Zoho CRM Customization

Zoho CRM Customization
How often in Zoho CRM you need to set a field to a specific value on an event or send an email with a pdf attachment, create a copy of the record in same or different module, trigger a workflow rule to invoke a Zoho Creator or external script. We keep getting such requests and we assist our clients with implementation of these feature enhancements in Zoho CRM.
Zoho CRM has many powerful elements like custom buttons, custom links, custom functions, workflow rules and webhooks to accomplish almost anything one expects from the system. Zoho CRM can also be integrated with Zoho Reports to send data to Zoho reports module so that you could monitor your business progress with in-built analytics. Custom tabs can be created, custom web forms, web to lead forms to receive leads from your website and store in Zoho Leads, integrate Zoho CRM invoices with Zoho subscriptions and Zoho Books, schedule import/export of data from external systems, create connectors between Zoho CRM and other cloud based systems in PHP or Java and so on. There are endless possibilities of business process automation with Zoho CRM.

We also help clients migrate to Zoho from other less capable CRM systems or home grown solutions. Starting from scratch to analyze information that needs to go into Zoho, planning about licenses, users, permissions, module structure and relationships, how to load data into Zoho the first time, user training and making the system live - all these components of successful migration are handled by us.
We can assist you with all of this and more. Get the advice from our experts which is based on more than 150 Zoho projects we have done for our clients. Get in touch now.
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