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Zoho ServicesImplementation Partner

Zoho, Set up to Match How You Actually Work

As a Zoho implementation partner, we set up Zoho CRM and Zoho One around your specific sales process, workflows and team, with AI, sales automation and WhatsApp automation built in, so your people use it because it makes their work easier, not because they have to.

What it is

Zoho, Configured Around Your Business, Not the Other Way Round

Most Zoho setups replicate a generic template. A week later, the team is working around the system rather than inside it. We spend time understanding how your team actually works, how leads come in, how deals progress, what finance needs to see, and build Zoho to reflect that.

The result is a CRM and business platform your team actually uses, with automation that saves hours, not minutes.

What you get
  • A process audit before we touch any settings, we understand your workflow first
  • CRM configured to your sales stages, fields and team structure
  • Automation for the repetitive work, follow-ups, status updates, approvals
  • Integrations with your existing tools (email, finance, ERP)
  • Team training and documentation so adoption sticks
Zoho products we work with

The Full Zoho Suite, Where It Fits

Zoho CRM

Sales pipeline, lead management, contact history and AI-powered deal scoring, configured to your process.

Zoho One

The full business suite, CRM, books, desk, projects, HR and more, unified under one login.

Zoho Books

Invoicing, expenses, bank reconciliation and financial reporting for small and mid-sized businesses.

Zoho Desk

Customer support ticketing, SLA management and AI-powered response suggestions.

Zoho Analytics

Custom dashboards and reports that pull from across the Zoho suite and your other data sources.

Custom Integrations

Connect Zoho to your ERP, finance system, email platform or any third-party tool your team relies on.

Case study

HORECA360, a Business Running on Zoho One

A Platform for the HORECA Sector, Run End-To-End on Zoho One

HORECA360 runs its business on Zoho One, configured and supported by us. CRM, operations and back office sit in one place, with the automation that keeps a high-volume hospitality business moving.

It's a working example of what we mean by “Zoho around your business”, not a generic install, but a platform shaped to the sector with AI and messaging built in.

Built in
AI, lead scoring & assist across the workflow
Sales automation, follow-ups, pipeline & approvals
WhatsApp automation, customer messaging & order flow
How we approach it

Process First, Platform Second

1
Week 1

Process Audit

  • Your workflow mapped before any settings are touched
  • Sales, service or operations
  • The build reflects how you actually work
2
Weeks 2–4

Configure & Automate

  • CRM stages and fields built
  • Workflows and automation rules configured
  • Your team testing at every step
3
Week 4–5

Integrate & Migrate

  • Zoho connected to your other tools
  • Existing data migrated cleanly
  • No duplicates, no data loss
4
Week 5–6

Train & Hand Over

  • Interactive training for your team
  • Documentation anyone can follow
  • Adoption that sticks
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Sample deliverable

See What You'd Actually Get

Sample deliverable
Zoho CRM, Process Audit & Configuration Blueprint

A sample showing the process audit format, CRM configuration blueprint and automation rules we produce before going live.

We'll email you when the sample is ready.
Registered

We'll email you when the sample deliverable is available.

Pricing

Fixed Scope. Known Price

Zoho CRM setup & launch Fixed feePriced on scopingfixed scope · 4–6 weeks
You get
  • A fully configured Zoho CRM: stages, fields, automation and integrations
  • Team training
  • A documentation handover
Zoho One / optimisation retainer RetainerPriced on scopingretained · ongoing
You get
  • Ongoing Zoho support and optimisation
  • New automations and integrations as your business grows
  • A dedicated Zoho partner on call
Get started

A CRM Your Team Will Actually Use

Book a scoping call → All services