CRM Software Using Zoho Creator
Manage leads, customers, opportunities, quotations, follow-ups, sales pipelines, and customer communication from one centralized platform.
VebIntro builds customizable CRM solutions using Zoho Creator that are designed around your sales process. Automate repetitive tasks, improve sales visibility, centralize customer information, and give your team access to important business information from supported devices.
Manage Your Complete Sales Cycle
Lead Management
Capture and organize your leads
Customer Management
Keep customer information organized
Sales Pipeline
Track every stage of your sales process
Opportunity Management
Monitor and convert opportunities
Quotations & Proposals
Create and manage quotations
Follow-Up Management
Never miss important follow-ups
Dashboards & Reports
Get useful business insights
Customer Portal
Connect with customers online
A CRM Designed Around Your Sales Process
Build a smarter, more connected way to manage your customers and sales operations.
Bring Your Data Together
Managing leads and customers becomes difficult when sales information is spread across spreadsheets, emails, messaging applications, notebooks, and disconnected systems.
One Centralized Platform
VebIntro provides CRM software using Zoho Creator to help businesses centralize customer information, manage sales activities, automate follow-ups, track opportunities, and generate quotations.
Built Around Your Workflow
Our CRM solutions can be configured around your organization's workflow rather than forcing your sales team to adapt to rigid software.
Transform Your Sales Process With Zoho Creator
What Is a Zoho Creator CRM?
A Zoho Creator CRM is a customized customer relationship management application developed using the Zoho Creator low-code platform.
It can be designed to manage the complete customer lifecycle, starting from the first enquiry and continuing through lead qualification, opportunity management, quotation, negotiation, order conversion, customer onboarding, and follow-up.
VebIntro can build a ready-made CRM, customize an existing CRM application, or develop a completely customized solution based on your business requirements.
CRM Components
Centralize Your Entire Sales Process
Connect the different stages of your customer journey through one structured CRM application.
Why Businesses Need a CRM
A centralized CRM helps sales teams reduce fragmented information and gain better visibility into customer relationships and sales activities.
Missed Leads
Capture and organize enquiries so important opportunities are less likely to be overlooked.
Delayed Follow-Ups
Use tasks, reminders, and workflow automation to improve follow-up management.
Scattered Customer Data
Bring customer and contact information into a centralized application.
Manual Data Entry
Reduce repetitive data entry through structured workflows and automation.
Limited Sales Visibility
Track opportunities, pipeline stages, activities, and sales performance through dashboards.
Spreadsheet Dependency
Replace disconnected sales spreadsheets with a centralized business application.
Powerful CRM Features Built Around Your Business
Configure the application around your sales process, users, customer journey, approvals, reporting, and automation requirements.
Capture Every Potential Customer
Capture and organize leads from different sources through a centralized lead management process.
Lead management can be customized according to your qualification process, assignment rules, lead sources, priorities, and follow-up requirements.
Lead Management
One Place For Every Customer
Maintain a centralized customer database containing customer profiles, contacts, activities, quotations, documents, and relevant transaction information.
Business Information
See Your Sales Pipeline Clearly
Get a clear view of every opportunity and its current stage in the sales process.
Sales managers can monitor opportunities, expected values, closing dates, sales representatives, and pipeline status.
Opportunity Overview
Turn Opportunities Into Sales
Manage potential sales opportunities throughout the sales cycle with structured information and activities.
Sales Opportunity
Create Better Quotations Faster
Create and manage quotations and proposals as part of the sales workflow.
Pricing, discounts, taxes, terms, approvals, documents, and quotation status can be customized according to your requirements.
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Never Miss an Important Follow-Up
Help your sales team stay organized by recording calls, meetings, customer visits, emails, tasks, and next actions.
Automated reminders and notifications can be configured to support timely follow-ups.
Sales Follow-Ups
Give Customers a Connected Experience
Provide customers with controlled access to relevant information and services through a customer portal.
Welcome Back
Manage Daily Sales Activities
Give sales teams a centralized place to record and manage their daily activities.
Managers can review activities to understand team engagement, workload, follow-up status, and sales progress.
Today's Schedule
Sales Dashboards & CRM Reports
Give sales representatives, managers, and leadership teams the information they need to understand sales performance.
Lead Dashboard
- Total Leads
- Qualified Leads
- Lead Sources
- Conversion
Pipeline Dashboard
- Open Opportunities
- Pipeline Value
- Sales Stages
- Forecast
Sales Dashboard
- Monthly Sales
- Salesperson Performance
- Won Opportunities
- Lost Opportunities
Activity Dashboard
- Pending Follow-Ups
- Calls
- Meetings
- Tasks
Automate Your Sales Workflow
Automation can reduce repetitive administrative work and help your sales team stay focused on customers.
VebIntro can configure automated workflows for lead assignment, notifications, approvals, reminders, opportunity alerts, task creation, and other appropriate business processes.
Role-Based CRM Access
Configure access according to employee responsibilities, departments, management levels, and business requirements.
Sales Representative
Access assigned leads, customers, opportunities, activities, and quotations.
Sales Manager
Review team activities, opportunities, approvals, and sales reports.
Management
Access organization-level dashboards, forecasts, and performance information.
Administrator
Manage application settings, users, workflows, and configuration.
CRM Solutions for Different Industries
Configure your CRM around the terminology, workflows, customer journey, and reporting requirements of your industry.
CRM Solutions for Different Sales Models
B2B CRM
Manage company accounts, contacts, opportunities, quotations, approvals, and customer documentation.
- Company Accounts
- Multiple Contacts
- Opportunities
- Quotations
- Sales Approvals
B2C CRM
Manage individual customers, enquiries, follow-ups, communication, and purchase history.
- Customer Profiles
- Lead Capture
- Follow-Ups
- Sales Activities
- Communication
Field Sales CRM
Support sales representatives working in the field with customer visits and activity tracking.
- Sales Visits
- Customer Locations
- Visit Reports
- Follow-Ups
- Daily Sales Reports
Industry-Specific CRM Applications
Real Estate CRM
Manage property enquiries, leads, customers, site visits, sales representatives, follow-ups, offers, bookings, and documents.
Manufacturing CRM
Connect customer management with enquiries, products, technical requirements, quotations, sales orders, and dealer management.
Service Business CRM
Manage customer enquiries, service requests, contracts, follow-ups, quotations, and customer communication.
Dealer & Distributor CRM
Manage dealers, distributors, orders, targets, sales performance, communication, and related business workflows.
From Lead to Customer With an Automated Workflow
Lead Capture
Capture enquiry information.
Assignment
Assign the lead to a salesperson.
Qualification
Evaluate the opportunity.
Follow-Up
Schedule activities and reminders.
Opportunity
Track the sales opportunity.
Quotation
Create and manage proposals.
Conversion
Convert successful opportunities.
Connect Your CRM With Existing Systems
Your CRM can be connected with other business applications where suitable integration capabilities are available.
VebIntro can help evaluate and implement integrations with the Zoho ecosystem and supported third-party services.
Capture Website Enquiries Directly Into Your CRM
Your website can be an important source of sales leads. A suitable integration can transfer enquiry information directly into your CRM application.
This can reduce manual data entry and help your sales team respond to new enquiries through a structured workflow.
Move Your Existing Customer Data Into Your CRM
If your customer and sales information is currently stored in Excel or another system, VebIntro can help plan the migration into your new CRM application.
Data Assessment
Data Cleaning
Field Mapping
Migration
Validation
Testing
Access CRM Information From Supported Mobile Devices
Sales teams are often away from their desks. Mobile access can help users work with relevant CRM information while visiting customers or working from different locations.
Benefits of a Zoho Creator CRM
Reduce Manual Work
Automate appropriate data entry, notifications, approvals, reminders, and follow-ups.
Increase Productivity
Give sales teams structured workflows for managing prospects and customers.
Improve Follow-Up
Use reminders and tasks to support timely customer follow-ups.
Centralize Customer Information
Keep customer, contact, opportunity, quotation, and activity information organized.
Improve Management Visibility
Use dashboards and reports to monitor sales activities and pipeline performance.
Scale With Your Business
Add modules, workflows, reports, users, and integrations as requirements evolve.
Ready-Made CRM or Completely Custom CRM?
VebIntro can help you choose the most practical CRM implementation approach for your business.
Ready-Made CRM
Suitable when your business follows common CRM processes and wants a faster starting point.
Customized Ready-Made CRM
Start with an existing CRM foundation and add the modules, workflows, dashboards, and integrations your business requires.
Completely Custom CRM
Suitable when your organization has highly specialized sales processes or industry-specific requirements.
Your Zoho Creator CRM Development Partner
VebIntro combines business consulting, application development, customization, integration, deployment, training, and long-term support.
We focus on understanding your actual sales process before designing the CRM application.
Zoho Creator CRM Implementation Process
Requirement Discovery
Understand your sales process and objectives.
Process Analysis
Identify manual processes and automation opportunities.
CRM Design
Define modules, roles, workflows, reports, and integrations.
Development
Configure and develop the CRM functionality.
Integration
Connect relevant systems where required.
Data Migration
Prepare and migrate relevant existing data.
Testing & Training
Validate the application and train users.
Deployment & Support
Deploy and provide ongoing support.
Zoho Creator CRM FAQs
Transform Your Sales Process With a Customized CRM
Move from scattered spreadsheets and manual follow-ups to a centralized CRM application designed around the way your business sells, communicates, quotes, and manages customers.
VebIntro can help you build, customize, integrate, deploy, and support your Zoho Creator CRM.