Automate Your Business with Zoho
Tired of manual tasks slowing you down? Our Zoho Automation services help you build efficient workflows, reduce errors, and free up time for what matters most.
Zoho Automation Services
Streamline, Simplify, and Save Time
We offer Zoho Automation services to turn your repetitive tasks into smart, hands-off processes. From auto-assigning leads and sending instant responses to updating records and notifying the right teams. CRM Masters helps you build a system that runs itself, so nothing slips through the cracks.
Zoho CRM Automation Works for You
Workflow Rules
Trigger actions like emails, task creation, or field updates based on your conditions, no manual follow-up needed.
Blueprint Automation
Build step-by-step, trackable processes that guide your teams from start to finish, no more skipping stages.
Approval Workflows
Automatically route deals, invoices, or requests to the right people for faster approvals and accountability.
Scheduled Actions
Set up one-time or recurring triggers to launch emails, tasks, or processes right on time.
Custom Functions
Automate complex logic with customized scripts that connect Zoho with third-party tools or internal apps.
Lead Assignment Rules
Auto-assign new leads to the right rep based on territory, source, or workload, without lifting a finger.
Case Escalation
Ensure urgent support tickets never go unnoticed by auto-routing them when SLAs are breached.
Lead Scoring
Prioritize leads that are most likely to convert with automated scoring based on behavior or activity.
Zoho Marketing Automation
Set up drip campaigns, track user engagement, and convert more leads with multi-channel marketing flows.
Why Choose CRM Masters for Zoho Automation Services?
Before setting up any automation, we take time to understand how your team works.
Our team has in-depth knowledge of Zoho and builds automation that is reliable and ready to grow with you.
We do not use generic templates. Every setup is built specifically for your business needs.
From planning to setup and post-launch support, we are with you every step of the way.
Our automation helps you save time, reduce manual work, and close deals more efficiently.
CRM Masters’ alliance with Zoho as a Premium Partner allows to offer the best Business solutions.
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)
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.
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.
