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Zoho Applications

Zoho CRM That Your Sales Team Actually Uses

We design your pipeline, follow-up discipline and management reporting first, then configure Zoho CRM to enforce them.

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Zoho CRM
Zoho CRMDelivered by DGPROJX, Zoho Authorized Partner
What you get
A clear sales processPipeline stages, layouts and mandatory fields (standard Zoho CRM, designed by DGPROJX)
Lead capture from every channelWeb forms, SalesIQ, WhatsApp and email lead capture with assignment rules
Follow-up disciplineBlueprints, workflow rules, tasks and SLA alerts
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Business challenges

Sound familiar?

Leads are lost between WhatsApp, calls and spreadsheets.

Management can't see the real pipeline or forecast with confidence.

Follow-ups depend on individual salespeople, not on a process.

Quotations are slow, inconsistent and disconnected from finance.

What we deliver

What we configure and build

Business needWhat DGPROJX configures or builds
A clear sales processPipeline stages, layouts and mandatory fields (standard Zoho CRM, designed by DGPROJX)
Lead capture from every channelWeb forms, SalesIQ, WhatsApp and email lead capture with assignment rules
Follow-up disciplineBlueprints, workflow rules, tasks and SLA alerts
Professional quotationsCustom bilingual quote templates with your pricing logic (DGPROJX build)
Field sales controlTerritories, roles, and mobile access for outdoor teams
Connection to finance or ERPIntegration with Zoho Books, Odoo or another ERP via API (DGPROJX build)
Management visibilitySales dashboards and forecasts in CRM or Zoho Analytics
Example workflow

How the work flows

Lead capturedQualifiedSite visit or meetingQuotationNegotiationDeal wonSales order to ERP/BooksProject or delivery kicks off

Illustrative workflow, configured to your process.

From our project experience

What we've built

Project example

A manufacturer needed quotations that match how it prices products. We built a bilingual quote template with per-square-meter, linear-meter and per-piece calculation, component sub-lines, VAT and signature blocks.

Project example

We typically design one Zoho CRM for indoor and outdoor sales teams, pushing quotes and sales orders to the existing ERP.

Project example

For our own consultancy, when a CRM deal is marked won, a custom Deluge function automatically creates the client and the project in the delivery system.

Integrations

Connected to the rest of your business

  • Zoho Books, Desk, FSM, Analytics, SalesIQ and Forms
  • WhatsApp via Wati
  • ERP systems via API
  • Zapier, Make and n8n
Business benefits

What changes for management

  • More deals followed up on time
  • A pipeline management can trust
  • Faster quotation turnaround
  • Clear accountability per salesperson
Related services & industries

Explore further

Visual: Pipeline screenshot (anonymized) plus a lead-to-order flow diagram.

FAQ

Questions we hear often

How long does a Zoho CRM rollout take?

A focused rollout usually takes a few weeks; integrations and custom quotes add time. You get a phased plan after the assessment.

Can we migrate from Excel or another CRM?

Yes. We clean, map and migrate your data, and validate it with your team.

Can quotes follow our exact pricing method?

Yes, through custom fields, subforms and templates.

Zoho CRM or Bigin?

Bigin suits small teams with simple pipelines. Zoho CRM suits structured sales teams and integrations.

Let's design the sales process first, then make Zoho CRM enforce it.

A free consultation with a senior consultant. No sales pitch, just a clear view of where to start.

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