We set up Zoho CRM around your sales process and connect it to your Zoho apps and marketing tools.
Last updated
View as MarkdownRoicool's Zoho CRM consulting covers module and field design, sales process rules with Blueprint, workflow automation, web form and ad lead integrations, custom logic in Deluge where needed, reporting and training. For Zoho One users we also build flows between apps.
Last updated: 20 October 2026View as Markdown
Four problems we solve.
Scope
Design of the lead, contact, account and deal modules and of custom modules.
Required steps at stage transitions with Blueprint; approval processes.
Workflow rules, assignment, reminders; custom functions in Deluge where needed.
Web forms, ad lead forms, email, phone; flows between Zoho apps.
Sales and marketing reports; role-based training.
Price: by scope, written in the proposalAsk for a proposal
Example flow: 8 anonymous deals move through Qualification → Needs analysis → Value proposition → Proposal / price quote → Closed won, and at each of the 4 steps an automation rule we build fires.
Example flow
Qualification2
Gate Qualification → Needs analysis: Web form → assignment rule to a rep
Needs analysis2
Gate Needs analysis → Value proposition: Lead score ≥ 60 → Blueprint: qualified
Value proposition2
Gate Value proposition → Proposal / price quote: Quote approved → Zoho Sign contract
Proposal / price quote1
Gate Proposal / price quote → Closed won: Closed won → Zoho Desk record
Closed won1
Cases
We connected SESTEK's Webflow forms not straight to the CRM but to a Webflow Cloud app on the site's domain; only this server layer talks to Microsoft Dynamics 365, and the browser never does. The forms are React code components managed from the Designer, on a bilingual CMS whose folder and item slugs are largely translated.
Read the SESTEK caseIn the same area
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ExploreTeam and proof
Clutch profile“Roicool knew what they were doing and were ready to answer our questions with their expertise anytime.”
Sena Miskioğlu, SESTEK Marketing Manager ·
Strategy, content, development and measurement in one team.
Partnerships and certifications
Zehra Adaş · Managing Partner · Updated 20 October 2026 · 1 min read
A good fit: companies on the Zoho ecosystem, or those that want a flexible CRM with costs they can keep under control.
Not a good fit: organisations deeply tied to the Microsoft or Salesforce ecosystem.
Zoho CRM is a single app; Zoho One is a bundle that offers many Zoho apps, including the CRM, under one licence. We decide based on which apps you will actually use.
The Zoho CRM interface supports many languages, Turkish included. We set up field names, stages and templates in your team's language.
Most needs are met with settings, workflows and Blueprint. When custom logic is required, it can be built with Deluge, Zoho's own scripting language, and the API.
Yes. Web forms, ad lead forms and analytics data can be connected to Zoho CRM, with the lead source recorded.
Yes. We first audit the fields, workflows and reports, strip out what isn't used and rebuild the process.
Let’s start
In a 30-minute intro call we listen to your goals and agree on the right first step.
