Set up your Zoho CRM the Right Way
(In 60 Minutes)
February 25, 2026
2:00 PM EST |11:00 AM PST
Most CRM implementations fail because the fundamentals are misunderstood.
In this live, hands-on webinar, you’ll learn what a CRM is supposed to do, how Zoho CRM is structured, and how to build a clean, practical system you can actually use.
No prior CRM or Zoho experience required
Why This Webinar Exists
Many businesses invest in a CRM only to find it becomes messy, confusing, or abandoned within months.
This usually isn’t a software problem. It’s a structure and design problem.
In this session, we’ll show you how to think about CRM systems correctly from the start so you don’t waste time rebuilding later.
Built on Zoho CRM
Trusted by 300,000+ businesses worldwide
Plug&Play Technologies has been designing and implementing CRM systems for over 17 years and has worked as an authorized Zoho Partner for more than 15 years.
We’ve helped hundreds of companies implement CRM systems that support real workflows, improve visibility, and scale as the business grows.
This webinar is based on real implementations we deliver for clients every day.
Dr. Bukky Kolawole
Executive Coach, Relationship Therapist & Facilitator
“Plug&Play simplified our complex workflows, reduced training time, and improved team confidence. Their clear, well-designed system has significantly improved our operational efficiency.”
Robert Midgley
CEO, Manentia Wealth Consulting Group
“Plug&Play’s automation solutions dramatically improved efficiency and reduced administrative work. Their intuitive, compliant system streamlined our workflows and saved valuable time across our teams.”
Nick Hare
Founder/Managing Director, Letz Live Pty Ltd
“Plug&Play’s deep understanding of our business and proactive approach have made them a trusted long-term partner. Their solutions continue to support our growth after more than 10 years.”
What you'll learn
- What a CRM does, what it doesn’t do, and why this matters
- How Zoho CRM is structured and how data flows through the system
- How to avoid common CRM setup mistakes that create long-term problems
- How to design a simple sales workflow that your team will actually follow
- How and when leads should be converted into customers
- What automation can and cannot do without proper setup
You’ll also watch a real Zoho CRM built live, step by step, for an actual business example.
All attendees receive access to a clean, reusable CRM structure demonstrated during the session.
Who This Is For (And Who It’s Not)
This webinar is ideal for:
- Small and mid-sized business owners
- Sales and operations leaders
- CRM or IT managers responsible for setup
- Anyone new to Zoho CRM
This webinar is not for:
- Advanced Zoho developers
- Users looking for custom scripting or advanced automation
Speaker
Michael Chendrean
Founder, Plug&Play Technologies
Michael has been running Plug&Play Technologies, a company that has been designing and implementing CRM systems for over 17 years, including more than 15 years as an authorized Zoho Partner.
He has helped hundreds of companies automate workflows and design CRM systems that align with how businesses actually operate. With a background in Finance and Business Law, Michael bridges business strategy and technology to build practical, scalable systems.
What You’ll Walk Away With
By the end of this session, you will:
- Understand CRM fundamentals with clarity
- Know how to structure Zoho CRM correctly
- Be able to build a basic CRM on your own
- Have a clean system you can reuse or expand
No fluff. No overengineering. Just a solid foundation.
FAQs
Yes. The webinar is completely free to attend. Zoho CRM offers a basic free version that can be used indefinitely. Automation and advanced features discussed during the session require a paid license or trial.
Yes. All registrants will receive the recording. Attending live allows you to ask questions and get more value from the session.
Absolutely. This session is designed specifically for beginners and covers CRM fundamentals and correct setup from the beginning.
Yes. We’ll hold a dedicated Q&A session after the presentation where you can ask questions and get answers live.
No. You can attend without an account and decide afterward if you want to sign up.
Yes. The concepts covered apply across industries. The live example demonstrates how CRM structure adapts to different business models.
Register for Free
Build a practical Zoho CRM, ask questions live, and leave with a clean system structure you can reuse.