Boosted CRM, Zoho Consulting, Integration, Customization & Automation

Modernize your sales operations and customer data process

ZOHO CRM

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.

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

Create one-version of the truth with your data

From scattered chaos to one unified dataset for All

Nurture Leads through the entire sales funnel

Workflow Automation of user journey

Easily See Sales quota metrics

Automating the manual data entry to Increased 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 for catalog posting that increased upselling

Client document workflow integration

Clear document management connected to each client record

Custom portal development for easy data entry

Client, partner, portals integrated to the CRM system for tying the client data and the business workflow easily

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

CRM Data Cleansing

Identifying and removing corrupt, duplicate or imprecise records

Our Services

How we can make an impact with Zoho CRM and business

Need help understanding how Zoho CRM can impact your business?

Schedule a free consultation with our Zoho Consultants Today

Our Process:

Evaluate

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

Strategize

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

Implement

Execute the plan, monitor progress and performance, and provide continued support.

Case Studies

We’ve helped over 400 small and medium size 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.

QUOTES THAT MAKE US PROUD

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

We were spending over three hours a day doing redundant tasks or manual entries. Not anymore! Thanks to BoostedCRM, 5-6 of our most time-consuming tasks are now fully automated. They also cleared a lot of clutter out of the interface. Now I can see what I am doing! Highly recommended.

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.

QUOTES THAT MAKE US PROUD

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

Jennifer Alterwitz

Chief Marketing Officer

We were spending over three hours a day doing redundant tasks or manual entries. Not anymore! Thanks to BoostedCRM, 5-6 of our most time-consuming tasks are now fully automated. They also cleared a lot of clutter out of the interface. Now I can see what I am doing! Highly recommended.

Alec Jam

VP Operations / BusinessReviewCentral.com

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

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

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ZOHO CRM

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.

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

Create one-version of the truth with your data

Nurture Leads through the entire sales funnel

Easily See Sales quota metrics

Integrate into your ERP for enhanced client sales data

Client document workflow integration

Custom portal development for easy data entry

Document Management Automation

Business Process Automation

CRM Data Cleansing

Our Services

How we can make an impact with Zoho CRM and business

Need help understanding how Zoho CRM can impact your business?

Our Process:

Evaluate

Strategize

Implement

Case Studies

We’ve helped over 400 small and medium size 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.

QUOTES THAT MAKE US PROUD

QUOTES THAT MAKE US PROUD

Our Offices

South California

CALL US

EMAIL US

Contact Us

Find out how we can help accelerate your sales cycles and automate business processes through the Zoho Platform

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