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Implementation · Zoho

Get more out of Zoho

We set up, automate and connect Zoho CRM, Books, Inventory, People, Desk and Creator — so your team works in one connected system instead of disconnected apps.

  • Deluge automation
  • Integrations & APIs
  • PMP-led delivery

Apps

Zoho apps we implement

Zoho CRM

Pipelines, lead assignment, blueprints, quotes and sales dashboards.

02

Zoho Books

GST invoicing, payments, bank feeds, approvals and reports.

03

Zoho Inventory

Items, warehouses, orders, shipping and marketplace sync.

04

Zoho People

Attendance, leave, onboarding and employee self-service.

05

Zoho Desk

Ticketing, SLAs, help centre and customer support workflows.

06

Zoho Creator & Zoho One

Custom apps and a connected suite across your whole business.

Services

What we deliver

01

Setup & configuration

Modules, fields, layouts, roles and workflows set up the right way.

02

Automation

Deluge functions, blueprints and schedules that remove manual work.

03

Integrations

Website forms, WhatsApp, telephony, payment gateways and your own apps via API.

04

Migration & training

Data moved from spreadsheets or other CRMs, plus hands-on team training.

Process

Our Zoho implementation approach

PMP-led delivery with a clear plan, milestones and sign-offs.

  1. 01

    Discover

    Map your processes, reports and pain points; agree scope and success measures.

  2. 02

    Design & configure

    Set up Zoho masters, workflows, roles, print formats and approvals.

  3. 03

    Customise & integrate

    Build custom fields, scripts and apps; connect payments, SMS, WhatsApp and other systems.

  4. 04

    Migrate data

    Clean and import customers, items, opening balances and history from Tally, Excel or older tools.

  5. 05

    Train & go live

    Role-based training, user guides, parallel run and a supported go-live.

  6. 06

    Support & improve

    Ongoing support, upgrades and new automations as you grow.

FAQ

Zoho implementation FAQ

Can you customise Zoho beyond standard settings?

Yes. We write Deluge scripts, build Zoho Creator apps and use Zoho APIs to add the features your process needs.

Can Zoho connect with our other systems?

Yes. We integrate Zoho with websites, WhatsApp, telephony, payment gateways, ERPs and custom applications.

Do you migrate data from other CRMs or spreadsheets?

Yes. We clean, map and import your data, then verify it with your team before go-live.

Should we choose Zoho or a custom build?

If Zoho covers most of your process, implementing it is faster and cheaper. If you need something unique, we can build custom software or our own products. We will recommend honestly after discovery.

Contact

Plan your Zoho implementation

Tell us about your idea or challenge and a senior consultant will get back to you.