Zoho Product · Australia
Zoho CRM consulting & implementation
Sales pipeline, automation, and customer data in one place
Overview
Zoho CRM handles leads, deals, accounts, and activities. For Australian businesses, we configure it around how your sales team actually works, not a generic pipeline template pulled from a US playbook.
Key capabilities
- Lead and deal management with custom stages and scoring
- Workflow automation, blueprints, and approval processes
- Email integration, cadences, and sales signals
- Territory management and role-based access
- CPQ, quotes, and invoicing integrations
- Analytics dashboards and forecasting
- Canvas views and custom modules via Zoho Creator
- API and webhook integrations with third-party systems
What we do with Zoho CRM
- →Map your current sales process and rebuild it in CRM with stages that match reality
- →Set up automations for lead routing, follow-ups, and stale deal alerts
- →Integrate with Zoho Books, Desk, or external ERPs for a single customer view
- →Build custom reports for pipeline health, conversion rates, and rep performance
- →Migrate data from spreadsheets, HubSpot, Salesforce, or legacy systems
- →Train your team and document processes so adoption sticks
Technical notes
For developers and technical evaluators
→ REST API v2/v3 with OAuth 2.0 authentication
→ Deluge scripting for server-side automation and custom functions
→ Webhook triggers on record create/update/delete events
→ SDKs available for Node.js, Python, PHP, Java
→ Sandbox environments for safe testing before production deploys
→ Custom modules, fields, layouts, and validation rules via metadata API
Ideal for
- •B2B sales teams with defined pipeline stages
- •Field sales requiring mobile CRM access
- •Businesses outgrowing spreadsheet-based tracking
- •Companies needing CRM-Books-Desk integration
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Get started
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