Zoho Consulting & Implementation | Zoho Partner
We design and optimize Zoho CRM to shorten sales cycles, automate handoffs, and keep customer data clean across your business.
Trusted by 200+ Businesses Across the US, UK, Europe & India
Why Businesses Choose Our Zoho Services
We align Zoho CRM and the broader Zoho suite with your sales, service, and operations. Expect clean data, useful automation, and integrations that help your team work faster.
Zoho CRM Consultation
We start with a focused discovery workshop to document pipeline stages, entry and exit criteria, handoffs, data entities, and controls. We review lead to order and case to resolution end to end, quantify issues such as duplicate records, unclear ownership, approval delays, and SLA gaps, and link each to revenue impact and customer experience. From there, we prioritise a roadmap that separates quick wins from foundational changes. You receive a written solution brief that defines the target data model, automation and blueprint design, integration points, reporting and KPIs, roles and permissions, timeline, effort, and risk. It also sets acceptance criteria, owners, and checkpoints so progress is traceable and outcomes are measured with clarity.
Custom Zoho Development
We extend Zoho CRM when standard features don’t fit. That includes custom modules and fields, layouts, Blueprints, validation rules, and Deluge functions aligned to your data model, approvals, and SLAs. We build integrations through secure APIs and webhooks to your finance, support, marketing, and commerce systems, with error handling and audit logs. Every change follows a controlled lifecycle: solution design, sandbox build, peer review, automated and user testing, version control, documented deployment with rollback, and knowledge transfer. The result is a maintainable CRM foundation that performs at scale and adapts cleanly as your processes evolve.
Zoho Certified Partner
Our team holds Zoho certifications and maintains active partner accreditation. Each project is led by certified consultants with hands-on delivery across Zoho applications through customization, automation, and integrations. Credentials stay current through ongoing training and assessments, so you get proven methods, documented controls, and results you can track.
Partner Certificate
Zoho CRM Administrator
Partner Certificate
Zoho CRM Developer
Partner Certificate
Zoho Inventory
Partner Certificate
Zoho Sign
Our 5-Step Implementation Process
We start with discovery to map your pipeline, handoffs, data, and controls. From that, we produce a solution design that defines the target data model, automations, integrations, and reporting. Implementation runs in phased builds with sandbox testing, data migration, and change management. Your teams get role-based training, and we provide ongoing support with SLAs, monitoring, and continual improvements.
Step 1. Discovery & Assessment
We meet your team, review pipeline stages, handoffs, fields, and reports. We trace a few real deals and cases from first touch to close to spot slow steps and broken data. Along the way we note owners, rules, and exceptions. By the end, you have a short list of issues and clear goals for the build.
Step 2. Solution Design
The findings become a practical design: objects and fields, picklists, validations, assignment rules, approvals. Automations are tied to who does what and when. We outline integration points and the reports leaders need. The plan covers effort, sequence, and risks so everyone knows what happens next.
Step 3. Implementation
Work starts in a sandbox with small, reviewable releases. We migrate your data in batches. Users test real scenarios and we fix what they find is missing. When it is ready, we schedule launch and keep a simple rollback path in reserve.
Step 4. Training & Onboarding
Videos for guides or short, role-based sessions ensure your team knows how to use their Zoho instance. Admins get a handover on rules, fields, and logs so they can run the system without guesswork.
Step 5. Support & Optimization
Zoho Applications We Implement
Our expertise spans various Zoho applications, ensuring seamless integration and functionality. From CRM to analytics, we provide tailored solutions that enhance your business operations.
Zoho CRM
Create custom pipelines, fields, roles, and approvals around how your team sells. Automations cut handoffs and missed steps, while dashboards surface the numbers leaders watch.
Zoho Mail
Zoho Desk
Set up defined SLAs, categories, and knowledge base. Route requests by department or priority, integrate tickets to CRM records, and connect your support portal to your website.
Zoho Campaigns
Syncs, lists and segment your data to build journeys that reflect your funnel. Track signups and revenue back to CRM so marketing and sales see the same picture.
Zoho SalesIQ
Add chat and bots to your website that greet visitors, qualify leads, and route each chat to the right sales rep or push conversations into CRM with source and a chat trail.
Zoho Forms
Build validated forms with logic, uploads, and permissions. Send submissions to CRM with a source, start workflows, and notify the right record owner.
Zoho Books
Model your chart of accounts, taxes, and approvals the right way. Sync quotes, invoices, and payments with your CRM Deals to keep order-to-cash visible.
Zoho Inventory
Manage items, warehouses, reorder points, and barcode scans. Keep stock, orders, and invoices in step across sales and finance.
Zoho Billing
Configure plans, add-ons, coupons, and tax rules. Automate invoicing, proration, renewals, and dunning with clean handoffs to CRM.
Zoho Sign
Create e-sign templates and signing orders with full audit trails. Trigger signatures from CRM and record outcomes without any manual follow-up.
Zoho Bookings
Publish services, buffers, and reminders that fit your schedule. Sync calendars, take payments when needed, and integrates with the CRM.
Zoho Meeting
Conduct meetings and webinars with registration and follow-ups. Log attendance in the CRM and trigger tasks or emails for the team.
Zoho Projects
Create milestones, task lists, tasks, and dependencies with clear ownership and time tracking. Provide clients with a secure portal, and connect delivery to CRM deals so status and budgets stay visible.
Zoho WorkDrive
Organize shared folders with roles, retention, and version history. Link proposals and documents to CRM records for quick access.
Zoho Creator
Build low-code applications to fill process gaps. Define data models and workflows, add approvals, and govern changes with audit logs.
Zoho One Implementation & Integration
Zoho One brings your teams onto one platform with one login and a shared data model. We plan and build the suite around how you work: role-based access, cross-app automations from lead to invoice to renewal, and reporting that shows pipeline, cash, and service levels in one place. Rollout is governed with testing, change control, and training, then supported on a clear cadence.
We implement Zoho One for Sales, Finance, and Operations, end to end, with clean handoffs between teams.
Talk To A CRM Consultant
A focused call to review your pipeline and outline next steps.
Customer Reviews & Results
Customers report measurable gains from our Zoho Consulting and Implementation services. Expect comments about faster lead responses, cleaner data, fewer manual steps, and quoting that takes minutes.
We were looking for an expert regarding the setup and use of Zoho One and all of the apps available. We tried a few different companies, but no one matched up to the level of expertise, customer service, and getting the project done in a timely manner then Delveio Consulting! I would highly recommend Delveio Consulting to anyone with the smallest to the largest of Zoho apps!
The team at Delveio Consulting worked with us to understand our needs, advise on the best solution and then design and implement the solution, with a fully operational sandbox test which I was able to trial before approving the full build. Communication was excellent and work was completed to an excellent standard and within a tight timeline.
Delveio have helped me so much with Zoho ONE, from setting up the account to organizing all of my CRM. They go above and beyond every single time. Rather than doing something myself, they’ll say “let me take care of it, so we know it’s done right”. Thank you for all of your help, it’s been incredible for my company.
Frequently Asked Questions
Answers to common questions about our services to help you get started quickly
What outcomes should the CRM deliver in the first 90 days and year one?
90 days: clean data, a tracked pipeline, activity logging, and reliable dashboards for leads, pipeline, and revenue forecast.
Year one: higher conversion rates across stages, shorter sales cycle, better retention, and dependable reporting for budget and hiring decisions.
Which CRM fits our industry, size, and budget, and what’s the 2 year TCO?
We Partner and offer the Zoho One suite, Zoho CRM and Pipedrive CRM. We will help you pick based on process fit, integrations, user experience, and cost to maintain. Your 2 year total cost of ownership should include licenses, implementation, integrations, data migration, training, admin time, and support. We map options side by side so you can see fit and cost clearly before you decide.
How do we identify must have vs nice to have features?
We run short workshops, map your process, and use MoSCoW to prioritise. Must haves are the steps that block revenue or compliance. Everything else waits until after go live.
What’s the implementation plan and timeline by phase?
Discovery → solution design → configuration → data migration → integrations → training → UAT → go live → hypercare. Small teams go live in 2–4 weeks. Mid market builds with integrations usually take 6–10 weeks. Your exact timeline depends on scope, data quality, and stakeholder availability.
How will you customise without over engineering?
Configure first: fields, layouts, validation, automation. Custom code only where it removes manual work or enables an essential integration. All changes live behind approvals and version notes.
How do you migrate data safely?
We audit sources, define mappings, dedupe, and decide what history to keep. Files, notes, emails, and activities are included where required. A pilot import runs before final cutover.
How will you drive user adoption?
Role based training, internal champions, short job aids, and dashboards users actually use. We measure adoption weekly and adjust. No big classroom sessions that people forget the next day.
How do we track ROI and prove the investment?
Set a baseline, then monitor conversion lifts, cycle time, average deal size, and time saved per rep. Value the time saved and compare benefits against monthly costs.
How do AI and automation help in 2025?
Practical wins: lead enrichment, email drafting with guardrails, call summaries, duplicate prevention, next best action prompts, case triage, and automated follow ups. We keep models on least privilege access and prevent sensitive data from leaking into training sets.
What security and privacy controls do we get?
Role based access, field level security, audit logs, MFA, IP restrictions, backups and restores, and a clear DPA. Data residency and certifications are confirmed during selection.
How will the CRM integrate with our stack?
We list every system, map data flows, define ownership, and plan error handling. We respect API limits, set retries and alerts, and agree who fixes what when something fails.
What does post go live support include?
Hypercare for the first 2 to 4 weeks, then a support plan with SLAs, release notes, and a monthly improvement backlog. You get a single owner and clear escalation.
How do we handle environments and approvals as we scale?
We use sandboxes, change windows, and lightweight versioning. Nothing moves to production without a test and a named approver.
What’s our exit strategy?
You own your data. We define full exports for records, activities, files, and metadata. If you ever leave, you leave cleanly.
Blog: CRM Insights
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