Zoho CRM consultancy

What do you need help with?

Whether you are introducing Zoho CRM, improving an existing setup or connecting it with other systems, we help turn business requirements into a practical plan and a CRM your team can use.

Improve an existing setup

If your team relies on workarounds, records are inconsistent or reports are difficult to trust, start with a review. We identify the processes behind the problems and prioritise what needs to change.

Plan and implement Zoho CRM

Define your requirements, then design and configure the data, processes, automation and integrations your team needs, with testing and training.

Before you begin, use our free 81-point Zoho CRM implementation checklist to review scope, data migration, privacy, testing and user adoption.

Keep improving as your business changes

Get ongoing support with administration, reporting, automation and wider Zoho development. Review what is working and plan further improvements.

Where we can help

Processes and configuration: Zoho CRM pipelines, modules, layouts, roles, permissions, workflows, Blueprint and user experience.
Zoho One: select and connect the applications that support your operating model.
Automation: use Flow and Deluge for controlled processes and custom logic where standard configuration is not enough.
Reporting: build useful management reports in Analytics from reliable, well-structured data.
Sales and finance: connect CRM, Books and related finance applications to reduce repeated data entry.
Integrations: connect websites, forms, email and third-party systems with clear ownership and monitoring.

For invoicing, expenses and the handover from sales to finance, see Zoho Finance & Expenses.

Questions about Zoho CRM consultancy

Can you improve a CRM we already use?

Yes. We review your existing setup and the problems your team is experiencing, then identify and prioritise improvements. You can start by describing the workarounds and the results you need.

Can you connect Zoho to other systems?

Integrations form part of our consultancy work. What is possible depends on the systems, available connections and information involved, so we assess the requirements before agreeing the scope.

What if we have not chosen a CRM?

Our CRM Strategy & Optimisation service is the starting point for independent strategy and platform selection. Zoho consultancy focuses on planning, implementing or improving the Zoho ecosystem.

How much will the work cost?

The scope depends on whether you need a review, a new implementation or ongoing improvements. Tell us about your current setup and priorities so we can establish the work required and provide a proposal.

Start with the requirements

Understand the work. We review your current processes, systems and priorities.
Agree the scope. We define the requirements, responsibilities and fees before paid work begins.
Deliver and review. The agreed project sets out configuration, testing and handover, with any ongoing support scoped separately.

For example, an enquiry may need a clear owner, information may be entered twice, or sales handovers may lose important details. These illustrate requirements we can examine; the solution depends on your business.

Read how we work, or explore CRM strategy and platform selection if you have not chosen a system.

What our clients say

Experience in their own words

Clients work with Futuro on CRM, connected systems and digital acquisition. Their reviews describe the projects, support and improvements they have experienced.

Excellent

Futuro Digital Consultancy5.0

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Maria A.

Since 2018, we have been working with Futuro Digital Consultancy, and our experience has been very positive. Under Robert's skilled guidance, our CRM and digital marketing initiatives have seen substantial improvements at Harding Chartered Surveyors. With their support, our revenue has more than doubled and our lead generation has increased significantly. Robert and his team offer insightful and practical solutions that have markedly enhanced our business operations. We appreciate their dedication to delivering measurable results and would recommend their services to those seeking to improve their digital strategies.

Ava K.

Review My CRM built my website which I am perfectly happy with. They took on board everything I have asked for, plus they gave me good advice on technical issues and SEO. I highly recommend them.

Kate S.

Rob is a real asset. He will sort out any issues promptly and has great ideas for improvements. He ensures that everything runs smoothly.

James B.

Rob has been our CRM consultant for a number of years now. He knowledge and expertise are greatly appreciated and he is always on hand to help resolve issues quickly. He has allowed us to scale our basis with a top notch CRM that is bespoke and has automation which saves us countless hours.

Tell us what needs to work better

Enquire about Zoho CRM consultancy