We Simplify the Customization of YOUR Zoho CRM

Saving your HOURS of Work • Customized to YOUR Business and Sales Process • Precise Sales Tracking


“Understanding Zoho CRM” is a complete explanation of the modules in Zoho CRM and how they interact with each other.  This tutorial will save you HOURS of research time and give you a clear path forward while you layout your system.

A CRM is a powerful tool to have a clear view of your outreach to leads and customers but it can be confusing, overwhelming and time consuming to build out a system that works for you.

Having used multiple types of CRM’s over the years I understand that if the system doesn’t fit into your business and sales process it will not be a valued tool by your sales team and they will not utilize the system.

I explain “Zoho’s World” and then we will customize it to turn the CRM into a system that is made for your business. A well thought out and professionally built Zoho CRM will save you time and give you the necessary data to increase sales and improve customer service.

Zoho One, is a all-in-one suite of applications to help small businesses run essentially all aspects of their operations. Think of it as a small business enterprise solution.
Zoho One is a bundle of existing Zoho applications delivered in one central place, with a pricing model that small businesses will love – $35/mo/user.
It includes more than 40 integrated software applications and an equal number of mobile apps. Zoho’s applications include CRM, Campaigns, Books, Expenses, Social, Survey, Projects, Desk, Sign and many more. Sign up for a FREE 30 day trial!

Zoho CRM, is a powerful customer relationship management system that keeps track of your leads, customers, vendors, and sales opportunities all in one place. The ability to create tasks and meetings as well as viewing emails and other communications sent to each individual record in the system is invaluable to the entire sales team. Click on the button below to sign up for a FREE trial!

Zoho Campaigns, is a professional email marketing system to automate your newsletters, share campaigns on your social media sites and all of this synchronizes with your Zoho CRM system. Zoho Campaigns includes campaign tracking and reporting so you can understand your audience and improve future campaigns. Click on the button below to sign up for a FREE trial!

Zoho Social, is a social media management software. Schedule and publish your content on the biggest social media sites including Facebook, Twitter, LinkedIn, Instagram and Google +.  Notifications allow you to respond and engage with your audience and you can choose from ready made reports or create your own. Click on the button below to sign up for a FREE trial!

Zoho Projects, is a project management system that lets you plan, track and collaborate with your team. Plan your activities, assign work and manage resources. Get in depth insights, keep track of time, manage your documents and so much more. All of this will sync with your Zoho CRM system. Click on the button below to sing up for a FREE trial!

Zoho Reports, is an amazing reporting system offered by Zoho. You can analyze and track key business components from popular business applications like Zoho CRM, Zoho Books, Zoho Projects, Zoho Creator, Zoho Recruit, Salesforce CRM, Google Analytics, Google AdWords, QuickBooks, Xero and Zendesk through ready made connectors. You can connect to both relational databases like Oracle, SQL Server, MySQL, PostgreSQL, MS Access, Teradata, etc. and NoSQL databases like MongoDB, Cassandra, Hadoop/Hive etc. Connectivity to Microsoft SQL Azure, Amazon RDS and Amazon Redshift cloud databases are also supported. Click on the button below to sign up for a FREE trial!