We build inside the Zoho suite you already pay for, so you get the apps, automation and reporting you need without adding another platform.
Many companies on Zoho One use a fraction of it. The CRM holds years of records, Books holds the financials, and the two drift apart. People keep spreadsheets on the side for whatever the suite does not quite cover, and the fields in the CRM no longer match how the business works.
We build inside what you already own. That usually means Zoho Creator for custom apps and dashboards, Deluge scripting and workflows in the CRM, and syncs between the CRM and Books so each holds the same facts. There is no new platform to license, learn or keep in step.
Most Zoho accounts are live production systems with no test copy. We treat every change accordingly: planned as if it cannot be undone, tried on a small set of records first, and checked with the person who administers the system. Where something belongs outside Zoho, we say so.
Purpose-built screens, approval steps and dashboards for the processes your standard modules do not cover.
Fields, layouts, workflows and rules that match how your team actually sells and fulfils.
Syncs that carry data such as actual ship dates between the two so nobody re-keys it.
Original and revised commitments on each order, with a history of every change.
Reports and dashboards that compare commitments with outcomes, built from your own data.
An audit of existing CRM fields and records so new automation is built on data you can trust.
We review your modules, fields, workflows and integrations, and rely on your administrator to tell us how and why they were set up that way.
We plan the change using Zoho tools you already license, and we flag anything that would be better handled elsewhere.
Every bulk change is treated as irreversible, tested on a small set of records first, and rolled out in stages.
You receive documentation of what changed and why, so your administrator can own and extend it.
Clients are described by type. We do not publish client names.
The problem. Orders sold through outside sales reps needed an approval step and a clear view of status, and the CRM fields had grown inconsistent over the years.
What we built. A dashboard and approval step in Zoho Creator, after an audit and clean-up of the CRM fields, built entirely within Zoho rather than with a third-party platform.
The problem. Ship dates were promised to customers but there was no record of how often those promises were met.
What we built. Date fields for original and revised ship commitments, the actual ship date synced from the accounting system to the CRM, a history of every date change, and a commitment performance report comparing promised and actual dates. The work was done in a live CRM with years of order history and no sandbox.
What we build with: Zoho One · Zoho CRM · Zoho Books · Zoho Creator · Deluge · Microsoft Power Platform · Azure
Usually not. We build with the Zoho products you already license, and we will tell you plainly if a requirement would need something else.
Yes, and we prefer to. Your administrator knows how the system was set up and why, so we treat them as the authority and work alongside them.
We plan every bulk change as irreversible, test it on a small set of records first, and roll out in stages. We also confirm with your administrator before anything touches existing data.
Yes. We connect Zoho to other systems where the business needs it, such as accounting or operational tools.
When the requirement is a poor fit for the suite, for example heavy integration with Microsoft systems. We also build on Microsoft Power Platform and Azure, so we can say honestly when something belongs there instead.
Free 30-minute call. No sales pitch. We'll tell you honestly what we would do and whether we are the right fit.
