Sales & CRM
Zoho CRM solutions set up the way you work.
Lead capture, pipelines, Blueprint processes, Zia AI and quoting, configured around the way your team actually sells.
- Website
- Forms
- Phone
- Social Media
- Ads
Zoho CRMSales & CRM- Sales Pipeline
- Automation
- Reports
About CRM
What Zoho CRMdoes.
The core of what Zoho CRM offers, based on Zoho's official product documentation. It covers leads, deals, follow-ups and reporting, so the whole sales process runs in one system.
- BetterLead flow
- MoreConversions
- EfficientSales process
01Lead management
Capture leads from every channel, enrich them automatically and nurture them until they're ready to convert.
- Lead capture
- Enrichment
- Nurturing
02Pipeline & forecasting
Track deals by stage, forecast revenue and see team performance in reports and dashboards.
- Territories
- Forecasts
- Anomaly detection
03Process automation
Guide every rep through the same process and automate follow-ups across the funnel.
- Workflows
- Cadences
- Blueprint
- Journeys
04Zia AI
AI that predicts deal and churn outcomes, enriches records and builds reports or workflows on request.
- AI agents
- Predictions
- Call & email AI
05Quotes, orders & CPQ
Native Products, Quotes, Sales Orders and Invoices modules, with CPQ rules for pricing and upsells.
- Quotes
- Sales orders
- CPQ (Early Access)
06Omnichannel
Reach customers on the channel they prefer, with every conversation logged on the customer record.
- Phone
- SMS
- Social
07Customization
Shape modules, fields, pages and guided processes around how you sell, with or without code.
- Canvas
- Client Script
- Kiosk Studio
08Collaboration & portals
Bring other teams into the CRM and give customers, partners and vendors secure self-service access.
- CRM for Everyone
- Portals
How Xevort helps
Making CRM work your way.
What our team can set up, customize and connect in Zoho CRM.
Setup
Modules, users, roles, territories and pipelines mapped from your current sales process.
Customize
Custom modules, fields, Canvas page designs, Client Scripts and Blueprint stages with the rules your team follows.
Automate
Assignment rules, Cadences, follow-up workflows and Deluge functions for logic that settings can't handle.
Integrate
CRM connected to Books, your website, payment and messaging tools, plus migration of existing data.
Zia AI setup
Zia predictions, data enrichment and call and email insights switched on and tuned to your fields and sales stages.
Quotes & CPQ
Product catalog, price books, quote templates and the sales order flow, with CPQ product rules where available.
Portals
Customer, partner or vendor portals that expose only the modules, records and actions each group needs.
Sandbox testing
Customizations, workflows and integrations built and tested in a sandbox before they reach live users.
Integrations
Connect Zoho CRMwith the tools you use.
We can connect CRM with other Zoho apps and the services you already use, so records move between them without anyone re-typing them.
- Native Zoho connectionsZoho apps that share data with each other out of the box.
- Delivered by XevortIntegrations our team has built on client projects.
- Officially supportedConnectors Zoho provides, set up and mapped to your process.
Why choose Zoho CRM
A CRM your sales teamwill actually use.
Zoho CRM keeps leads, deals, customer conversations and sales automation together, so every rep works from the same up-to-date records.
- Everything in one placeLeads, contacts, deals, tasks and reports in a single view.
- Better collaborationTeamspaces keep sales, marketing and support on the same data.
- Built for your processModules, layouts and Blueprint stages shaped around how you sell.
- Real-time insightsReports, dashboards and forecasts that update as deals move.
- Automation & AIWorkflows, cadences and Zia take repetitive work off your team.
- Trusted and secureRole-based access and ISO-certified privacy and security.
FAQ
Zoho CRMquestions, answered.
Straight answers on setup, migration, integrations and timelines before you start.
Still have questions?
Tell us about your Zoho CRM setup and our team will get back to you.
Yes. We configure modules, fields, layouts, Blueprint stages and automation around how your team sells, and use Deluge where standard settings are not enough.
Yes. We clean, map and import leads, contacts, accounts, deals and history from spreadsheets or another CRM, and validate the data before go-live.
Yes. We connect CRM with other Zoho apps, your website and third-party tools using native integrations, Zoho Flow, webhooks or custom API work.
Yes. We configure Zia predictions and enrichment, quote and CPQ rules, and customer, partner or vendor portals. Availability depends on your Zoho CRM edition, and CPQ is currently in Early Access, so we confirm what your plan includes first.
Yes. We build and test customizations, workflows and integrations in a Zoho CRM sandbox, then deploy to your live account once they are approved.
This depends on the systems involved, API availability, data complexity, testing requirements and business rules. These are typical Xevort project estimates, not fixed delivery commitments.
Free Zoho consultation
Ready to get more from Zoho CRM?
Tell us how your business works, what you want to improve, and where Zoho fits today. We'll recommend the right approach, with no obligation.
- Reply within 1 business day
- New or existing Zoho setups
- Fixed-scope proposals