Authorised Zoho CRM Partner
Close More Deals.
With Intelligent
CRM Power.
Excellium deploys Zoho CRM — the world's most feature-rich, AI-powered sales platform — configured precisely for your industry. From Fintech to Law firms, we implement, train and scale your team to revenue.
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Trusted by 250,000+ businesses in 180 countries
+47% Revenue Growth
Pipeline Overview · Q4
₦84M
Revenue MTD
93%
Conversion Rate
248
Active Deals
Zia AI Insight3 deals at risk — act now
Core Capabilities
Everything Your Sales Team Needs.
Nothing They Don't.
Nothing They Don't.
Zoho CRM packs enterprise-grade power in a platform your team will actually use — and love.
Omnichannel Engagement
Connect with prospects via email, phone, live chat, social media and WhatsApp — all from one unified inbox. Zero leads lost.
Sales Automation
Automate follow-ups, lead assignment, email sequences and approvals — so your team focuses on revenue, not admin.
Advanced Analytics
Real-time dashboards, custom reports and predictive revenue forecasting give clarity for faster, smarter decisions.
Deep Integrations
800+ app connections — WhatsApp Business, Mailchimp, Xero, Paystack, Flutterwave, Slack, Google Workspace and more.
Mobile-First CRM
Full-featured iOS and Android apps with offline access. Log calls, update deals and close from anywhere in the field.
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Enterprise Security
Role-based access, audit trails, GDPR and NDPR compliance, IP restrictions — bank-grade data protection built in.
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Canvas — Custom UI
Drag-and-drop interface designer. Tailor every screen to your brand and workflow — zero coding required.
Blueprint — Process Control
Define, enforce and automate your exact sales process with mandatory fields, stage conditions and automated handoffs.
Territory & Team Mgmt
Segment territories, set quotas, track team performance and manage commission structures — all in one platform.
Industry Solutions
Built for Your World.
Excellium pre-configures Zoho CRM to your industry's unique sales cycle, compliance needs and customer journey.
Fintech & Financial Services
Onboard clients faster, automate KYC workflows, track loan pipelines and stay NDPR/GDPR-compliant — all in one platform.
Loan PipelineKYC AutomationCompliance LogsPortfolio Tracking
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Legal & Professional Services
Track matters, automate client intake, manage billable hours and build strong referral pipelines for your practice.
Matter ManagementClient IntakeReferral TrackingBilling Integration
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Retail & E-Commerce
Unify online and offline customer data, automate repeat purchase campaigns and reduce churn with predictive alerts.
Omnichannel DataLoyalty ProgramsDistributor MgmtChurn Prediction
FMCG & Manufacturing
Manage trade promotions, field sales reps and distributor hierarchies with route-to-market visibility from HQ to last-mile.
Territory PlanningTrade PromotionsField Sales AppDistributor Portals
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Engineering & Consulting
Manage long-cycle bids, project-based proposals and retainer relationships with milestone-driven pipeline management.
Bid ManagementProject PipelinesRetainer TrackingProposal Automation
Healthcare & Pharma
Manage medical rep territories, hospital relationships, product detailing and HCP engagement — all HIPAA-ready and audit-proof.
HCP ManagementTerritory MgmtSample TrackingCompliance Audit
Your AI Sales Assistant That Never Sleeps.
Zia is the AI brain inside Zoho CRM. She analyses your entire pipeline — deals, emails, calls and activities — and surfaces the actions that move revenue forward.
Deal Predictions
Scores every deal and predicts close probability using historical patterns — focus energy where it wins.
Best Time to Contact
Analyses when each lead is most responsive and suggests the optimal window to call, email or WhatsApp.
Deal Anomaly Alerts
Flags deals gone quiet, overdue activities and at-risk pipelines — before your manager notices.
Conversational Assistant
Ask in plain English: "Show Fintech deals closing this month above ₦5M" — Zia delivers instantly.
Email Sentiment Analysis
Reads every inbound email and tags sentiment — positive, neutral, negative — for smarter prioritisation.
Zia — AI Sales Assistant
● Online & Active
Zia
Good morning! You have 3 deals at risk of going cold. Want me to create follow-up tasks for each?You
Yes — and show me Fintech deals closing this month above ₦5M.Zia
Found 7 Fintech deals totalling ₦64.2M. Top deal: Kingsway Finance — ₦18.5M (82% win probability). Shall I draft a personalised proposal?You
Draft it and schedule a call for tomorrow at 10am.Zia
Done! Proposal drafted, email queued for 8am, call scheduled at 10am. You've got this. The Excellium Process
From Onboarding to Revenue in 4 Steps.
A structured, hands-on delivery methodology — proven across 100+ CRM implementations in Africa.
01
Discovery Call
We audit your sales process, pipeline and current tools to design your ideal CRM architecture.
02
Custom Setup
We configure Zoho CRM for your industry, migrate your data and build automation workflows.
03
Team Training
Live onboarding sessions, video libraries and playbooks ensure 100% team adoption from day one.
04
Ongoing Support
Dedicated CSM, monthly reviews and priority support to keep your CRM evolving as you grow.
FAQ
Frequently Asked Questions.
Everything you need to know before getting started with Zoho CRM through Excellium.
What makes Zoho CRM different from Salesforce or HubSpot?
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Zoho CRM delivers comparable — often superior — enterprise features at a fraction of the price. Salesforce can cost 5–10× more per user. Zoho offers deeper customisation, built-in AI (Zia), a true omnichannel inbox and a full business suite (Finance, HR, Marketing, Support) that integrates natively — the #1 choice for growth-stage businesses that want power without bloated contracts.
How long does implementation take?
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For SMEs, Excellium typically delivers a fully configured, live Zoho CRM in 2–4 weeks. Enterprise projects with complex integrations, data migration and custom modules take 6–10 weeks. We run parallel testing to ensure zero disruption to your current operations.
Is my data safe? Can Zoho CRM handle NDPR / GDPR compliance?
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Absolutely. Zoho CRM is built with enterprise-grade security — data encryption at rest and in transit, role-based access controls, IP whitelisting, audit logs, GDPR tools and NDPR-ready data handling. Zoho operates its own data centres with ISO 27001 and SOC 2 Type II certifications.
What is Zia AI and how does it help my sales team?
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Zia is Zoho's native AI assistant embedded across the CRM. She predicts which deals will close, suggests the best time to contact each lead, flags deals going cold, performs email sentiment analysis, auto-enriches contact data and lets you query your entire CRM in plain English — like a data analyst dedicated to your pipeline, 24/7.
Can Zoho CRM integrate with WhatsApp, Paystack or our accounting software?
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Yes — Zoho CRM integrates natively or via API with 800+ applications including WhatsApp Business API, Paystack, Flutterwave, Xero, QuickBooks, Sage, Mailchimp, Twilio, Slack, Google Workspace, Microsoft 365, Shopify and WooCommerce. Excellium handles all integration setup as part of onboarding.
Do you provide training and ongoing support after go-live?
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Yes — every Excellium engagement includes live team training, recorded video libraries, custom user playbooks and a dedicated Customer Success Manager. After go-live we offer tiered support plans including monthly review calls, CRM health checks and priority ticket resolution.
Is there a free trial?
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Zoho CRM offers a full-featured 15-day free trial — no credit card required. Excellium sets up your trial environment with sample data, automation and dashboards relevant to your industry so you experience real value from day one, not a blank canvas.
What plans and pricing are available?
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Zoho CRM offers Standard, Professional, Enterprise and Ultimate plans from approximately $14/user/month — significantly more affordable than alternatives. Enterprise and Ultimate unlock Zia AI, advanced analytics, multi-currency, Canvas UI builder and CommandCenter. Excellium provides volume pricing, local billing support and ROI analysis before you commit.
Ready to Transform Your Sales?
Join 250,000+ businesses using Zoho CRM to close more, faster. Start your free trial or book a personalised demo with Excellium today.