Zoho CRM Experts in Tauranga

Helping Local Businesses Automate Sales, Save Time and Grow

Digital Pie has been implementing and supporting Zoho solutions since 2014. We work with more than 100 Bay of Plenty businesses that rely on Zoho to manage their sales, marketing, and customer relationships.

Our own company runs on Zoho One, so we understand the platform inside and out. From CRM setup and customisation to automation and integrations, we help businesses get the most from Zoho.

If you are looking for a Zoho CRM expert in Tauranga, our team can help.

What is Zoho CRM?

Zoho CRM is a powerful cloud-based customer relationship management system designed to help businesses manage leads, track sales opportunities, automate tasks, and improve customer relationships. Instead of juggling spreadsheets, emails, and disconnected systems, Zoho CRM brings everything together in one central platform. Zoho CRM is trusted by more than 250,000 businesses worldwide and integrates seamlessly with the wider Zoho ecosystem including Zoho Books, Zoho Campaigns, Zoho Desk, and Zoho Analytics.

Common Problems Businesses Face Without a CRM

Many small and medium businesses come to us with the same challenges.

Leads fall through the cracks

Enquiries arrive through forms, emails, and phone calls but there is no structured process to follow them up.

Sales pipelines are unclear

Without visibility of opportunities, it is difficult to forecast revenue or track deals.

Customer information is scattered

Important information sits in inboxes, spreadsheets, or individual staff members' notes.

Manual processes waste time

Tasks such as sending emails, creating invoices, or assigning leads are done manually.

Reporting is difficult

Business owners often lack clear data about where sales are coming from. Zoho CRM solves these issues by centralising data and automating repetitive tasks.

What Zoho CRM Can Do For Your Business

Zoho CRM provides tools that help businesses improve efficiency and increase sales.

Lead Management

Capture leads from your website, forms, or email and manage them in one place.

Sales Pipeline Tracking

Visualise deals and opportunities through structured pipelines.

Workflow Automation

Automate repetitive tasks such as assigning leads, sending emails, or creating follow-up reminders.

Customer Communication

Track all calls, emails, and meetings with customers.

Reporting and Analytics

Create dashboards that show sales performance, lead sources, and revenue forecasts.

Integration with Other Systems

Connect Zoho CRM with accounting, marketing platforms, websites, and third-party tools.

Zoho CRM Implementation Services

Digital Pie offers a full range of Zoho CRM services.

Zoho CRM Setup

We configure Zoho CRM to suit your business processes, including:

CRM Customisation

Every business works differently. We customise Zoho CRM to match your workflow.

Zoho Integrations

We can integrate Zoho CRM with other business tools.

Automation and Workflow

Automation can save significant time. We help businesses automate tasks such as:

Zoho One Consulting

If you are using Zoho One, we can help you connect Zoho CRM with:

Speak to a Zoho CRM Experts Today

If you want to get more from Zoho CRM or are considering implementing a CRM for the first time, our team can help. Digital Pie has been helping Tauranga businesses implement Zoho since 2014. Contact us today to discuss your Zoho CRM requirements.

Book a Call »

Why Work With Digital Pie

Local Tauranga Zoho Specialists

We support more than 100 businesses across the Bay of Plenty using Zoho.

Zoho Since 2014

Our team has been working with Zoho for more than a decade.

We Run Our Own Business on Zoho

Digital Pie operates entirely on Zoho One, so we use the tools we implement.

Custom Development Capability

We can build custom integrations and connectors when standard tools are not enough.

Ongoing Support

Our team provides ongoing support and optimisation as your business grows.

Zoho CRM Pricing

We offer flexible pricing depending on the level of support required.

NZ$ 95

00*

Perfect for businesses needing advice, troubleshooting, or small updates.

NZ$ 950

00*

Includes:
Initial consultation
CRM configuration
Pipeline setup
Lead capture configuration
Basic automation setup
Staff training session

NZ$ 2,500

00*

Includes:
Workflow automation
Custom modules and layouts
Integration with other systems
Advanced reporting
Data migration

NZ$ 350

00*

Monthly

Includes:
CRM optimisation
Automation improvements
User support
Integration support
Monthly consultation

*GST will be charged in addition to the prices mentioned.

Is Zoho CRM Right for Your Business?

Zoho CRM works particularly well for businesses that:

Have multiple staff managing leads or customers
Want better visibility of their sales pipeline
Need automation to reduce manual work
Want to integrate marketing, sales, and support systems
Are currently managing leads through spreadsheets

If your business is growing, Zoho CRM can provide the structure and visibility needed to scale.

Zoho CRM Integrations We Build

Our team frequently builds integrations between Zoho and other platforms.

Examples include:

Website lead forms
Google Ads and marketing attribution
Accounting systems
Property management platforms
Inventory systems
Custom API integrations

If your systems do not naturally connect, we can build the connector.

Frequently Asked Questions

How long does Zoho CRM setup take?

Most basic setups can be completed within one to two weeks depending on complexity.

Can you migrate data from our existing CRM?

Yes. We regularly migrate data from spreadsheets, HubSpot, Salesforce, and other CRMs.

Can Zoho CRM integrate with our website?

Yes. We can connect forms, chat systems, and other tools directly to Zoho CRM.

Do you provide training?

Yes. We provide team training to ensure your staff understand how to use the CRM effectively.