CRM Champion is an authorised Zoho Partner and CRM consultancy helping businesses across the UK turn disconnected customer data into a reliable foundation for growth.
Our certified specialists design, implement and support Zoho CRM solutions that improve data management, automate repetitive processes and deliver reporting you can trust.
We help create a single source of truth that supports smarter business decisions.
Authorised Zoho Partner
From the moment a prospect submits a form to the reports you review each month, everything is stored within a single, intuitive, related database. That’s the power of Zoho CRM: one source of truth for your customer data and every interaction along the way.
A customer submits a website form, sends an email or calls your business. Every enquiry is captured in Zoho CRM, with the source automatically recorded so you know where new opportunities come from.
Your website → Zoho CRM
When a lead becomes a customer, Zoho CRM creates a connected Contact, Account and Deal in a single action. From this point on, every interaction is linked to the same customer record.
Zoho CRM
Track opportunities through each stage of your sales process. Automated tasks, reminders and follow-ups help your team stay on top of every deal while forecasts update in real time.
Zoho CRM · Zoho Campaigns
Quotes, sales orders and invoices are connected to the same account record. Customer data and financial data stay together, giving you a complete view of every relationship.
Zoho CRM · Zoho Books
Support requests are attached to the same customer record, so your team can instantly see previous conversations, sales history and account information. For higher-volume support teams, Zoho Desk provides advanced case management and service workflows.
Zoho CRM · Zoho Desk
Every activity becomes valuable business intelligence. See where enquiries originate, which channels convert best, how deals progress through the pipeline and where your team spends time.
Zoho Analytics
Whether you’re exploring CRM for the first time, replacing an existing system or looking to get more from Zoho, we have a service designed for your next step.
A successful Zoho implementation should give your team confidence, clarity and a system they genuinely want to use. Whether you are setting up a CRM for the first time or replacing one that works against you, we align Zoho with the way your business really works, creating connected processes, reliable data and the visibility to make better decisions.
Already using Zoho? Our development service gets more value from your existing system, refining processes and adding new capabilities while protecting what already works. We take the time to understand how your live system is set up before we change it, and develop your CRM safely around your evolving needs.
Your CRM should grow with your business. On a long-term retainer, our Client Success team works alongside you on support, development, training and system improvements. Your Zoho system stays effective and relevant, and your team gets more value from it as your priorities change.
Get expert Zoho support when you need it, without committing to a project or retainer. On Demand gives you flexible access to guidance, troubleshooting, training and small improvements, helping you resolve issues quickly and keep your system running smoothly.
A Zoho CRM consultant helps turn customer data into a practical business asset. By understanding how your organisation operates, they configure Zoho CRM to support your processes, connect your systems and provide the visibility needed to make informed decisions.
As an authorised Zoho Partner, CRM Champion helps organisations across the UK implement CRM solutions that improve data quality, streamline operations and create a single source of truth for customer information.
We guide you through every stage of the project, from solution design and data migration to automation, reporting and user adoption.
The result is a CRM that fits your business, supports your team and provides reliable data for future growth.
What does a CRM build look like?
Every successful CRM project starts with understanding how your business operates today.
We work with your team to map the customer journey from first enquiry through to sale, delivery and ongoing support. Along the way, we identify how information moves through the business, where handovers take place and which processes could benefit from better visibility or automation.
This stage also includes pipeline design. We define the sales stages that reflect how your team actually works, creating a clear framework for managing opportunities, forecasting revenue and tracking progress. By the end of discovery, we have a shared understanding of your processes and a CRM blueprint built around your business.
With the foundations agreed, we configure Zoho CRM to support your processes, users and reporting requirements.
This includes setting up modules, page layouts, pipelines, custom fields, permissions and user roles, ensuring every team member has access to the information they need. We also establish the structure that will support accurate reporting and consistent data management as your business grows.
No two businesses operate in exactly the same way, which is why Zoho CRM often benefits from additional customisation.
We can extend the platform through custom applications, tailored workflows and bespoke automation that support the unique requirements of your organisation. Using Zoho Creator and Deluge scripting, we build solutions that streamline everyday tasks, improve data quality and reduce manual administration.
We also connect Zoho CRM with the systems your business already relies on. This may include accounting platforms such as Zoho Books and QuickBooks, email marketing tools like Zoho Campaigns, telephony systems through Zoho PhoneBridge, and business platforms including Stripe, Shopify, Microsoft 365, Google Workspace and Slack.
Workflow automation is configured throughout the system, helping ensure follow-ups, lead assignments, notifications and routine tasks happen automatically. The result is a connected business environment where customer data flows smoothly between systems and teams.
Your existing customer data is migrated once the build is in place, just before training begins. Whether it currently sits in spreadsheets, a legacy database or another CRM platform, we carefully review, cleanse and organise the data before import. The result is a reliable, well-structured CRM containing the information your team needs from day one.
We provide practical, role-specific training tailored to your implementation, helping users understand not just how the system works but how it supports their day-to-day responsibilities. Supporting documentation is created around your configuration so your team always has a reliable point of reference.
Our goal is to help you build internal confidence and capability. By the end of the project, your team should feel comfortable managing the system, maintaining data quality and getting the most from Zoho CRM. We remain available for ongoing support, but your business is equipped to take ownership of the platform and continue building on its success.
Zoho CRM acts as the central hub for your customer data, connecting sales, marketing, finance, support and operations in one platform. Through Zoho One, businesses can access the wider Zoho suite under a single licence, bringing together everything from accounting and HR to projects, inventory and recruitment.
These are the nine applications we work with most often to help clients create connected processes, reliable reporting and a single source of truth across the business.
The core system. Contacts, pipeline, activity and forecasting on one record.
Custom low-code apps for the processes in your business that will not fit a standard module. Deluge automates the approvals, alerts and workflows behind them.
Dashboards and reports for managers who want to check the numbers themselves.
Tickets, history and the customer record in one view.
UK VAT and Making Tax Digital, as HMRC requires, with your finance data sitting beside the customer record.
Campaigns and lead nurture read straight from the CRM. Marketing and sales work from one set of records.
Online forms that send every submission straight into the CRM as a new record.
Customers pick an appointment time themselves, and each booking lands on their CRM record.
Feedback and satisfaction surveys, with each response linked back to the contact who gave it.
The training sector is where we have developed some of our deepest experience with Zoho CRM. Ecology Training UK achieved 60% turnover growth after implementing their Zoho system, while White Cross Training runs a bespoke tutor portal that enables its tutors to manage day-to-day activities through a platform tailored to their needs. These projects demonstrate how the right combination of CRM, automation and connected data can support both operational efficiency and business growth.
Although training remains a specialist area for our team, the same principles apply across every industry. Whether you’re operating in manufacturing, logistics, healthcare, hospitality, events or AV services, success comes from creating a system that gives people the information they need, when they need it, and turns data into better business decisions.
As a Zoho-authorised partner, we help UK businesses design CRM systems that support both day-to-day operations and long-term growth. From VAT rules and Making Tax Digital requirements to HMRC compliance and financial reporting, we ensure the foundations are aligned with the way your business operates.
Our UK-based consultants work closely with your team through discovery, implementation and training, creating a system that reflects your processes and integrates with the tools you already use.
Configured correctly, Zoho CRM becomes a central source of truth for your business, reducing administration, improving reporting accuracy and giving every team a complete view of the customer relationship.
Zoho One puts the Zoho suite under a single licence, and it is the most complete and easiest way to run Zoho. We resell it as an authorised Zoho Partner, set it up through Implementation and keep it developing through Client Success.
Client Success covers changes, admin and support once you are live, on a monthly retainer starting at 14 hours a month.
Ecology Training UK grew turnover by 60%, and White Cross Training’s tutors run their working day from a bespoke portal. Both tell the story in their own words.
Methodical and detailed, a very safe pair of hands and a great resource when implementing more sophisticated systems.
… saved me countless hours of research.
Dedicated professionals who actively engage with the university to create meaningful opportunities.
Zoho CRM licences typically cost between £12 and £42 per user per month billed annually, depending on the edition and features required. Businesses looking for a wider business platform often choose Zoho One, which includes the broader Zoho suite under a single subscription.
Implementation, data migration, customisation, integrations and training are typically quoted separately, allowing the solution to be tailored to your requirements.
Yes. Zoho Corporation was founded in India in 1996 and remains a privately held software company serving organisations around the world.
For UK businesses, Zoho provides European data centres and infrastructure that support regulatory and data residency requirements. As a UK-based, Zoho-authorised partner, CRM Champion provides local consultancy, implementation, training and ongoing support.
Zoho CRM brings customer information, sales activity and business processes together in one place, giving your team a complete view of every customer relationship.
Automation helps reduce manual administration, reporting provides greater visibility of performance, and integrations connect CRM with finance, marketing and support systems. The result is a more efficient way of working, with reliable data to support better business decisions and sustainable growth.
Zoho CRM is used across a wide range of industries, including training, manufacturing, logistics, professional services, events, healthcare, facilities management and the public sector.
While the processes vary between sectors, the goals are often similar: creating a single source of truth for customer data, improving operational efficiency and providing clear, reliable reporting. Zoho’s flexibility allows it to be configured around the needs of each organisation.
Check that the consultant is an authorised Zoho Partner and ask for relevant case studies. Discuss how they approach discovery, implementation, data migration, training and ongoing support.
If you need advanced automation, integrations or bespoke functionality, ask about their experience with Deluge and custom application development. A good consultant will start by understanding your business and processes before recommending any solution. Their focus should be on helping you create reliable data, efficient workflows and a CRM that grows with your business.
We begin by understanding your business and the outcomes you’re looking to achieve. From there, we’ll show you how Zoho can support your processes, data and reporting requirements, before outlining a tailored implementation plan.
Our pre-project process consists of four stages: Discovery Call, Tailored CRM Demo, Proposal and Contract Negotiation.
The call is free, with no obligation. Choose a time that suits you and your booking is confirmed straight away.
Book a Discovery CallAuthorised Zoho Partner. Zoho CRM consultancy, implementation and support for UK businesses, based in Plymouth, Devon. Working UK-wide.
Because your CRM is your business
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