Experiencing high growth and want to evaluate your technology platforms to support that growth.
Needing help to automate business processes and seamlessly integrate with legacy/proprietary software and your new CRM.
Wanting Zoho expert implementation recommendations for Zoho CRM to maximize your investment.
Wanting to leverage platform customization flexibility options to fit the solution to your individual business needs.
Ready to reduce customer frustration due to missed orders or the disconnect between internal departments.
Ready to unlock your data and make informed decisions based on it. Foster collaboration and teamwork based on access to relevant data & reports.
Microsoft Dynamics 365 consulting, implementation, and integration.
Dynamics 365 Marketing.
Dynamics 365 Sales.
“At Phoenix Imports, we didn’t have a CRM and were trying to run our business on spreadsheets. Once we selected Zoho CRM – we knew we needed expert help to move our data, set up a process for our sales reps to use the new tool and implement everything quickly. After talking to other companies who used Customerization and hearing about their experience and success, we knew we were on the right track by partnering with them.
We now have detailed reports on customer data, our sales reps have an easy to use form where they can efficiently enter data while on sales calls and it was all implemented quickly because Customerization listened to our needs, provided ideas and guided us to the best solution for our needs, while keeping us updated on progress with frequent check-ins that we were all on the same page.”
Vice President of Operations and Finance Phoenix Imports Inc.
Your business technology should support your business growth.
Is it crazy to ask for the right technology to support my recruiters and run my business efficiently? No, we don’t think so at all.
We are technology experts specifically using Zoho Recruit.
Learn how we help other recruitment agencies everyday.
Just around the corner, in Toronto. Speaking the same business language. Call us, see us in-person, solve problems over a call.
Decades of CRM, Business Applications and Cyber Security experience. In-house and on agency side.
Accurately priced services keep costs under control. Competitive pricing compared to alternatives.
We value your time, and
ours too. The whole team is
hands-on, no administrative
We focus on processes and solutions rather then software features. And deliver results you can trust.
supervision at every stage. Scope it right, deliver on time and on budget.
Are you getting the most out of Zoho?
You selected ZOHO to take your business to the next level, envisioning a quantum leap in sales, information flowing freely through your organization, a smooth transition to an online business model.
What’s the most effective way to achieve your goals?
Fully utilizing ZOHO’s potential requires specific expertise. You need experienced professionals who know the ins and outs of ZOHO and can quickly handle any implementation – from the simplest to the most complex – from speedy CRM configuration to integration with your ERP system and data migration, to effective training and user adoption.
That’s where we come in.
As an authorized ZOHO partner, we specialize in maximizing your ZOHOutilization and effectiveness. Our skilled team leverages extensiveexperience and creative problem-solving to design and implement yourentire project — guiding you along every step of the way, helping youmake smart choices that empower your organization,mitigate risks, and ensure that your vision of ZOHO’s potential becomesa reality.
We look forward to partnering with you on your ZOHO journey.
An international marketing consultant with over 14 years of experience with start-up companies and corporates,I moved over to the business technology space to offer SMBs in Canada and beyond affordable Digital Transformation solutions.
Prior to Customerization, I was leading the B2B Product Marketing approach HSBC Bank Canada, and am especially proud of contributing to the launch of the ‘Business Banking’ proposition, a simplified and digitized banking solution for SMBs.
Before HSBC, I led the fintech start-up marketing team as Head of Global Marketing at Credorax, working closely with the sales, support, and product management teams and starting to get the glimpse of understanding the role of business technology in the overall company success.
Zoho has a very reasonable price for the value it brings. It is considered one of the most economically feasible and feature-rich solutions in the business technology market.
You can pay per user per app or you can choose to use app bundles that are priced under one umbrella. The latter fits when your org uses more than one app (e.g., Recruit and CRM) or when you need to serve different LOBs (e. g., Sales, Marketing, Service, Project Management, Finance, etc.)
There are also additional plugins and connectors that are not included in the bundle price, and can be purchased separately (e.g., enhanced social media or e-commerce platform connectors). As your implementation partner, we would work with you to define what apps/ bundles/ add-ons you need to purchase for your specific case.
An example of the bundle pricing is the Zoho One bundle: https://www.zoho.com/one/pricing/
In short, no, you don’t need a developer every time you want to make changes to your Zoho system. Zoho has an intuitive interface, and users are able to perform basic changes like:
However, from our experience with many clients, here are some tried & tested tips:
That’s understandable. There’s a lot of information out there in the digital marketplace. Let’s review a couple scenarios and give you some guidelines to follow.
In this case you can share the requirements with us and hop on a call with one of our experts and discuss your plans in detail. During that call we can share more about our implementation framework, processes and even provide you with a rough estimate for project implementation costs that you can expect to incur.
Here we will follow a similar process. We will set up a call, you will share you requirements and plans as well as the open questions you have. We can then provide validation of your Zoho software purchase plans and provide the guidance you need to feel confident you are on track.
We are experts in Zoho and Microsoft Dynamics 365, so if those are your two systems that you are trying to decide between then, we can definitely help you with comparing these two solutions by guiding you through the pros and cons. We have a ton of experience helping clients pick the best system for their needs today as well as future proofing your purchase.
In the meanwhile, you can open a free Zoho trial account to test out the software and see how you like it.
Not convinced how exactly we can help? Share all the information with us and we’ll tell you our thoughts!
Book a 30 min call to understand your challenges and priorities and see if we are the right fit for you.