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Zoho CRM implemented around how your team actually sells — stages, automation, quotes and reporting — and connected to Zoho Books so sales and finance are looking at the same numbers.
Stages, probabilities and exit criteria built from how your team actually sells, so the forecast is worth reading instead of being quietly ignored.
Lead assignment, follow-up reminders, approval flows and escalations, so nothing sits waiting on someone remembering it.
Quotes, sales orders and invoices flowing between CRM and Zoho Books, with the customer's payment history visible to the person on the call.
Leads, contacts, accounts, deals and your own custom modules, with layouts per team so nobody scrolls past fields they never use.
Web forms, email and channel capture, de-duplication, and scoring rules that put the right leads in front of the right person.
Branded quote templates, price books, discount approval rules and e-signature through Zoho Sign.
Mailbox integration, templates, sequences and full conversation history against the record rather than in someone's inbox.
Who sees what, sharing rules, territory management and field-level permissions — set up once, properly.
Pipeline, conversion, activity and revenue dashboards per role, built on the definitions your team has agreed.
We map how you work today, what is broken, and what the system has to produce. You get a written scope and a fixed project quote before anything is built.
Setup, configuration, customisation and data migration on a timeline you can see. You review in a sandbox before anything goes live.
Cutover on an agreed date, then training for your team in their own workflows — recorded, so new joiners can watch it later. Support continues after go-live.
Cloud accounting set up for your entity, your taxes and your reporting, with migration from whatever you run today.
See this pageManufacturing, warehouse, distribution and retail operations on one connected system.
See this pageEmployee records, leave, attendance and payroll processing, posted straight into the accounts.
See this pageInventory, Expense, Sign, Analytics, Desk, Projects, Commerce and Zoho One across the business.
See this pageImplementation is quoted per project once we know the scope, and ongoing work is quoted at an hourly rate. Send us the contact form with your entity, your current system and roughly how many users and transactions you have, and we will come back with a written quote in your own currency.
Yes. Accounts, contacts, deals, activity history, notes and attachments come across, and we reconcile record counts against the source before go-live so nothing quietly goes missing.
Yes, and it is one of the main reasons to run both. Customers, quotes, sales orders and invoices stay in step, and your salespeople can see whether an account is paying before they promise anything.
Yes — through native connectors, webhooks, Zoho Flow or the API. Mailboxes, calendars, telephony, marketing tools, e-signature and your own internal applications are all normal.
We configure it around your process. Custom modules, fields, validation rules, blueprints and workflow automation are part of a normal build — a CRM that does not match how you sell does not get used.
A focused single-team implementation is usually two to four weeks. Multi-team, multi-territory or heavily integrated builds take longer, and the timeline is written down before we start.
You do, directly to Zoho, on your own account, so the subscription stays yours. Our fee is for the implementation, customisation, integration, migration and training.
That is mostly a training and design question rather than a software one. We keep the layouts short, automate the admin, and train role by role in your own configured system — and we record the sessions.
Yes. A support window is included in every project, and ongoing administration, new automation and reporting changes can be quoted as you need them.
Send us your current system, your user count and what is not working. We will come back with a written scope and a quote.