Zoho CRM implementation
Zoho CRM keeps your leads, customers, and ongoing deals in one place, giving you full visibility into your sales pipeline. United Consult implements it tailored to your specific sales process, migrates your existing data, and trains your team. For standard requirements, it can be up and running in just a few weeks.
What is a CRM, and what can Zoho CRM do?
CRM (Customer Relationship Management) is a system that houses all information and tasks related to your customers: who inquired, what we offered them, and when they need a follow-up call. Zoho CRM goes further by automating repetitive tasks and providing real-time reports for management. It serves as the hub of the Zoho ecosystem, where data from marketing and field operations also flows in.
Who should implement Zoho CRM?
If your customer data is scattered across multiple places and it’s difficult to track the status of individual quotes.
What can Zoho CRM do?
Leads and customers
Sales pipeline
Automation and unified workflows
Communication in one place
Reports and artificial intelligence
Customization and integration
Why is Zoho CRM important for company management?
No proposal will ever slip through the cracks, so you'll close more deals. You can see the status of your sales at any time and know exactly how much revenue to expect.
Zoho CRM, Marketing Automation, or FSM: what is each for?
Start here
CRM Quick Start
A brief needs assessment, at the end of which you will know exactly what we are implementing, how long it will take, and how much it will cost. No obligation.
In what situations does Zoho CRM help?
Quotes are scattered across emails and Excel files, and the manager has to manually compile the forecast every Monday.
Zoho CRM with sales process, quote management, and weekly forecasting dashboard.
Monday reports are generated without manual work, and it's clear where deals are getting stuck.
Sales reps handle deals differently, and contracts are sometimes sent out without a quote.
Blueprint with mandatory steps and documentation.
Standardized processes and faster onboarding for new team members.
Success Stories: Zoho CRM
See how we’ve helped our clients achieve their goals!
United Consult's innovative approach and technical expertise has significantly improved our data transmission and communication capabilities. The new messaging platform is not only highly configurable and user-friendly, but also complies with aviation standards and border control regulations. The project simplified our operations, increased efficiency and set a new standard for secure, real-time communications in the aviation industry.
Tamás László
Senior Data Manager of Data and AI
-
Wizz Air Hungary
Our collaboration with United Consult has brought extremely positive experiences. We are currently working together to expand the Salesforce system to the public to support sales of as many of our products as possible. The project has already started and we expect professional support from UC in the future.
Tóth András István
Solution Sales Director
-
E.ON Hungary
Unified customer management for a manufacturing and trading company instead of Excel spreadsheets
A domestic manufacturing and trading company was managing its B2B and B2C data across multiple Excel spreadsheets. By implementing and integrating Zoho CRM and Zoho Marketing Automation, we unified their sales data and processes, and created automated, interest-based email campaigns for their B2C subscribers.
Why implement Zoho with us?
United Consult has been helping companies with IT since 2000, and today we have 350 experts. In addition to Zoho, we also implement Salesforce and other business systems, so we don't just look at a single program, but also at how it fits into your company.
We implement both Zoho and Salesforce. We recommend what truly makes sense for your business.
The same experts who assess your needs will set up the system and provide ongoing support afterward.
You can get started with one module in just a few weeks, and we’ll activate the rest whenever you need them.
We have been working with companies since 2000, and we have been collaborating with most of our clients for over 10 years.
Training and support are provided in Hungarian by our Budapest-based team.
We are ISO 27001 certified, and Zoho stores your data within the EU.
Who do you work with?
How does the Zoho implementation process work?
You don't have to wait months to start using the system. We move step-by-step, and you can test what we've set up as we go.
We discuss how you currently work, where the bottlenecks are, and what you want to achieve.
We decide what data Zoho should handle and what steps it should include.
We configure the settings and automations, and connect them with your other software.
In plain language, we show your colleagues how to use it based on your own processes.
We migrate your client data from old spreadsheets and programs, cleaning it up and removing duplicates.
For simpler requirements, this takes a few weeks.
We'll help if you get stuck, further develop the system, and when the time is right, we'll integrate the next module as well.
Even more value when combined with these
Zoho Marketing Automation
If your newsletters aren't driving enough sales, Zoho Marketing Automation helps ensure everyone receives content they're interested in, exactly when they're most likely to buy.
Zoho Field Service Management
If you manage field service operations, Zoho FSM lets you organize work orders, technician schedules, and parts all in one place. Technicians can see everything they need right on their phones.
Where is your sales process stalling? We’ll show you in 30 minutes.
You will be speaking with a Zoho expert, not a salesperson. By the end, you will know which module to start with and what to expect.
FAQ
What is Zoho CRM?
Zoho CRM is a cloud-based customer relationship management system that manages leads, customers, and deals in one place, automates repetitive sales tasks, and provides real-time reporting. United Consult implements it for SMEs in Hungary.
How long does it take to implement Zoho CRM?
For standard requirements, it can be up and running in a few weeks. We implement it in stages, so you can start tracking your sales process within the first few weeks.
How much does Zoho CRM cost?
The cost consists of the Zoho license fee (based on the number of users and the chosen plan) and the implementation fee, which depends on the level of customization required. We will provide a precise quote after assessing your needs.
Can you import customer data from Excel?
Yes, data migration is part of the implementation process: we clean and standardize the data and filter out any duplicates.
Zoho CRM or Salesforce: which one do I need?
United Consult implements both. For SMEs looking for a quick and cost-effective start, Zoho CRM is usually ideal; for complex, enterprise-level needs, Salesforce is the better choice. During our consultation, we will help you determine which one is right for you.
Can Zoho CRM be integrated with our invoicing software?
Yes, a two-way, real-time connection can be built with ERP systems, invoicing software, or webshops.
Get in touch
Subscribe to our newsletter
Only valuable content, no spam. Join our IT community!
© 2026 United Consult Zrt.
