Detail

Our focus is purely on customisation and configuration of Zoho CRM. We don’t sell the platform licence— we ensure your system is set up, tuned and working exactly for your wine-business. Here’s what we do:

• Lead & Distributor Management: We configure modules for captures of vineyard leads, export-inquiries, distributor contacts, tasting events, export markets.

• Opportunity & Deal Tracking: We set up pipelines specifically for viticulture: vineyard tours, tasting-orders, export contracts, domestic sales.

• Seasonality & Harvest Workflow: We build custom modules or fields for seasons (harvest, bottling, release), tracking volumes, assignments, tasks.

• Customer & Exporter Portal Integration: Configuration so buyers/distributors get status updates, order history, tasting-sessions, contract renewals.

• Inventory / Bottling / Shipment Sync: While Zoho CRM may integrate with Zoho Inventory or other systems, we configure fields in CRM (or custom modules) to reflect case-counts, bottles produced, shipments heading out.

• Automation & Alerts: We set up workflow rules, email/SMS alerts for key events (e.g., “end of harvest ready for tasting”, “new shipment to distributor”, “contract renewal due”).

• Custom Dashboards & Reports: We build dashboards for vineyard managers and sales directors: export volume by region, distributor performance, seasonal sales trends.

• Multilingual Config (English/French/Arabic): For Morocco and North-Africa, we configure labels and layouts in multiple languages if needed for field teams or export partners.

• Integration Setup: We configure Zoho CRM to connect with your ERP, accounting system or other modules (Zoho Books, Zoho Inventory, or external) so that data flows smoothly.

• Migration & Data Clean-Up: If you have existing contact lists, leads, or distributor data, we configure import routines, map fields, clean duplicates, and ensure a smooth go-live.

We emphasise that everything is configuration and customisation, not just “we press install”. We map your unique business, adapt CRM modules, tailor workflows, and deliver a fit-for-purpose system.

In the wine industry (viticulture), managing vineyards, tracking leads (buyers, distributors, export channels), handling seasonal work-flows (harvest, bottling, sales), and keeping customer relationships strong can be complex. Using a generic CRM often means you fight templates that don’t match your unique processes.

That’s why we specialise in customised configuration of Zoho CRM, tailored specifically for viticulture and wine-industry businesses – inspired by how Zolute helped vineyards and wine producers in Morocco. We configure every module, workflow, and automation so it fits your vineyard’s sales, export, distribution, and customer-service needs. No extra code, no rigid template you must bend to—just smart configuration that works your way.

Benefits

• Fit-for-purpose CRM: You get a system built around your vineyard, distributor network, export business — not a generic sales tool.

• Faster Time-to-Value: With clear configuration, your team can adopt quickly and see the benefits sooner (leads handled, deals closed, export tracking).

• Better Visibility: Through dashboards and reports you gain real-time insights into harvest volumes, bottling status, distributor performance, export metrics.

• Improved Relationships: With configured workflows and alerts you serve your distributors and clients with timely updates, tastings, releases — building loyalty.

• Operational Efficiency: Manual tracking of bottles, cases, shipments, export contracts is replaced by structured workflows and automation.

• Scale & Grow: As your vineyard or export business grows, the CRM scales with you—new distributors, new markets, more products, all managed without starting over.

Our Experience

We have extensive experience working with wineries, viticulture producers and export-driven agribusinesses across Africa and MENA. For example, inspired by the case where Zolute helped transform Morocco’s viticulture industry using Zoho CRM, we know how to map field workflows (harvest, bottling, logistics), distributor networks, export channels and configure CRM modules accordingly. We understand language localisation (English/French/Arabic), multi-market sales, export compliance and integrate CRM with inventory and accounting. We bring deep expertise in Zoho platform features — modules, custom fields, workflows, blueprint, dashboards — and apply them to your wine-industry context.

What We Provide

• Initial business-process workshop & requirement gathering

• Mapping of existing workflows (leads → tasting → order → export)

• Configuration of Zoho CRM modules (Leads, Contacts, Deals, Products, Custom Modules)

• Workflow automation (alerts, task assignment, follow-up sequences)

• Custom dashboards & reports build-out

• Multi-language configuration (if required)

• Integration/configuration with accounting/ERP/shipment systems

• Data import configuration and cleanup

• User roles, permissions, access setup

• User training handover (basic)

• Go-live support and configuration tweaks

When you choose us for your custom Zoho CRM implementation in the viticulture & wine-industry space, you get more than just configuration — you get a solution built for your vineyard, your export ambition, your distributor ecosystem. We handle all the setup, configuration and roll-out. You get a CRM that works the way you do. Let’s make your wine-business efficient, data-driven and ready for growth.