CRM
Zoho CRM
Zoho CRM implementations: module configuration, data migration, sales automation, integration with email and external systems. Training for sales teams.
AI
Chatbots on the site and in the help desk
The chatbot handles FAQ questions on the website or customer portal. It automatically classifies tickets, escalates to a human and creates tickets in ManageEngine ServiceDesk without intervention. It is grounded in your company's knowledge base.
Automation
Service automation
Sales and service process automation: lead routing, follow-ups, notifications, reports, CRM-to-help-desk integration.
Analytics
Reporting and BI
Sales and operations dashboards, management reports, Zoho Analytics integration. Data from multiple systems in a single view.
How we work
4 implementation phases
from process map to live CRM
01
Process analysis
We map the sales funnel, deal stages and customer touchpoints. We understand where leads get lost, where sales reps lose time and what needs to be automated.
02
CRM configuration
We configure Zoho CRM around your process: modules, stages, automation, integration with email and telephony. Data migration from the previous system or spreadsheets.
03
AI rollout
Chatbot on the site or in the help desk - answers questions from the knowledge base, classifies tickets, escalates to a human. Every conversation lands in an SDP ticket. The chatbot learns from ticket history and we tune its responses every quarter.
04
Optimization
Regular configuration reviews, A/B tests on automation, effectiveness reporting. CRM is not a one-off project - it evolves with your process.
Who is it for
CRM and AI are for you if you recognize yourself here:
- Your sales team has 3-15 reps and either does not use a CRM or the CRM sits unused
- Customer service runs over email and spreadsheets with no interaction history
- You want to see the full sales pipeline and rep activity in one place
- You need automatic follow-ups and lead routing without manual work
- You want the chat on the website or customer portal to answer questions without 24/7 staffing
Mateusz Roszkiewicz - CRM and B2B sales
Head of Sales - ITSM Sales - Zoho CRM Partner
As Head of Sales he manages the pipeline and the reps day to day. He has implemented Zoho CRM for 30+ B2B companies - from funnel mapping to lead scoring automation. He knows what actually works and what is filler.
FAQ
Top questions
about CRM and AI.
Yes - Zoho CRM is optimized for B2B sales: deal-stage pipeline, contact and company management, sales rep activity tracking, automatic follow-ups. For long cycles (3-12 months) what matters most is interaction history, reminders and full pipeline visibility for management. Zoho offers broad functionality at an accessible price - in our view one of the better options for mid-market companies.
Basic Zoho CRM configuration (modules, pipeline, email integration) - 2-3 weeks. Full implementation with data migration, automations and training - 4-6 weeks. The most time-consuming step is usually data migration from the previous system or Excel spreadsheets, plus sales rep training.
Yes. An LLM-based chatbot can be embedded on the website, in the customer portal, or plugged into ManageEngine ServiceDesk Plus as a service channel. The assistant can: answer questions from the knowledge base, qualify tickets, escalate to a human and automatically create tickets in SDP. Integration is done via API - Maciej builds the link between the chatbot and SDP.
Salesforce is enterprise - expensive, very flexible, requires a large IT team to maintain. HubSpot is great for marketing and inbound but gets expensive quickly as contact volume grows. Zoho CRM is mid-market: lower TCO, faster implementation, full sales functionality without needing developers to configure it. For companies with 10-200 sales reps Zoho often comes out ahead on ROI - though the final decision depends on existing processes and the rest of the tool ecosystem.
Before the implementation we set a baseline: deal close time, conversion rate, activities per sales rep. After go-live we measure the same metrics at 30, 60 and 90 days. Typical outcomes after 90 days of usage: noticeably more structured activity (the CRM reminds reps about follow-ups), less time spent on manual reporting (dashboards instead of Excel) and better lead qualification. The concrete numbers depend on industry, product and the quality of the sales process - we discuss realistic expectations at the discovery call.
Need a CRM or a chatbot?
We talk about your pipeline, the pain point and the budget. Then we show how much time and money you save through automation and better rep visibility.
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