Zoho CRM Configuration Agent
x-ray from Element Technology Services
will Transform Your Zoho CRM Analysis in Minutes, Not Days
The Problem
Businesses using Zoho CRM struggle to understand their configuration complexity, identify optimisation opportunities, and document their setup for compliance or migration purposes.
The Solution
Our Zoho CRM Configuration Agent provides instant, comprehensive analysis of your entire CRM configuration with professional-grade reports and actionable insights.
Key Benefits
Perfect for: CRM Administrators, IT Directors, Operations Managers, Consultants and Any one using Zoho CRM for their business
Save 20+ hours
Reduce manual CRM analysis work by over 20 hours.
Boost Productivity
Identify optimisation opportunities worth thousands in productivity gains.
Instant Documentation
Generate compliance documentation instantly.
Detailed Data Export
Export detailed configuration data in multiple formats.
Expert Powered Insights
Expert advice from zoho authorised partners
Detailed Value Proposition
What We Analyse
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All Modules: Custom and standard modules with usage metrics.
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Module & Field Metadata: Comprehensive data on every field and module.
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Layouts & Related Lists: Section organisation and field placement.
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Custom Views: Filter complexity and performance impact.
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Email Templates: Template inventory and usage analysis.
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User Management: Profiles, permissions, and access patterns.
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Organisation Settings: Configuration compliance and best practices.
What You Get
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Instant Analysis: Complete CRM audit in under 5 minutes.
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Professional Reports: Export-ready documentation for stakeholders.
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Optimisation Insights: Expert recommendations for improvements from Zoho Authorised Partner.
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Compliance Ready: Documentation suitable for audits and migrations.
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Multiple Formats: CSV, detailed summaries, and executive reports.
Pricing Packages
Starter Analysis
£97
Perfect for small teams (5-25 users)
- ✔ One-time comprehensive CRM analysis
- ✔ Basic configuration report
- ✔ Field and module documentation
- ✔ Email delivery of results
- ✔ 7-day support
Professional Audit
£297
Ideal for growing businesses (25-100 users)
- ✔ Everything in Starter, plus:
- ✔ AI-powered optimisation recommendations
- ✔ Custom field analysis and cleanup suggestions
- ✔ User access audit and recommendations
- ✔ Layout optimisation insights
- ✔ Priority email support
- ✔ 30-day support
Enterprise Assessment
£597
For complex implementations (100+ users)
- ✔ Everything in Professional, plus:
- ✔ Live consultation session (1 hour)
- ✔ Custom reporting requirements
- ✔ Integration impact analysis
- ✔ Migration readiness assessment
- ✔ Implementation roadmap
- ✔ 90-day support and follow-up analysis
Addressing Your Core CRM Challenges
CRM Clean Up
Over time, your system can become cluttered and confusing for users, which slows down reporting and overall productivity. Our x-ray tool helps you identify and clean up redundant fields and modules.
Automation Review
Inefficiencies, errors, or unnecessary complexity often build up in your automation, but the owner doesn't know where to look. Our tool provides a comprehensive review to pinpoint these issues.
Governance and Compliance
As your team evolves, fields and modules can drift from their intended purpose, creating confusion and potential errors. We help you maintain proper governance and ensure your CRM remains compliant and aligned with your processes.