Zoho CRM Automation & Workflows
Streamline your business processes with intelligent Zoho CRM Plus automation, custom workflows, and seamless integrations powered by the comprehensive Zoho One platform.
Timeline
4-8 weeks
Automation Rules
50+ workflows
Time Saved
20+ hours/week
Case Study: Manufacturing Excellence
The Challenge
A manufacturing company with complex B2B sales cycles needed to automate lead qualification, quote generation, and follow-up processes across multiple product lines and regions using Zoho CRM Plus.
Our Automation Solution
- •Intelligent lead scoring and automatic workflows with Zoho Marketing Automation
- •Automated quote generation with approval processes using Zoho Contracts
- •Multi-stage nurturing campaigns with personalized content
- •Integration with ERP and Zoho Inventory management systems
Impact
Automation Capabilities
Lead Management
Powered by Zoho CRM Plus
- ✓Auto-assignment
- ✓Lead scoring
- ✓Duplicate detection
- ✓Source tracking
Sales Process
Powered by Zoho Contracts
- ✓Pipeline automation
- ✓Quote generation
- ✓Approval workflows
- ✓Follow-up reminders
Customer Service
Powered by Zoho One
- ✓Ticket routing
- ✓SLA management
- ✓Escalation rules
- ✓Response templates
Marketing
Powered by Zoho Marketing Automation
- ✓Campaign automation
- ✓Email sequences
- ✓Social media integration
- ✓Analytics tracking
Document & Signature Automation
Streamline your document workflows with Zoho Sign for electronic signatures and Zoho Contracts for automated contract management.
Custom Business Applications
Build custom business applications tailored to your unique processes with Zoho Creator, seamlessly integrated with your existing Zoho One ecosystem.
- •No-code application development
- •Custom workflows and automation
- •Mobile-responsive applications
- •Real-time data synchronization
Related Services
Automate Your Business Processes
Discover how Zoho One automation can transform your operations with a complete suite of integrated business applications.