Your CRM. Built to run without you.
Precision Zoho implementations scoped to your exact workflow. We build it, train your team to own it, and stay available when the complex stuff comes up. Retainers optional.
Real results from recent Zoho CRM implementations — see the full case studies below.
Our Services
Every engagement is scoped precisely to your operations. No bloated retainers, no generic templates.
CRM Implementation
Complete Zoho CRM setup built around your exact workflow. From scratch, no guesswork.
- Requirements analysis & discovery
- Custom modules & field configuration
- Role-based user setup & training
- Historical data migration
Blueprint Automation
Turn your most complex processes into reliable, automated workflows that run without you.
- Process mapping & optimization
- Automated stage transitions
- Multi-level approval workflows
- Real-time team notifications
API Integrations
Connect Zoho to your existing tools so your data flows freely across every platform.
- QuickBooks & accounting sync
- Email marketing platform connections
- Custom REST API development
- Webhook configuration & monitoring
Custom Functions
Purpose-built Deluge scripts that handle business logic your out-of-box CRM simply cannot.
- Complex calculations & scoring
- Advanced data validation rules
- External API calls & data pulls
- Scheduled automation tasks
What we don't do.
- Enterprise retainers with quarterly reviews
- Generic templates with your logo dropped in
- Offshore handoffs and 3-week ticket queues
- Lock-in contracts
- Bloated "discovery phases" before any work starts
What we do instead: show up, do the work, and leave you with something that runs without us.
How We Scope a Project
From first email to delivered system. No mystery, no surprises.
Discovery Call
30 minWe learn your workflow, your pain points, and what good looks like for you. No pitch, just questions.
Scope & Proposal
2-3 daysYou get a fixed-price proposal with exact deliverables, timeline, and what we need from you to start.
Build Sprint
2-6 weeksWe build your CRM in focused sprints. You see progress weekly, not after months. Feedback loops are short.
Training & Handoff
1 weekYour team learns to own the system. We walk through every workflow, answer every question, and document it all.
Support Window
30-180 daysPost-launch support included with every package. We fix what breaks, tune what needs tuning, and check in proactively.
Choose Your Package
Fixed-price projects with clear deliverables. No surprises, no scope creep.
For owners ready to get organized and stop losing leads
- Zoho CRM setup & configuration
- Estimate-to-job pipeline (lead to won/lost)
- Automated follow-up sequences
- Quote form to CRM integration
- 30-day support
For owners ready to step back from day-to-day selling
- Everything in Foundation
- Full Blueprint automation workflow
- Property/client relationship management
- Job costing & revenue tracking
- Team handoff workflows
- 90-day support + 60-day check-in call
Complex operations at scale
- Everything in Growth System
- Unlimited modules & custom fields
- Multi-team workflow architecture
- Advanced API integrations
- Dedicated build sprints
- 6-month support & optimization
All packages include a free 30-minute discovery call before any commitment.
Add-On Services
Need one specific thing? Pick exactly what you need, nothing more.
Growth Retainer
Ongoing automation builds, Zoho updates, and reporting as your business scales. Monthly check-ins included.
Single Blueprint
One fully built workflow Blueprint for a specific process
API Integration
Connect one external platform to your Zoho environment
Custom Function
A targeted Deluge script for a specific business rule
Module Setup
Build and configure one custom module with fields and views
Data Migration
Clean import of existing records into your Zoho CRM
Training Session
Live walkthrough for your team on any Zoho feature or workflow
Not sure which option fits? Book a free call and we will figure it out together.
Get a Custom QuoteImplementation Examples
Real implementations from our team's hands-on Zoho CRM experience.
Manual bid tracking across spreadsheets and email was consuming 30+ hours per week. No visibility on which bids were active, who was responsible, or where projects stood after award.
Built a custom Blueprint automating the full bid-to-project pipeline with automated status transitions, subcontractor notification sequences, and a real-time project dashboard visible to every team lead.
Quality In. Quality Out.
AI is only as smart as the data you feed it. Dirty CRM data produces broken predictions, failed automations, and wasted spend. We clean the source so every system downstream works.
Duplicates, missing fields, inconsistent formats, outdated records. Your AI can't learn from noise.
Failed automations, wrong forecasts, wasted AI spend, and teams that don't trust the system.
Structured, complete, deduplicated records with consistent formats and real-time validation rules.
Automations fire correctly, forecasts you can act on, and a team that trusts what they see.
See the Difference
Real CRM data, before and after a Conduit data audit.
Duplicate contacts, broken emails, missing fields, inconsistent casing. AI fails on this
Ready to audit your CRM data and get AI-ready? We assess, clean, and build the validation rules that keep it clean going forward.
Get Your Data AuditWhy Conduit
Precision Methodology
Deep Zoho expertise from years of enterprise implementations, and a standard we refuse to drop.
Direct Access
Every system scoped to your exact workflow. You get the person building it, not a project manager relaying messages.
Proving It
One build at a time. No sales pitch, no template library. If that approach resonates, we should talk.
We are a small, focused team proving it one build at a time.
Let's Build Something
Tell us about your operation and we will show you exactly how to eliminate the manual work, connect your systems, and get full visibility, starting with a free 30-minute call.