A CRM your team still opens in month six.
Authorised Zoho partner since December 2024 · Partner ID PE7546355
Zoho CRM keeps your sales team's customers, deals and tasks in one place. We set it up around the way your company sells: the stages, the rules, who picks up each enquiry and what happens automatically next.
You know how it goes: licences are bought, there's a training session, and three months later the sales team is back in Excel. We start from the process, not the licence.
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Who Zoho CRM is for
It suits you if:
- Several people talk to the same customers and need to know what the others promised.
- Enquiries get lost between the phone, the website, Instagram and WhatsApp.
- You want to see deals by stage without asking someone for an Excel report.
- You're on Bitrix24 or amoCRM and the system no longer keeps up with your process.
- You want a customer's history to stay with the company when a salesperson leaves.
It doesn't suit you if:
- You have two people in sales and don't want to change how you work. A well-built spreadsheet will do. We'll tell you so in the first conversation.
- You only want somewhere to keep contacts. Zoho CRM has a free edition for up to three users that you can start on your own.
- Your process is so specific that a standard CRM would force you to change it. Then we talk about a custom CRM.Custom CRM
What Zoho CRM does in your company
Sales 1 / 3
Every deal has a stage, an owner and a next step
The pipeline shows every deal by stage. Blueprint, Zoho's process rules, won't let a deal move to ‘Quote’ without a price, or to ‘Won’ without an invoice.
- Tasks created automatically: ‘call the customer’ two days after a quote if they haven't replied.
- Quotes generated from the product catalogue, with approved prices and discounts.
- New enquiries shared out between salespeople by rule: by region, by product or in turn.
Blueprint is available from the Professional plan.
Marketing 2 / 3
Know which channel every customer came from
Leads from your website form, Facebook and Instagram land straight in the CRM with their source. At the end of the month you can see how many enquiries each channel brought in and how many became customers.
- Customer lists by what they bought, where they came from and when they last ordered.
- Email campaigns from Zoho Campaigns, sent straight to those lists.
- A report by source: from enquiry to paying customer.
Calls and support 3 / 3
The call stays on the customer's record
We connect your telephony to the CRM. Every call, incoming or outgoing, appears on the customer's record with its length and outcome, and a missed call creates a task for a named person.
- You see who's calling before you answer, with the company name and the latest deal.
- WhatsApp and Telegram messages are added to the same record.
- After-sales requests become tickets, if you also use Zoho Desk.
Zoho CRM prices
You pay per user, monthly or annually. Annual billing works out cheaper per month. Start on one plan and move to another when you need to.
| Standard | Professional | Enterprise | Ultimate | |
|---|---|---|---|---|
| Who it's for | Teams starting out with a CRM | Sales teams with rules and catalogue-based quotes | Several teams, branches or regions | Companies that also want advanced data analysis |
| Price / user / month | 533 MDL/ user / monthincl. VAT · billed annually | 853 MDL/ user / monthincl. VAT · billed annually | 1,493 MDL/ user / monthincl. VAT · billed annually | 1,920 MDL/ user / monthincl. VAT · billed annually |
| Your own pipelines, fields and modules | ||||
| Automation (workflows) and assignment rules | ||||
| Reports, dashboards, sales forecasting | ||||
| Blueprint (process rules) | — | |||
| Catalogue-based quotes (CPQ) and stock | — | |||
| Zia, Zoho's AI assistant | — | — | ||
| Territories and customer portals | — | — | ||
| Advanced data analysis | — | — | — | |
| Set up | Set up | Set up | Set up |
There's also a free edition for up to three users. You start it directly with Zoho; if you'd like us to set it up, just say.
Zoho's official prices, converted at the MICB rate on the invoice date. The amount shown includes 20% VAT.
What we set up in Zoho CRM
- Stages and fields.
Your company's sales stages and the fields each one needs, including the IDNO and registered address for business customers.
- Blueprint.
The rules that stop a deal skipping a step.
- Automation in Deluge.
Deluge is Zoho's programming language. We use it for the rules the standard settings don't cover.
- Reports.
The managing director's dashboard and the reports your accountant asks for, built on real data.
- Data import.
Customers and history from Excel, Bitrix24, amoCRM or another CRM.
- Roles and access.
Who sees what: salesperson, sales manager, accountant, managing director.
- Channels.
Telephony, WhatsApp, Telegram, Facebook and Instagram, your Shopify store.
- Templates.
Quotes, emails and contracts generated from the customer record.
- Role-based training.
Everyone learns their own part, with short instructions.
What we connect Zoho CRM to
| Channel | What happens in the CRM |
|---|---|
| Telephony | Calls appear on the customer record; a missed call creates a task. |
| A new message creates the contact or is added to the existing one. | |
| Telegram | Same as WhatsApp: the conversation sits on the customer record. |
| Facebook and Instagram | Leads from ad forms and messages land in the CRM with their source. |
| Shopify | Orders from your shop create the customer and the deal in the CRM. |
Questions about Zoho CRM
Can I see Zoho CRM before I buy?
Yes. At the consultation we show you Zoho CRM on an example close to your business. Zoho also has a free trial you can start yourself.
Zoho CRM or Bitrix24?
It depends on what you want from the system. Bitrix24 puts lots of tools into one interface; Zoho CRM can be configured more deeply around your sales process and connects to the rest of the Zoho apps. The full comparison is in our guide.
Is the interface in Romanian or Russian?
The Zoho CRM interface is available in Russian. We name the stages, fields and templates in whatever language your team works in, so a Romanian-speaking salesperson sees ‘Ofertă trimisă’ rather than Zoho's default ‘Proposal/Price Quote’.
Can I change plan later?
Yes. Move up to a higher plan when you need its features, and add new users from your subscription. The difference shows on your next invoice.
How much does implementation cost?
Every project gets its own fixed-price proposal. You receive it after the consultation and analysis. The subscription is paid separately, at the prices above.
What happens if we stop working together?
Nothing gets locked. The Zoho account is in your company's name, and the Handover pack lets anyone understand what has been set up and why.
Is the data secure?
Zoho doesn't sell customer data and doesn't show ads in its apps. Accounts use two-factor authentication, and we set up roles so each person sees only what they need.
Support after launch
We keep working with your team after launch. The shape of that support is set in the contract: how many hours, which channel and how quickly we reply.
Which process do we start with?
After the consultation and analysis, you get a fixed-price proposal.
Monday to Friday, 09:00–18:00. We reply the same working day.