Zoho CRM Consulting

Expert Guidance to Streamline, Automate, and Grow Your Business

At Entrant, we provide end-to-end Zoho CRM consulting services tailored to your unique business needs. Whether you’re implementing Zoho CRM for the first time or looking to optimize your existing setup, our team delivers customized solutions that drive efficiency, automate processes, and improve customer relationships.

What We Do

CRM Strategy and Assessment

We begin every engagement with a deep dive into your business. Our team maps out your current sales, marketing, and customer service processes to design a CRM strategy that aligns with your goals.

Business process analysis
CRM readiness assessment
Use case mapping
Implementation roadmap

Zoho CRM Implementation

Entrant ensures your Zoho CRM setup is done right from the start. We configure the system based on your requirements and guide your team through a smooth rollout.

Module setup and customization
User roles and permissions
Data migration and cleanup
User onboarding and configuration

Automation and Workflow Design

We help automate your repetitive tasks and standardize business processes using Zoho CRM’s built-in automation tools. The result: fewer errors, faster response times, and a more productive team.

Workflow rules and triggers
Blueprint process automation
Email and follow-up automation
Task assignment and notifications

Custom Development and Configuration

Our consultants tailor Zoho CRM to match how your business operates—not the other way around. From simple field customizations to advanced scripting, we ensure your CRM works for you.

Custom modules and fields
Deluge scripting for business logic
API integrations with third-party apps
Advanced dashboards and analytics

Training and Support

Entrant provides in-depth training for your team to ensure successful adoption of Zoho CRM. We focus on making your users confident and capable of leveraging the system effectively.

Role-specific training sessions
Admin and user documentation
Video guides and walkthroughs
Post-launch support and optimization

Zoho Ecosystem Integration

Zoho CRM is powerful on its own—but it becomes even more effective when integrated with the full Zoho suite and other platforms. We help connect the dots across your tech stack.

Integration with Zoho Books, Desk, Campaigns, Projects, and more
Synchronization with third-party apps (e.g., Gmail, Outlook, Slack, etc.)
Custom API-based integrations
Unified data flow across platforms

Why Entrant?

Specialized Zoho Expertise Our consultants are highly experienced in the Zoho ecosystem. We bring proven strategies and hands-on knowledge to every project.

Tailored, Business-Centric Solutions We don’t believe in one-size-fits-all. Every implementation is designed to support your unique processes, goals, and team structure.

Full Lifecycle Support From strategy to execution to post-launch support, we work with you throughout the entire CRM journey.

Results That Matter Our focus is on delivering solutions that create measurable business outcomes—improved productivity, increased revenue, and better customer experiences.