CRM

CRM workflows and automations built to standardize intake, routing, follow-ups, and lifecycle visibility.

Zoho Bookings Workflow

Automated booking intake and routing: consistent data capture, assignment, and follow-up in Zoho CRM.

ZohoZoho BookingsZoho CRMWorkflow

Zoho Forms → Zoho CRM

Structured lead capture with attachments, mapped fields, and owner assignment automation.

Zoho FormsZoho CRMField MappingAutomation

Lead Status Automation

Workflow rules + email templates tied to lead status changes (New, No Answer/LVM, Contacted, Samples).

Zoho CRMWorkflow RulesEmail Templates