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Zoho CRM for UK Businesses

 Manage sales and communication

  Drive sales, improve customer relationships, and accelerate business growth with Zoho CRM—and the UK-focused expertise of Cloudsaber. Trusted by over 250,000 businesses, Zoho CRM brings intelligent automation, seamless integrations, and mobile-first access to your sales process.



Why Zoho CRM Stands Apart

Zoho CRM is a cloud-based sales and customer management platform with robust features like lead and deal management, forecasting, pipelines, and over 600 integrations (Google Workspace, Microsoft 365, and native Zoho apps)

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See Zoho CRM in Action


AI in Zoho CRM

Zia 

Zoho CRM uses its AI assistant Zia for predictive lead scoring, anomaly detection, smart recommendations, and forecasting—unlocked in higher-tier plans.


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Industries We Serve with Zoho CRM

Zoho CRM works across:

  • Retail & e-commerce—manage pipelines, automate deals, integrate inventory and accounting.
  • Professional services—custom pipelines, lead nurturing, and client retention insights.
  • Non-profits & charities—streamlined donor tracking and engagement.
  • Small & mid-sized UK teams—easy budget to scale, tailored automations and mobile efficiency.

 

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Features  BenefitsService Options

Features  

CRM and Sales

Track leads, automate follow-ups, manage pipelines, and close deals faster.

 

Marketing Automations

Run email and ad campaigns directly from your CRM.


Collaboration and Communications 

Chat, video calls, file sharing, and keep teams connected anywhere.


Tasks & Projects

Plan, assign, and track projects with Gantt charts, Kanban boards, and time tracking.


Contact Centre

Email, chat, and social media into one customer service hub.


Benefits

Lower total cost

Offers a free plan (up to 3 users), and affordable scaling options


Improved collaboration

Real-time communication tools ensure faster decisions and better teamwork.


Scales with you

Start with CRM or projects, then add automation.

Service Options

Standard

Fast set-up with core CRM and collaboration tools. Perfect for SMEs.


Tailored

Customised workflows, automation, and integrations for growing firms.


Enterprise

Full CRM Plus strategy, AI agents, omnichannel integrations, tailored UK roll-out.

Our Zoho CRM Implementation process 

1

Discovery 

A focused call confirms goals and pain points. We agree success measures and outline a realistic roadmap.

2

Gap Analysis

Workshops map your current processes and data. Each session is recorded and shared. We deliver a clear list of priorities.

3

Solution Design

Findings become a detailed blueprint covering configuration, data migration, and security. You see how the system will work before build starts.

4

Implementation

Consultants set up modules, import data, and build integrations. Short checkpoints keep everyone aligned and allow small course corrections.

5

Training

We run hands-on sessions for each user group. Recordings go in your client portal so new staff can learn at any time.

6

Support

A controlled cut-over uses detailed checklists. After launch you move to our UK helpdesk with response targets that fit your needs.

Agile Software Development Process

When Zoho CRM needs something unique, Cloudsaber builds it. Using Agile, we deliver enhancements quickly and keep you involved throughout.

1


Sprint Planning

Every sprint short, time-boxed iteration . The team and product owner agree goals and lock scope so priorities stay clear.

2


Build

Developers work in small increments. Daily stand-ups surface issues early. Automated tests and peer reviews keep code quality high.

3


Sprint reviews 

Finished work is shown to stakeholders. Feedback feeds the backlog, ready for the next sprint.

4


Acceptance and deployment

Features move to a test environment for sign-off. Approved work goes live with a rollback plan in place.

5


Optimise 

A short retrospective follows each sprint. Actions are tracked so delivery speed and product quality improve over time.

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Complementary Services

black puzzle piece on white paper

Implementation

Structured Zoho CRM roll-outs, from discovery to go-live.

Integration

Connect Zoho CRM with ERP, Office 365, Google Workspace, and more.

Hosting & compliance

Europe-based hosting with monitoring.

Support & Training

Flexible packages and role-based training.

Frequently asked questions

Here are some common questions about Zoho CRM and our company.

Zoho CRM is a cloud-based customer relationship management platform that helps UK businesses manage leads, deals, contacts and customer interactions. It automates sales tasks, integrates with tools like Microsoft 365 and Google Workspace, and provides AI-driven insights through Zia.

Yes. Zia delivers predictive lead scoring, sales forecasting, anomaly alerts, conversation insights and workflow suggestions. UK teams use Zia to prioritise pipelines, improve win rates and reduce manual admin.

Zoho CRM is GDPR-ready with encryption in transit and at rest, role-based access, audit logs and data-retention controls. Pairing with Zoho Vault strengthens identity and password security for regulated sectors.

Zoho CRM integrates with Zoho Books for UK VAT and MTD workflows, plus Xero, QuickBooks, Sage through connectors. It also connects with Microsoft 365, Google Workspace, Teams, Slack and Zoom for end-to-end sales operations.

The Zoho CRM mobile app enables offline updates, geo-tagged visits, voice notes and quick deal edits. Field reps across London, Manchester and Birmingham can access real-time customer data and close deals on the go. 

Zoho CRM offers a free edition for small teams and tiered paid plans that add automation, analytics and AI. Cloudsaber can advise on the most cost-effective plan and phased rollout for your UK team.

Businesses trust Zoho CRM

Ready to see Zoho CRM working for your business? Book a short discovery call and we will map a clear path to value, or request a tailored proposal to review with your team.

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