Business consulting. Connected through Zoho.
Home/Zoho CRM implementation services

Zoho CRM implementation services

Implement Zoho CRM around the way enquiries become customers.

Plan and implement Zoho CRM around the way enquiries, accounts, activities and opportunities move through the business.

Book a consultation Where to begin
✦ Zoho Premium Partner900+ implementations50+ Zoho experts10+ years of experience
What we define5 stages
  1. ✓
    CRM discovery and process mappingHow enquiries arrive and where deals stall.
  2. ✓
    Record and pipeline designModules, fields and pipeline stages.
  3. ✓
    Automation and access planningFollow-up rules and who sees what.
  4. ✓
    Migration, training and supportExisting data, user training, support.
  5. 5
    Go liveTrained and supported
    Final stage
✓
UAT confirmationBefore handover

Where to begin

Map how your team sells before CRM is configured.

Aurnex starts with how enquiries, accounts, activities and opportunities move through your business today, then agrees the records, pipeline and automation Zoho CRM needs to support it.

How it runs

Clear ownership at every step.

What Aurnex does, what we need from your team, and when.

Stage
Aurnex
Your team
01

Discovery

Your sales process, as it really works.

Aurnex
Maps how enquiries arrive, who follows up and where deals stall.
Your team
Explains the current process and shares example records.
02

Configuration

Records, pipeline and automation.

Aurnex
Configures modules, fields, pipeline stages, assignment rules and user roles.
Your team
Answers questions and approves key decisions.
03

Testing & UAT Key step

Checked with your sales team.

Aurnex
Guides your team through testing with real enquiries and deals.
Your team
Tests with real scenarios and confirms the agreed result.
04

Training & handover

Users ready on day one.

Aurnex
Trains users and administrators, migrates agreed data and hands over.
Your team
Attends training. Paid support is available after handover.

Topics to define

What we define for your Zoho CRM.

Each topic is agreed before configuration starts.

CRM discovery and process mapping

How enquiries arrive and where deals stall.

Record and pipeline design

Modules, fields and pipeline stages.

Automation and access planning

Follow-up rules and who sees what.

Migration, training and support

Existing data, user training, support.

At handover

What your team walks away with.

A tested setup your team knows how to use.

  • A CRM shaped around your sales processModules, fields and pipeline stages
  • Assignment and follow-up automationSo enquiries are not missed
  • Reports and dashboardsFor the numbers your managers track
  • Migrated dataWhere in scope
  • Training and paid supportFor users and administrators

Client stories

See how other teams made the move.

Read documented Aurnex projects across sales, finance, HR and operations.

Solution areas
Leads · Deals · Accounts · Reports
Explore client stories

Where this fits

Part of a bigger journey.

Not sure what you need yet? Start before. Need more? Add it alongside.

01Start

Zoho Consulting

Discuss processes, application choices and priorities before committing to a configuration.

Zoho Consulting
02NowYou are here

Zoho CRM implementation services

Configure, check, test with your team, train and hand over a working system.

FAQ

Common questions.

Something else on your mind? Ask us directly.

What does a Zoho CRM implementation include?

Typically: discovery of your sales process, module and field design, pipeline stages, assignment and follow-up automation, user roles, data migration, reports and dashboards, training and handover. The exact scope is agreed after discovery.

Can you fix a CRM that was set up before?

Yes. Aurnex can audit an existing Zoho CRM, list what is causing poor adoption or unreliable reports, and agree a clean-up plan before changing anything.

When is the implementation scope confirmed?

Aurnex confirms the scope after documenting the workflow, applications, records, integrations, users and delivery responsibilities.

Can existing data be included?

Yes. Aurnex reviews the source system, record types, data quality, relationships, attachments and validation requirements before confirming the migration work.

Does Aurnex provide training and support?

Yes. Training can cover end users and administrators. Paid support options are available after handover, with coverage agreed for each engagement.

Ready when you are

Let's talk about
your business.

Share what your teams manage today and what you want to improve. We'll start with your requirements.

Book a consultation Contact Aurnex
Aurnex team member ready to discuss your Zoho requirements