Set up Zoho CRM
right with onboarding experts by your side
Our onboarding program for paid customers gives you four expert-led sessions designed to turn you into a Zoho CRM power user—at zero extra cost.
BOOK YOUR SESSIONS
What's included
Already a paid customer? Your onboarding sessions are ready and waiting.
No signup fee. No catch.
Who it's for
Those who want to own their CRM
Our onboarding sessions are ideal if you want to learn the system deeply, configure it yourself, and walk away with the confidence to manage it independently.
Those who are new to Zoho CRM
Get a clear, guided path through the platform so you never feel lost in a new system.
Hands-on configurers
If you prefer to set things up yourself alongside expert guidance, this is your program.
Future power users
Go beyond the basics. Learn core modules, AI features, and third-party integrations from day one.
Format
Four sessions with one clear goal: To make you an expert
Each session is a focused, one-on-one conversation between you and a Zoho CRM expert—structured around your business, not a generic script.
Four sessions × 90 minutes
Private and personalized. Every session is one-on-one, online, and scheduled at your convenience.
One program that covers everything
From your first login to your first integration, each session builds on the last—giving you a complete picture of your CRM from the ground up. It covers core modules, AI features, account setup, and marketplace integrations.
The process
Every step is designed with purpose. Here's what happens across your four sessions.
The four sessions
Basic
The first session will begin with an introduction to Zoho CRM.
- Configuring your Company Settings
- Adding new users, roles, and your organizational hierarchy
- Understanding the core CRM modules and activities
- Performing basic customization and pipeline management
Advanced
The second session focuses on bringing your data in to set up the system for your workflow.
- Importing and migrating your business data
- Setting up email, telephony, webforms, and business messaging
- Creating and saving reusable email content
- Customizing your home page and configuring your dashboard for daily use
Automation
Automation helps you reduce manual work and ensure consistency. The third session will focus on the following features:
- Using layout rules to control what users see based on conditions
- Using workflow rules to automate record updates and notifications
- Using assignment rules to route leads and contacts automatically
- Using Blueprint to guide users through standardized processes
- Using Cadences to automate outreach sequences
AI and integrations
In the last session, we'll explore how AI and integrations can enhance what you've built so far and connect to the tools you use. Here's a quick look at the agenda for your final session:
- Using Zia's AI for data enrichment, prediction, and notifications
- Exploring pre-built integrations and extensions in Zoho's Marketplace
- Connecting external apps and syncing data
- Accessing tools for custom integrations via Zoho's Developer Hub
After every session
Get support that doesn't stop when the call ends
Your onboarding doesn't end when you close the meeting window—we send you resources to keep the momentum going between sessions.
Get recordings of the Onboarding meeting sessions
After each session you will receive the recordings of the onboarding sessions covering everything you discussed.
Ready to get started?
Your onboarding sessions are included with your plan and valid for 15 days from your date of purchase. Book your first session and start building a CRM that works the way you do.
BOOK YOUR SESSIONS