Custom Zoho CRM Development
Zoho CRM Implementation
- Complete CRM setup and configuration aligned with your workflows
- Design custom pipelines, stages, and lead lifecycle management
- Map your sales, marketing, and support operations into Zoho CRM
- Implement user roles, data-sharing rules, and permissions
- Ensure secure, compliant, and scalable CRM architecture
Custom Module Development
Testing
- Build industry-specific modules to meet your unique business needs
- Create custom fields, related lists, and form views
- Develop logic-based workflows and scripts for automation
- Enhance CRM usability with tailored data structures
- Seamlessly integrate new modules with core Zoho functionalities
Workflow Automation & Blueprints
- Automate repetitive tasks like lead assignment and follow-ups
- Design Zoho Blueprints for stage-wise process management
- Trigger webhooks, notifications, and actions on condition fulfillment
- Use time-based workflows to improve SLA adherence
- Reduce manual workload and drive operational efficiency
Third-Party Integrations
- Integrate Zoho CRM with tools like QuickBooks, Mailchimp, Shopify, WhatsApp
- Use REST APIs and webhooks for seamless two-way data sync
- Build custom connectors with Zoho Flow or Zoho Creator
- Synchronize CRM with your ERP, accounting, or eCommerce platforms
- Ensure a unified data ecosystem across all systems
Zoho CRM Customization
- Personalize modules, tabs, layouts, and workflows
- Implement conditional logic, scoring rules, and business validations
- Create user-specific views and dashboards
- Configure custom reports and filters for actionable insights
- Align CRM functionality with your unique business processes
Zoho Analytics & Reporting
- Develop advanced dashboards using Zoho Analytics
- Generate real-time visual reports for sales, pipeline, and conversions
- Create executive-level KPIs and forecasting models
- Integrate multiple data sources for centralized business intelligence
- Enable data-driven decision-making across departments
Zoho CRM Migration Services
- Migrate from Salesforce, HubSpot, Pipedrive, and other CRMs
- Perform data cleansing, mapping, and validation
- Ensure secure, lossless transition to Zoho CRM
- Reconfigure custom fields, workflows, and automations post-migration
- Provide complete post-migration support and documentation
Zoho CRM for Mobile & Remote Teams
- Enable mobile CRM access for field teams and remote employees
- Customize app layouts for Android and iOS users
- Sync real-time updates with cloud CRM
- Integrate with calendar, GPS, and communication tools
- Improve field efficiency and real-time engagement
Zoho CRM Support & Maintenance
- Provide ongoing support, patches, and version upgrades
- Perform regular system health checks and performance audits
- Troubleshoot sync issues, UI errors, and process bottlenecks
- Continuously enhance CRM with new features and improvements
- Offer SLA-based support models for consistent uptime
Zoho CRM Training & Adoption
- Conduct in-depth training for users, admins, and managers
- Deliver customized guides, video tutorials, and onboarding kits
- Drive higher CRM adoption through practical hands-on sessions
- Equip your team to manage, scale, and utilize Zoho independently
- Ensure long-term ROI with effective change management
CRM Analytics
Gain actionable insights with advanced real-time dashboards, performance tracking, and predictive analytics to make smarter business decisions.
CRM Apps for Mobile
Access your CRM anytime, anywhere with powerful mobile apps for Android and iOS—perfect for field sales and remote teams.
AI-Powered Assistant (Zia)
Zoho’s built-in AI assistant, Zia, offers smart suggestions, anomaly detection, lead scoring, and sales forecasting to automate decisions.
Sales Enablement Tools
Empower your sales team with email tracking, document management, and live chat, enabling faster deal closures and better engagement.
Sales Automation
Automate repetitive tasks like lead assignment, follow-ups, and workflow triggers to accelerate sales cycles and reduce manual work.
Process Management
Define and control every step of your sales and service processes using Zoho Blueprints, approval rules, and task automation.
Fully Customizable
Tailor Zoho CRM to your exact business needs with custom fields, modules, layouts, and scripts—no one-size-fits-all limitations.
Seamless Integrations
Connect Zoho CRM with your eCommerce, accounting, marketing, and support tools to create a unified business ecosystem.
1. Share Your Vision and Requirements
- Define your business goals, user needs, and functional expectations
- Clarify whether you need a web, mobile, or cross-platform solution
- Highlight any existing systems, pain points, or target deadlines
- Share documents like feature lists, wireframes, or competitor references
- Schedule a discovery call to align on priorities and outcomes
2. Get a Tailored Proposal
- We evaluate your needs and craft a custom technical roadmap
- Choose from flexible engagement models—hourly, fixed cost, or dedicated team
- Get clarity on project scope, timelines, and technology stack
- Receive a clear estimate with milestones and deliverables
- Collaborate with our consultants to refine the plan as needed
3. Begin Development with Vervelo
- Kick off with a detailed project onboarding and sprint planning
- Set up tools for project management, testing, and communication
- Track progress through agile sprints, demos, and transparent reporting
- Receive working software at every milestone with built-in QA and feedback loops
- Scale your project confidently with ongoing support and enhancements
Discovery & Requirement Gathering
We begin by analyzing your business objectives, pain points, and current workflows. Our team works closely with stakeholders to define goals, integrations, and key CRM features.
Planning & Architecture
We create a detailed technical roadmap, define module structures, and establish the right Zoho products (CRM, Creator, Flow, etc.) to use. This ensures alignment between technology and business outcomes.
UI/UX Design & Prototyping
Our designers build intuitive, brand-aligned interfaces and prototypes that simplify user experience and increase CRM adoption across departments.
Custom Zoho CRM Development
We configure and develop custom modules, workflows, automations, and third-party integrations using Deluge scripting and Zoho APIs—built to match your operational flow.
Quality Assurance & UAT
Our QA experts perform end-to-end testing, bug resolution, and user acceptance testing to ensure performance, usability, and data integrity.
Deployment & Post-Launch Support
We ensure a smooth go-live, assist with training and onboarding, and provide ongoing technical support, enhancements, and optimization for sustained CRM performance.
Zoho Ecosystem Tools
- Zoho CRM – Core CRM platform for sales, marketing, and customer service automation
- Zoho Creator – Custom app builder for workflows beyond native CRM capabilities
- Zoho Flow – Workflow automation and integration between Zoho and third-party apps
- Zoho Analytics – Advanced reporting and BI dashboards for data-driven decision-making
- Zoho Deluge – Scripting language for custom logic, field updates, and automation triggers
Frontend & UI Development
- HTML5 & CSS3 – Build responsive custom interfaces and CRM themes
- JavaScript – Add interactive logic to forms, buttons, and CRM views
- Bootstrap – Create consistent UI elements across modules
- Zoho Widgets – Embed dynamic frontend apps directly into Zoho modules
- QWeb Templates – Custom email templates and document generation
Backend & Scripting
- Deluge Script – Handle server-side logic, custom workflows, and condition-based actions
- Java – Integrate Zoho with Java-based ERP or legacy systems
- Python – Create external scripts for reporting, automation, and data cleaning
- Node.js – Develop backend logic for custom APIs and real-time syncing
- Webhooks – Enable event-driven updates across systems
Cloud & Hosting
- Zoho Cloud – Native cloud platform with global availability and security
- AWS (Amazon Web Services) – Host middleware apps and integrations securely
- Azure – Deploy enterprise-scale data connectors and analytics infrastructure
- Heroku – Lightweight deployment of middleware services or logic apps
- Firebase – Real-time database and hosting for mobile-first integrations
Integration & APIs
- REST APIs – Connect Zoho with tools like HubSpot, Shopify, QuickBooks, or WhatsApp
- OAuth 2.0 – Secure authorization for third-party applications
- Zapier & Make (Integromat) – No-code integration for faster automation workflows
- CRM SDKs – Build native extensions with Zoho CRM SDK (Node, Java, Python)
- Webhook & Callback URLs – Enable near real-time updates with minimal latency
Testing & QA
- Postman – Test and validate API requests and responses
- Selenium – Automate browser-level testing of web interfaces
- JMeter – Load testing and performance benchmarking for integrations
- PyTest – Run automated tests for backend scripts and workflows
- Zoho Sandbox – Safely test custom modules and workflows before going liv
Certified Zoho Experts
Our team includes Zoho-certified developers and consultants with deep experience across CRM, Creator, Flow, and Analytics. We know the Zoho ecosystem inside out.
Tailored Industry Solutions
We design industry-specific Zoho CRM setups for manufacturing, healthcare, retail, education, and more—ensuring the platform works the way your business does.
End-to-End Services
From initial setup and customization to workflow automation, third-party integrations, and ongoing support, we provide everything you need under one roof.
Agile Delivery Model
Our agile development process ensures flexibility, fast iteration, and continuous collaboration—so your CRM evolves with your business.
Seamless Integration Expertise
We specialize in connecting Zoho with ERP systems, eCommerce platforms, marketing tools, and legacy software to create a unified business ecosystem.
Long-Term Support & Optimization
We go beyond deployment with dedicated post-launch support, performance optimization, and enhancements to ensure your CRM continues to deliver ROI.
