Zoho CRM Onboarding
Guide by Leadstalk 

Welcome to Zoho CRM! As a trusted partner, Leadstalk is here to ensure that you hit the ground running with Zoho CRM. Below are the essential resources to help you get started, familiarise yourself with the platform, and start driving results for your business.

About Zoho CRM

Zoho CRM is a powerful, cloud-based solution designed to help businesses of all sizes manage their sales, marketing, and customer service in one central platform. With advanced features like automation, analytics, and customisation, Zoho CRM enables you to streamline your sales process, improve customer relationships, and make data-driven decisions—all while being highly flexible and scalable to your business needs. Trusted by over 250,000 businesses globally, Zoho CRM is built to drive growth and efficiency.

 Get your Free Account 

Start your Zoho CRM journey with a free, fully functional account for up to three users. This license includes all core features to help you explore the power of Zoho CRM without any limitations.

Sign up here

 Quick Tour 

Get an overview of Zoho CRM’s key features in this guided tour. It’s the perfect place to start if you want to quickly understand how Zoho CRM can streamline your sales processes.

Take the Tour

 Videos: Key Concept 

New to CRM? These short videos explain the foundational concepts of Zoho CRM and how they can be applied to your business. Perfect for visual learners who want to get started quickly.

Watch the Videos

 Planning the implementation of your CRM 

Watch Video

 Getting Started 

Zoho CRM offers robust tools for automating your sales processes. Here’s an introduction to each key area of Sales Force Automation (SFA), from managing leads to closing deals, with helpful links to deep-dive into each feature:

• Sales Force Automation - An overview

• Working with Leads

• Converting Leads

• Working with Contacts

• Managing Accounts

• Working with Deals

• Import Data to a Module

• Sales Activities - An Overview

• Working with reports

• Working with Forecasts

• Manage Company Settings

• Customizing Modules

• Automating Workflows - An Introduction

Need Help Implementing Zoho CRM for Your Organisation?

If you’re looking to implement Zoho CRM, we understand you may want to handle it yourself, but we’re here to lend a hand where needed. At Leadstalk, our goal is to bring genuine value by setting up the system in a way that works best for your business. We take care of the technical details—from customisation to workflow automation—so you can focus on what matters most, knowing that your Zoho CRM is fully optimised to support your growth. We’re here to make the process as smooth and effective as possible.

Book a Meeting

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