---
type: "Service"
title: "Zoho CRM consulting"
description: "We set up Zoho CRM around your sales process and connect it to your Zoho apps and marketing tools."
url: "https://www.roicool.com/en/services/zoho-crm-consulting"
lang: "en"
dateModified: "2026-10-20"
expert: "Zehra Adaş"
resource: "https://www.roicool.com/en/services/zoho-crm-consulting"
alternates:
  tr: "https://www.roicool.com/hizmetler/zoho-crm-danismanligi.md"
generated: { by: "process:roicool-cms", at: "2026-10-20T15:55:19.827Z" }
related:
  - { title: "SESTEK", resource: "https://www.roicool.com/en/projects/sestek.md" }
  - { title: "All projects", resource: "https://www.roicool.com/en/case-studies.md" }
  - { title: "CRM consulting", resource: "https://www.roicool.com/en/services/crm-consulting.md" }
  - { title: "HubSpot consulting", resource: "https://www.roicool.com/en/services/hubspot-consulting.md" }
  - { title: "Bitrix24 consulting", resource: "https://www.roicool.com/en/services/bitrix24-consulting.md" }
  - { title: "Salesforce consulting", resource: "https://www.roicool.com/en/services/salesforce-consulting.md" }
  - { title: "Microsoft Dynamics 365 consulting", resource: "https://www.roicool.com/en/services/dynamics-365-consulting.md" }
  - { title: "Pipedrive consulting", resource: "https://www.roicool.com/en/services/pipedrive-consulting.md" }
  - { title: "CRM migration", resource: "https://www.roicool.com/en/services/crm-migration.md" }
---

# Zoho CRM consulting

Zoho CRM consulting covers setting up Zoho CRM around a company's sales process, customising it with modules, Blueprint processes and workflows, and integrating it with websites, ad platforms and other Zoho apps. Roicool runs new setups, simplifies existing ones and handles migrations to Zoho.

- You use Zoho CRM, but fields and workflows have piled up over time.
- You have a Zoho One licence and want to connect the apps.
- Your sales process needs rules so stages aren't skipped.
- Web forms and ad leads don't land in Zoho properly.

### Modules and fields

Design of the lead, contact, account and deal modules and of custom modules.

### Process rules

Required steps at stage transitions with Blueprint; approval processes.

### Automation

Workflow rules, assignment, reminders; custom functions in Deluge where needed.

### Integrations

Web forms, ad lead forms, email, phone; flows between Zoho apps.

### Reporting and training

Sales and marketing reports; role-based training.

1. **Discovery and audit**
2. **Process and data model design**
3. **Setup and integrations**
4. **Training and go-live**
5. **First-month support**

- Process document and data model
- Configured Zoho CRM
- Automations and integrations
- Reports and training

## Work we did in this area

- [SESTEK](https://www.roicool.com/en/projects/sestek)
- [Lin Clinic](https://www.roicool.com/en/projects/lin-clinic)
- [All projects](https://www.roicool.com/en/case-studies)

## More services in CRM consulting

- [CRM consulting](https://www.roicool.com/en/services/crm-consulting)
- [HubSpot consulting](https://www.roicool.com/en/services/hubspot-consulting)
- [Bitrix24 consulting](https://www.roicool.com/en/services/bitrix24-consulting)
- [Salesforce consulting](https://www.roicool.com/en/services/salesforce-consulting)
- [Microsoft Dynamics 365 consulting](https://www.roicool.com/en/services/dynamics-365-consulting)
- [Pipedrive consulting](https://www.roicool.com/en/services/pipedrive-consulting)
- [CRM migration](https://www.roicool.com/en/services/crm-migration)

## FAQ

### What is the difference between Zoho CRM and Zoho One?

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.

### Can Zoho CRM be used in Turkish?

The Zoho CRM interface supports many languages, Turkish included. We set up field names, stages and templates in your team's language.

### Does Zoho need custom development?

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.

### Can you connect Zoho CRM to our website?

Yes. Web forms, ad lead forms and analytics data can be connected to Zoho CRM, with the lead source recorded.

### Can you fix our existing Zoho setup?

Yes. We first audit the fields, workflows and reports, strip out what isn't used and rebuild the process.

Breadcrumb: [Home](https://www.roicool.com/en) › [Services](https://www.roicool.com/en/services) › [CRM consulting](https://www.roicool.com/en/services/crm-consulting) › Zoho CRM consulting

Source: https://www.roicool.com/en/services/zoho-crm-consulting · Last updated: 2026-10-20