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.

Book Your Free Zoho Audit

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

  • We’ve built end-to-end systems for 100+ Zoho users
  • Fast, clean implementation—built to scale
  • Revenue-focused, operator mindset
  • We don't "tinker"—we deliver outcomes

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.
Book Your Free Zoho Audit

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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