I set up, fix and automate Zoho CRM for small businesses that already bought it and never got the value out of it.
Most of the Zoho CRM work that reaches me is not a fresh install. It is a system somebody set up two years ago, that has since collected fields nobody fills in, workflows nobody trusts, and a sales process that lives in a spreadsheet alongside it because the CRM was easier to work around than to fix.
That is the normal state of a CRM, and it is fixable. The work is usually less about Zoho and more about the business: what actually happens between an enquiry arriving and money landing, which of those steps a person genuinely needs to make a judgement on, and which are being done by hand only because nobody has had time to automate them.
I have delivered 15+ Zoho CRM implementations for businesses in India, Australia, Spain and the US, both as a consultant at Annex Infotech and directly with my own clients.
Audit
A screen-share of your current setup. I list what is costing the most time and what I would fix first.
Scope
A written plan with a fixed price. No work starts before you have agreed both.
Build
Delivered in stages you can see, not a month of silence followed by a reveal.
Handover
A walkthrough with the people who will use it daily, plus notes they can keep.
A typical implementation runs $1,200–$2,500 depending on how many modules and integrations are involved. A smaller fixed-scope automation sprint starts around $700. I quote a fixed price after a free audit rather than charging hourly, because hourly billing rewards the wrong thing.
Three to four weeks for a normal implementation, working in stages so you see progress weekly. A focused automation sprint is one to two weeks. The main variable is not build time, it is how quickly your team can answer questions about how the process really works.
Zoho CRM alone is enough for most businesses under about 20 users who only need sales and contact management. Zoho One becomes worth it when you would otherwise buy three or more separate Zoho apps — at that point the bundle is usually cheaper than the parts. I would rather tell you that before you buy than after.
Yes, and that is most of the work I do. It is often faster than starting over because the data and the habits already exist. The first step is the same either way: a review of what is there before anything gets changed.
Some clients take a monthly care plan for ongoing changes and support; most do not need one immediately. Either way the handover includes documentation, and the system is built so your team can make routine changes without calling me.
Show me your setup for twenty minutes and I’ll tell you what’s costing your team the most time. No pitch.
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