01
Implementation
Zoho CRM, Books, Desk, Inventory or Zoho One, configured around your pipeline and approvals rather than the default demo setup.
CRM & ERP · Zoho
Zoho implementation, built around how you actually work.
We set up Zoho CRM and the rest of the Zoho suite for small and mid-size companies: configure it, move your data in, connect it to what you already use, and stay on for the changes. We implement Odoo as well, so if Zoho isn't the right fit, you'll hear that before you've paid for it.
Sound familiar?
Does any of this sound familiar?
These are the situations that usually bring people to us. You don't need all of them for a fix to be worth it.
Your answers0 of 6
Tick anything that applies
Nothing is saved or sent anywhere. It's just a quick way to see where you stand.
What we do
What we do in Zoho
02
Migration
Contacts, deals, notes and history moved off spreadsheets, another CRM or QuickBooks, and cleaned up on the way in rather than copied across as they are.
03
Automation
Workflows, blueprints and assignment rules that take over the steps people repeat by hand. Each one documented, so the next admin knows what it does.
04
Integration
Website forms, email, accounting and the tools Zoho doesn't cover, connected by our own developers rather than a second vendor.
05
Rescue
A half-finished setup from another partner. We read what's there before proposing anything, and the fix is usually smaller than people expect.
06
Support and training
New fields, new reports, new people. Training by role, so sales learns sales and finance learns finance.
Choosing
Zoho or Odoo?
We implement both, which is why we're comfortable saying they solve different problems.
| Zoho | Odoo | |
|---|---|---|
| How it's built | Separate apps that share data, bought one by one or as Zoho One | One database with modules for sales, stock, purchasing and accounting |
| Strongest at | Sales process, CRM and customer service | Operations: inventory, purchasing, manufacturing and accounting together |
| Usually suits | Sales-led companies and service firms | Distributors, wholesalers and anyone whose real problem is stock |
| Watch out for | Subscriptions to apps that never get used | Custom code that makes every upgrade painful |
The full breakdown is in Zoho vs Odoo. Occasionally the honest answer is neither, yet.
How it works
How a Zoho project goes
- 01
Thirty minutes, screen shared
Show us what you run today. We'll tell you what's missing and roughly what it takes.
- 02
Map the process
We follow a lead all the way to a paid invoice with the people who handle it. The setup is built from that, not from a template.
- 03
Build with your own data
Fields, layouts, automations and reports, tested on a sample of your real records so nothing surprises anyone at launch.
- 04
Train and switch over
Short sessions by role, then the old spreadsheet gets retired on a set date. Leaving it running is how adoption fails.
- 05
Adjust after launch
The first month always turns up changes. We make them, and stay on for support if you want us to.
Questions
What people ask before they call
Is Zoho One worth it, or should we buy apps individually?
It depends on how many apps you'd really use and how many people need them. We count that with you before you commit to a bundle, because paying for apps nobody opens is one of the most common problems we clean up.
Can you fix a Zoho setup another partner started?
Yes. We start by reading what's already configured, including workflows and custom fields, and only then suggest changes. Most stalled setups don't need to be rebuilt from scratch.
Can Zoho connect to our website, email and accounting?
Usually, yes. Zoho has ready-made integrations for many common tools, and where there isn't one, our developers build the connection.
How long does a Zoho CRM implementation take?
It depends on how many apps, users and automations are involved and how clean your current data is. You get a date once we've mapped the process, not before.
Should we pick Zoho or Odoo?
If your main problem is sales and customer follow-up, Zoho is often the better fit. If it's stock, purchasing and accounting not agreeing, Odoo usually is. We implement both, so we'll tell you which one fits.
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Other things we look after
- CRM & ERP · OdooOdoo ERP, implemented for how you operate.Odoo ERP implemented for distributors and growing companies: inventory, sales, purchasing and accounting in one system. Implementation, migration and project rescue.Read more
- Technical Consulting · The Systems AuditTechnical consulting that starts with a map of what you run.A two-week, flat-fee Systems Audit: every system, tool and license mapped, costed and ranked into a 12-month plan. Independent of any one platform.Read more
- Google Workspace & Microsoft 365Google Workspace and Microsoft 365, done properly and kept that way.Migrations, merger consolidation, MFA and security, license cleanup and ongoing admin for Google Workspace and Microsoft 365. Either platform, either direction.Read more
Thirty minutes, screen shared.
Show us what you're running now. We'll tell you what's missing and roughly what it takes.
Response windowSame business day