows, and requirements.
Integration Specialists
Extensive experience integrating CRM with 100+ applications including WhatsApp, telephony, ERP, payment gateways, and more.
Post-Launch Support
Comprehensive support packages with dedicated account managers, regular optimization, and continuous improvement.
Data Migration Experts
Safe and accurate migration of your existing customer data from spreadsheets, legacy CRMs, or other systems.
Quick Deployment
Agile implementation methodology allows us to deliver core functionality in 4-6 weeks with phased rollout approach.
Training Excellence
Hands-on training programs with video tutorials, documentation, and ongoing support to ensure user adoption.
Industries We Serve
Specialized CRM solutions for diverse industries
Manufacturing
B2B sales, dealer management, production-linked CRM
Healthcare
Patient management, appointment scheduling, EMR integration
Education
Student enrollment, admissions CRM, parent portals
ManufacturingFinancial Services
Loan processing, insurance sales, client management
Logistics
Shipment tracking, freight management, customer portals
Tourism & Travel
Booking management, itinerary planning, customer portals
Immigration
Visa processing, client portals, document management
E-commerce & Retail
Order management, inventory sync, customer service
Our Implementation Process
Proven 6-phase methodology for successful CRM deployment
1
Discovery & Requirements
We analyze your current sales processes, pain points, and goals. Document requirements for lead management, sales workflow, reporting needs, and integration requirements. Define success metrics and KPIs.
2
System Design & Configuration
Design CRM architecture including modules, fields, layouts, and workflows. Configure sales stages, pipeline structure, and automation rules. Create mockups of custom portals and dashboards.
3
Customization & Development
Develop custom functions, workflows, and integrations. Build customer portals and custom modules. Configure advanced features like blueprints, scoring rules, and assignment automation.
4
Data Migration & integration
Clean and prepare data from existing systems. Migrate contacts, accounts, deals, and historical data. Set up integrations with email, telephony, WhatsApp, and other systems.
5
Training & User Adotion
Conduct comprehensive training for admins and users. Create video tutorials and documentation. Perform user acceptance testing and gather feedback for refinements.
6
Go-Live & Support
Phased rollout starting with pilot users. Monitor system performance and user adoption. Provide ongoing support, optimization, and enhancements based on usage patterns.
Success Stories
Real results from our Zoho CRM implementations
Salzer Electric (Manufacturing)
Electrical Manufacturing
Implemented complete lead-to-cash automation with custom ERP integration, BOM management, and production planning. Automated quotation generation with customer-specific pricing and multi-level approvals.
Lulu Holidays (Tourism)
Tourism & Travel
Complete tourism CRM with automated itinerary generation, tour cost calculation, customer portal for booking tracking, and WhatsApp integration for instant customer communication.
MyHHBS (Healthcare)
Healthcare Services
Multi-disciplinary healthcare CRM with client assessment portal, external assessor management, automated document workflows, and integration with Zoho Sign for digital signatures.
Transparent Pricing
Flexible packages to suit businesses of all sizes
Basic
₹2L+
- Up to 10 users
- Standard CRM setup
- Basic customization
- Email integration
- Basic workflows
- Standard reports
- Data migration
- 1 month support
Professional
₹5L+
- Up to 10 users
- Standard CRM setup
- Basic customization
- Email integration
- Basic workflows
- Standard reports
- Data migration
- 1 month support
Enterprise
₹10L+
- Unlimited users
- Everything in Professional
- Advanced integrations
- Custom ERP development
- Multi-portal solution
- Advanced analytics
- Mobile app customization
- API development
- 6 months support
- Dedicated account manager
Frequently Asked Questions
How long does Zoho CRM implementation take?
Can you migrate data from our existing CRM or spreadsheets?
Do you provide training for our team?
Yes, comprehensive training is included in all packages. We provide role-based training for administrators, managers, and sales representatives. Training includes live sessions, video tutorials, user manuals, and hands-on practice. We also offer refresher training and ongoing support.
Can Zoho CRM integrate with WhatsApp and telephony systems?
What is included in post-implementation support?
Can you customize Zoho CRM for our specific industry?
What are the ongoing costs after implementation?
Can Zoho CRM work on mobile devices?
Do you build customer and partner portals?
What makes Elite Tech Corp different from other Zoho partners?
Ready to Transform Your Sales Process?
Schedule a free CRM consultation with our Zoho experts