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The Barry Group

  • CRM & AUTOMATION

    Your customer data should work for you – not the other way around

    If your sales process still runs on spreadsheets, sticky notes, and someone’s memory, you’re losing deals. If your marketing emails go out manually one at a time, you’re losing time. And if your customer data lives in six different places that don’t talk to each other, you’re losing your mind.  We fix all of that.


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Zoho CRM & Automation

A connected system built around how you actually work.

As a Zoho affiliate, we implement and customize Zoho CRM and the broader Zoho One ecosystem to give you a single, connected system for managing leads, customers, communications, and workflows. We build it around your process, train your team, and stay on to make sure it sticks.

CRM Implementation & Customization
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Marketing & Workflow Automation
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Data Migration/Cleanup
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Training & Support
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What we do
Stop losing leads to sticky notes

Zoho CRM Implementation & Customization

Modules, fields, layouts, and pipelines configured for your specific sales process.

Marketing Automation

Zoho Campaigns, drip sequences, lead scoring, and automated follow-ups that run while you sleep.

Workflow Automation

Zoho Flow integrations that connect your CRM to forms, email, documents, and third-party tools. We’ve built automations that generate PDFs, sync files across platforms, and trigger multi-step processes from a single form submission.

Data Migration & Cleanup

Moving from QuickBooks, spreadsheets, or another CRM? We handle the migration, deduplication, and field mapping so you start clean.

Training & Ongoing Support

Your team gets hands-on training, reference guides, and a partner to call when something needs adjusting.

See a Case Study

Who this is for

Startups launching their first CRM. Small businesses outgrowing spreadsheets. Payroll companies digitizing paper processes. Medical device firms building go-to-market infrastructure. Professional associations managing member communications. If you need a marketing system that actually works, we can build it.


Why Zoho One?

Zoho One gives you 45+ integrated business apps — CRM, email campaigns, forms, workflow automation, bookkeeping, project management — at a fraction of what HubSpot or Salesforce would cost. For small and mid-size businesses, it’s the best value in the market. And because we work in the ecosystem every day, we know how to make the pieces talk to each other.


Get Started Now
Book a Free CRM Assessment

Ready to talk?

We'll listen first.  Then we'll tell you exactly what we'd do and what it'll cost.  No surprises, no pressure, no jargon.

Start Your Journey


Meet us today!

The Barry Group is a marketing communications agency based in Marshall Township, PA, serving Pittsburgh-area businesses and clients nationwide. Contact us any time for a virtual or in-person consultation and project discussion.

Phone

  724-316-9562

Email

  joe@thebarrygroup.com

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