Zoho CRM
Customer and sales management for leads, accounts and opportunities. Map your sales stages and required fields before configuring the application.
Official product informationZoho business solutions in Saudi Arabia
Connect sales, service and everyday collaboration.
EXA Information Technology, based in Riyadh, helps Saudi organizations select and configure Zoho applications around their business processes. We connect application setup, user roles, data imports and integration requirements to a defined implementation and support scope.
EXA · 24 years of Saudi expertise · Since 2002
Products for your requirements
Select the capabilities your environment needs.
Zoho Desk
Customer support software for tickets, assignment and service workflows. Define intake channels, teams and escalation rules during setup.
Official product informationZoho Workplace
Email, documents and collaboration applications for everyday team work. Review domains, users and file-sharing requirements before rollout.
Official product informationHow EXA supports your project
Selection & planning
Map sales or service processes, required reports and user responsibilities to the selected application.
Configuration & integration
Configure roles, fields and workflows, and define data imports and integration checks.
Validation & support
Validate sample records and workflows, then troubleshoot application issues and coordinate support.
The proposal identifies the product or subscription supplier, EXA’s implementation tasks and the support responsibilities. Subscription charges, project work and ongoing support are scoped separately.
Questions before you start
Should we start with CRM or Desk?
CRM focuses on customer relationships and sales opportunities. Desk focuses on support tickets and service processes. Start with the workflow you need to improve and assess whether the two should be connected.
Can we import our existing customer data?
Imports are planned after checking source fields, record quality, duplicates and the destination structure. A sample import and validation step helps confirm the mapping before the full transfer.
Do integrations and customization come with every license?
Available capabilities depend on the product and edition. Configuration, data imports and integration work are defined separately in the EXA proposal against the requirements you provide.
What should the subscription and billing proposal specify?
For Zoho, confirm the subscription seller, account ownership, currency, applicable taxes, renewal terms and support contact in the quotation. EXA’s setup, migration or configuration work should be identified separately, so product access and delivery responsibilities are clear before purchase.
Tell us what you need
These details help us define a useful product and service quotation.
- Required applications, editions and user counts
- Current sales or service process and reports
- Existing data sources and integration requirements
- Import volume, rollout timing and support needs