Zoho

Zoho set up, customised and connected to your business.

Zoho CRM, Creator, Books and Flow configured for how you sell and operate — plus custom apps when Zoho alone isn’t enough.

What we do

What’s included.

Zoho CRM setup

Pipelines, fields, layouts, automations and reports for your sales process.

Zoho Creator apps

Custom apps written in Deluge when standard Zoho apps aren’t enough.

Zoho Books & Inventory

Billing, tax, stock and expenses connected to your CRM.

Integrations

Zoho Flow and APIs to connect your website, WhatsApp, payments and other software.

Migration to Zoho

Move from spreadsheets or another CRM with clean, de-duplicated data.

Training & support

Hands-on training for your team and help when your process changes.

Tools we use
  • Zoho
  • CRM
  • Creator
  • Books
  • Inventory
  • Flow
  • Deluge
How we work

From first call to software your team runs on.

Book a free scoping call
  1. 01

    Understand your business

    A free 30-minute call, then a requirement meeting where we learn how your team works, where it gets stuck and what a good result looks like.

    A clear picture of the problem
  2. 02

    Plan and price

    We turn what we learned into a written scope, delivery plan, timeline and fixed price, with an NDA signed before you share details.

    No invoice before you approve the plan
  3. 03

    Design

    We design the screens and workflow around the people who will use them every day.

    Screens you approve before we build
  4. 04

    Build and test

    We build in two-week stages and test each one, then show it to you working on real data.

    A working demo every two weeks
  5. 05

    Launch and support

    We move your data, train your team and go live, then keep improving the software as your business grows.

    One project lead from start to finish