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Zoho CRM
Zoho · Zoho CRM

Sales automation that is quick to set up and easy to use.

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.

What it covers

What you get with Zoho CRM.

Leads and deals

Capture, assign and track every enquiry through your pipeline.

Automation

Assignment rules, follow-up tasks and alerts.

Quotes and orders

Quotes with price books, approvals and conversion to orders.

Omnichannel

Email, phone, WhatsApp and social conversations on the record.

Blueprints

Guided processes that make sure steps are not skipped.

Analytics

Dashboards and forecasts for sales managers.

How we implement it

Implemented by people who know the product.

01

Fit check

Confirm the product fits your processes, users and licence budget.

02

Design

Agree the setup, integrations and data with your team.

03

Build and test

Configure in short cycles and test with your own users.

04

Go live and support

Launch, train and support you through the first months.

Customer story · Real estate

Cledor

Agency bookings, documents, payment plans and commissions moved from email, WhatsApp and Excel into one platform on Zoho Creator and Zoho Books.

100%
digital pipeline visibility
Zero
lost documents

Related

Other products and services that usually go with this one.

Questions

What clients ask before they start.

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.

Get started
Start your Zoho trial through NSD.

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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