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Zoho CRM implementation

Fast to stand up, cheap to run.

In brief

webbox implements Zoho CRM and the wider Zoho One suite for teams that want a capable CRM without paying enterprise prices. We configure modules, layouts and Blueprint process automation, and fill the gaps with Deluge scripts. We connect Zoho to your ERP, accounting and phone system. If you are coming from spreadsheets or another CRM, we bring your history across intact.

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What we deliver

CRM & Zoho One setup

Modules, layouts, roles and territory rules set up for your process, in CRM and in the Zoho One apps your team uses.

Blueprint & Deluge

Blueprint process automation for stage discipline, and Deluge scripting for the logic the point-and-click builder cannot express.

Integration

Connections to your ERP, accounting, telephony and WhatsApp, so Zoho becomes the one place your sales record lives.

Related work

Wholesale & Distribution

Three CRMs consolidated into one, with the history intact

Three regional sales teams, each on its own CRM, moved onto one platform. Their stage history came across too, so year-on-year forecasts still worked.

1 CRM platform, down from 3
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Zoho CRM implementation: FAQ

Is Zoho credible for a serious sales team?
Yes, for most SMB and lower mid-market teams. It starts to struggle with very large sales teams and complex CPQ (configure, price, quote). Below that, the feature gap to the expensive alternatives is smaller than the price gap.

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