Merge your Zoho CRM data with ScopeStack's specialized CPQ designed for MSPs and IT professionals to centralize your data, optimize processes, and streamline your IT services quoting to close deals faster.
Real-time data sync between Zoho CRM and ScopeStack CPQ
Transform how your sales and technical teams collaborate with real-time data synchronization and automated workflows.
Keep everyone aligned on project requirements and deadlines right from the start. With ScopeStack integrated into your Zoho environment, every deal detail you track— like client info and pricing— syncs directly into ScopeStack. No more toggling between systems or re-entering data to keep quotes accurate and up-to-date.
Deliver solutions before the customers even have time to ask. ScopeStack's CPQ allows you to create new estimates within minutes that you can instantly access within your Zoho sales process. Centralize your pricing tiers, standard deliverables, and service packages that your sales team can leverage directly from within your CRM.
Stop jumping between platforms and dashboards. With a Zoho <> ScopeStack integration, you gain real-time visibility into the financial health of each project, so you can adjust resource estimates, labor rates, or service bundles before quoting. Proactively monitor and maintain control over your profit margins without slowing down your sales cycle.
Whether you offer networking, cybersecurity, cloud migrations, or ongoing managed services, ScopeStack's CPQ adapts to your service catalog. That flexibility carries into Zoho, where you can manage separate deal stages, client segments, and pricing—without leaving the CRM. With real-time consolidated scoping, built-in assumptions, and resource planning, you deliver accurate, tailored quotes every time.
Because ScopeStack's CPQ logic can handle complex service quoting rules, an integration lets you establish approval workflows in ScopeStack that notify the right people at the right time. Minimizing unnecessary and duplicated effort ensures no task or quote is missed. Don't let manual data entry sap productivity and lead to errors and inconsistent client records. Let automation handle the heavy lifting instead.
ScopeStack bridges the gap between sales and engineering by bringing client objectives and delivery requirements into one integrated platform. With fewer silos and less confusion, sales understands project feasibility and costs, while engineers get clear scope and timelines. The result? A unified, reliable client experience.
Transform your sales process and close deals faster with seamless CRM and CPQ integration.