Modernize Your Sales Operation And Customer Data Process

ZOHO Consulting and Implementation

We help organizations unlock the full potential of their customer data with expert Zoho Platform implementation, driving increased sales and enhanced engagement.

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Meritage
Attobahn
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Goat Payment
Having Babies
Docstar Medical Partner
Medfirst
One Cloud
Qc Pacific
Peoples Cali - New Patriots

OUR SERVICES

OUR PROCESS

From Implementation and Integration to Consulting - We Deliver Results

01

Discover

Discover organizational software and cloud structure as well as the client's specific needs and priorities to visualize and measure the strategy

02

Strategize

Provide a clear set of plans, and actions to reach organizational goals, recommend solutions, and Identify the resources required.

03

Implement

Execute the Plan, Monitor Progress and Performance, and Provide Continued Support.

Boosted CRM - Project Funnel

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OUR IMPACT

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

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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

IMPACTING SALE PROCESS

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

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Easily See Sales Quota Metrics

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

Integrate into your ERP for enhanced client sales data

New customer data synced to Zoho CRM that increased upselling

Client Document Workflow Integration

Clear document management connected to each client record

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.

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Document Management Automation

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

Business Process Automation

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

Custom Portal Development For Easy Data Entry

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

Need help understanding how Zoho CRM
can impact your business?

Schedule a free consultation with our Zoho Consultants Today

OUR CUSTOMERS

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

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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.​

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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%.

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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

Home | Boosted Crm

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.

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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

Home | Boosted Crm

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%

Home | Boosted Crm

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

Home | Boosted 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.

Home | Boosted 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

Home | Boosted 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.​

Home | Boosted Crm

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%.

Home | Boosted Crm

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

Home | Boosted Crm

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.

Home | Boosted Crm

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

Home | Boosted Crm

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%

Home | Boosted Crm

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

Home | Boosted 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.

Home | Boosted 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

Home | Boosted 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.​

Home | Boosted Crm

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%.

Home | Boosted Crm

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

Home | Boosted Crm

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.

Home | Boosted Crm

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

Home | Boosted Crm

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%

Home | Boosted Crm

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

Home | Boosted 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.

Home | Boosted 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. What I really appreciated was how honest they were throughout the process on how many hours my project would take. I never felt oversold, they were extremely transparent, professional, and easy to work with. Highly recommend!! Would give 10 stars if possible.

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kayla bullock

DocStar Medical Partners

27 Mar 2024

Before implementing a CRM system, our back-office operations were chaotic. With over 200 clients and 800 units managed by a small team, keeping track of tasks, client information, and communication in spreadsheets was not inefficient Our property management software lacked real estate sales and asset management features, so we decided to implement CRM. Boosted team helped us for the implementation. After implementation, we're so impressed with the CRM's capabilities so now we're constantly adding new features and functionalities. Our Boosted Team is incredibly responsive, allowing us to quickly customize and automate workflows as needed!! One of the coolest features is the CRM's customizability. We can create custom email templates that automatically populate with CRM. CRM allows us to send forms with pre-filled client information. You can create a module tailored to your business needs.

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Palisades Point Management Inc.

OP Group

21 Mar 2024

Thanks to the skilled support of the Boosted CRM team, our commercial real estate brokerage firm successfully developed a tailored Zoho CRM application and smoothly transitioned from Salesforce. Throughout the project, their expertise and understanding were exemplary, and we greatly appreciated their patience. Their delivery matched their commitments, which is everything one could hope for from a software developer.

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Lee Rosner

CCIM SIOR

15 May 2024

Working with the Boosted team changed our company. They transformed how we work and we've become so much more efficient as a result. The team is always responsive, helpful and lovely to work with. Thank you for all your continued help Boosted!

Goat Payments

GOAT Payments

CEO

22 Dec 2024

The experience with Boosted CRM from 98 Buck Social has been nothing short of transformative for our business processes. Thanks to their diligent work, our previously cluttered account now runs with impeccable efficiency. Special thanks to Ankush and Mark, whose professionalism and responsiveness stood out throughout the project. Their relentless commitment to going the extra mile ensured our complete satisfaction. The combined efforts of the team have significantly optimized our CRM, leading to smoother operations. For anyone seeking a reliable CRM solution, I'd highly recommend Boosted CRM, especially for the unmatched expertise of Ankush and Mark.

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98 Buck Social

CEO

7 Oct 2024

As a company that has used Zoho CRM for years, we ran into an issue communicating with another 3rd party app. We came to Boosted CRM with a need to create an API that would talk between the two systems. From the beginning, Mark was a pleasure to work with understanding our needs. From the time the scope was being developed to helping troubleshoot issues to developing the final product, this process has been completely fluid. I would highly recommend Boosted CRM to anyone who has a challenge that needs to be addressed in a short period of time.

Medfirst Homecare - Pabel Blanco

Pabel Blanco

CEO

13 Sep 2024

As a professional business owner seeking an effective CRM solution to streamline operations, I had the pleasure of working with Boosted CRM, and I cannot praise their services enough. From start to finish, their team demonstrated an exceptional ability to listen, engage, and implement a custom CRM solution that perfectly catered to our specific needs. Right from our initial consultation, the team at Boosted CRM made it a point to understand our business model, pain points, and unique requirements. Their attentive approach to listening and learning about our workflow allowed them to craft a tailored CRM system that seamlessly integrated into our existing processes.

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Meritage Partners, Inc.

CEO

18 Jul 2024

I absolutely recommend Mark and his team. I have been working with technology consultants for several decades and I have never found one that I would rate 100% - which is PERFECTION.To me that is unrealistic.That probably says more about what Mark has to deal with in us as a client than it does about what we have to contend with in Mark as our ZohoCRM Expert. We interviewed MANY Zoho product consulting firms before settling on BoostedCRM for our development and integration work. I don't think you will find one with better knowledge of the Zoho product suite than BoostedCRM.

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Edward Howlette

CEO of NexGen

I would like to stress again the great job you and your team did on this project! It is Franklin's good fortune to have had the honor of working with such a knowledgeable, dedicated, professional group that not only delivered as promised, within budget, and on time -- but went above and beyond to make sure all of that happened. Thank you

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Jennifer Alterwitz

Chief Marketing Officer

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