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Zoho CRM implementation

Fast to stand up, cheap to run.

The short answer

webbox implements Zoho CRM and the wider Zoho One suite for teams that want capable CRM without enterprise pricing. We configure modules, layouts and Blueprint process automation, script the gaps in Deluge, connect Zoho to your ERP, accounting and telephony, and migrate in from spreadsheets or another CRM with history intact.

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How it works

CRM & Zoho One setup

Modules, layouts, roles and territory rules configured against your process, across CRM and whichever Zoho One apps you actually use.

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 is the sales record rather than another island.

Related work

Wholesale & Distribution

Three CRMs consolidated into one, with the history intact

Three regional sales teams on three different CRMs merged onto one platform, with stage history preserved so year-on-year forecasting kept working.

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. Its limits show up in very large rep populations and in complex CPQ. Below that, the functional gap against the expensive alternatives is smaller than the price gap.

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