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Zoho One & CRM implementation

We plan, configure and roll out Zoho One and Zoho CRM so your sales, finance and service teams finally work from the same place.

Talk to us about this
Zoho Oneone client record
CRM
Books
Desk
Projects
Bookings
WorkDrive
ACAcme Ltd3 deals · 2 invoices · 1 open ticket

What's included

Discovery workshop and process mapping
CRM, Books, Desk and Projects configured and connected
Data migration from spreadsheets or legacy tools
Dashboards your managers will actually open
RELATED CASE STUDYOne joined-up Zoho and AI platform for a specialist estate planning firmBluebond Tax Planning →
ALSO IN ZOHO
Zoho Creator & Deluge development→Zoho training→

How it works

01

Listen

We start with how your business works today, not with the software.

02

Map

We design the system on paper first, so there are no surprises.

03

Build

We implement, integrate and automate, in small steps you can see.

04

Hand over

Training and support so the new way of working sticks.