michelle@navigatecrm.com · 615-300-6331 · Partner Code: NAVIGATECRM
Business Consultant & Zoho Partner
Business & Sales Process Consulting and Zoho CRM Customization That Actually Work
Saving you HOURS of Work • Clear Processes & SOPs for Your Team • Zoho CRM Customized to YOUR Business
Michelle is well versed in all things Zoho. She helps make decisions that best help her customers in utilizing this CRM. She is extremely responsive and understanding of ALL my silly questions. Best of all her southern accent is soothing when she explains functions of this great resource.
Utilizing a Zoho Partner and Consultant will save you time and money!
Most growing businesses don’t have a software problem. They have a process problem. Job titles but no job descriptions, no written SOPs, documents scattered everywhere, and everyone handling sales and customer service their own way. When the process isn’t clear, no CRM can fix it, and teams end up wasting months on a system nobody uses. And yes, we will discuss how AI has a role.
As a business consultant and Zoho Advanced Partner, I start with how your business actually runs. Together we clarify roles, map your business and sales processes, and build a simple SOP library with one home for it all. And if it is a good fit then I can handle the Zoho CRM implementation and Zoho CRM customization to match, with hands-on training so your team sees value right away.
The result is a business where everyone works the same way, new hires get up to speed faster, and your CRM gives you data you can act on. Let’s build a business, and a system, that drives real growth.
Led by Michelle Hill, a Zoho Advanced Partner with 25+ years in business strategy and 9+ years of CRM implementation experience. Based in Franklin, TN, Michelle works exclusively with US businesses across a wide range of industries and sizes.
Three big questions asked when considering Zoho CRM:
Business Consulting for Growing US Businesses
Based in Franklin, Tennessee, Navigate CRM offers business consulting for growing companies in Nashville and across the US that have outgrown how they operate:
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Role clarity: real job descriptions so everyone knows who owns what
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SOPs and processes: one consistent way of doing things across your team
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Documentation: scattered files and diagrams organized into one place
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Org structure and hiring readiness: org charts and hiring profiles that fit your growth
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Sales process design: clear stages, follow-up timing, and handoffs
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AI readiness: documented processes your team can actually use AI with
Zoho CRM services for US businesses
As a Zoho Advanced Partner and Zoho consulting partner based in Franklin, Tennessee, Navigate CRM offers end-to-end Zoho services:
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Zoho CRM implementation — full setup configured to your sales process
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Zoho CRM customization — custom fields, layouts, modules, and dashboards
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Zoho CRM integration — connect Zoho with your existing tools and platforms
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Zoho workflow automation — eliminate manual tasks and follow-up gaps
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Zoho CRM training — hands-on sessions so your team gets results fast
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Zoho CRM support — ongoing help, troubleshooting, and optimization
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Zoho One consulting — guidance across the full suite of 50+ Zoho apps
Beyond the Spreadsheet: Growing Your Business with a CRM
If you have never heard of or used a CRM or even if you have heard of a CRM it can be confusing and overwhelming to understand the capabilities and how it can be a valuable tool for your business. In this book I talk about what a CRM is and how its utilization will benefit your company. Available on Amazon!
There are hundreds of programs that will enhance your Zoho experience. From VOIP call plugin’s, SMS connections, Mapping for you outside sales team and programs that will be the conduit for some of the most popular applications available. I am creating relationships with some of these application companies to help my clients gain even more functionality for their Zoho system.
Database of over 100 million companies. Find data on the business that you are trying to connect with. You can find businesses based on email, phone, company type, address and so much more!
Voice Over IP (VOIP) provider connects with prospects and customers across voice, SMS, email, and WhatsApp. Automate workflows with 100+ integrations and AI magic, and watch your business grow on autopilot.
SMS-Magic is the leading text messaging platform for businesses. You can send out one to one texts, bulk texts, automated texts from the lead and contacts modules on Zoho CRM.
Formstack enables organizations to create dynamic generate digital documents, and gather electronic signatures.
LinkMatch offers seamless LinkedIn integration for your CRM. Boost productivity and streamline your sales process.
Ready to try out Zoho? Click on one of the logo’s below to start your free trial! Interested in one of the Zoho programs not listed below? Send me an email so I can get you started!
Zoho One offers over 50 Zoho programs for one subscription price! Just some of these include Zoho Campaigns, Zoho Survey, Zoho Projects, Zoho Desk and and the ENTIRE Zoho Finance Suite. Click on the Zoho One Logo to sign up for a FREE 30 day trial!
Zoho CRM is a Customer Relationship Management System (CRM) for tracking your sales funnel from Lead to Closed Deal. Document meetings and calls so your entire team can give excellent customer service. Click on the Zoho CRM logo above for a FREE 15 day trial!
Zoho Campaigns is mass email program where you can create professional looking marketing campaigns to touch your leads and clients on a regular basis. Click on the Zoho Campaigns logo above for a FREE 15 day trial!