Expert Zoho CRM consultant for growing businesses

Imagine what you could achieve with a Fractional Zoho CRM Manager to align Zoho CRM software with your business goals

Marketing
Sales
Service

Is your team outgrowing spreadsheets or a poorly set up CRM?

Many small and mid-sized businesses hit a ceiling when tools cannot keep up with growth. Our CRM consulting for small business fixes the common blockers that slow sales and service.

Outgrowing spreadsheets and needing a scalable CRM solution
Fragmented tools slowing down sales and customer service
Manual work blocking team efficiency
Lack of reporting and visibility for decision-making
CRM consulting for small business

CRM Consulting Services Designed for SMBs

Our expert CRM consulting for small business focuses on quick wins that compound. We implement Zoho CRM software to remove friction and make reporting click. We keep your CRM lean, reliable, and adopted.

200+ Zoho CRM workflows implemented
40+ blueprint automations across sales & operations
Proven track record scaling SMBs into structured teams
Fractional CRM manager = flexible & affordable support
Trusted partner approach: we don’t just set up, we evolve your Zoho CRM infrastructure

A 5 Step CRM Process Built for Small Teams

We remove spreadsheet pain, connect tools, and make reporting click for growing small businesses.

1

InitiationIdentifying project objectives and deliverables for a comprehensive offer.

2

PLANNINGRefining and finalizing the project strategy post-agreement.

3

EXECUTIONEfficient and expert execution of the project’s strategic plan.

4

MONITORINGConducting thorough testing to ensure top-quality project outcomes.

5

HANDOVERProviding training and smooth project handover to your team.

Trusted by SMBs to Scale with Zoho CRM

Paul’s Team has turned our Zoho CRM into an efficient system. With minimal room for errors, our time spent on administrative tasks has dropped by 50%
Jane Bell | Administration Manager at Enventive
“At Certification QSE, we offer a wide range of consulting services.
Colean has helped us streamline our daily operations making us much faster at responding to inquiries.”  
François Sapé | CEO at Certification QSE
“Colean has helped us build our data structure around Zoho CRM.
Since then we had no data issue. We are 100% focused on sales knowing our system will scale with us.
Andrej Jansa | Director at X2SOL
“Colean has helped us increase customer satisfaction with their travel experience and better manage leads from our website thanks to Zoho CRM workflows.”
Tina Batistuta | Director at Mooie Besede

Frequently asked questions

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