Zoho Consulting Services
As a trusted Zoho consulting partner, we provide expert services and support that simplify your business operations and help maximise your revenue.
Overview
Zoho CRM Certified Consultant You Can Trust
We’re a certified Zoho CRM partner helping businesses set up, customize, and make the most of Zoho. With 100+ experienced consultants and over 2000 projects delivered globally, we’ve supported businesses across industries like eCommerce, healthcare, education, and real estate. Specializing in Zoho setup, we make migration, automation, integration, and customization easy, secure, and cost-effective.
Industry-Specific Solutions
Fast & Secure Data Migration
Flexible Hiring Models for You
Affordable, Expert Zoho Consultant
Global Support, Local Presence
End-to-End Zoho Services
GDPR & HIPAA Compliant
Your One-Stop Zoho Consulting Partner
Zoho Products for Your Business
Zoho One
Run your entire business with one powerful suite. Zoho One combines all the essential apps, like CRM, finance, HR, marketing, and more, into one platform.
Zoho CRM Plus
Enhance your customer experience with Zoho CRM Plus. This all-in-one platform helps you manage leads, automate sales, deliver customer support, run campaigns, and host webinars, all from one app.
Zoho CRM
From lead management and sales automation to seamless integration and data security we offer all the Zoho CRM solutions that are tailored to your business requirements.
Zoho Finance Plus
Manage all your financial operations in one place. With Zoho Finance Plus, we help you handle accounting, invoicing, expense tracking, and financial reporting with accuracy and ease.
Zoho People Plus
Automate your HR functions with Zoho People Plus. From employee onboarding and attendance to performance management, this app is all you need for HR operation.
Zoho Books
Simplify your accounting with Zoho Books. From invoicing and GST compliance to inventory and payments, we ensure your finances are accurate, up-to-date, and ready for growth.
Zoho Marketing Automation
Automate your marketing efforts with Zoho Marketing Automation. We help you generate leads, nurture them through campaigns, and track performance.
Zoho Creator
Need a custom app? Zoho Creator lets you build applications tailored to your business. We offer end-to-end services, including app development and integrations.
The Real Value of Zoho Consulting for Your Business
Strategy That Matches Your Business Goals
A Zoho consultant studies your processes, identifies gaps, and builds a roadmap that aligns Zoho apps with your exact business objectives.
Customised Zoho Ecosystem
From CRM to Books, Desk, and beyond, a consultant helps you choose and structure the right mix of apps so you’re never paying for tools you don’t need.
Custom Solutions for Complex Needs
Consultants create advanced automation, custom apps, and detailed dashboards that align perfectly with your business processes.
Smarter Data Migration & Validation
Migrating from spreadsheets or other CRMs? Consultants handle cleansing, migration, and validation so your new Zoho system starts with clean, reliable data.
Integration That Connects Everything
Zoho consultants integrate Zoho with ERPs, eCommerce, and other third-party systems for a seamless flow of information into your business.
Adoption & Continuous Improvement
We, as a Zoho Consultant, provide training, user enablement, and ongoing optimization, ensuring your teams get the most from Zoho today and as you grow.
How Our Zoho Consulting Services
Make Your Business Grow
We help you automate day-to-day tasks and improve workflows so your team can focus on core business activities.
From migration to integration, we ensure your data stays clean, connected, and easy to access when you need it.
We customize Zoho apps to match your unique business needs; that’s just what works for your specific requirements.
Gain better visibility with easy-to-read reports and dashboards that support faster, smarter decision-making.
With Zoho CRM customised to you, manage leads, follow-ups, and customer interactions more effectively.
Our team will provide you with ongoing support, guidance, and training to ensure long-term success.
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.
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.
Case Studies
Zoho Suite Implementation for the Pharma Industry
Our client is a leading Pharma company, and they faced several operational inefficiencies that impact their sales process, client communication, and overall workflow. We implemented Zoho tools to simplify their sales process and provide actionable data insights to help the team make better decisions
Zoho for Automobile Manufacturing Company
Our client designed a vehicle for space living and efficient urban mobility, but the lack of automation in their processes has created several inefficiencies. We implemented Zoho Inventory and WooCommerce so that their businesses can focus on growth and customer satisfaction.
Zoho Implementation for the Electric Vehicle Industry
Our client is a fast-scaling electric vehicle (EV) charging solutions provider. They are facing issues in payment handling, sales tracking, procurement, etc. We implement Zoho tools to create a robust, integrated solution that could scale their growth.
Serving Across Industries
Sectors We Serve
Read Our Latest Updates & Business Tips & Tricks.
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How Zoho Invoice & QuickBooks Online Integration Helps Automate Accounting Workflow In the day-to-day hustle...
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)
Zoho offers both free and paid plans. Many of their applications have a free tier with limited features, ideal for small teams or personal use.
Some of the most popular Zoho applications include:
Zoho CRM – for sales and customer relationship management
Zoho Books – for accounting
Zoho Creator – for building custom business apps
Zoho People – for HR management
Zoho Desk – for customer support
Yes, Zoho prioritizes data privacy and security. It is GDPR compliant and uses encryption, two-factor authentication, and other measures to protect user data.
Yes, Zoho offers a wide range of integrations with third-party applications like Google Workspace, Microsoft 365, QuickBooks, Mailchimp, Shopify, and more. It also supports API access for custom integrations.
Zoho CRM helps businesses manage leads, sales pipelines, customer interactions, and reports, enabling smarter decision-making and higher conversions.
Yes, most Zoho apps—especially Zoho Creator and Zoho CRM—are highly customizable. You can tailor workflows, fields, layouts, and even build custom apps.
No. Zoho apps are designed to be user-friendly, but advanced customization (especially with Zoho Creator or Deluge scripting) may require technical knowledge.
