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Optimize. Automate. Grow with Our

Certified Zoho CRM Expert

AI Powered CRM

AI Powered CRM with Sales & Marketing Automation

Automate all repetitive tasks, nurture leads, and track campaigns AI for lead scoring, segmentation, AI assistant for CRM optimization, predictions, analytics.

Popular Affordable CRM

Popular, Affordable and Easy to Access -

With ease of access, Zoho Mobile App offers plans that fit your budget and grow with your business.

What Does
Our Zoho CRM
Services Offer?

Powerful CRM to manage all you need

Lead, Account, Contact, Pipeline, Social Media Management Zoho CRM has you covered completely Customizable Real-Time Analytics & Reports

Powerful CRM

800+ Integrations, Awesome Support and Advanced Security

Connect Zoho CRM with your existing apps for wholesome reporting Email, chat, phone, case management with all security compliances

Integrations CRM

What Does Our Zoho CRM Services Offer?

AI Powered CRM

AI Powered CRM with Sales & Marketing Automation

Automate all repetitive tasks, nurture leads, and track campaigns AI for lead scoring, segmentation, AI assistant for CRM optimization, predictions, analytics.

Popular Affordable CRM

Popular, Affordable and Easy to Access -

With ease of access, Zoho Mobile App offers plans that fit your budget and grow with your business.

Powerful CRM

Powerful CRM to manage all you need

Lead, Account, Contact, Pipeline, Social Media Management Zoho CRM has you covered completely Customizable Real-Time Analytics & Reports

Integrations CRM

800+ Integrations, Awesome Support and Advanced Security

Connect Zoho CRM with your existing apps for wholesome reporting Email, chat, phone, case management with all security compliances

Zoho Setup and Configuration

Getting started with Zoho CRM software doesn’t have to be complex. As a Zoho CRM certified consultant, we ensure your system is configured the right way from day one.

  • Configure Zoho CRM software aligned with your business goals
  • Map and import existing data seamlessly
  • Set up essential modules, fields, and automation workflows
  • Ensure your Zoho CRM system is ready for immediate use

Zoho CRM Customization and Workflow Automation

Each business is different; so, should your Zoho CRM system. Our experts customize all the elements to fit your internal processes and provide the desired workflow automation.

  • Personalize Zoho CRM features to fit your business processes.
  • Automate repetitive workflows for efficiency
  • Customize layouts, dashboards, and reports.
  • Configure Zoho CRM to streamline your business for small businesses and enterprises.

Third party Integrations

We help you unlock the power of your Zoho CRM software by connecting it with your favorite apps. As Zoho CRM certified consultants, we ensure every integration works flawlessly to give you a unified data flow.

  • Integrate the Zoho CRM system into your marketing, sales, and communication tools.
  • Data sync between all of the platforms, like HubSpot, Slack, or WhatsApp.
  • Build custom API integrations if necessary.
  • Create a connected experience between all of the business systems.

Reporting and Analytics

Transform your Zoho CRM features into actionable insights. We help you analyze live data to discover patterns that inform decision-making.

  • Set up automation reports and a live dashboard.
  • Visualize performance metrics across teams.
  • Integrate into Zoho Analytics to create a deeper context.
  • Turn the Zoho CRM features into data-driven decisions.

Zoho CRM Training and Onboarding

We ensure your team gains comprehensive personalized training programs to level up their skills and become Zoho CRM experts.

  • In-depth training programs for users at all levels
  • Hands-on practice to understand real-world workflows
  • Customized sessions focused solely on your business needs
  • Quick Team Adoption, ensuring quick returns

Zoho CRM Support

Our Zoho CRM experts are always one step away to assist you with the best possible solutions and quickly address your concerns. They will

  • Address the query promptly
  • Troubleshoot any problems
  • Optimize Zoho CRM timely manner.
  • Update new features whenever launched.

Discover How Zoho CRM can work for you.

Zoho CRM Integrations

Google Workspace Logo
Twillio Logo
Facebook Logo
Whatsapp Logo
Microsoft Logo
Zoom Logo
Twillio Logo
zapier Logo
Facebook Logo

Zoho CRM Features

AI-powered Tools
AI-powered Tools

We help you leverage Zia, Zoho's smart assistant, forecast deal outcomes, understand conversations, and automate daily tasks. This will free up your team to focus on what matters most: relationships. Our experts assist you in taking full potential of how AI can reimagine insights into meaningful outcomes.

Salesforce Automation
Salesforce Automation

Easily simplify and power up your sales efforts using the Zoho CRM software, built for simply automating your repetitive tasks. From lead capture to follow-ups, automation powers every engagement you have. Whether you're an emerging brand or potentially looking at the Zoho CRM for small business, we help you automate your workflows to bundle efficiencies and close deals quickly.

Lead Management
Lead Management

Make sense of leads with accuracy through a tried-and-tested Zoho CRM implementation strategy. We help you capture leads from all channels, build lead behavior profiles, and monitor engagement in real-time. We ensure you’ll get disciplined lead funnel and actionable insights that enable you to move faster and sell quicker.

Process Management
Process Management

Maintain your team in sync and your sales machine purring with the process automation functionality of Zoho CRM software. Our experts establish workflows, approvals, and blueprints that guarantee uniform execution to create well-structured, scalable processes that are customized for your growth path.

Salesforce Automation
Customization

We synchronize your system with Zoho and customize dashboards, fields, modules, and user flows that align seamlessly with your business. Our experts design a CRM that actually works the way your business operates.

Business Intelligence
Business Intelligence

You’ll get a more thorough analysis of your pipelines, sales metrics, and customer behaviors to make data-centric decisions. From clear-cut Zoho CRM pricing and professional consultation assistance, we seize opportunities from your data to institutionalize sequential, measurable growth in your business.

Achieve AI-powered productivity with Zoho CRM

AI Sales Assistant – Zia

Business Intelligence

Lead and Deal Predictions

Business Intelligence

Anomaly Detection

Business Intelligence

Sentiment analysis

Business Intelligence

Workflow suggestions

Achieve Shap

AI Writing Assistant- Smart Prompt

Business Intelligence

Email Drafting

Business Intelligence

Call and Meeting Summaries

Business Intelligence

Short Replies

Achieve Shap

Industries We Serve with Our Zoho CRM Solutions

Zoho Industries

Retail

Zoho Industries

Real Estate

Zoho Industries

Logistics and Supply chain

Zoho Industries

Healthcare

Zoho Industries

Telecom

Zoho Industries

Insurance

Zoho Industries

Education

Zoho Industries

Small and Medium Business

Why TransFunnel

Why choose Transfunnel as Your Zoho CRM expert?

TransFunnel's experienced, Zoho CRM Certified experts have enabled several organisations make the most of Zoho CRM over these years.

  • Over 20+ years of expertise in marketing automation for big enterprises and SMEs alike
  • Niche Zoho Partner in India
  • Trusted Zoho CRM consultants
  • Result oriented and process-driven
  • Trusted Zoho CRM consulting and integration experts offering customised solutions and comprehensive support