About This Service
Zoho CRM offers exceptional value without compromising on capability. At CRM Mates, we help UK businesses navigate the entire Zoho ecosystem — from initial CRM setup to deep integrations across the Zoho One suite. We configure custom modules, automation rules, and advanced analytics so your team has a CRM that grows with them, not against them.
Zoho CRM
The core of your Zoho implementation. We configure leads, contacts, accounts, and deal pipelines tailored to your sales process. Custom fields, scoring rules, workflow automation, and territory management are all set up from day one — so your team is productive from week one.
Zoho Campaigns
Connect your marketing and sales data with Zoho Campaigns. We set up email campaigns, audience segmentation, A/B testing, and lead capture forms that feed directly into your CRM — giving you a closed-loop view from first click to closed deal.
Zoho Desk
Unify your customer support operations with Zoho Desk. We implement ticket management, SLA policies, multi-channel support (email, chat, social, phone), and a self-service knowledge base — fully integrated with your Zoho CRM contact records.
Zoho Analytics
Turn your CRM data into actionable insight with Zoho Analytics. We build custom dashboards and reports covering sales performance, pipeline health, team activity, and customer trends — so leadership always has an accurate, real-time picture of the business.
Zoho Flow & Automation
Eliminate repetitive manual tasks across your Zoho stack with Zoho Flow. We design and build automated workflows that connect Zoho apps to each other and to external tools — from CRM-to-Desk ticket creation to automated invoice generation in Zoho Books.
Zoho Books & Finance
For businesses that want to connect their CRM to their finances, we integrate Zoho Books with Zoho CRM to automate quote-to-invoice workflows, sync customer records, and give your sales team real-time visibility of account payment status without leaving the CRM.
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