Presentation
Zoho CRM setup and customization: modules, fields, pipelines, Blueprint processes, roles and permissions.
Lead management: webforms, assignment rules, lead scoring and duplicate checks, so the warmest leads are always at the top.
Marketing automation and email marketing: segmented nurture sequences and emails triggered by clicks or inactivity.
AI automation and integrations: AI that qualifies leads and drafts the first email for the team to review, plus connecting the CRM to forms, calendars, email and finance tools using Zoho Flow, Zapier, Make.com and webhooks.
Dashboards, documentation and training: pipeline and conversion reports, plus clear handover so the team actually uses the system
