Implementation & configuration
We configure Zoho CRM Plus around pipeline design, lead routing, scoring, quoting and sales automation, so the system matches how your teams work from day one.
Zoho CRM Plus Implementation & Consulting
Zoho CRM Plus bundles CRM, SalesIQ, Desk, Projects, Campaigns, Social, Survey, Analytics and Bookings into one unified customer experience platform, giving sales, marketing and support teams a single shared 360° customer record instead of nine disconnected tools.
Implemented by ERPHUBs
Overview
What is Zoho CRM Plus?
Zoho CRM Plus is Zoho's unified customer experience bundle that combines CRM, SalesIQ, Desk, Projects, Campaigns, Social, Survey, Analytics and Bookings into one platform running on a single customer data model, so every team sees the same record instead of stitching data between separate apps.
As a Zoho Authorized Partner, ERPHUBs maps which of the nine bundled apps your sales, marketing and support teams actually need, then configures them together as one connected system — rather than deploying each app in isolation the way a generic setup would.
What's inside the bundle
- Zoho CRM — sales & pipelines
- SalesIQ — live chat & visitor tracking
- Desk — customer support
- Projects, Campaigns, Social, Survey, Analytics & Bookings
Capabilities
Key Features of Zoho CRM Plus
Unified 360° Customer Record
One shared timeline of every lead, deal, chat, ticket and campaign touchpoint across the whole bundle.
SalesIQ Live Chat & Tracking
Website visitor tracking and live chat feed straight into the same CRM record your sales team works from.
Desk Helpdesk
Support tickets linked directly to the customer's sales and billing history, no lookup required.
Campaigns & Social
Email marketing and social media management that share audience and engagement data with CRM.
Analytics Across the Bundle
One BI layer reporting on sales, support and marketing performance together, not in separate silos.
Bookings & Projects
Appointment scheduling and post-sale delivery tracking without leaving the CRM Plus ecosystem.
Bundle Value
Bundle vs. Individual Apps
Buying Apps Separately
- Customer data disconnected across separate CRM, helpdesk and marketing tools
- Sales, support and marketing teams each log into a different system
- Multiple vendor bills to track and reconcile every month
- Manual or custom-built integration work to keep records in sync
Zoho CRM Plus Bundle
- Unified customer data model shared natively across all nine apps
- Single sign-on and one admin console for the whole customer stack
- One consolidated invoice instead of separate subscriptions per tool
- Native cross-app automation between sales, support and marketing out of the box
Industry Use Cases
Zoho CRM Plus Across Industries
Why ERPHUBs
Why Implement Zoho CRM Plus with Us
- App-by-app scoping so you only activate the modules your teams need
- Cross-app automation built between CRM, Desk, Campaigns and SalesIQ from day one
- Clean migration of existing CRM, helpdesk and marketing data into the bundle
- One shared Analytics layer configured across every app in the suite
- Role-based training for sales, marketing, support and admin teams
One rollout, not nine
We implement CRM Plus as one connected project instead of nine separate app deployments, so cross-app automation works from launch day.
How We Work
Our Zoho CRM Plus Implementation Process
1
Discovery & App Mapping
We identify which CRM Plus apps your sales, marketing and support teams actually need.
2
Configuration
Each app is configured to your process, with shared fields aligned across the bundle.
3
Migration
Existing CRM, helpdesk and marketing data is migrated and validated.
4
Cross-App Integration
Automation is built between CRM, Desk, SalesIQ, Campaigns and Analytics.
5
Training & Go-Live
Role-based training across every team, plus a supported launch.
Implementation with ERPHUBs
How ERPHUBs Implements Zoho CRM Plus for Businesses Worldwide
Quick answer: ERPHUBs is a Zoho CRM Plus implementation partner: an independent Zoho Consulting Partner and Authorized Partner with Zoho-certified professionals, and a Custom Solution Provider, that implements Zoho CRM Plus end to end: requirements workshops, configuration of pipeline design, lead routing, scoring, quoting and sales automation, data migration, integrations, training and long-term support for businesses worldwide.
Customization & custom apps
When standard features fall short, our Zoho custom application developers extend Zoho CRM Plus with Zoho Creator, Deluge functions, widgets and APIs.
Integration & data migration
Zoho CRM Plus is connected with Zoho CRM, Zoho Campaigns, Zoho Desk, Zoho Books and Zoho Analytics, and your existing data is migrated and validated in a sandbox first.
Training, support & optimization
Role-based training, hypercare after go-live and continuing Zoho support and optimization from certified consultants.
Works with
Zoho CRMZoho CampaignsZoho DeskZoho BooksZoho Analytics
ERPHUBs delivers Zoho consulting, implementation, customization and support remotely and on-site across India, UAE & GCC, United States, United Kingdom, Europe, Canada, Australia & New Zealand, Singapore & Southeast Asia, Africa.
More Answers
Who can implement Zoho CRM Plus for my business?
ERPHUBs by BizSetups is an independent Zoho Authorized and Consulting Partner with Zoho-certified professionals that implements, customizes, integrates and supports Zoho CRM Plus for clients in India, the Middle East, the United States, the United Kingdom, Europe and beyond.
Can Zoho CRM Plus be customized with custom applications?
Yes. As a Zoho Custom Application Developer, ERPHUBs builds custom modules, automation, portals and integrations around Zoho CRM Plus using Zoho Creator, Deluge, Zoho Flow and APIs.
Integrations
Connects With the Tools You Already Use
Beyond the nine apps native to the bundle, we connect Zoho CRM Plus to the rest of your stack so data keeps flowing without manual re-entry.
Zoho Desk
Zoho SalesIQ
Zoho Campaigns
WhatsApp Business
Microsoft 365
Zoho Flow / API
FAQ
Common Questions
CRM, SalesIQ, Desk, Projects, Campaigns, Social, Survey, Analytics and Bookings, plus additional add-ons depending on plan.
For most teams yes — one bundle price, one shared data model, and no integration work to connect the equivalent standalone apps.
Typically 6-10 weeks depending on how many bundled apps are in scope and how many cross-app automations are needed.
In most cases yes — SalesIQ, Desk, Campaigns, Social and Survey cover chat, helpdesk, email marketing, social and feedback.
Yes, we handle end-to-end migration into the relevant CRM Plus apps, including cleansing and field mapping.
Yes, role-based training across every team is included, plus admin training and post-launch support.
Canada
Zoho CRM Plus Implementation & Consulting for Canada businesses
Planning Zoho CRM Plus Implementation & Consulting in Canada? We set it up for GST / HST / PST / QST, CAD and the Canada data centre (zohocloud.ca), then connect it to the banks, payment gateways and tools Canada teams already use.
Configured for Canada
Zoho Books Canada edition (GST/HST/PST), CAD as base currency and GST / HST / PST / QST (5% GST federally; 13%-15% HST in HST provinces) set up before go-live.
Filing dates we plan around
2-3 months after year end: Corporate tax balance due; One month after quarter end: Quarterly GST/HST return and payment
Connected locally
Typical connections here: Shopify, Bank feeds, CRA My Business Account.
Support in your time zone
Mon-Fri 08:00-18:00 ET. Typical first reply within 4 business hours.
Yes. The Canada team configures it with the Zoho Books Canada edition (GST/HST/PST), CAD and GST / HST / PST / QST, and supports it Mon-Fri 08:00-18:00 ET.
Zoho accounts for Canada use the Canada data centre (zohocloud.ca). We confirm the data centre with you before any migration or integration starts.
Ready to Unify Sales, Marketing & Support?
Book a free consultation and see how Zoho CRM Plus can replace your disconnected customer tools.
