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Zoho CRM manages leads, deals, quotes and customer communication, with strong automation and WhatsApp, telephony and email built in. We configure it around your sales process and connect it to Zoho Books or your ERP.
Capture, assign and track every enquiry through your pipeline.
Assignment rules, follow-up tasks and alerts.
Quotes with price books, approvals and conversion to orders.
Email, phone, WhatsApp and social conversations on the record.
Guided processes that make sure steps are not skipped.
Dashboards and forecasts for sales managers.
Confirm the product fits your processes, users and licence budget.
Agree the setup, integrations and data with your team.
Configure in short cycles and test with your own users.
Launch, train and support you through the first months.
Agency bookings, documents, payment plans and commissions moved from email, WhatsApp and Excel into one platform on Zoho Creator and Zoho Books.
Other products and services that usually go with this one.
A standard sales setup typically takes a few weeks; integrations and custom modules add time.
Yes. Our Estate CRM extends Zoho for property developers and brokers.
Yes, through Zoho’s WhatsApp integration or supported partners.
Sign up with the links below and your account is linked to NSD, so our team can help with setup, licences and support from day one.
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