Zoho CRM
Sales pipeline, lead management and sales automation for SMEs. The world’s most adopted CRM, implemented and configured by BIT.
The whole sales cycle in one tool
From the moment a contact enters the system to the signed deal, Zoho CRM gives you full visibility and automation at every stage.
Lead and contact management
Capture leads from web forms, email and social. Qualify them automatically and assign them to the right sales rep.
Visual pipeline
See opportunities by sales stage. Drag deals from one stage to the next and track the forecast in real time.
Workflow automation
Automatic triggers for emails, tasks, alerts and field updates. Less manual work, more time to sell.
Integrated email and telephony
Send email straight from the CRM, track opens and clicks. Native integration with Gmail, Outlook and softphones.
Zia — built-in AI
Zoho’s AI assistant suggests the best time to contact leads, predicts win probability and flags anomalies.
Mobile CRM
iOS and Android apps to update deals, record voice notes and access data offline during client visits.
From licence to a CRM that actually works
Configuring Zoho CRM takes expertise in sales processes as well as in the tool. BIT supports companies at every stage.
Sales process analysis
We map your sales cycle and configure pipelines, custom fields and automations to fit.
Data migration
Clean import from Excel, other CRMs or management systems. Deduplication and normalisation included.
Integrations
We connect Zoho CRM to email, your website, ERP, hotel PMS and any system you already use.
Training and support
Hands-on training for the sales team and ongoing support to evolve the CRM with your business.
Want a CRM the team actually uses?
The problem with CRMs isn’t the tool: it’s the configuration. Let’s talk about adapting Zoho CRM to your real processes.