Zoho CRM: Fast Sales Pipeline Setup

Note: The visuals depicted above are for illustrative purposes only and do not guarantee exact results or interface design.

What’s Included

• Standard Lead-to-Deal conversion flow (Leads → Accounts → Contacts → Deals)

• Simplified, clutter-free interface for front-line users

• Role-based access for Salespersons and Managers

• Quick-view dashboards and sales reports for real-time insights

• Blueprint to guide consistent, fast sales behaviors

• Internal SOP documentation for future reference

Optional Add-Ons

(Available for additional scope if needed)

• Integration with email, phone, or third-party tools

• Custom modules outside the core sales process

• AI-powered recommendations or advanced automation

Prerequisites (Client Responsibilities)

• Active Zoho CRM license

• List of CRM users and their roles (e.g., Sales, Manager)

• Defined or draft sales stages (we can help finalize during setup)

• Optional: Basic branding assets for UI polish (e.g., logo, colors)

⚠️ No technical configuration is required on your end — we’ll handle it all.

Ideal For

• Startups and SMBs needing a quick-to-deploy sales CRM

• B2B teams losing leads due to slow or manual follow-ups

• Managers seeking structured, real-time pipeline visibility