REVS turns EV charging stations into revenue for property owners. We restructured its Zoho CRM to track profit, grants and reimbursements, with Forms, Campaigns and Zapier feeding it.
Read the case study: REVSIt’s not just about the how.It’s about theWHY.
Cornerstone Solutions sets up, connects and teaches Zoho for small and mid-size businesses — as a Zoho Advanced Solutions Provider, Zoho ONE certified, and the people who wrote the guides.
Zoho CRM QuickStudy Guide · Zoho ONE QuickStudy Guide · by Cornerstone
Zoho named our founder an MVP.
At Zoholics, Zoho’s own user conference, Susan Clark was named a Zoho MVP for 2019–20 — recognition Zoho gives the partner who shares what they know and champions the platform in its community. She has spoken at Zoholics, and her team has worked alongside Zoho’s product managers.
What we do, and who does it
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Zoho CRM and Zoho ONE set up around the way you actually sell: fields, layouts, workflows, reports and security, built once and correctly.
You leave with: a Zoho system your team will use, and the reasons behind every setting.
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Your records moved in from Salesforce, ACT!, Zendesk, Pipedrive, spreadsheets or anywhere else we can export from — cleaned on the way in.
You leave with: every contact, deal and note in Zoho, with nothing left behind.
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Integrations between Zoho apps and outside systems like QuickBooks and ShipStation, plus custom applications in Zoho Creator and Deluge.
You leave with: one connected system instead of five browser tabs.
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Online training for end users and administrators, taught on your own database and built on the Zoho CRM and Zoho ONE QuickStudy Guides.
You leave with: a team that knows which click and why — plus reference cards.
Read more →
What is a Zoho partner?
A Zoho partner is an independent firm that Zoho has trained and certified to set up its software for customers. We know where the settings are, which of the 40-plus apps you need, and which you can skip.
A partner is not Zoho, and not a lock-in. You license Zoho in your own name and own your account and your data. Zoho hosts the platform and runs its own support desk; we do the configuring, connecting and teaching around it.
- You license from
- Zoho
- We
- configure, migrate, connect and train
- Zoho
- hosts and supports the platform
- Zoho Advanced Solutions ProviderZoho-only since 2011
- Zoho ONE certified
- Founder named Zoho MVP · 2019–20
We wrote the book. Two, actually.
Free reference cards: CRM, Desk, Books
Double-sided cheat sheets for training your team. Tell us who you are and the system emails the cards you pick.
Built in Zoho Forms · lands in our Zoho CRM
91 posts since 2012
The ZCRMHelp blog · latest
- BILLYCLARK: streamlining recruitment with AI and Zoho CRM
- IIS Benefits: benefits management with Zoho CRM and DataPrep
- Exectras: custom-building a membership platform on Zoho
Recent case studies
Four specialties — Custom Retail, Convenience Fixtures, Digital Solutions and Casework — now run on one Zoho ecosystem: CRM, Desk, Projects, Campaigns and Analytics.
Read the case study: Harbor Industries
Custom Design, Special Order and Case Sales pipelines in Zoho CRM, kept in sync with Lightspeed, Shopify and Klaviyo.
Read the case study: Sarah O JewelrySafeinHome
100% of attendees at a live conference demo signed confidentiality agreements before entering, through an automated Zoho Forms, Sign, Flow and Backstage workflow.
Read the case study: SafeinHomeFive steps. Always this order.
“Change is hard. We always go first.”
We run our own company on Zoho — CRM, Books, Campaigns, Forms, Sign — as an everyday laboratory.
- 01
Discovery
Every project starts with a one-to-three-hour discovery meeting about your goals, what works and what doesn’t. Bring your spreadsheets; seeing them first helps.
- 02
Design
Anyone can add a field. We design the fields, modules, layouts, workflows, reports and security around your process — for you, or alongside you.
- 03
Migrating Data
We bring your data in from Salesforce, ACT!, HubSpot, Zendesk, QuickBooks, Outlook or spreadsheets. Familiar data on day one drives adoption.
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Integration
Zoho has over 40 native apps and connects to plenty more. We set up the connections so you keep what works while getting the most from Zoho.
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Training
Online sessions on your own database, usually under two hours. We cover the keystrokes, but we teach the goals: the why.
Ask us why.
Tell us what you’re trying to get Zoho to do, and we’ll tell you which app, which setting, and why. The form goes straight into our own Zoho CRM, and a person answers it.
or call 713-661-5200
PO Box 270514, Houston, TX 77277-0514
Ziggy answers in the chat bubble, any hour.
Built in Zoho Forms · lands in our Zoho CRM