Powerful but affordable
Zoho CRM gives you serious features at a price that works for small and growing businesses, which makes it great value.
Zoho CRM implementation
Zoho CRM setup that organizes your leads and grows your sales
I am Sushant Rana, and my team and I set up, customize and automate Zoho CRM so every lead is captured, followed up and turned into more business. If your leads are scattered across spreadsheets, your inbox and sticky notes, some are slipping through the cracks, and that is costing you sales.
A CRM only helps if it is set up around how you actually work. We build your Zoho CRM to fit your sales process, automate the boring follow up, and give you a clear view of your pipeline, so nothing gets forgotten and more deals get closed.
Book your free Zoho CRM consultation
Tell me how you handle leads today and I will show you what a proper setup looks like.
- 1Contact
- 2Your setup
- 3Goals
- Years experience
- 8+Years experience
- Markets served
- 4Markets served
- Accounts you own
- 100%Accounts you own
- Point of contact
- 1Point of contact
The basics
What a CRM does and why you need one
A CRM, or customer relationship management system, is one place to store all your leads and customers, track every conversation and manage your sales from first contact to closed deal.
Without one, leads get lost, follow ups are forgotten and you never really know what is happening in your pipeline. Zoho CRM fixes this by keeping everything organized in one place, so your team always knows who to contact and when, and no opportunity slips away.
- Every lead and customer in one place
- Every conversation tracked
- A clear pipeline from first contact to closed deal
Move one lead through the pipeline
New lead
Your next customerContacted
Qualified
Won
A form fill lands in Zoho on its own, with its source, and is assigned to a salesperson.
New lead
Contacted
Your next customerQualified
Won
A follow up task and reminder are created, so the first call is never forgotten.
New lead
Contacted
Qualified
Your next customerWon
The lead is a real opportunity. The next step and its date sit right on the record.
New lead
Contacted
Qualified
Won
Your next customerDeal closed. Every call, email and note from first contact is still on the record.
Why Zoho
Why Zoho CRM is a great choice
Zoho CRM gives small and growing businesses serious features without a huge cost. Here is why it is a strong fit.
Part of a full ecosystem
Zoho connects with email, marketing, books, desk and many other tools, so your whole business can run in one connected system.
Flexible and customizable
Zoho can be shaped around your exact sales process, fields and stages, rather than forcing you to change how you work.
Built in automation
Zoho can automate follow ups, reminders and tasks, so your team spends less time on admin and more time selling.
What I do
The Zoho CRM implementation work I do for you
Everything a working CRM needs, from the first setting to a trained team. Pick one to see what it looks like.
Modules switched on for you
LeadsContactsAccountsDealsTasks
Fields that fit your business
Lead source
Service interested in
City
Budget range
Setup and configuration. I set up your Zoho CRM properly from the start, with the right modules, fields and settings for your business.
Your stages, in your words
- 1New enquiry
- 2First call done
- 3Meeting or demo
- 4Quote sent
- 5Won or lost
Every salesperson knows what each stage means and what has to happen next.
Pipeline and stage design. I build your sales pipeline and stages around how you actually sell, so your process is clear and easy to follow.
Website forms
Ad lead forms
Landing pages
Other sources
- New lead in Zoho CRMSource saved, owner assignedAutomatic
Lead capture setup. I connect your website forms, ads and other sources so new leads flow straight into your CRM automatically.
WhenA new lead is created
Assign it to the right salesperson
Send the welcome email
Create a call task for today
Remind the owner if it is still not contacted
Automation and workflows. I automate follow ups, reminders and tasks, so leads are always contacted on time and nothing is forgotten.
Your customercustomer@theirbusiness.com
- Email sent: your quoteFrom your inboxTracked
- Reply receivedSaved on this contactTracked
- Follow up emailSent automaticallyScheduled
Email integration. I connect your email so every message is tracked against the right contact, and I can set up automated emails too.
New leads
Open deals
Won deals
Pipeline by stage
Your pipeline, sales and team performance on one screen.
Reports and dashboards. I build clear reports and dashboards so you can see your pipeline, sales and team performance at a glance.
Old spreadsheet
Zoho CRM
Columns matched to fieldsDuplicates cleaned upOwners assignedNothing left behind
Leads and contacts from spreadsheets or another CRM, moved in cleanly and safely.
Data migration. I move your existing leads and contacts from spreadsheets or another CRM into Zoho, cleanly and safely.
What your team can do after training
Tick them off. A CRM only works if people use it properly.
Team training. I train your team so they actually use the CRM, because a CRM only works if people use it properly.
The real value
Why a good setup means no lead falls through
The biggest leak in most businesses is not lead generation, it is follow up. Leads come in and then get forgotten, and those lost follow ups are lost sales.
A properly set up Zoho CRM closes that leak. Every lead is captured, assigned and followed up automatically, with reminders so nothing slips. This single change often brings more sales from the leads you already have, without spending a rupee more on marketing. That is the real value of doing the setup right.
Tick everything that sounds like your business today.
Leaks ticked0 of 4
Nothing ticked. A free consultation still checks the parts of your process that are easy to miss.
A leak or two. These are the first things a proper Zoho setup closes.
Leads are very likely slipping through. Fixing follow up often brings more sales from the leads you already have.
Ads + CRM
Your ads only work properly when your CRM is connected
Google Ads learns from whatever you tell it a conversion is. If the only signal is a form fill, it goes and finds you more form fills, including the fake numbers and the people who were only browsing.
Your Zoho CRM is the one place that knows which leads were real. So when we set it up, the ad click is saved with every lead, your team updates the lead status as they work it, and Zoho sends the qualified leads and sales back to Google Ads as conversions, with their value. From then on your ads go after buyers, not forms.
- Ad click saved with every lead in Zoho
- Lead status kept up to date by your sales team
- Qualified leads and sales sent back to Google Ads
- Reports on cost per qualified lead and cost per sale
Four leads from this week's ads
- Lead 1Form filled1 conversion
- Lead 2Form filled1 conversion
- Lead 3Form filled1 conversion
- Lead 4Form filled1 conversion
Google Ads sees 4 equal conversions, so it chases more form fills, including the junk ones.
- Lead 1Fake numberNot counted
- Lead 2Just browsingNot counted
- Lead 3QualifiedSent to Google Ads
- Lead 4PaidSent with sale value
Google Ads sees the 2 leads that mattered, so it goes after more people like your real customers.
How I work
My Zoho CRM setup process
A CRM that fits comes from understanding how you sell first. Pick a stage to follow along, or read all five below.
Step 01
Discovery
I learn how you sell, where your leads come from and what is going wrong today, so the setup fits your real process.
- How you sell today
- Where leads come from
- What is going wrong
Step 02
Design pipelines and fields
I plan your pipeline, stages and fields, so the CRM matches how your business actually works.
- Pipeline and stages
- Fields that fit
- Matches your process
Step 03
Build and automate
I build the CRM, set up lead capture and automate your follow ups, reminders and tasks.
- CRM built
- Lead capture live
- Follow ups automated
Step 04
Integrate and migrate
I connect your email and tools and move your existing data in cleanly, so everything is in one place.
- Email connected
- Tools connected
- Data moved in cleanly
Step 05
Train and support
I train your team and stay available to help, so the CRM keeps working for you long after setup.
- Team training
- Help after setup
- Changes as you grow
What you get
What is included in my Zoho CRM service
You get a complete, done for you Zoho CRM setup that fits your business and is ready to use from day one. I explain everything in simple terms, so you always understand your own system. You work directly with me throughout.
Setup and configuration
The right modules, fields and settings for your business, set up properly from the start.
Pipeline design
A sales pipeline and stages built around how you actually sell, clear and easy to follow.
Lead capture and automation
Website forms, ads and other sources flowing straight in, with follow ups, reminders and tasks automated.
Email integration
Every message tracked against the right contact, with automated emails where they help.
Reports and dashboards
Your pipeline, sales and team performance at a glance.
Data migration and team training
Your existing data moved in cleanly, and a team that knows how to use the CRM properly.
Free consultation
Tired of losing leads and chasing follow ups?
Let me look at how you work today and show you how a properly set up Zoho CRM can capture every lead and close more sales. No pressure and no obligation.
Why me
Why businesses choose me for Zoho CRM
A CRM your team actually uses, set up by the person you talk to.
Built around how you work
I set up your CRM to fit your real sales process, not a generic template, so your team actually uses it.
Explained in plain language
I keep things simple and beginner friendly, so you understand and control your own system without needing a manual.
Done for you, with support
I handle the whole setup and stay available afterwards, so you are never left stuck on your own.
Businesses I set up Zoho CRM for
Sales teams, service businesses, agencies, consultants and small to mid sized companies. If you have leads to manage and sales to close, a well built CRM will help you do it better.
- Sales teams
- Service businesses
- Agencies
- Consultants
- Small to mid sized companies
Services that pair with Zoho CRM
A CRM earns more when the leads feeding it and the follow up coming out of it are handled alongside it.
Common questions
Frequently asked questions about Zoho CRM
Setup, cost, data, automation and training. If yours is not here, ask me on the call.
What is Zoho CRM?
Zoho CRM is a system that keeps all your leads and customers in one place, tracks every conversation and helps you manage sales from first contact to closed deal.
Why do I need a CRM?
Without a CRM, leads get lost and follow ups are forgotten, which means lost sales. A CRM keeps everything organized so nothing slips and you close more deals.
Is Zoho CRM good for small business?
Yes. Zoho CRM is powerful but affordable, which makes it a great fit for small and growing businesses that want serious features without a huge cost.
Can you set it up for me?
Yes. I handle the full setup, from configuration and pipelines to automation and training, so you get a working CRM without the headache of doing it yourself.
Can you customize the pipelines and fields?
Yes. I shape your pipeline, stages and fields around how you actually sell, so the CRM matches your real process instead of forcing you to change.
Can you connect my website and ad leads?
Yes. I connect your website forms, ads and other sources so new leads flow straight into your CRM automatically, with no manual entry.
Can you automate follow ups?
Yes. I set up automation for follow ups, reminders and tasks, so leads are always contacted on time and nothing is forgotten.
Can you migrate my data from spreadsheets or another CRM?
Yes. I move your existing leads and contacts into Zoho cleanly and safely, so you start with all your data in one place.
Will you train my team?
Yes. I train your team so they actually use the CRM properly, because a CRM only delivers results when people use it.
How long does the setup take?
It depends on how complex your process is, but most setups take from a few days to a couple of weeks. I will give you a clear timeline after our first talk.
Is Zoho CRM affordable?
Yes. Zoho is known for offering strong features at a reasonable price, and I will help you choose the right plan for your needs.
Can it send emails automatically?
Yes. I connect your email and can set up automated emails and sequences, so leads get timely, consistent follow up without manual effort.
Can you build reports and dashboards?
Yes. I build clear reports and dashboards so you can see your pipeline, sales and team performance at a glance.
Do you provide ongoing support?
Yes. I stay available after setup to help with changes, questions and improvements, so your CRM keeps working as your business grows.
Is my data safe in Zoho CRM?
Zoho follows strong security practices to protect your data. I also set up your account correctly with the right access controls for your team.
How do I get started?
Just book a free Zoho CRM consultation using the button on this page. I will learn how you work and show you how a proper setup can grow your sales.
Ready to stop losing leads?
Let us look at how you work today and build a Zoho CRM that captures every lead, automates your follow up and helps you close more sales.
Book your free Zoho CRM consultationNo obligation · Free Zoho CRM consultation