Liquid CRM - Liquid CRM

Implementing and Integrating the Zoho One Marketing and Business Ecosystem.

Saving 5+ Hours/Week/Person

Increasing Sales 1.2Xs

Halving the Time to Close & Payment

Providing Invaluable Intelligence

Finally, a well crafted crm solution for small b2b consulting firms

At Liquid, we implement a tailored ZOHO CRM solution designed for small consulting firms.

As life-long consultants our selves we’ve optimized Zoho One to meet the unique needs of networking and client relationship development while streamlining time-consuming processes. With our unique blend of technical and marketing expertise, we are the ideal partner for your customer relationship management needs.

CRM, Marketing, and Business Automation Solutions

Create massive efficiencies and land more business.

Unlock the full potential of a CRM’s business automation technology, best practices, and seamless app integrations.

Transform your business into an agile, unified operation that not only delights your customers but also drives productivity.

Empower your brand with engaging marketing strategies that attract new leads, while streamlining communications and optimizing task management to deliver truly exceptional customer experiences.

Keep business moving forward

WE WORK IN THREE WAYS

1

Implement our Best In Class/Best Practices ZOHO One CRM solution.

2

Optimize your existing ZOHO platform to utilize untapped potential and simplify the user experience

3

Create and implement email marketing automation campaigns to create and nurture leads.

We’ve done the homework to create the best CRM, marketing, and business automation solution.

Working with the Zoho platform and beyond, we’ve got your business operations covered.We optimize these systems to streamline operations, save hours of work and drive more qualified leads.

Lead Gen • Relationship Management • Billing – All on Autopilot –

Top Time Savers and Business Building Features

Beyond integration, we set up your automations to reachout to and follow up with prospects, turning them from opportunities into lifelong clients.

Notes and Tasks Captured from Zoom Calls Automatically Attached to the Contact Record
One-Click Contact Import from LinkedIn with tagging
Quickly tag and find your networking contacts by industry, source or any other criteria
Email Automation and Optimization: From first touch to cross selling and nurturing
Automated Follow-Up Reminders: Don’t let opportunities slip through the cracks
Easily create and collect on invoices and contracts (with esign) within the CRM
Social Media Management: Automating post scheduling, engagement, and performance analysis
Deep Customer Insights and Reporting: Track performance and make prompt adjustments

No more wasted hours over CRM frustrations.

Integration Done for You

We make setup and integration seamless. With an easy discovery session we will ensure that our
“Best Practices” done for you model is in your best interest or if you need a more customized solution.

Our expertise combines advanced technical knowledge with lead development skills, enabling you to effectively use CRM and marketing automation tools while fostering lasting customer relationships.

We address the complexities of software features and efficiency by offering tailored guidance, hands-on support, and training that empowers your team to maximize your technology’s potential.

Book a Free Discovery Session to see how ZOHO can transform the way you work.