Looking For A Microsoft Dynamics 365 Alternative? We Run It Instead

We shape the pipeline, build the automation, and clean up the data, and all of it stays yours. Everything we build lives inside your own Zoho CRM subscription, under your ownership. If you ever change providers, the pipeline, automation, custom modules, and every record stay exactly where they are.

Yes. We connect Gmail or Microsoft 365 so mail and meetings log against the right record automatically, and wire your phone system through PhoneBridge so calls, recordings, and outcomes attach without anyone writing them up. Zoho CRM supports a long list of telephony providers. If yours is not one of them, we look at what its API allows before promising anything.

That is usually where CRM earns its money. We connect Books so invoices and payments sit against the account, Desk so support history is visible beside the deal, Campaigns for marketing attribution, and Analytics for reporting that spans several apps. Where a built-in connector stops short of what you need, we extend it with the API and Deluge rather than leaving you a manual step.

A CRM nobody trusts is a CRM nobody updates, and duplicates are the fastest route there. We set unique field rules and merge criteria so duplicates are harder to create in the first place, then run scheduled clean-ups on what is already there. Reports start matching what your team believes is true, which is generally when adoption improves on its own.

Yes. We build the role hierarchy and profiles so people reach what their job requires and nothing more, then use territories and sharing rules where regions or overlay teams make ownership complicated. Field-level permissions cover the sensitive parts, like margin, contract value, or personal data. On top of that we configure the audit trail and the exports your auditors ask for.

We build them. Pipeline by stage and owner, conversion rates between stages, average sales cycle, activity measured against outcomes, and where deals are stalling. Each manager gets a dashboard scoped to their own team rather than one shared view nobody reads. When leadership starts asking a new question every month, we add the report instead of leaving you to export a spreadsheet.

It depends on what you actually use. Blueprint, sandbox, territory management, and much of the advanced automation sit in Enterprise or above, while a small team with a simple pipeline is often fine on Professional. We track your usage against your edition and tell you when an upgrade is genuinely warranted, when it is not, and when Zoho One works out cheaper than your current combination of apps.

The subscription is monthly with no long-term commitment, and everything we build lives in your own Zoho account, so you keep it either way. Start with a consultation. We look at how you sell today, your user count, what needs to connect to CRM, and the state of your existing data, then confirm whether the standard plan covers it. If your requirements are bigger, we will say so and quote the work.

Managed Zoho CRM is an ongoing subscription where we run your CRM for you. That covers your pipeline and stage design, page layouts, automation and blueprints, lead assignment, data migration and hygiene, integrations with email, telephony and the rest of your Zoho apps, plus the security model and reporting underneath it. Instead of asking whoever has time to administer a sales system, you have a team already inside your account handling it month to month.

The plan covers up to 25 users across all CRM modules. Within that, we handle pipeline and layout changes, new workflow rules and blueprints, assignment and scoring rules, custom fields and modules, integration monitoring, roles and permissions, data clean-ups, user administration, and your reporting and dashboards. Bulk data migrations from another CRM and large custom API builds get scoped and quoted separately, so your monthly cost stays predictable.

Yes. You keep your own Zoho CRM subscription and own the account, the configuration, and every record in it. We work in your environment as an administrator. If you ever change providers, nothing sits behind our accounts and there is no export to negotiate. We will also tell you which edition your requirements genuinely need, since several features people assume are standard only appear in Enterprise and above.