Expert Zoho CRM consultants for growing businesses

Imagine what you could be doing in 3 months after our Fractional Zoho CRM Manager will have aligned Zoho CRM software with your business goals.

We need help with:

Marketing
Sales
Service

Need a Zoho CRM expert to get rid of the friction your team encounters with Zoho CRM?

We build on a 15 years experience on Zoho CRM to unlock small and mid-sized businesses potential. Our Zoho CRM experts deep dive into understanding your business, proposing solutions, implementing them with your approval, training your team and maintaining your Zoho CRM.

Launch your business 2.0 Today and say Goodbye to:

Low CRM inputs and outgrowing spreadsheets
Time consuming and error prone manual work
Lack of reporting and visibility for decision-making
CRM consulting for small business

CRM Consulting Services Designed for SMBs

Eager to grow but too early for your team to hire a full time Zoho CRM manager?
Our CRM experts specialize in offering best in class fractional consulting services for small business. We get you covered on: Security & Compliance, Automations & Integrations, Reports & Dashboards as well as on augmenting your Zoho CRM with AI.

3 reasons to choose Colean for your Zoho CRM consulting?

300+ Zoho CRM workflows, functions and blueprints implemented
Proven track record scaling SMBs into structured teams
Fractional CRM manager for business flexibility and long term partnership

A 5 Step CRM Process we adopt to partner with growing businesses

No overnight success. Only strategy, technique and discipline to shift from manual operations to an automation driven CRM.
Here is our approach to every new development:

1

InitiationIdentifying project objectives and deliverables for a comprehensive offer.

2

PLANNINGRefining and finalizing the project strategy post-agreement.

3

EXECUTIONEfficient and expert execution of the project’s strategic plan.

4

MONITORINGConducting thorough testing to ensure top-quality project outcomes.

5

HANDOVERProviding training and smooth project handover to your team.

Trusted by SMBs to Scale with Zoho CRM

“Paul’s Team has turned our Zoho CRM into an efficient system. With minimal room for errors, our time spent on administrative tasks has dropped by 50%“
Jane Bell | Administration Manager at Enventive
“At Certification QSE, we offer a wide range of consulting services.
Colean has helped us streamline our daily operations making us much faster at responding to inquiries.”  
François Sapé | CEO at Certification QSE
“Colean has helped us build our data structure around Zoho CRM.
Since then we had no data issue. We are 100% focused on sales knowing our system will scale with us.
Andrej Jansa | Director at X2SOL
“Colean has helped us increase customer satisfaction with their travel experience and better manage leads from our website thanks to Zoho CRM workflows.”
Tina Batistuta | Director at Mooie Besede

Frequently asked questions

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You are in good hands, we will get your problem sorted out

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Explore our Zoho CRM solutions

Zoho CRM Automations & Integrations – connect tools, remove manual work, and scale reliable processes.
Zoho CRM Dashboards & Real-Time Reporting – track KPIs, spot bottlenecks, and make data-driven decisions.
Zoho CRM Security & Compliance – protect customer data and stay GDPR-ready with clear controls.
AI Agents for Zoho CRM – accelerate growth with intelligent assistants across your funnel.
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