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Zoho CRM & Marketing Automation · Specialist capability

Zoho CRM and marketing automation, built to your pipeline.

Zoho specialist for Australian B2B and services businesses. Zoho CRM pipeline and workflow design, Zoho Campaigns and Marketing Automation for lead nurture, Zoho Flow integrations across your stack, and server-side attribution so lead source ties to closed revenue. The full Zoho One suite, configured properly, not left on defaults.

What this capability covers

Four disciplines, run as one accountable build.

Zoho CRM

Pipeline and workflow design

Zoho CRM built to your actual sales motion, custom modules, pipeline stages, blueprint process automation, scoring rules and assignment logic. Not a stock install: the fields, stages and automations your team will actually use.

Zoho Campaigns

Email and lead nurture

Zoho Campaigns and Marketing Automation for lifecycle nurture, segmentation, journey builders, behaviour-triggered sequences and lead scoring feeding the CRM. Tuned to B2B sales cycles that run months, not minutes.

Zoho Flow

Integration across the stack

Zoho Flow and native integrations connecting CRM to your website forms, ad platforms, accounting and support tools. One connected system instead of data trapped in silos and re-keyed by hand.

Attribution

Revenue-tied reporting

Server-side lead tracking so every enquiry carries its true source through to a closed deal. Reporting that shows which channels produce revenue, reconciled against the numbers, not last-click vanity.

How we deliver it

Platform build, then measurement, then optimisation.

01

Audit and architecture

We map your pipeline stages, data sources and hand-offs before touching the platform. What the automation must do, who owns each step, and where revenue leaks between tools.

02

Build and integrate

Pipelines, fields, automations and integrations configured to your sales motion. Connected to your website forms, ad platforms and, where it matters, BigQuery for honest attribution.

03

Measure and optimise

Server-side tracking so lead source ties to closed revenue, not last-click guesswork. Monthly review against the numbers, with the senior strategist who built it.

ENGAGEMENT SHAPE
  • Commercials: Build project plus Foundation-tier care retainer. Management fees are named lines, agreed up front. Pricing →
  • First 30 days: access, audit and architecture lock-in with the senior strategist who runs the account.
  • Days 30 to 90: platform live, integrations connected, first performance review against pipeline.
  • Who delivers: a senior strategist plus the automation pod. Month to month, no lock-ins.

Zoho running on defaults?

Thirty-minute Zoho audit. We look at your pipeline design, your automation coverage, your integrations and your reporting. Top-3 fixes with estimated impact.

Book a Zoho audit