Zoho One rollouts
Plan and roll out the suite your team needs, in the right order, with apps talking to each other from day one.
Zoho development
Zoho, set up properly.
Certified Zoho developers and consultants who implement, customise and connect the whole suite, from a single CRM to a full Zoho One rollout.
Delivered by our certified Zoho team
Works with
ZohoShopifyWhatsAppRazorpay
What we do
The whole Zoho suite,
done right.
Zoho CRM setup & customisation
Modules, layouts, pipelines, Blueprints, assignment rules and dashboards shaped around how you actually sell.
Deluge & custom functions
Custom logic, scheduled jobs and API calls written in Deluge when standard settings aren't enough.
Headless Zoho CRM & custom apps
Custom websites, portals and apps running on Zoho CRM data, with Creator and Catalyst handling login, logic and hosting. More on headless.
Finance & operations
Books, Inventory, Billing and Expense set up and linked to your CRM and store.
Support & chat
Desk and SalesIQ configured so every ticket and chat is tracked against the customer record.
Integrations
Shopify, WhatsApp, payment gateways, marketplaces and your other tools, connected through Zoho Flow or custom APIs.
Migration & clean-up
Move from spreadsheets or another CRM without losing history, and fix messy existing setups.
Training & support
Hands-on training for your team and ongoing help after go-live.
AI Built in
Zia, set up properly.
Zia Agents
AI agents built in Zia Agent Studio that qualify leads, answer customers and update records across Zoho apps.
Zia predictions & alerts
Lead and deal scoring, best time to contact, and alerts when numbers look unusual.
Ask your data
Zia in Zoho Analytics, so anyone can ask questions about sales in plain English.
Coverage
Zoho apps we work with
Zoho OneZoho CRMCRM PlusBiginCreatorCatalystFlowBooksInventoryBillingInvoiceExpensePayrollPeopleRecruitDeskSalesIQAssistLensFSMCampaignsMarketing AutomationSocialFormsSurveyPageSenseSitesCommerceAnalyticsProjectsSprintsBugTrackerSignBookingsBackstageThriveWorkplaceMailCliqWorkDriveWriterVaultLearn
How it works
Four steps,
start to finish.
- DiscoveryWe map how you sell, serve and bill today, and what's slowing you down.
- DesignModules, fields, Blueprints and integrations planned on paper before we build.
- Build & migrateConfigure, script in Deluge, connect your tools and move your data across.
- Train & supportHands-on training for each team, then ongoing help as you grow.
Every project starts with a free 30-minute audit and a written plan. Nothing starts until you approve it.
Questions
Asked often.
Do we need Zoho One, or just Zoho CRM?+
If you only need sales tracking, Zoho CRM or Bigin may be enough. If you also want finance, support, HR or marketing tools connected, Zoho One is usually better value. We'll map your needs on the free audit call and recommend the smallest setup that works.
Can you move our data from Excel or another CRM?+
Yes. We clean and map your data first, run a test import, and only then move everything, including notes and history where the source allows it.
Can you fix a Zoho setup someone else did?+
Yes. We audit what's there, remove what isn't used, fix broken automations and document the setup so your team understands it.
How long does a Zoho project take?+
It depends on scope. A focused CRM setup is much quicker than a full Zoho One rollout. You get a written timeline in the plan before anything starts.
Free audit
Free Zoho health check
Book a free 30-minute call. We'll review your Zoho setup, or your plans for one, and tell you the three things we'd fix first.
Works even better with