We are a Zoho certified team of experts with the experience and problem-solving skills to design and implement your entire project – guiding you along every step of the way.
You made a great decision by selecting Zoho SaaS. It is advanced enough to handle any of the complexity your business requires but flexible enough to be easily customized to your needs.
But the system by itself will not justify your investment. But investing in the people who design and build it will. Our team + your team: Where your success drives our success.
Our Zoho CRM Customization Approach Facilitates:
At Customerization, we untangle the complexities of the CRM setup and
customization and make the software work better for you
Zoho CRM Customization Methodology
A flexible framework that keeps project under control, delivering on time and on budget.
From Excel Files To The Operation al Zoho CRM
Vice President of Operations and Finance
Phoenix Imports Inc
Zoho CRM Implementation Services
QUICK START CRM
A functioning Zoho CRM up and running in just two weeks.
We believe in quick wins. If you’re just starting with your Zoho CRM, setting it up fast yet right the first time is the best option.
For such a project, we typically would:
For anything beyond the out-of-the-box functionality.
End-to-end implementation of your sophisticated Zoho CRM project.
A confident project delivery plan with clearly defined deliverables, milestones, and timelines.
If you are in one of the tree situations, a custom Zoho CRM implementation project would be a fit:
We look forward to partnering with you on your ZOHO CRM journey.
Let's Get Started
Zoho CRM is used by small and large companies worldwide to help them manage their customers’ information. The software allows you to create contact lists based on where your customers live or what they buy from you. You can then track the history of each contact within your database and follow up with them at any point in time.
You can also create cases for certain contacts so that all information about them is organized into one place for easy access later on down the line. The software allows users to assign tasks to other team members as well as set due dates for those tasks so everyone knows what needs to be done and when.
Zoho CRM has three main modules: Sales, Marketing, and Service. Each of these modules can be purchased separately or together as a suite.
The Zoho Sales module is designed to help you track leads, manage accounts, and forecast revenue. You can view all your leads by company, status, and contact information. The software also includes built-in email templates that make it easy to respond to customer requests.
The Zoho Marketing module integrates with your email service provider so that you can easily create campaigns and send them out to your contacts. You can measure the success of each campaign by tracking open rates and clickthroughs from emails sent to your contacts list. You can also use the software to create landing pages for campaigns or events hosted on your website.
The Zoho Service module helps you manage customer support requests within one central dashboard. You don’t have to switch between multiple tools when responding to customer issues or questions.