Zoho CRM
Zoho gives you pipeline visibility, forecasting, customer service and integrations without the enterprise price tag.
Why Zoho CRM
All the features SMBs actually need, without bloat or enterprise pricing. Salesforce is built for Fortune 500 companies with unlimited budgets. Zoho is built for teams that want a serious CRM but cannot justify Salesforce's cost.
Zoho's simpler data model means we get to a working pipeline faster than Salesforce. We configure it to how you sell, migrate your data, train your team and go live.
Deals move through your sales stages with dates, values and close probabilities. The system forecasts quarterly and annual revenue by rep, by product or by stage.
Automate routine tasks: stage transitions, task creation, email notifications. Reps access the CRM on phones and tablets so they can manage deals from anywhere.
Support tickets come in from email. Agents see the customer record and the knowledge base. Customers can open tickets via a self-service portal.
Track deals through defined stages with dates, values and probabilities.
Forecast revenue by rep, by stage, or by product on live pipeline data.
Full CRM access on phones and tablets so reps stay connected.
Support ticketing, customer portal and knowledge base.
Built-in connectors to accounting, email, marketing and other tools.
Team onboarding and ongoing help as your use of Zoho grows.
How you sell now and what information matters at each stage.
Set up pipeline stages, fields, automation and integrations.
Accounts, contacts and opportunities cleaned and loaded.
Sales and support staff learn to use Zoho on their own records.
Switch over with full support for the first month and beyond.
Pipeline visibility
Revenue forecast
Sales cycles
Customer experience
IT and licensing cost
Tool licenses to manage
We size the implementation to your actual needs, not oversell features you will not use.
Six to twelve weeks from kickoff to live selling.
We connect Zoho to your accounting, ERP and other tools from day one.
No surprises. We tell you exactly what the implementation will cover and cost.
A support team, not a chatbot. Questions, new workflows and integrations as you grow.
Zoho CRM is an affordable, feature-rich sales and customer management platform designed for growing SMBs. It covers pipeline, forecasting, customer service and integrations.
Zoho is the most affordable option, with most Salesforce features at a fraction of the cost. It is ideal for price-conscious SMBs that do not need enterprise complexity.
A typical Zoho CRM rollout takes six to twelve weeks. It is faster than Salesforce but similar to HubSpot's timeline.
Yes. Zoho integrates with accounting, ERP, email and many other systems through direct connectors or APIs.
When you need Salesforce's complexity, we plan and execute the migration, carrying your data and history forward.
We stay on as your support team for questions, new workflows, integrations and testing as your business grows.
Related
The other services in this section, and related pages from TCB Infotech.
Book a free consultation. We will show you pipeline and forecasting in Zoho
