A Zoho CRM built around how you actually sell.
Most CRMs are set up the way the software wants, not the way your team works. We design, build and keep improving Zoho CRM around your real sales process — so your team uses it, your data stays clean, and your reports tell you something useful.
Is this right for you?
- Businesses moving to Zoho CRM from spreadsheets, or from another CRM such as HubSpot, Salesforce or Pipedrive
- Teams already on Zoho CRM whose setup no longer fits how they sell
- Growing sales teams that need automation, reporting and a pipeline everyone trusts
What we do
Sales process mapping
We start with how deals really move through your business, then design modules, fields, layouts and pipeline stages to match.
Automation that moves work forward
Workflows, blueprints, cadences and assignment rules that handle the follow-ups, hand-offs and reminders your team shouldn't have to.
Data migration and clean-up
Moving records, relationships and history into Zoho CRM — and tidying duplicates and gaps along the way, rather than importing the mess.
Email, calendar and integrations
Connecting your inboxes and calendars, and linking CRM to Zoho Books, Desk, Marketing Automation or your other tools.
Reports and dashboards
Pipeline, forecasting and activity reporting your managers actually open — built from the fields you capture.
Training and ongoing improvement
Your team is trained on the system we built, and on the Limitless plan we keep refining it as your process changes.
Three steps to get started
Step 1
Free introduction call
A 30-minute conversation about how you use Zoho today and where it's falling short. No sales script.
Step 2
Diagnostic Day
A full day mapping your processes, then a written report and prioritised roadmap. £1,000 + VAT, deducted from your first invoice if you go ahead.
Step 3
Delivery on your plan
We work through the roadmap with you — and keep improving the system as your business changes.
Pricing
Implementation isn't a separate project fee. It starts with a Diagnostic Day (£1,000 + VAT) to map your process, then runs on the Limitless plan — £2,000/month on an annual commitment, with unlimited requests delivered one project at a time.
Businesses we've helped
Learn more
How to Connect Claude AI to Zoho CRM
Connect Claude to Zoho CRM and Zoho Books, set safe permissions, and use it to query data, clean records, import leads, build reports and prep for meetings.
Read the guide Zoho Marketing AutomationHow to Build Email Sequences That Convert in Zoho
Plan welcome and nurture email sequences that convert, then build them in Zoho Marketing Automation with splits, delays, tags and plain-looking emails.
Read the guide Zoho CRMHow to Re-engage Cold Leads with Zoho CRM Cadences
Automatically enrol inactive leads into a Zoho CRM Cadence, move them on when they reply, and track which leads the sequence brought back.
Read the guideZoho CRM Implementation FAQs
How long does a Zoho CRM implementation take?
It depends on how many teams, processes and integrations are involved, so we don't quote a timescale before we understand your business. On the Diagnostic Day we map your process and give you a prioritised roadmap. On the Limitless plan we work through that roadmap one project at a time, and most individual tasks are turned around within a few days.
Can you migrate our data from another CRM?
Yes. We move your records, the relationships between them and their history into Zoho CRM, and clean the data as part of the move — deduplicating and filling gaps rather than importing problems into your new system.
We already use Zoho CRM, but it isn't working for us. Can you help?
Yes — this is one of the most common reasons businesses come to us. We start with a technical review of your existing setup before the Diagnostic Day, then rebuild around how your team actually works rather than starting from scratch.
What does Zoho CRM implementation cost?
There's no separate project fee. You start with a Diagnostic Day at £1,000 + VAT, which is deducted from your first invoice if you go ahead. Implementation then runs on the Limitless plan at £2,000/month on an annual commitment (£4,000/month rolling), with unlimited requests delivered one project at a time.