Custom Zoho CRM Setup for Mid-Sized Businesses

Why Our Zoho CRM Setup is Perfect for your business

Tailored Sales-Process Mapping

Map out your sales journey from lead to loyal client. We work with your team to create a detailed, step-by-step process map that forms the backbone of your CRM.

Benefit: This customized map ensures a smooth, efficient CRM setup aligned with your sales goals, providing clarity from day one.

15-Stage Pipeline to Track & Optimize

Manage even the most complex sales journey with a

15-stage pipeline designed to capture every touchpoint, with tracking for up to 100 data points for each lead.

Benefit: Helps you understand lead progression, pinpoint areas for improvement, and enhance conversion rates with tracking and segmentation.

Smooth Lead Conversion Workflow

Easily convert prospects into Contacts, Accounts, and Deals with tools that keep information organized and accessible to your team.

Benefit: Eliminates manual data entry and ensures that leads are visible at every stage, allowing sales teams to take timely actions.

Professional Email Templates

Get 20 customizable email templates for consistent, professional lead communication, aligned with your brand.

Benefit: Empowers your team with pre-built, brand-aligned templates that can be personalized and sent quickly, enhancing efficiency and consistency.

Role-Based Data Access

Set up to 5 roles with customized data-sharing permissions to control access levels across your sales and support teams.

Benefit: Balances team collaboration with data security, giving team members access to the data they need while protecting sensitive information.

Custom Automation of Sales Tasks

Save time with 10 custom automations, handling everything from lead follow-ups to pipeline updates and alerts.

Benefit: Automates repetitive tasks to boost team productivity, speed up response times, and create an efficient sales process from start to finish.

Talk to an Expert and Start Building Your CRM Today

Why Our Setup Is Ideal for Growth-Oriented Businesses

Customized Sales Mapping & Setup

We don’t apply one-size-fits-all solutions. Our CRM specialists collaborate with your team to understand your unique sales challenges, tailoring each stage of the CRM to meet your specific objectives.

Optimize Efficiency and Boost Productivity

Automate key sales activities, reduce manual tasks, and keep

your team focused on revenue-generating work with smart

automation and reporting.

Customer Retention and Repeat Business

With a CRM that tracks each stage from lead generation to repeat sales, nurture existing clients effectively for increased lifetime value.

Empowered Teams with Professional Training

Our comprehensive user training empowers your team to fully master Zoho CRM, ensuring they maximize its features and benefits right from day one.

Our Certifications

Zoho Survey

Zoho Expense

Zoho Billing

Zoho Sign

Zoho Social

Zoho Marketing

Zoho Projects

Zoho Books

Zoho Inventory

Zoho CRM

Zoho Campaign

Zoho Sprints

Zoho Bigin

Zoho Vault

Zoho People

Zoho Recruit

Zoho Analytics

Zoho Desk

Zoho Mail

Zoho Assist

How Our Process Works – Your CRM Journey Simplified

Consultation & Discovery

We kick things off with a free consultation, discussing your business goals and sales process to understand exactly what you need in your CRM.

Sales Process Mapping

We work with your stakeholders to map the sales process, outline pipeline stages, identify challenges, and customize for a seamless implementation.

System Development & Integration

We configure your CRM using the process map, setting up pipeline stages, roles, templates, automations, and key Zoho app integrations for a unified workflow.

Testing & Training

We conduct thorough testing and provide video training for all users, ensuring everyone is confident and ready to get the most out of your CRM.

Ready to Transform Your Sales Process? Get Your Free Consultation

Real Client Success Stories

Use this paragraph to describe what you do. This is a great place to let your visitors know who you are. Add useful information that your visitors may find interesting. What makes you stand out?

Why you do what you do? What is your passion? Here is where you can just let go. Now is when you let them know. Zoho Sites, your site, your story. Click here to add your story.

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TATTOOS

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REVIEWS

1100+

CLIENTS

Ajid B.

We have been working with Bickert Management to convert our operating systems to Zoho. They took time to understand our requirements so the setup would be done correctly to improve our operations and increase efficiency. Their approach is phenomenal as we enjoyed working with the team.

Sham

I posted a job on upwork, looking for a developer that could send data from Zoho CRM to an online training platform using their API. From the beginning I felt that Bickert Management had a good understanding of my request. Their developers are very nice, helpful and patient. I'm glad I went with Bickert and would absolutely use them again in the future.

Laura T.

Upwork connected me with Bickert Management to solve my CRM needs. Bickert's staff was so great to work with and so affordable. 5-Stars all the way, we are so much more productive in our CRM because of their training and custom reports. Thanks Michael and Kevin. Great Job!

Diana N.

After weeks of searching for the right person/business to help us with our project, we eventually found Bickert Management. We had an initial meeting to lay down the plan and timeline; and from beginning to end we had constant collaboration and communication on the project. We have worked with other businesses, but nobody as responsive and timely as Bickert Management. They met our timeline even after we requested last minute changes and we are already making plans for more projects to come.

Left Brain Pro

The Bickert team quickly understood our company's needs and created professional, customized templates for our emails, newsletters, and webinar auto-responder sequences. Their expertise with Zoho One and email marketing best practices was evident throughout the process.

Within a short timeframe, they delivered excellent templates that have streamlined our communications and automated our webinar responses. I highly recommend Bickert Management Inc. for any small business looking to leverage Zoho One and improve their email marketing and automation.

Angela M.

I was so glad to find Michael and his team to help me set up my business email, cloud storage and work drive. From the initial interaction to the final completion of the project they were a delight to work with. They got on an initial call with me to understand my needs and make a plan with me, then one of their experts worked with me to execute. I had some questions along the way and they were happy to answer them even after they had me set up. I never felt rushed or like I was just a number. Their team is very responsive and professional and they know their stuff! It was so nice to have their expertise to help me with what was going to be a difficult task if I had to do it on my own.

Stuart W.

The Bickert team have been amazing to work with! They're very detailed orientated, communicative and are very knowledgeable. Specific shoutout to Kevin and Eric both of whom I've enjoyed working with immensely. We'll be using their services well into the future, I'd recommend anyone looking for high quality to work with them.

Tim E.

We hired the Bickert team to assist us with implementing the Zoho Recruit module (HR software). The team did an excellent job of listening to our requirements and refining the configuration based on our testing. Communications were excellent and the team was very quick to respond to our feedback. An excellent experience and a group I definitely recommend.

Denise R.

We worked with the Bickert Management team on a relatively small but unusual and super important project. They were flexible in service of our needs, and incredibly responsive unlike other tech support consultants we've used in the past; very prompt to respond and address our questions. We're already working with and reaping the benefits of what they created for us. When I say it was a real pleasure working with Jason and Michael, I mean it!

AED Advantage Sales Ltd.

We have very much enjoyed working with the Bickert team. They listen to our concerns and do everything they can to make our goals a reality. I would recommend Bickert to other businesses looking to streamline operations and increase efficiencies. Thank you Bickert team!

D P

BMI has been essential in the progress of setting up the internal structure of our computer systems within Zoho. This is and has been an evolving situation, and they have been able to adapt and get the results that we desire. They have exceeded my expectations. They have always been courteous, quick and responsive. We could not ask for a better partnership.

Kari M.

Having Bickert available in 2021 and 2022 to provide us with Zoho Support has been invaluable! Any time we have technical questions our dedicated contact person there can help us figure things out quickly. This saves me a lot of time and headaches to know I have an expert available. He's also able to explain things in a way that I can understand and learn from. Thank you to Bickert for providing a great service!

Mike M.

BMI has been great to work with. Their team is prompt and always follows up to ensure expectations are met. They helped me to integrate Zoho with my SAAS. I'll definitely use them in the future.

Nitzan H.

Everyone we've been in contact with at BMI has been extremely forthcoming and open to our questions and wishes. Clear communication and thinking actively with us to to find a way (both financially and expectation wise) to start a healthy collaboration. The team clearly understand the in's & out's of the products they are working with and we are looking forward to a long lasting working relationship.

Preston H.

I found BMI on Upwork and the experience has been amazing! They've been able to save me so much time & money with their extensive knowledge of the ZOHO platform and automations. Thank you!!

Mike S.

Great communication and great results on the Zoho forms/desk project they worked on for us. Will be doing more work with BMI!!

Fred L.

Extremely professional organization consumed with pleasing its clients.

Ashley L.

Great team, rapid response, fantastic experience!

Frequently Asked Questions

How long does the CRM setup take?

Typically, our setup takes 1-2 weeks, depending on your business needs and any customizations.

Is training included?

Yes, we provide comprehensive video training for all users to ensure effective system usage from the start.

Can I request more automations or custom features?

Absolutely! We can tailor features and automations to meet your specific requirements.

Do you offer support after the setup?

Yes, we provide ongoing support for any adjustments, optimizations, or new needs that arise.

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Unlock Your Sales Potential with ​a Bespoke Zoho CRM Setup