ShubTechSolutions

Zoho implementation that runs sales, mail and accounts in one place

Set up and customise Zoho so sales, mail and accounts run in one place.

About our zoho solutions service

We implement and customise Zoho apps around your processes, including Zoho Mail, CRM, invoicing and workflow automation, and connect them to the tools you already use.

We migrate your data and train your team, so the system gets used and delivers value from the first week.

What’s included

  • Zoho Mail and Workplace setup
  • Zoho CRM configuration and sales pipelines
  • Invoicing, accounting and workflow automation
  • Integrations, data migration and team training
Why ShubTech

Why choose us for zoho solutions

Fit to your process

Pipelines and automation shaped around how you sell.

Data migration

Bring contacts, deals and history across safely.

Team training

Your staff learn to use it confidently.

FAQ

Zoho Solutions: common questions

Which Zoho apps do you set up?

Zoho Mail, Workplace, CRM, invoicing and accounting, plus automation and integrations.

Can you migrate data from my current CRM?

Yes. We import and clean data from spreadsheets and other CRMs.

Do you provide training?

Yes. We train your team after setup.

Is Zoho a good fit for a small business?

Yes. Zoho has affordable plans and grows with you, and a good setup keeps it simple for a small team.

Can Zoho work with WhatsApp and our website?

Yes. Website forms, WhatsApp and other channels can be connected so enquiries and conversations land in your CRM.

Can you set up GST invoicing and accounting?

Yes. Invoicing and accounting apps can be configured for Indian GST and linked to your sales process.

Will our existing emails move over safely?

Yes. We plan the move, migrate mailboxes and DNS records, and test before and after so nothing is lost.

What do we need before we start?

A short description of how you sell today, your contacts or deal data, and the people who will use the system. We guide the rest.

How do you make sure my team actually uses it?

By keeping the setup simple and matched to your process, and by training the team on their daily tasks, not every feature.

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