How Can We Help You With Zoho?

Migrating from ACT! or Salesforce or importing a list from Outlook, QuickBooks or Trade Show.

Free options, cheat sheets for training, free customization, Expert Help to get you going.

Integrate other Zoho Apps like Campaigns, Support, Projects, Books, etc or non-Zoho apps.

Zoho CRM or other Zoho Apps. As Zoho Advanced Solutions Provide, we know the Zoho product line.

Access Zoho CRM from any device.


Set up your employees to access their Zoho CRM data from any device: PC, MAC, smart phone, tablet, chrome book, anything. While away from the office, you can easily:

  • Look up, add, or edit contact data and notes.
  • Phone the contact straight from the record.
  • Map the client address from your current location.
  • Add a reminder to follow-up with the client.

In addition to online access, you can also download the iOS or Android app that offers offline access for those times when you are in locations with limited internet connectivity.


Get Zoho Cheat SheetsIt’s actually pretty easy to get started. You can begin with the free version to see what you think. It’s easy to create custom fields that work for your business, modify the layouts so that they make sense, create templates to easily follow-up with your contacts, or just change your color scheme.

The free version allows for up to 10 users (forever), but the feature set is limited (no email integration, limit to the number of customizations, no workflow, etc). If all you need is a quick Rolodex-style database, then it should work well. If you need more users or more capability, it is easy and quick to upgrade.

We’ll give you a head start. Click the image at the right to let us know where we can send you a copy of this handy, double-sided Zoho CRM (or Project or Support or Books) Quick Reference Card for training your end-users.


Free Zoho CustomizationsWe’ve been working with CRM databases since 1987. We’ve worked with literally thousands of clients to help them get the most out of their CRM and would be glad to help you with getting the most out of Zoho CRM for your company.

And if you need some help getting started, we have a couple of options for you.

  • Get our FREE CRM customizations (click here or at the left to find out more). It’s our way of showing you ways that we might work with you.
  • Download a free quick reference card (click here or at the right above),
  • Buy a copy of the Zoho CRM QuickStudy Guide (at right, the only guide dedicated to Zoho CRM on the market),
  • How about some training. to focus on your specific team needs.
  • Call us at 713-661-5200 to get started or setup an initial appointment on my calendar to find out how a Consultant could help you get up and running even faster.

Really, you should take advantage of all that experience in working with all of those companies.ZohoCertifiedConsultant Now you can have access to the top Zoho Certified Consultants in the world regardless of where you live. Call us (713-661-5200) and we can provide help in person, by phone, or by remote control of your computer to help you setup, convert, design, integrate and train… to make sure you are getting the most return on your investment in Zoho.

As a Zoho Certified Consultant, we can help you get up and running quickly so you can get back to doing what you do best. There are several ways we can help.

Click each of the modules below for more information.



If you are coming from ACT!. we've been able to convert everything to Zoho: Contacts, Companies, Opportunities, Notes/History, Activities, Attachments. We've also successfully converted from, Highrise, Insightly, MS CRM, Goldmine, and several others.

Custom Designs

Custom Designs

Anyone can add a field. But we have years of experience in knowing what works and what doesn't. After our initial discussions, we can help you design the perfect CRM system for you, including custom fields, layouts, templates, workflow and custom reports. We can do it all or work in collaboration with you.



We offer group or individual training that is very user friendly . We can also provide in-depth training for your administrators to help you be more self-sufficient. We also recommend short follow-up training sessions to help your team really get up to speed.

Web to CRM Forms

Web to CRM Forms

Why re-enter data from web leads? Let us help you create web forms to capture leads and feedback from your website and import them directly into your Zoho CRM database. It can automatically send a follow-up email to the contact, as well as an email alert to you letting you know about the new entry.



Since Zoho is now one of the most popular online CRMs, there are a ton products that can be integrated. That way you can keep using what works well for you while maximizing your use of Zoho. In addition, Zoho has quite a few native apps to take care of all your business needs.


We’re committed to helping you harness the power of Zoho to develop leads, convert more clients, and track your business. Let us help you maximize your Zoho ROI.

Cornerstone Solutions, Inc. was founded in 1987 as a software training company and is now one of the nation’s leading sales software implementers of the Zoho suite of products. We are experienced in working with a range of different company types, from new start ups to Fortune 100 companies. We work with solopreneur clients, as well as those that have over 400 users.

Our focus is designing the software to reinforce your corporate sales and marketing strategies, while making it streamlined and easy enough to encourage end-user adoption. Founder and CEO Susan Clark’s 30 years of sales/marketing experience have led her to believe that technology should support you (and not the other way around). She is Zoho CRM and Creator Certified and is one of only 4 people in the US and 20 in the world to hold the status of a Zoho Advanced Solutions Partner, indicating an in-depth knowledge of the majority of the Zoho product lines. She spent time in India working with Zoho Product Managers, as well as time in California working with their management team. She is one of only a few consultants invited to speak at their Zoholics annual convention.

Since we did write the book on Zoho CRM, each team member is thoroughly versed in Zoho CRM intricacies and is ready to help you get started.

Whether you need help in properly implementing your CRM projects or using and integrating any of the other Zoho products, give us a call (713-661-5200) to get things started. Our goal is to help you harness the power of Zoho to make your life easier and to help you grow your business.

The world is changing at a fast pace. More and more companies are realizing the benefits of moving their sales team and company to the cloud and relying less on expensive internal servers. The cloud offers instant (yet secure) access to important files when away from the office. Road warriors enjoy easier access to client information and reporting of activities. Note the stats indicating the rise of portable devices and away from the standard MS workstation and laptop.

Non-MS Devices Connecting to Internet

Non-MS Devices in 2013
Non-MS Devices in 2017


Grow your business with a free online Zoho CRM database and a ton of back office tools. The basic edition is free for the first 10 users, but it can scale to several hundred users.

You can also sign up for the free edition of Zoho Campaigns which allows you to set up your own email list of up to 2,000 names. If you like, you can upgrade your Zoho CRM to the paid version to integrate with programs you are already using like MS Outlook, GMail/Google Apps, and other 3rd party applications like Constant Contact. Zoho CRM comes in 5 editions.

  • Free (max. 10 users, limited feature set),
  • Standard ($15/user/month or $120/user/year)
  • Professional ($25/user/month or $240/user/year), and
  • Enterprise ($40/user/month or $420/user/year, advanced capabilities including integration with Zoho’s Creator apps).
  • CRM Plus ($60/user/month or $720/user/year This bundled price offering includes Zoho Advanced Report Analytics, Campaigns, Surveys, Project, Support, Sales IQ, and Social Media Management for all users.)

You can pay on a monthly or yearly basis (and get a ~10% price break), with NO long-term contracts. Click to access a quick Feature Reference by Edition to help you decide which edition is for you. Start a trial with up to 10 users to see what you think. It is a forever free trial. You can try out different editions to see the more advanced features. Then your account will revert to a free trial after 15 days…but, you won’t loose any data! You just won’t have access to the more advanced features. You have nothing to lose.



Run your entire business on Zoho’s integrated platform. We switched from QuickBooks to Zoho Books, so we can issue invoices or see client payment status right in the CRM. We use Zoho Projects to manage our implementations. Zoho Campaigns is perfect for our email and drip marketing campaigns, which allows us to see the click results on each CRM record. We also have our phone system tied to Zoho. There are close to 30 business apps to choose from to help you move your business to the cloud.


It integrates with popular products like…

  • MS Office (Word, Outlook) or
  • GMail (Google Apps)
  • Constant Contact or Mail Chimp
  • Google Ad Words
  • Twitter or Facebook

Not sure whether your favorite product integrates? Google: “Zoho integration [product name]” and you’ll get a quick answer… probably with lots of options.


Zoho Productivity Tips

Really, click above to sign up to automatically get Zoho tips every now and again to help improve your productivity.

"In designing projects, I consider three parameters. I make sure that each element of the design is 'functional'. I ensure that it all has a logical 'order' and makes sense to the end-users. Finally, I try to make sure that the design is 'pleasing' to the eye. Zoho helps to make our job easy."

SUSAN CLARK, Zoho Certified Consultant


Book Titles Sold on Amazon - Just Released Zoho CRM
Years in Business
Satisfied Clients
Cups of Coffee


Zoho CRM Reports and Dashboards

Zoho CRM Dashboards & Reports: Visualizing Success

Zoho asked me to present a webinar to their users on Reports and Dashboards: why you would use them, how to create them, how to add charts, and how would you implement them in your own Zoho CRM database. Below is a recording of the webinar including the answers to quite a few questions at the end. In it I cover basics of Zoho CRM Reports and dashboards, as well as some advanced concepts. I also briefly cover Zoho Advanced Analytics and how it is different from the Zoho CRM built-in reports.

If you like the webinar, would appreciate it if you would click to go to YouTube and give it a Thumbs up.

Transitioning to Zoho CRM 2016

Zoho CRM 2016 New User Interface

If you have been using Zoho CRM for a while, you will soon be transitioning to the new user interface. I’ve made a video to help you make the leap.

I’m a big fan. I know you are going to love it.

Zoho CRM QuickStudy Manual

Zoho CRM Training Manual

Zoho CRM Training Manual CoverI’m excited to offer my Zoho CRM Training Manual. It is the only book of its kind on the market that is totally dedicated to Zoho CRM.

This training manual comes as an 8.5″ by 11″ spiral bound book packed with close to 400 pages of procedures and practical advice on using Zoho CRM. The first part is dedicated to the End User and covers everything an end-user would want to know about how to use Zoho. The second half of the book covers every command in the Setup area, so it also makes this book a great resource for Administrators (see Table of Contents).

Get a copy of the Zoho CRM Training Guide for you and your team members!

But wait. How Did “Quick” Get Included in the Book Name?

How can a book with so many pages include the word “quick” in the title? While it does seem a bit contradictory, the idea was to create a guide where each topic (and associated procedures and exercises) could stand on its own. That way, you can stop and start where you like or skip around. While you can read from start to finish… if you need to learn something fast, then the “QuickStudy” allows you to easily jump to that section to pick up what you need to know.

So really… get your own copies now:

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Zoho CRM Workflow Training

How can you implement Zoho Workflow?

Zoho asked me to present a webinar to their users on Workflow Automation: what is it, why would you use it and how would you implement it in your own Zoho CRM database. Below is a recording of the webinar including the answers to quite a few questions at the end. In it I cover basics of Zoho CRM Workflow, as well as some advanced concepts and explain what you can do in each of the Zoho Editions. I also briefly cover how to create Zoho Macros and how they are different from Workflows. (The audio track starts about 10 seconds in to the webinar.)

If you like the webinar, click to go to YouTube and give it a Thumbs up.

Zoho CRM Mobile App Training

Zoho CRM MobileZoho has released a new mobile phone and tablet app. We have been beta testing it for about 7 months. We’ve had it running on several Android phones, an iPhone, my iPad and even an Android Tablet. It works like a champ on all the devices. It is DEFINITELY worth installing the new app.

From the Android Google Play or iPhone App Store, search for and install Zoho CRM.

Read More

Scanning Business Cards

Zoho Leads AppThe exchange of Business cards is an honored tradition for obtaining contact information from the person you just met. Yet re-typing the contents into your CRM can be tedious and error-prone.

Zoho can help you with that. They have two apps for the phone that allow you to scan business card contents into your Zoho CRM database: Zoho Leads and Zoho Card Scan.

Read More

Importing into Zoho CRM

Do you have a list in Excel that you would like to import into Zoho CRM? If your administrator has not restricted your ability to import, the process is fairly easy to accomplish, but understanding the options can make everything go smoother.

Read More

Zoho CRM: Getting Started

No matter how easy a software might be, anything new is hard. Sometimes you just need a frame of reference to get you started. So I recorded a video to help you get up and running a bit faster.

This video is using the latest version of Zoho CRM




  • Cornerstone Solutions, Inc. PO Box 270514, Houston TX 77277-0514
  • +713 661 5200

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