Quick start
For small teams leaving spreadsheets
- Standard or Professional setup
- Import and clean your contacts
- One pipeline, assignment rules
- Online training for your team
Fixed price, agreed in a signed BRD
Zoho CRM partner in the USA · Los Angeles, CA
See your sales process running in Zoho CRM, before you commit to anything.
We’re certified Zoho CRM consultants, a team led from Glendale in the Los Angeles area. We set Zoho CRM up around how your team actually sells, handle the customization and integrations, move your data from Salesforce, HubSpot or spreadsheets, and train your reps. Then we stay on for support.
Where are you starting from?
Advanced PartnerCertified Zoho CRM consultants
01A day in your sales team
Forget the feature list. Here’s a normal Tuesday for a US sales team on Zoho CRM. Scroll, and watch the screen change.
Each rep opens a home dashboard: today’s calls, open deals and anything overdue. Managers see the whole team.
Someone fills in your website form. Zoho CRM creates the lead, scores it and assigns it to the right rep by territory, instantly.
Zia, Zoho’s built-in AI (now also called SI, super intelligence), flags the hottest leads and the best time to reach them.
The rep builds a quote from your price book inside the deal. Discounts above your limit go for approval automatically.
Zoho Sign sends the agreement. When it’s signed, the deal moves to Won and finance gets the invoice in Zoho Books.
No end-of-day spreadsheet. The forecast, win rate and pipeline update on their own.
02Built around how you sell
A solar installer and a lender sell in completely different ways. Pick yours and see the pipeline we’d build. We start your Zoho CRM from stages and fields that already fit, and our Zoho CRM developers add the rest in Deluge.
Fields we’d add: System size (kW) · Utility · Permit status · Install date
Fields we’d add: Loan amount · Credit band · Documents checklist · Funding date
Fields we’d add: Property · Budget · Pre-approval · Closing date
Fields we’d add: Referral source · Payer · Location · Next appointment
Fields we’d add: Service line · Fee type · Partner · Start date
Fields we’d add: Job type · Address · Crew · Materials
Your industry isn’t here? Tell us how you sell and we’ll map it on a discovery call.
03Blueprint, explained
Blueprint is Zoho CRM’s process builder. It stops a deal moving forward until the right things are done. Try it: move this deal to Won.
The deal is in Qualified. To move to Proposal, attach a quote.
04Migration center
Pick the CRM you use today. This is how your data and automations map into Zoho CRM. Our Zoho CRM migration team does the mapping, a test run you check, and the cutover. Moving from Salesforce to Zoho or HubSpot to Zoho shouldn’t stop a single deal, and we plan it so it doesn’t.
See the full Salesforce migration plan →
| In Salesforce | In Zoho CRM |
|---|---|
| Leads | Leads |
| Accounts | Accounts |
| Contacts | Contacts |
| Opportunities | Deals |
| Tasks & events | Activities |
| Flows & Process Builder | Workflow rules & Blueprint |
| Reports & dashboards | Reports & Zoho Analytics |
| Custom objects | Custom modules |
See the full HubSpot migration plan →
| In HubSpot | In Zoho CRM |
|---|---|
| Contacts | Leads & Contacts |
| Companies | Accounts |
| Deals | Deals |
| Sequences | Cadences |
| Workflows | Workflow rules |
| Lists | Custom views |
| Properties | Fields |
| Tickets | Zoho Desk tickets |
See the full Pipedrive migration plan →
| In Pipedrive | In Zoho CRM |
|---|---|
| Leads inbox | Leads |
| Persons | Contacts |
| Organizations | Accounts |
| Deals | Deals |
| Pipelines | Pipelines & layouts |
| Activities | Activities |
| Products | Products |
| Automations | Workflow rules |
Moving from Dynamics 365? See every Zoho migration →
| In Dynamics 365 | In Zoho CRM |
|---|---|
| Leads | Leads |
| Accounts | Accounts |
| Contacts | Contacts |
| Opportunities | Deals |
| Quotes & orders | Quotes & sales orders |
| Business process flows | Blueprint |
| Power Automate flows | Workflow rules & Zoho Flow |
| Dashboards | Reports & Zoho Analytics |
Moving from GoHighLevel? See every Zoho migration →
| In GoHighLevel | In Zoho CRM |
|---|---|
| Contacts | Leads & Contacts |
| Opportunities | Deals |
| Pipelines | Pipelines & stages |
| Workflows | Workflow rules & Blueprint |
| Forms & funnels | Zoho Forms & web-to-lead forms |
| Conversations (SMS, email) | Email, SMS & WhatsApp on the record |
| Calendars | Zoho Bookings |
| Tags & custom fields | Tags & custom fields |
Moving from Spreadsheets? See every Zoho migration →
| In Spreadsheets | In Zoho CRM |
|---|---|
| Rows | Leads or Contacts, de-duplicated |
| Columns | Fields |
| Status column | Pipeline stages |
| Owner column | Record owners |
| Notes column | Notes |
| Separate tabs | Separate modules |
“The first thing Salesforce users ask me is whether they’ll lose their reports. They won’t. We rebuild the ones people actually open, and we usually find a few nobody has looked at in months.”Ikramul Karim, Co-Founder & CEO
05Why Elite Tech Global for Zoho CRM
Choosing an edition is the easy part. A Zoho CRM project pays off when the pipeline, fields and automations match how your reps really sell. Here is what stands behind ours.
Zoho CRM has been at the center of our work since 2025, across 300+ projects, so tricky lead routing and Blueprint rules are rarely new to us.
As a Zoho Creator Registered Partner and Zoho Catalyst Partner, we add a custom app or serverless function when a sales workflow needs more than configuration.
Modules, fields, integrations and reports are written into a signed BRD at one fixed price before anyone touches your CRM setup.
Our 40+ person team, led from Glendale, California, stays on after launch to onboard new hires and adjust stages as your sales process changes.
06Zoho CRM pricing in the US
There are five Zoho CRM editions. Answer three questions and we’ll recommend one, with Zoho’s US price. Zoho CRM costs from $14 per user per month (Standard, billed yearly) to $52 (Ultimate). For a small business there’s also a free edition for up to 3 users.
07License cost calculator
Set your team size and edition. Add what you pay per user today if you’d like to compare. The calculator uses Zoho CRM’s US list price for each edition, in USD before tax.
08Zoho CRM vs the alternatives
Here’s what US teams pay per user each month, billed yearly, for each CRM. GoHighLevel is the odd one out: it charges per account, so we show it separately. The middle column is the plan most growing sales teams end up on: the one with automation, approvals and forecasting.
| CRM | Cheapest paid plan | Plan with automation & approvals | Top plan | What else you pay |
|---|---|---|---|---|
| $14 | $23Professional | $52Ultimate | Nothing extra. Free edition for up to 3 users | |
| Salesforce Sales Cloud | $25 | $100Pro Suite | $550Max | AI usage credits, premium support and API access on lower plans |
| Microsoft Dynamics 365 Sales | $65 | $105Enterprise | $150Premium | Highest entry price of the group |
| Pipedrive | $14 | $24Growth | $69Ultimate | Lead tools, campaigns and documents are paid add-ons |
| GoHighLevelflat price per account | $97Starter, per account | $297Unlimited, per account | $497Agency Pro | Calls, texts, email and AI are billed on top by usage. Built mainly for marketing agencies |
Same team, same year: Zoho CRM costs about $18,500 less than Salesforce.
What about GoHighLevel? It charges per account, not per user, so the license can look cheaper for a big team. But calls, texts and AI are metered on top, and it’s built for agencies running funnels for clients. It’s lighter on what sales teams need every day, like approval steps, territories and forecasting.
Where another CRM can make sense: if your company runs deep on Microsoft 365 and Power BI, Dynamics 365 is worth a look. If you’re a marketing agency selling funnels and texting campaigns to clients, GoHighLevel was made for that. If you’re a very large enterprise with an in-house Salesforce team, staying put may cost less than moving. If that’s you, we’ll say it plainly before you spend anything on a migration.
Per-user monthly list prices in USD on annual billing; GoHighLevel is priced per account, per month. Salesforce and GoHighLevel both reprice their editions and add-ons, so we re-check each quote against your seat count before you commit. Want the long version? Read Zoho CRM vs Salesforce and Zoho CRM vs HubSpot.
09Connects to what you use
A CRM is only useful if it talks to everything else. These are the Zoho CRM integrations we set up most for US teams, from Google Workspace and Microsoft 365 to QuickBooks and Shopify. Hover or tap a tile to see which leads, deals, calls or invoices land on the CRM record.
10What a project with us looks like
Every project gets its own scope and a fixed price in a signed BRD, but most CRM rollouts we run match one of these four shapes, from a first pipeline to a full Salesforce exit. Already on Zoho? We often start with a clean-up and add Blueprint and AI. Once reps are live, we keep supporting Zoho CRM and training new hires, so you’re never stuck with a system nobody can change.
Quick start
Fixed price, agreed in a signed BRD
Full rollout
Fixed price, agreed in a signed BRD
Migration + customization
Fixed price, agreed in a signed BRD
CRM + AI agents
Fixed price, agreed in a signed BRD
11How a Zoho CRM project starts
These four steps settle what you’re getting and what it costs, in writing, before any build starts. Smaller projects are often scoped from the first call. Bigger ones, like a Salesforce migration, may need a paid scoping and BRD phase, and we’ll quote that up front.
Pipeline workshops and rep training run over video for sales teams anywhere in the US, Canada and Latin America, and in person across Southern California.
From kick-off to go-live, the rest of the process is on one page. See how we work →
12Questions we get asked a lot
Straight answers on CRM editions, Salesforce and HubSpot moves, Blueprint and AI. Stuck on something about your own pipeline? Bring it to the discovery call.
Zoho CRM is Zoho’s customer relationship management app. It keeps leads, contacts, accounts, deals, emails, calls and follow-ups in one place, with automation, Blueprint processes, forecasting, reporting and Zia AI built in.
Zoho CRM costs $14 per user per month for Standard, $23 for Professional, $40 for Enterprise and $52 for Ultimate, billed yearly in USD before tax. Monthly billing costs more ($20, $35, $50 and $65), and there is a free edition for up to 3 users. Setting up your pipeline, Blueprint and migration with us is quoted separately, as one fixed price written into a signed BRD.
Yes. We run Zoho CRM migration from Salesforce, HubSpot, Pipedrive, Microsoft Dynamics 365 and spreadsheets. We map every field, run a test migration you review, move leads, deals, activities and files, rebuild key workflows and train your team. See the step-by-step plans for Salesforce and HubSpot moves.
Blueprint is Zoho CRM’s process builder. It defines the steps a deal or lead must go through and what must be done at each step, such as attaching a quote or getting approval, so no one can skip the process.
Small teams with simple needs can start on the free edition or Standard. Professional adds quotes, products and approval steps. Enterprise adds the Zia AI assistant and deeper customization. Ultimate suits high volumes and advanced analytics. We recommend an edition on your discovery call.
It depends on your users, how many records you’re migrating, how much customization you need and which integrations you want. The signed BRD includes a delivery schedule that dates each pipeline, Blueprint, migration run and integration, so your sales team knows its go-live date before the build begins.
Choose Zoho CRM if you mainly need sales and pipeline management. Choose Zoho One if you also want accounting, help desk, HR, projects and other apps under one license. Zoho One includes Zoho CRM.
For most small and mid-size US teams, Zoho CRM costs far less. Zoho CRM Enterprise is $40 per user per month billed yearly, while Salesforce’s comparable Core edition is $195. Zoho CRM also includes Blueprint, Zia AI and deep customization. Salesforce can still suit very large companies with their own admin team, and we’ll tell you honestly on your discovery call. Our Zoho CRM vs Salesforce guide has the full breakdown.
GoHighLevel suits marketing agencies that build funnels and texting campaigns for clients. It costs a flat $97 to $497 per month per account, with calls, texts and AI billed by usage. Zoho CRM suits companies with their own sales team that need pipelines, quotes, approval steps, territories and forecasting, from $14 per user per month. We also migrate GoHighLevel contacts, opportunities and workflows into Zoho CRM.
Yes. Zoho CRM for small business starts with a free edition for up to 3 users, and Standard costs $14 per user per month billed yearly. Small teams get a clean pipeline, automation and mobile apps without enterprise prices, and can move up to Professional or Enterprise later.
Yes. After go-live our Zoho CRM consultants provide ongoing support, admin help, new automations and Zoho CRM training for new reps, online or on-site in Southern California.
Yes. We’re in Glendale, in the Los Angeles area, and set up Zoho CRM for sales teams across the US, Canada and Latin America. Pipeline mapping, migration reviews and rep training all run well over video, so distance rarely matters.
Yes. We set up Zia, Zoho’s built-in AI, and build AI agents on Claude, OpenAI or Gemini that connect to Zoho CRM through Zoho MCP. They can qualify leads, draft follow-ups and update deals, with your team approving key steps.
SI stands for super intelligence. In September 2026 a US executive order asked federal agencies to use “super intelligence” or “SI” in place of “artificial intelligence” in official communications. Most businesses still say AI, so we use both terms.
13Let’s talk
Book a free consultation with Elite Tech Global. We review your Zoho, AWS, Shopify or WordPress setup, show where AI / SI agents can save time, and agree the next step. If we work together, every requirement and a fixed price go into a signed BRD before the build starts.
Real people, one team. Led by co-founders Ikramul Karim and Khris Kakosimidi, and a 40+ member team across Zoho, AWS and AI.
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