All core areas of Zoho CRM will be set up to match how your company operates.

Each module serves a different purpose.

Below is a clear and simple explanation:

Accounts

These are the companies you work with: customers, partners, or suppliers. They store data such as company name, tax ID, address, phone number.

Contacts

These are the people working at those companies, for example owners, buyers, managers. They store details like first and last name, job title, email address, phone number.

Leads

These are individuals or companies that have shown interest in your offer but are not yet customers. Leads are used to handle first contact, inquiries, and initial qualification.

Deals

These represent specific sales processes such as offers, negotiations, or projects. They show the current stage of each potential sale.

Sales Orders

This is where customer orders are created after a sale is finalized. It includes information about products, pricing, and commercial terms.

It connects the sales process with order fulfillment.

Benefit:

Your CRM works in a logical, clear way tailored to your business. With a well-structured setup, your team immediately knows where to enter data and how to guide customers through the entire process, from first contact to placing an order.

Based on the data prepared by your company (for example Excel or CSV files), we will import data into the CRM, including:

• companies (accounts),
• contact persons,
• customer inquiries,
• ongoing conversations or sales opportunities.

Benefit:
The system is ready to work with real data right away. Your team does not start with an empty CRM, saving time and avoiding errors caused by manual data entry.

We will build a solid and secure access structure in the CRM:

Roles
Up to 5 roles reflecting your company structure, for example Sales Rep and Manager.

Permission profiles
Up to 5 profiles defining what information each user can view and edit.

Users
Adding up to 5 employees who will use the system.

Benefit:
Data order and security from day one. Each employee sees only what they should, and the system is easy to manage and resistant to errors caused by accidental changes.

We will build a complete data archiving and reporting system for you.
A Zoho Analytics license and access to the required data are required.

As part of the archive, we:

• design the table structure (up to 5 tables),

• load data from Zoho CRM or files provided by the client.

The archive can include, for example:

• historical sales data,

• contact and account records,

• order data,

• lead and conversion data.

Benefit:
You gain the ability to analyze historical data, compare results, monitor trends, and build reports that are not possible in CRM alone. This creates a strong foundation for controlling, performance analysis, and scaling sales.

During the training, the team will learn:

• how to navigate the CRM,
• how to search and filter data,
• how to add and edit accounts, contacts, leads, and deals,
• how to manage the sales process,
• how to handle daily tasks in the CRM.

Benefit:

The team can work independently in the CRM and knows how to operate the system from day one.

The workshops cover:

• creating reports and dashboards,
• filtering data,
• analyzing sales performance and team results,
• working with historical data from Zoho Analytics.

Benefit:
The company can independently analyze results and make data-driven decisions, not decisions based on intuition.

✔ A fully configured CRM
✔ Key modules: Accounts, Contacts, Leads, Deals, and Sales Orders
✔ Import of your real business data
✔ A secure and well-organized access structure
✔ 3 Blueprints and advanced automations (GUS integration, Lead to Deal, Deal to Sales Order)
✔ Data archiving system in Zoho Analytics (up to 5 tables)
✔ A full day of training (4h CRM + 4h reporting)
✔ A CRM prepared for historical reporting and advanced business growth