Zoho CRM, Set Up to Work for You
Zoho CRM designed around your business, not the defaults. We set up your CRM to reflect the way your team sells, supports, and keeps customers.
A Zoho CRM setup is just the start—people need support to succeed
Zoho CRM is powerful—but only when it’s set up to match how your business actually works. Complex fields, pipelines that don’t reflect real deal flow, automations that don’t trigger as expected, and reports that are hard to trust can make even the best CRM feel complicated.
That’s where we help. Element Technology Services, a Zoho Authorized Partner based in London, specialises in tailoring CRM implementations for small service businesses across the UK and worldwide—so your team can work smoothly, your pipeline stays clear, and your Zoho investment delivers real value.
What we set up in your Zoho CRM implementation
Pipelines & Deal Stages
Custom sales pipelines that mirror how your business actually wins work — not generic templates. Clear stages, defined criteria for progression, and visibility for your whole team.
Fields, Layouts & Modules
Only the fields your team needs, organised logically. We remove clutter, set up the right field types, and configure page layouts so data entry is fast and consistent.
Automations & Workflows
Workflow rules, assignment rules, and blueprint processes that handle the repetitive work — follow-up reminders, stage-based emails, task creation, and approval routing.
Integrations
Connected to the Zoho apps you need — Books for invoicing, Desk for support tickets, Analytics for dashboards — plus third-party tools where required.
Reports & Dashboards
Meaningful reports your team will actually look at. Pipeline value, conversion rates, activity tracking, and revenue forecasting — built around the metrics that matter.
Data Migration & Training
We handle the move from spreadsheets or your old system, clean the data, and train your team so they're confident and productive from day one.
Our Zoho CRM implementation process
Discovery call
A free 30-minute conversation to understand your business, your sales process, and what you need from a CRM. No obligation, no jargon.
Scope & plan
We map out exactly what needs configuring — pipelines, fields, automations, integrations — and agree a clear scope and timeline before any work begins.
Build & configure
We set up your Zoho CRM, test everything, and iterate based on your feedback. You see progress throughout, not just a big reveal at the end.
Train & handover
Hands-on training for your team, a documentation pack, and ongoing support to make sure adoption sticks. We're here afterwards if you need us.
Built for small service businesses
We work with businesses that have between 5 and 250 employees, typically turning over £100K to £12M. Our clients are service businesses — they sell time, expertise, or ongoing relationships rather than products off a shelf.
That includes travel management companies, cleaning and facilities businesses, pet service providers, consultancies, agencies, and professional services firms. If your revenue depends on managing customer relationships well, this is for you.
- New to Zoho and want it set up properly from the start
- Moving from spreadsheets, HubSpot, Salesforce, or another CRM
- Already on Zoho CRM but it's a mess and you want to start fresh
- Growing team and need a system that scales with you
Zoho CRM implementation FAQ
How long does a Zoho CRM implementation take?
For a typical small service business, a focused implementation takes 2 to 6 weeks depending on complexity. Simple setups can be faster; businesses with complex pipelines or data migrations may take longer.
How much does it cost?
Every business is different, so we scope and price each project individually after the discovery call. We'll always give you a clear, fixed quote before any work starts — no surprises.
Do you only work with UK businesses?
We're based in London but we work with service businesses across the UK and internationally. Most of our implementation work is done remotely via screen-sharing and video calls.
What if we're already using Zoho CRM?
If you've already got Zoho CRM but it's not working well, our X-Ray Audit is the best starting point. It gives you a clear picture of what needs fixing before committing to further work.
Can you help with Zoho Books, Desk, and other apps too?
Yes. We're a Zoho Authorized Partner covering the full Zoho One suite. Many implementations include connecting CRM to Books for invoicing, Desk for support, or Analytics for reporting.
Ready to get Zoho CRM set up properly?
Book a free 30-minute discovery call. We'll talk through your business, your sales process, and whether Zoho CRM is the right fit.
Book a free discovery call
