Zoho One rollout for a US tools distributor
Six Zoho applications configured and connected across sales, finance and stock in a three-milestone rollout, replacing a quoting process that lived in email.
Resources
Project type: Zoho
Zoho Analytics reporting for a meal-prep brand
A weekly spreadsheet ritual replaced with scheduled imports, query tables and dashboards that update themselves.
Staged invoice automation in Zoho Books
Sales orders that split themselves into contract-matching invoice stages, linked back to the originating CRM deal.
Duplicate lead prevention in Zoho CRM
Custom Deluge logic that checks before it creates, plus a cleanup pass over years of accumulated field noise.
Zoho Payroll and Books integration for a UAE business
Payroll configured for UAE requirements and wired into the accounts so salary runs post themselves.
Zoho CRM setup for a UK recruitment agency
Candidate and client pipelines separated properly, so recruiters stopped running two spreadsheets against one CRM.
Zoho Desk implementation for a SaaS support team
Support tickets routed, escalated and reported on, replacing a shared mailbox that nobody owned.
Zoho Inventory rollout for a distribution business
Stock across two warehouses tracked in one system, with reorder points that trigger before a shelf empties.
Zoho Projects setup for a construction consultancy
Project delivery, timesheets and billing connected, so work done is work invoiced.
Zoho Forms and Sign workflow for a care provider
Referral and consent forms captured digitally and signed, replacing a scanning and filing process.
Zoho Campaigns and CRM alignment for a services firm
Marketing lists synced with CRM segments, so campaigns stopped going to customers who had already bought.
Zoho People setup for a growing team
Leave, records and onboarding moved out of a spreadsheet as headcount crossed the point where that stopped working.
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