Growing With a Zoho Expert

Whether you are new to the Zoho platform or you’ve been working with it for months, you may be feeling overwhelmed with all the different applications, Zoho CRM, Zoho Campaigns, Zoho Books, Zoho Inventory, and Zoho SalesIQ to name a few, you may be trying to figure out which segments are the best for your business.


CRM Experts believe in keeping it simple. Especially if you are just starting out with Zoho. The team helps you focus on how to start using it for what you need right now – only the core critical items.


Our objective is to empower people like yourself to learn how to get more done with less. We have a variety of subscription packages to help you learn more in depth with our experts doing the heavy lifting.


Zoho CRM Kickstart Plan


With our Zoho CRM Kickstart plan we help you learn how to do sales in Zoho CRM quickly.  


Included in the kickstart package:

  • A Dedicated Zoho CRM Expert
  • One Hour Discovery Call
  • One Hour Requirements Call
  • Training on Sales Best Practices with Zoho CRM
  • We will set up your email with Zoho.
  • Customize up to 15 custom fields
  • Create 1 custom object if needed
  • Create 5 scoring rules for your leads
  • Create up to 3 automated emails that go out to your prospects or leads.
  • Create up to 3 custom reports for sales
  • Live Training with a Zoho Consultant on Best Practices.
  • Recorded Online tutorial of Zoho CRM Best Practices with Sales
  • Email Support for 1 Month


Zoho Monthly Support & Development


Once you are up and running we can continue to support you as your business and needs grow.  With the Zoho Monthly Support and Development plan get on demand support, development, and consulting with CRM Experts.  CRM Experts will provide multiple resources for the following Zoho skills to help you reduce your time learning Zoho, and allow you to focus on your business. 


Included in the support package:

  • A Zoho Consultant
  • A Certified Zoho Developer
  • 8 x 5 Live Chat support
  • 8 x 5 Email Support
  • Support and Administration
  • Development and Integration
  • Consulting Services


Get a Free Zoho Consultation

At CRM Experts, we are experienced CRM consultants, having worked with both small businesses and enterprise level ones. For help with your CRM decision-making, implementation, integration or management needs, contact us for a free consultation.