Pipeline and process design
Stages, fields and modules shaped around your existing sales process rather than a template.
Services
Built around how you actually sell, and what happens after.
Zoho CRM and CRM Plus implementation by Aardhraa Technologies — pipeline, telephony, enquiry platforms and legacy data, with support and marketing on the same record.
CRM is the product we have implemented most: 44 projects, from ten-seat rollouts to deployments across several countries. Most of that work is not configuration. It is making the CRM match a sales process that already exists, and connecting it to the systems your team will not give up. Where the same customer also needs support, chat and marketing, CRM Plus carries all of it on one record.
44
CRM implementations delivered
Creator + CRMCRM + SalesIQCRM + People + FSM
A typical build
What this covers
What we build with it.
Telephony, connected properly
We have integrated Zoho CRM with custom telephony platforms so calls, recordings and outcomes land against the record.
Enquiries in from anywhere
Gravity Forms, 99acres, n8n.io and third-party enquiry platforms such as Mimeeq, feeding CRM without manual re-entry.
Migration you can trust
Records, history and attachments moved out of spreadsheets or a legacy CRM, reconciled before anyone goes live.
CRM Plus, when the customer outlives the sale
Sales, support, chat, marketing and analytics licensed and configured together, so a ticket, a conversation and a campaign all attach to the same customer instead of three systems holding three versions of them.
Strengths
Where Zoho CRM is strong
Four things that decide whether a CRM survives contact with a real sales process.
A process you can enforce, not just record. Blueprint holds people to the stages — who does what, and what has to be true before a deal moves on.
Next year's change is a change, not a project. Modules, fields, layouts, validation and assignment are configured rather than built. That is what keeps a CRM alive past its second birthday.
Custom where it matters, standard everywhere else. Deluge picks up where configuration runs out, and that line sits much further out than in most systems. You cross it only where your business is genuinely different.
It does not demand to be the centre of everything. APIs, webhooks, client scripts and connectors — which is why it sits beside an ERP nobody intends to replace, rather than arguing with it.
The bundle
What CRM Plus adds
One licence covering the customer-facing apps, each attaching to the same record. These are the ones we configure most often. Confirm the current composition with Zoho before you buy.
Desk
Tickets against the same customer the salesperson is looking at, so support is not guessing at history.
SalesIQ
Chat on your site with the visitor's context attached, and a route straight into a lead or a ticket rather than a transcript nobody reads.
Marketing Automation
Campaigns driven by what the CRM already knows, rather than by a list someone exported last month.
Social
Social conversations landing against the customer record instead of in a separate inbox owned by one person.
Survey
Feedback attached to the customer who gave it, and to the deal or ticket it came from.
Analytics
Reporting across all of them at once — the thing no single app can do on its own, and usually the reason the bundle is worth it.
Projects
Delivery work tracked against the deal that created it, so what was sold and what is being built stay in the same place.
Proof
Where we have used it.
financial services and real estate
Lead to collection, in one customer journey
Sales, booking, loan, interiors, post-sales and collections each with their own process and no shared view. Now one journey in CRM, with blueprints, approvals and role-based access across every stage.
CRMMarketing Automation
retail and distribution
Storefront, accounting and support on one record
Orders, accounting, support and customer conversations in four systems. Now API-integrated so a customer, their order, their return and their ticket are one record.
CRMBooksDeskSalesIQMarketing Automation
healthcare and pharma
Pharmaceutical sales, with the ERP kept in place
Lead capture, quotations, orders and payments handled manually alongside an ERP. Now one sales lifecycle in CRM, with quote versioning, price history and the ERP synchronising in real time.
CRMMarketing Automation
agriculture
A record for every farmer, tied to the crop cycle
Farmer details, crop stages, advisory and orders held separately. Now one record per farmer carrying membership, crop stage, advice given, what was recommended and what was fulfilled.
CRM
professional services
Onboarding to billing, as one chain
Onboarding, deals, approvals, project delivery, billing and contracts each had an owner and no shared thread. Now a won deal creates its own project, and billing follows delivery.
CRMProjectsBooksPeople
financial services and real estate
Leads, relationship managers and service on one thread
Leads, customers, relationship managers and service requests sat in separate processes with turnaround times nobody measured. Now one thread, with SLA tracking and escalation.
CRMDeskSalesIQMarketing Automation
travel and hospitality
Rental lifecycle and finance, reconciled
The rental application worked but stopped at the booking. Now booking, completion, invoicing, payments, refunds and reconciliation run as one flow.
CRMBooks
Questions
Asked most often.
How long does a CRM rollout take?
A standard setup is typically live in two to four weeks. If custom modules, several integrations or a large migration are involved it runs longer, and we confirm the range at scope sign-off rather than before discovery.
Can you connect our phone system?
Yes. Custom telephony into Zoho CRM is work we have shipped in production.
CRM, CRM Plus or Zoho One?
CRM if the need is the sales pipeline. CRM Plus when the same customer also needs support, chat and marketing held together. Zoho One when finance, HR and operations are moving as well. We work this out in discovery and tell you which, including when the answer is the smaller one.
We are on spreadsheets. Is that a problem?
No. Moving records, history and attachments out of spreadsheets and legacy systems is part of a standard setup, and the data is reconciled before go-live.
Can sales see what support is doing?
With CRM Plus, yes — a ticket, a chat and a campaign all sit against the same customer, so nobody has to ask a colleague what happened last week. With CRM alone you can still integrate Desk, but you are then licensing and joining two things rather than one.
Do we have to move everyone at once?
No, and usually you should not. We commonly start with one team or one region, prove the process, then roll out — which also means the second group is trained by people who already use it.
Who owns the data?
You do. It sits in your own Zoho account, in the data centre region you choose. We work inside it under access you grant and can withdraw.
Tell us what you need Zoho to do.
Describe the problem and we will come back with a ballpark scope and timeline.