Custom Zoho Consulting Services for Businesses That Need Results—Not More Complexity

Zoho Services That Power Sales, Ops, and Marketing

You shouldn’t need 10 logins, 5 spreadsheets, and 3 status meetings just to know what’s going on.
We help you simplify and scale—all inside Zoho.

Core Services

CRM Setup & Optimization

Pipeline design
Custom fields, modules, and automations
Lead + deal routing

Automation Strategy & Buildout

Workflow rules
Task automation
Email/sms follow-up sequences
Lead nurturing + scoring

Cross-App Integration

Zoho CRM <> Books <> Projects <> Campaigns
Third-party tools via API or Zapier
Real-time data sync

Reporting & Dashboards

Pipeline performance
Lead source tracking
Sales rep dashboards
Ops/finance rollups

User Enablement

Admin documentation
Training for reps and ops
Change management support

Add-On Services

Monthly admin & ops support

Campaign management (Zoho Campaigns)

Financial workflows (Zoho Books)

Support system design (Zoho Desk)

Project & task flow setup (Zoho Projects)

Why Clients Choose Us

Ready to Build a System That Actually Works for You?

Let’s clean it up, connect it all, and make Zoho drive your business forward.

Disclaimer:
Please be advised that Zoho Consultants is an independent consulting service provider. We specialize in offering consulting services to users of the Zoho platform, helping them optimize their setup, workflows, and overall use of Zoho applications. Our use of the term “Zoho” is solely for descriptive purposes and does not imply any affiliation, endorsement, or partnership with Zoho Corporation.

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