Zoho – Datalinks

About Zoho

Zoho CRM is one of the most widely used CRMs in the world.

The Zoho platform

Zoho CRM

Leads, contacts, deals and pipelines, with sales and marketing automation and built-in analytics.

Zia AI

Zoho’s AI assistant scores leads and deals, predicts churn, forecasts targets and suggests the best time to contact each customer.

Blueprint

Turns your sales or service process into guided stages.

CommandCenter

Designs customer journeys that adapt to what customers do, across sales, marketing and service.

What we deliver on Zoho

CRM implementation

Modules, fields, layouts, pipelines, roles and permissions configured around your process.

Zoho One roll-outs

The right apps switched on and connected, so sales, support and finance share one customer record.

Data migration

Records moved from spreadsheets or another CRM, including Salesforce and HubSpot, cleaned and de-duplicated on the way in.

Automation & Deluge

Workflows, Blueprints, assignment rules and Deluge scripts that remove manual steps.

How a Zoho project runs

Discover

We map your sales and service process, your data and your other systems.
Design

We design modules, Blueprints and automations first.
Build & migrate

We configure Zoho in a sandbox, migrate and clean your data, and connect your other systems.
Launch & support

We train your team, go live and stay on hand to refine the system as you grow.

Who Zoho suits

Growing small and mid-sized businesses

Teams replacing spreadsheets

One suite for sales, support and finance

Professional services firms

Trades and field businesses

Moving off a costlier CRM

Common questions

Should we start with Zoho CRM or Zoho One?

If you only need a sales system, start with Zoho CRM.

Can you move us from another CRM?

Yes. We migrate from spreadsheets and from other CRMs such as Salesforce and HubSpot, keeping notes, activities and deal history wherever the source system allows.

Zoho CRM and Zoho One, implemented properly