Could your business us a Customer Management System to track everything for you to free your mind up?

Got a Bulky Congested Customer Management System riddled with duplicates? Is your CRM lacking the customizations and workflows tailored to your exact business? Time to Integrate and Connect the Dots! Lets get everything talking and connected. Get Spenny workin on it today!


Zoho CRM allows you to customize it more and more as you go to the needs of your business. There are a lot of customer management systems out there but what I like about Zoho CRM is that it is already compatible with ALL additional Zoho Apps for Business if and when I need them.

Some other extremely useful features have been:

  • Task Management + Prioritization
  • Ability to Customize Fields to match my business needs
  • Ability to show the data I need and sort it as needed all in one space
  • Ability to assign Lead Status or flag them for call back
  • Can mark Leads for followup, track all followups all in one place on each lead record
  • Can add screenshots, documents, and other attachments right to the lead record
  • There is a mobile APP so can lookup records with ease, click to call, log call attempts, send emails, and quickly lookup where I am at while on the go at all times…


The biggest advantage of all to use Zoho CRM is how much easier it is to customize compared to Salesforce. Well worth leveraging for any business. No matter what CRM you choose, it critical to customize it for your business. The more you do, the more streamlined and easier things will be allowing you to manage more and more in less time.

Spenny For Hire is Proficient in Zoho CRM, Salesforce, Infusionsoft, Pipedrive, and more..

Lead Management Services Include:

  • CRM Lead Importing, Exporting, Spreadsheet Config
  • CRM Configurations, Workflows
  • CRM Website Integrations
  • CRM Custom Fields, Field Mapping
  • CRM Rule Creations, Alerts, Staff View Configurations
  • CRM Automations, Autoresponders, Template Designs
  • CRM Support Ticket Submissions / Management
  • CRM Staff Training, Tutorials
  • CRM Lead Management
  • CRM Lead Record Deduping / Merging / Cleanup
  • CRM Troubleshooting, Investigations, Auditing, Development
  • CRM Report Creations
  • CRM Lead Record Conversion Assistance
  • CRM Support Ticket Creations, Management, Followups, Implementations