Industries · Business setup
Zoho for Business Setup
Every enquiry, licence, visa and renewal tracked in one place, with follow-ups automated in Zoho CRM.
- Zoho Authorized Partner
- Local team in Dubai, UAE
- Free, no-commitment consultation
Built for company formation teams
- Mainland, free zone and offshore setups
- WhatsApp follow-ups from the CRM
- Proposals and e-signature from Zoho CRM
- Licence, visa and bank account tracker
- Renewal reminders at 90, 60 and 30 days
Implemented by GNet, a Zoho Authorized Partner in Dubai.
Challenges
Where business setup sales teams lose deals
Most business setup companies in the UAE generate plenty of enquiries. The problem is what happens after the first call.
- Enquiries missed across WhatsApp, Instagram and phone
- Follow-ups depend on memory, so quotes go cold
- No single view of licence and visa progress
- Renewals and repeat revenue slip away
The workflow
How a business setup company runs on Zoho CRM
The complete journey, from website enquiry to trade licence and renewals, with the automations GNet configures at every stage.
Sales pipeline
Eight stages from enquiry to renewal
Each stage has a clear owner, a next step and an automation that keeps the deal moving.
1. Enquiry captured
Website, WhatsApp, Instagram and calls land in Zoho CRM
Instant WhatsApp reply
2. Qualification
Activity, jurisdiction, visas, budget and timeline recorded
Manager alert if not contacted
3. Consultation meeting
Options explained by business type and jurisdiction
Reminders 24h and 1h before
4. Proposal from Zoho CRM
Branded package quote, signed online with Zoho Sign
Quote status tracked
5. Negotiation and follow-up
A clear next step and date on every deal
Day 2 WhatsApp · Day 3 call · Day 7 email
6. Decision: won or lost
Won: invoice and payment link from Zoho Books. Lost: reason recorded.
Lost leads re-contacted at 30, 60, 90 days
7. Client onboarding
KYC checklist and documents in Zoho WorkDrive
Reminder every 2 days until complete
8. Handover and renewals
Licence, visa and Ejari expiry dates stored
Renewal reminders at 90, 60, 30 days
Delivery tracker
Licence, visas and bank account in one view
Once a deal is won, a guided Blueprint in Zoho CRM takes the team through each government and banking step. Nobody needs to ask where a file stands.
- A. Application
- B. Office
- C. Documents
- D. Licence issued
- E. Establishment card
- F. Visas
- G. Bank account
Dashboard
What management sees every day
An example of the live Zoho CRM dashboard GNet builds for business setup teams. Figures shown are sample data.
Leads by source
First response time
Enquiry to paid client
Pipeline value
Delivery in progress
Renewals due
Zoho apps in this solution
- WAWhatsApp Business
Why GNet
A Zoho partner that knows business setup
We design Zoho CRM around how your team works, with local support in Dubai.
- Process mapping for mainland, free zone and offshore services
- WhatsApp, website and social lead capture connected to Zoho CRM
- Quote templates, Zoho Sign and Zoho Books invoicing set up
- Data migration from Excel or your current CRM
Zoho One
One platform for your whole business setup business
One connected system for sales, finance, HR and operations, with one login.
- Zoho CRM for leads, clients and deals
- Zoho Books for invoicing, payments and UAE VAT
- Zoho People and Zoho Payroll for HR and WPS
FAQ
Zoho for business setup: frequently asked questions
Why does a business setup company need a CRM?
Business setup companies receive enquiries from many channels and each deal involves a long chain of steps: qualification, consultation, proposal, KYC, licence, visas and renewals.
Can Zoho CRM handle mainland, free zone and offshore company formation?
Yes. GNet configures Zoho CRM with fields, pipelines and checklists for mainland, free zone and offshore setups, so each deal follows the right steps and documents for its jurisdiction.
Can Zoho CRM send WhatsApp follow-ups automatically?
Yes. With WhatsApp Business connected to Zoho CRM, you can send instant replies to new enquiries, scheduled follow-up reminders and document requests, and see the full chat history on the lead or deal.
How are licence, visa and Ejari renewals tracked?
Expiry dates are stored on the client record in Zoho CRM. Automated reminders go out at 90, 60 and 30 days before expiry and a renewal deal is created for the team, turning renewals into planned revenue.
Free consultation
See this workflow running on your own process
Book a free session with a GNet Zoho consultant. We will map your enquiry-to-licence process and show you how it works in Zoho CRM.
