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zsetup

Zoho, set up around your business.

Zsetup is a Zoho partner. We implement, connect, optimise and support Zoho, and build our own tools for it.

Zoho CRM home: open deals, open tasks and the pipeline by stage
Services

We implement Zoho

Starting point
contacts export · 2,410 rows
Company nameLifecycle stageDeal amountContact ownerNorthwind TradersOpportunity18,000Ana P.Harbor DentalLead12,500Kenji M.Kobe LogisticsCustomer24,000Ana P.
Fields MappingZoho CRM
Company nameAccount Name
Lifecycle stageLead Status
Deal amountAmount
Import completeZoho CRM

HubSpot · 0 skipped · 0 duplicates

Accounts
1,284
Contacts
2,410
Deals
386

We integrate Zoho with your tools

We optimise your Zoho

When a lead is created from the website chatbot, the rule sets the Chatbot Leads layout, assigns an owner by round robin and adds a call task. If the lead is still not contacted 15 minutes later, it escalates to the sales manager. In the list of rules, the rule is switched on.

We support your business

Lead Sources Overview: 214 leads, $24 cost per lead, $38.4K revenue that matches Zoho Books, and 2 overdue follow-ups. Referrals overtook Google Ads on revenue in August and earn 44% of October’s revenue, at the lowest cost per lead; Meta Ads stays flat at 19%. Lead to won converts at 18%. The Lead sources report is scheduled for Mondays at 08:00.

Products

We also build tools for Zoho

LeadFilter AI

Keeps junk inquiries out of your lead review.

New messages arrive at the top of the list. Each is checked, given a spam score out of 100, and marked Likely legit, Needs review or Likely spam.

Zoho CRM AI Assistant

Work with Zoho CRM in plain language.

Asked to create a task to follow up with Acme on Friday, the assistant creates it, and the task appears at the top of the Open Tasks list. Asked for overdue tasks, it lists three and notes that nothing in the CRM changed.

Zoho CRM DevTools

A more comfortable place to work with Deluge.

The assign_lead_score function in Zoho’s editor. The DevTools theme switch moves from Zoho’s default look to a dark theme and a light warm one; the themed views add indent guides and richer syntax colours.

All 15 products
About

We have been authorised Zoho partners for 10 years and are trusted by 300+ businesses, with 500+ projects delivered, 1,000+ workflows automated, 50+ platforms connected, and a 5/5 client rating.

Contact

hello@zsetup.com

Already a client? support@zsetup.com