Zoho Configuration Services
Zoho is packed with features, but it needs the right configuration to work for you truly.
Overview
Smart Configuration for the Best Experience
Zoho is packed with powerful features, but without the right configuration, it can feel overwhelming. We fine-tune it to fit your business perfectly so your team works smarter, not harder. We at CRM Masters help to configure it so it’s clean, efficient, and relevant to your needs with no unnecessary modules, no confusing features. Every business needs a user-friendly system that’s easy to use and helps you close deals faster.
What We Can Configure for You
Company Details
Your business name, logo, fiscal year, business hours, and other essentials.
Organisation Level Setting
Select preferred language, currency, time zone, and more.
User Management
Add users, assign roles, set permissions, and control access to keep your data secure.
Reports & Dashboards
Custom dashboards with interactive charts, KPIs, and reports that give you real-time insights.
Pipeline & Lead Conversion Mapping
Define every stage from lead to deal so nothing slips through the cracks.
Page Layouts
Arrange fields and views for an easy-to-use, clutter-free CRM.
Quote & Inventory Templates
Ready-made formats for quotes, invoices, and inventory to speed up sales cycles.
Calendar Booking
Integrated appointment scheduling for smooth client interactions.
Motivator
Gamification tools to keep your sales team engaged and hitting targets.
Email & Link Tracking
Know when emails are opened or links are clicked to follow up at the right time.
Telephony Integration
Make and receive calls directly inside Zoho CRM, with call logs and history saved automatically.
Why CRM Masters for Zoho Configuration?
Skilled professionals who know Zoho inside out
Configurations designed around your business needs.
Get started faster with zero downtime.
Keeping your system running smoothly is our top priority
We understand your market, your challenges, and your needs.
Our Simple 5 Step Process
Share Project Requirements
Talk to our team and tell us what and how do you expect your Zoho solution. Let our team understand your vision.
We will assess your requirement
Our team of developers will assess your requirements and will come up with a solution that fulfils all your needs and yields maximize benefit while saving costs.
We will assign you a developer
Based on your requirement, we will assign the right developer from our talent pool to work on your unique project.
Implementation of the project
Our developer will then see and analyse the existing setups and what complex cloud solutions can be implemented across Zoho seamlessly and accordingly offer the best solution.
QA & Testing
Once the development is done, we will run QA (Quality Assurance) tests on the solution offered to ensure highest quality and will provide aftersales support too.
ZOHO SERVICES PROVIDER ON THE GO
Get ZOHO CRM Services as Per Your Needs
At CRM Masters Infotech, we offer you the flexibility to choose our Zoho development services as per your needs. Come to us, and we will help you decide whether you should opt for full-time or part-time plan depending on your project needs. All you need to do is explain us your requirements in detail and the rest will be taken care by our expert team. All you need to do is explain us your requirements in detail and the rest will be taken care by our expert team.
Pay-As-You-Go
If your’s is a project that needs a dedicated developer or consultant on a weekly, monthly or long-term basis, then this is the best option for you. Based on the type of your project, we will select our Zoho CRM consultant with matching experience to work with you and deliver top-notch results.
On Project Basis
Contrary to the other option (Pay-As-You-Go), this one is best when you have fixed SCOPE of Work, we will provide you fixed price to implement and set up milestones. We will assign project manager and consultants to deliver as per project scope.
Frequently Asked Questions (FAQ's)
No. Zoho offers user-friendly dashboards, and with our configured setup, you get an even more intuitive experience. We also provide basic training to your team to ensure smooth usage.
Our expert team can perform a complete audit of your existing system to identify gaps and reconfigure everything according to your business needs.
Absolutely. We connect all your essential business tools, such as email, telephony, calendars, and more, so you can manage everything directly within Zoho CRM.
Ready to Work with the Right Zoho Experts?
Connect with the best Zoho service provider today and discover how the right Zoho setup can make all the difference.
