Zoho implementation by Auspex
Auspex sets up Zoho CRM and the related apps of the Zoho suite: sales pipelines, process automation in the visual builder, reports and dashboards, links to marketing and email, data migration and team training. Basic setup takes 2–4 weeks; Zoho suits companies that want CRM, marketing and analytics in one ecosystem.
Updated
Zoho is an integrated platform with 40+ products: CRM, marketing, customer support, projects, analytics. One ecosystem instead of a dozen different services. Ideal for companies that need more than just CRM.
What can Zoho do?
CRM + Marketing
Customer management and marketing campaigns in one system. Email marketing, social media, analytics.
Workflow Automation
Complex business processes automated with visual builder. No programming required.
Analytics & Reports
Real-time dashboards, custom reports, sales forecasting based on data.
Unified Ecosystem
CRM, email, support, projects, accounting — 40+ products that work together.
What is included in a Zoho setup?
- 01
Process review: how leads and deals flow today and what moves into the system.
- 02
Modules and pipelines: leads, deals, contacts, fields and access rights.
- 03
Workflow automation, reports and dashboards, links to Zoho Campaigns and email.
- 04
Data migration from Excel, Google Sheets or another CRM, with record counts checked after import.
- 05
Team training on real tasks and 30 days of support after launch.
How is the cost of a Zoho setup calculated?
The cost depends on the number of pipelines, automations and integrations and on the data to migrate; we quote it after a free discovery call. The Zoho licence is paid separately, at the vendor’s price.
Zoho questions
01 How long does a Zoho setup take?
Basic setup takes 2–4 weeks: structure, pipelines, automations and team training. Integrations with accounting systems add time, which we agree at the start.
02 Can you migrate our data to Zoho?
Yes. We migrate contacts, deals and history from Excel, Google Sheets or another CRM — usually in 1–2 days — and check record counts after the import.
03 Who is Zoho CRM for?
Companies of 5 or more people that want marketing, customer support and analytics from the same vendor as their CRM. For a simple sales pipeline Zoho is more than you need; Pipedrive is simpler.
04 Zoho or Pipedrive — which should we pick?
Zoho is a suite of 40+ apps where CRM sits next to marketing, support and analytics. Pipedrive is a focused sales CRM. Pick Zoho when several departments should share one vendor, Pipedrive when a fast, simple pipeline matters most.
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1,200+ companies since 2015 · 30-day median go-live