This solution implements basic workflows in Zoho CRM to handle repetitive tasks like alerting reps, notifying teams, or updating record statuses. It ensures things don’t slip through the cracks — and keeps your CRM running like clockwork.
Note: The visuals depicted above are for illustrative purposes only and do not guarantee exact results or interface design.
What’s Included
Setup of 1–5 workflows including:
User alerts and internal notifications
Status updates based on triggers
Time-based task assignments
Trigger and action configuration
Sandbox or live testing
Workflow summary documentation + team handoff
Additional Features You Can Add
More than 5 workflows
Multi-condition triggers or cross-module logic
Integration with other apps (via Zoho Flow or Webhooks)
Reporting dashboards on workflow effectiveness
Ideal for growing teams who want to scale without manual workload.
Prerequisites (Client Side)
Admin access to Zoho CRM
List of use cases (e.g., “Send alert when deal is delayed”)
Knowledge of team roles for notification purposes
No coding needed — we handle the logic, you approve the flow.
Ideal For
Sales/Service Managers needing consistent updates
Admins looking to reduce missed tasks or delays
Teams are moving away from manual follow-ups
Get monthly Zoho insights, strategies, and service updates.