CRM Consulting Company for
Zoho and Pipedrive
We provide CRM consulting, implementation, and support for sales teams using Zoho and Pipedrive.
Who We Are
Delveio Consulting is an Authorized Zoho Partner and Pipedrive Partner with certified consultants and developers across both CRM Suites.
We provide CRM consulting, implementation, training, and support for businesses using structured sales pipelines to track leads, deals, and customer relationships.
Our work replaces poorly implemented CRMs or spreadsheets with Zoho and Pipedrive setups that improve pipeline visibility, automation, and reporting.
Global Client Reach
Supporting businesses across multiple regions with CRM implementation and pipeline management
Authorized Zoho and Pipedrive Partners
Delveio Consulting is a Zoho and Pipedrive partner, following recommended implementation practices and product updates.
Zoho Authorized Partner
- Official Zoho partner across multiple applications
- Custom Zoho Creator application development
- Migration from legacy CRMs and spreadsheets into Zoho
Pipedrive Partner
- Official partner for sales pipeline setup and configuration
- Certified Pipedrive consultants
- Automation and third-party integrations
Key Markets Served
Focused on businesses using structured sales pipelines
What We Do
CRM consulting, implementation, training, and ongoing support for businesses using Zoho and Pipedrive.
CRM Consulting
DELIVERABLES
- Sales process review
- CRM selection guidance
- Implementation planning
Implementations
DELIVERABLES
- Zoho or Pipedrive setup
- Data migration
- Workflow configuration
Training
DELIVERABLES
- Sales team workshops
- Administrator training
- Operating guides
Ongoing Support
DELIVERABLES
- CRM reviews
- Feature setup
- Performance reporting
Our 5-Step Implementation Approach
Clear steps to plan, set up, and launch your CRM.
Discovery
Review your current sales process, CRM usage, and key performance metrics.
Planning
Define the CRM setup, implementation steps, and timeline.
Implementation
Data migration, workflow automation, integrations, and mobile setup.
Training
Hands-on training sessions and documentation for admins and teams.
Ongoing Improvement
Post-launch support, regular reviews, and updates as your sales process evolves.
Results from Client Implementations
ZOHO CRM + BOOKS
Retail Business
- Reduced sales cycle from 90 to 45 days
- Automated GST invoicing
- 75% reduction in manual reporting
PIPEDRIVE
Manufacturing Firm
- Implemented multiple sales pipelines
- Improved deal visibility by 40%
- 95% team adoption
ZOHO ONE
Education Program
- Zoho One implementation across departments
- Replaced eight separate applications
- 50% improvement in operational productivity
"Delveio Consulting redesigned our sales process and improved pipeline visibility within six weeks."
CRM Consultants and Developers
A team focused on CRM implementation, sales processes, and technical execution across Zoho and Pipedrive.
Crystal Myers
DIRECTOR
Oversees strategy and governance, ensuring alignment with business objectives and long-term direction.
Wyeth Myers
PRINCIPAL CONSULTANT & FOUNDER
Designs CRM workflows and pipeline structure with sales execution and reporting.
Chandra Harsha
ZOHO SOLUTIONS CONSULTANT
Drives stakeholder immersion while empowering organizations navigating Zoho ecosystems to accelerate scalability and optimize performance.
Andrea Phillips
ZOHO SOLUTIONS CONSULTANT
Focuses on client engagement and helping businesses explore Zoho solutions that support growth and efficiency.
James Willmer
PIPEDRIVE CRM SOLUTIONS CONSULTANT
Focuses on Pipedrive implementation and pipeline design to improve deal tracking and forecasting.
Santosh Kumar
LEAD DEVELOPER
Leads technical delivery, including data migration and API integrations across complex environments.
Kavita Gautam
CRM DEVELOPER
Builds automation, custom logic, and interface improvements aligned with team workflows.
People & HR
HUMAN RESOURCES
Manages hiring and team structure to support project delivery.
Ekta Pauskar
FINANCE & COMPLIANCE
Handles financial processes, reporting standards, and data compliance requirements.
Plan Your CRM Implementation
Work with a CRM consultant to plan and implement your setup
Next Actions
3 tasks due today