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Modernize Your Sales
Operation and
Customer Data Process

As a Zoho Premium Partner, we help organizations with their Zoho CRM implementation to leverage the power of their customer data to increase sales and drive engagement.

OUR SERVICES

From Implementation and Integration
to Consulting - We Deliver Results

ZOHO
CONSULTING

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ZOHO
INTEGRATION

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ZOHO
MIGRATION

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ZOHO
AUTOMATION

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  • Zoho CRM Onboarding
  • QuickBooks Migration To Zoho Books
  • Document Management/eSign Automation
  • CRM Data Cleansing
  • Data Migration To Zoho
  • User Journey Automation
  • 3rd Party API Integration
  • Custom Client Portal
  • Legacy ERP Migration To Zoho ERP
  • QuickBooks/ERP Integration
  • Reports & Dashboards
  • Trainings & Support
  • Zoho CRM Onboarding
  • QuickBooks Migration To Zoho Books
  • Document Management/ESign Automation
  • 3rd Party API Integration
  • Custom Client Portal
  • Legacy ERP Migration To Zoho ERP
  • CRM Data Cleansing
  • Data Migration To Zoho
  • User Journey Automation
  • QuickBooks/ERP Integration
  • Reports & Dashboards
  • Trainings & Support
  • Zoho CRM Onboarding
  • QuickBooks Migration To Zoho Books
  • Document Management/ESign Automation
  • CRM Data Cleansing
  • Data Migration To Zoho
  • User Journey Automation
  • 3rd Party API Integration
  • Custom Client Portal
  • Legacy ERP Migration To Zoho ERP
  • QuickBooks/ERP Integration
  • Reports & Dashboards
  • Trainings & Support

OUR IMPACT

We Focus On What Matters
Explore How We've Made An Impact

Create One-Version
Of The Truth With
Your Data

From scattered chaos to one unified dataset for All

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Nurture Leads Through
The Entire Sales Funnel

Workflow Automation of user journey

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CRM Data
Cleansing

Identifying and removing corrupt, duplicate or impressive records

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IMPACTING SALES PROCESS

Impact your sales goals by focusing on what matters with Zoho CRM

Easily See
Sales Quota Metrics

Automating the manual data entry to Increase the accuracy of entries and real-time visibility of KPI

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Integrate into your ERP
for enhanced client
sales data

New customer data synced to Zoho CRM that increased upselling

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Client Document
Workflow Integration

Clear document management connected to each client record

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IMPACTING BUSINESS OPERATIONS

Every morning in our company begins with hot coffee and a stand-up.
Discussion is an important thing in the development process.

Document Management
Automation

Transforming the way documents are generated, eSigned adn stored in the CRM

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BusinessProcess
Automation

Execute a business process in a well defined systematic manner that is free from loopholes

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Custom Portal
Development
For Easy Data Entry

Client/partner portals integrated to the CRM system tied to the business workflow

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Need help understanding how Zoho CRM
can impact your business?

Schedule a free consultation with our Zoho Consultants Today
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PLATFORM MIGRATION

Powerful Migration Services

Experience A Seamless Migration In Just A Few Days.

Migrating From Salesforce To Zoho CRM?

Experience a complete seamless migration from Salesforce to Zoho in just a few days

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Migrating From Quickbooks To Zoho Books?

Migrate data from QB Desktop or Online to Zoho Books.

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Migrating From Act To Zoho CRM?

Exclusive service for migrating data and configuration from ACT to Zoho CRM.

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ZOHO CONSULTING

Let Us Create Your Optimization Strategy

With CRM integration, every aspect of your business becomes available online

Zoho
Implementation

We optimize the setup of your CRM system by organizing your client data in a way that speeds up access and workflow.

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Data Flow
Design

Our team can help document a number of your core business functions, including inventory control, process and production planning.

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Zoho
Customization

We offer valuable customized services to
create a specialized process and ensure correct implementation.

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ZOHO CONSULTING

3rd-Party Integration
with the Zoho Platform

We work to centralize key elements of your
sales and business process

Quickbooks Enterprise
Integration

How does your company keep its books? Zoho API integration can handle your accounting, too.

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Zoho Client
Portal

Zoho custom client portal can be used for your clients, partners, affiliates, franchisee. Your clients will see what you want and do what you want inside the portal.

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Woocommerce
Integration

Integrate important aspects of your WooCommerce system into Zoho Books to facilitate better data and workflow management.

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Zoho CRM Integration
with Mailchimp

Zoho Mailchimp integration provides a better, more consistent collection and analysis of data so that companies can best determine their customers habits and values.

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OUR CUSTOMERS

We've Helped Over 400 Small and
Medium Sized Businesses Unlock The
Power of Zoho CRM

zum logo

Improved their KPIs by enforcing data capturing process in Zoho CRM

We helped ZUUM empower their management to take actions by enabling them to measure outcomes and know where it needs to divert its attention.

Consolidated isolated apps into one Zoho experience

We helped Armstrong steel migrate their data from multiple systems to Zoho CRM. We lowered the cost of their app subscriptions by 85% and boosted operation efficiency by 35%.

Stopped leads from falling off the funnel

We helped Victory Solar design and implement lead nurturing, Deal-flow, and operations blueprints to Improve lead conversion by 40%. Expand revenue by over 250k per quarter

Migrated multiple Salesforce instances into one Zoho CRM platform

Consolidated data from 16 separate sources into Zoho CRM. We enhanced the visibility of data and overall efficiency of data management & reporting. Saving the cost over 75% on the subscription cost.

Automated process to sync transactions from QuickBooks to Zoho CRM to facilitate the Sales vs Quote KPI

We Developed a .NET application to sync data between QuickBooks Desktop and Zoho CRM to increased the accuracy of entries and real-time visibility of KPI

Automated syncing Information from your ERP to Zoho CRM for sales engagement clarity

We developed Development of a .NET application to sync data between FullCircle and Zoho CRM that helped resolve the Sales Team real-time visibility problem on the new Accounts and Stores for Catalog posting that increased upselling by 33%

Auto-generated and eSigned legal documents in Zoho CRM

We implemented an Automated Blueprint process in Zoho CRM along with integration between Zoho Writer and Zoho Sign that Transformed the way documents are generated, eSigned, and stored in the CRM

Integrated User Portal with Zoho CRM to facilitate visibility across the workflow

We Helped ICA with complete digital transformation from Excel to Zoho CRM. Development of a custom agent portal with Zoho CRM that enhanced operation efficiency by 400%. Data is captured via client portal and stored securely in Zoho CRM.

Automated Proposal generation process in Zoho CRM

We helped IR Analyzer to automate the process of populating proposals in Zoho CRM to significantly enhance speed and accuracy of generating proposals.

OUR CUSTOMERS

We've Helped Over 400 Small and
Medium Sized Businesses Unlock The
Power of Zoho CRM

Improved their KPIs by enforcing data capturing process in Zoho CRM

We helped ZUUM empower their management to take actions by enabling them to measure outcomes and know where it needs to divert its attention.

Consolidated isolated apps into one Zoho experience

We helped Armstrong steel migrate their data from multiple systems to Zoho CRM. We lowered the cost of their app subscriptions by 85% and boosted operation efficiency by 35%.

Stopped leads from falling off the funnel

We helped Victory Solar design and implement lead nurturing, Deal-flow, and operations blueprints to Improve lead conversion by 40%. Expand revenue by over 250k per quarter

Migrated multiple Salesforce instances into one Zoho CRM platform

Consolidated data from 16 separate sources into Zoho CRM. We enhanced the visibility of data and overall efficiency of data management & reporting. Saving the cost over 75% on the subscription cost.

Automated process to sync transactions from QuickBooks to Zoho CRM to facilitate the Sales vs Quote KPI

We Developed a .NET application to sync data between QuickBooks Desktop and Zoho CRM to increased the accuracy of entries and real-time visibility of KPI

Automated syncing Information from your ERP to Zoho CRM for sales engagement clarity

We developed Development of a .NET application to sync data between FullCircle and Zoho CRM that helped resolve the Sales Team real-time visibility problem on the new Accounts and Stores for Catalog posting that increased upselling by 33%

Auto-generated and eSigned legal documents in Zoho CRM

We implemented an Automated Blueprint process in Zoho CRM along with integration between Zoho Writer and Zoho Sign that Transformed the way documents are generated, eSigned, and stored in the CRM

Integrated User Portal with Zoho CRM to facilitate visibility across the workflow

We Helped ICA with complete digital transformation from Excel to Zoho CRM. Development of a custom agent portal with Zoho CRM that enhanced operation efficiency by 400%. Data is captured via client portal and stored securely in Zoho CRM.

Automated Proposal generation process in Zoho CRM

We helped IR Analyzer to automate the process of populating proposals in Zoho CRM to significantly enhance speed and accuracy of generating proposals.

OUR CUSTOMERS

We've Helped Over 400
Small and Medium
Sized Businesses
Unlock The Power of
Zoho CRM

Improved their KPIs by enforcing data capturing process in Zoho CRM

We helped ZUUM empower their management to take actions by enabling them to measure outcomes and know where it needs to divert its attention.

Consolidated isolated apps into one Zoho experience

We helped Armstrong steel migrate their data from multiple systems to Zoho CRM. We lowered the cost of their app subscriptions by 85% and boosted operation efficiency by 35%.

Stopped leads from falling off the funnel

We helped Victory Solar design and implement lead nurturing, Deal-flow, and operations blueprints to Improve lead conversion by 40%. Expand revenue by over 250k per quarter

Migrated multiple Salesforce instances into one Zoho CRM platform

Consolidated data from 16 separate sources into Zoho CRM. We enhanced the visibility of data and overall efficiency of data management & reporting. Saving the cost over 75% on the subscription cost.

Automated process to sync transactions from QuickBooks to Zoho CRM to facilitate the Sales vs Quote KPI

We Developed a .NET application to sync data between QuickBooks Desktop and Zoho CRM to increased the accuracy of entries and real-time visibility of KPI

Automated syncing Information from your ERP to Zoho CRM for sales engagement clarity

We developed Development of a .NET application to sync data between FullCircle and Zoho CRM that helped resolve the Sales Team real-time visibility problem on the new Accounts and Stores for Catalog posting that increased upselling by 33%

Auto-generated and eSigned legal documents in Zoho CRM

We implemented an Automated Blueprint process in Zoho CRM along with integration between Zoho Writer and Zoho Sign that Transformed the way documents are generated, eSigned, and stored in the CRM

Integrated User Portal with Zoho CRM to facilitate visibility across the workflow

We Helped ICA with complete digital transformation from Excel to Zoho CRM. Development of a custom agent portal with Zoho CRM that enhanced operation efficiency by 400%. Data is captured via client portal and stored securely in Zoho CRM.

Automated Proposal generation process in Zoho CRM

We helped IR Analyzer to automate the process of populating proposals in Zoho CRM to significantly enhance speed and accuracy of generating proposals.

TESTIMONIALS

Quotes That Make Us Proud

This was one of the best investment I made in making my business more efficient. Sales calls are not forgotten anymore, support satisfaction has improved significantly and the team has some breathing time. So much less manual work. I am very grateful to the Boosted team.
David Dohn
David Dohn
CEO
The Boosted team was very effective completing a complex integration between woocommerce and zoho books / inventory. Over the course of multiple phases we built a system that was beyond expectation and continued to evolve with our needs. Their flexibility and knowledge of the systems made the final product one I am very proud to have produced for my client's online business with 100 + new skus per week and an online auction system. I am confident Boosted will be available to continue to support and improve our integration for a long time.
Roger Tower
Digital Agency Owner / Tower Agency
IWe were searching for someone help us solve a gap in our business process. We made several attempts at building a solution through excel and various databases. We finally landed with Mark and Boosted CRM.
Mark listened as we explained our attempts at a solution and then presented us with a couple of thoughtful options along with process flows. He was able to recognize our issues and create an automated solution that significantly enhance our business operation.
We rely on that automated process and it has not failed us. As a result, we continue to come back to Boosted CRM with problems, challenges, and situations. They have been a tremendous partner.
Mark O'Brien
MORE TESTIMONIALS

Our Offices

South California

200 Spectrum Center
Dr #300, Irvine,
CA 92618

CALL US

‪(949) 420-3717

EMAIL US

info@boostedcrm.com

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