38385
Zoho CRM Consulting

Transform How YourBusiness Operates.

We build precision Zoho CRM systems that eliminate manual work, connect your tools, and give you full visibility over every deal, project, and client relationship.

0%
Manual Entry
Reduced
$0M+
Revenue
Managed
0%
Data
Accuracy
5+
Years Zoho
Expertise
What We Build

Our Services

Every engagement is scoped precisely to your operations. No bloated retainers, no generic templates.

CRM Implementation

Complete Zoho CRM setup built around your exact workflow — from scratch, no guesswork.

  • Requirements analysis & discovery
  • Custom modules & field configuration
  • Role-based user setup & training
  • Historical data migration

Blueprint Automation

Turn your most complex processes into reliable, automated workflows that run without you.

  • Process mapping & optimization
  • Automated stage transitions
  • Multi-level approval workflows
  • Real-time team notifications

API Integrations

Connect Zoho to your existing tools so your data flows freely across every platform.

  • QuickBooks & accounting sync
  • Email marketing platform connections
  • Custom REST API development
  • Webhook configuration & monitoring

Custom Functions

Purpose-built Deluge scripts that handle business logic your out-of-box CRM simply cannot.

  • Complex calculations & scoring
  • Advanced data validation rules
  • External API calls & data pulls
  • Scheduled automation tasks
Transparent Pricing

Choose Your Package

Fixed-price projects with clear deliverables. No surprises, no scope creep.

Starter Setup
$2,000

Small teams getting started with CRM

  • Initial consultation & requirements
  • Basic CRM configuration
  • Up to 3 custom modules
  • 5 workflow automations
  • Email integration
  • User training (2 hours)
  • 30-day support
Get Started
Most Popular
Professional
$5,000

Growing businesses ready to scale

  • Everything in Starter
  • Advanced Blueprint automation
  • Up to 10 custom modules
  • 15 workflow automations
  • 2 API integrations
  • Custom Deluge functions
  • Full data migration
  • User training (5 hours)
  • 90-day priority support
Start Your Project
Enterprise
$10,000+

Complex operations at scale

  • Everything in Professional
  • Unlimited modules & fields
  • Complex Blueprint processes
  • Unlimited automations
  • Multiple API integrations
  • Advanced custom functions
  • Complete data migration
  • Comprehensive team training
  • 6-month support & optimization
Contact Us

All packages include a free 30-minute discovery call before any commitment.

À La Carte

Add-On Services

Need one specific thing? Pick exactly what you need, nothing more.

$500

Single Blueprint

One fully built workflow Blueprint for a specific process

$800

API Integration

Connect one external platform to your Zoho environment

$300

Custom Function

A targeted Deluge script for a specific business rule

$200

Module Setup

Build and configure one custom module with fields and views

$600

Data Migration

Clean import of existing records into your Zoho CRM

$150/hr

Training Session

Live walkthrough for your team on any Zoho feature or workflow

Not sure which option fits? Book a free call and we will figure it out together.

Get a Custom Quote
Proven Results

Client Case Studies

Real outcomes from real implementations. Numbers do not lie.

Construction

$383M Revenue General Contractor

85%
Less Manual Work
The Challenge

Manual bid tracking across spreadsheets and email was consuming 30+ hours per week. No visibility on which bids were active, who was responsible, or where projects stood after award.

Our Solution

Built a custom Blueprint automating the full bid-to-project pipeline — automated status transitions, subcontractor notification sequences, and a real-time project dashboard visible to every team lead.

Results
85% reduction in manual data entry
Automated bid-to-project conversion in under 2 hours
Real-time subcontractor update notifications
20+ hours saved per week across the team
Professional Services

Multi-Location Service Provider

100%
Data Accuracy
The Challenge

Disconnected systems between Zoho CRM, QuickBooks, and Mailchimp caused constant data sync failures, duplicate records, and invoices that had to be created manually after every closed deal.

Our Solution

Designed a three-way API integration connecting Zoho, QuickBooks, and Mailchimp — customer data flows automatically at deal close, triggering invoice creation and onboarding sequences simultaneously.

Results
100% data accuracy across all three platforms
Automated invoice generation at deal close
Synchronized customer communications pipeline
15 hours saved per week in manual admin
AI Readiness

Quality In. Quality Out.

AI is only as smart as the data you feed it. Dirty CRM data produces broken predictions, failed automations, and wasted spend. We clean the source so every system downstream works.

Bad Input
Dirty CRM Data

Duplicates, missing fields, inconsistent formats, outdated records — your AI can't learn from noise.

AI / Automation
Bad Output
Broken Predictions

Failed automations, wrong forecasts, wasted AI spend, and teams that don't trust the system.

Clean Input
Validated CRM Data

Structured, complete, deduplicated records with consistent formats and real-time validation rules.

AI / Automation
Sharp Output
91% Prediction Accuracy

Automations fire correctly, forecasts you can act on, and a team that trusts what they see.

See the Difference

Real CRM data — before and after a Conduit data audit.

Name
Company
Email
Phone
Status
john smith
ABC CONSTRUCTION
johnsmith@gmail
555-123
LEAD
John Smith
abc construction llc
john.smith@gmail.com
missing
lead
J. Smith
ABC Const.
jsmith@gmail.com
(555) 123-4567
Lead
SARAH JONES
Premier Services
sarah@
555.987.6543
PROSPECT

⚠ Duplicate contacts, broken emails, missing fields, inconsistent casing — AI fails on this

Duplicate Records
340+
Dirty
0
Clean
Field Completeness
41%
Dirty
98%
Clean
Prediction Accuracy
34%
Dirty
91%
Clean
Automation Triggers
12%
Dirty
99%
Clean

Ready to audit your CRM data and get AI-ready? We assess, clean, and build the validation rules that keep it clean going forward.

Get Your Data Audit
Start Your Project

Let's Build Something

Tell us about your operation and we will show you exactly how to eliminate the manual work, connect your systems, and get full visibility into your business — starting with a free 30-minute call.

Response Time
Within 24 hours
Discovery Call
Free 30-minute consultation included

No commitment required. The discovery call is free — we will ask about your current workflow, your pain points, and your goals. If we are a fit, we will scope a fixed-price proposal. If not, you will leave with actionable advice either way.

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