Zoho

  • 🔗 Integration & Automation

    We connect Zoho to your broader systems—NetSuite, Stripe, Workday, Snowflake, Salesforce, and more—so CRM data, invoices, subscriptions, and operational workflows move cleanly between platforms. Using Zoho Flow, Zoho Creator, webhooks, custom REST integrations, and Deluge scripting, we build real-time automations that eliminate swivel-chair operations and bring your entire stack into alignment. Zoho doesn’t just talk to itself—it speaks fluent enterprise.

  • 🛠 System Configuration, Deluge Customization & Multi-App Architecture

    We design your Zoho stack with both business logic and scale in mind—custom modules in Zoho CRM, deal and pipeline automation, quote and order syncing via Zoho Books, and cross-functional workflow triggers in Zoho Projects, Desk, and Inventory. When native functionality hits its ceiling, we use Deluge (Data Enriched Language for the Universal Grid Environment) to write custom functions and serverless automations across apps. From CPQ-like flows in CRM to complex approval routing in Creator—we make Zoho behave like an enterprise-grade system.

  • 📈 Optimization & Platform Cleanup

    Inherited a chaotic Zoho environment? We audit and optimize every layer—from bloated modules, redundant workflows, and misaligned reports, to misfiring automations and rogue field usage. We consolidate duplicate data structures, refactor naming conventions, and improve reporting across Zoho Analytics. You get clean dashboards, cleaner data, and an ops foundation you can actually trust.

  • 📄 Documentation, Admin Training & Governance Models

    We document your Zoho architecture—data schemas, workflow logic, API connections, permission structures, and app-specific automation. We create governance models and admin playbooks so your team knows how to maintain the system, onboard new users, and scale securely. Whether you’re running lean or building a centralized RevOps team, we make sure the system doesn’t outgrow the people running it.

  • 🚀 Project & Program Management

    Whether you’re implementing Zoho One, rolling out CRM + Books, or migrating from legacy tools like QuickBooks or Pipedrive, we run the entire engagement. We handle sandbox testing, Deluge scripting, integration architecture, and go-live planning across stakeholders—delivering clean launches without business disruption.

  • ⚙️ Full-Stack Business System Enablement

    We don’t treat Zoho as a CRM—we treat it as your unified business system. From lead gen to quote to cash, support ticket to renewal, we architect end-to-end process automation across Zoho CRM, Books, Inventory, Desk, People, Projects, and Analytics. Want to embed subscription management? Trigger commissions off invoice payment? Auto-assign onboarding tasks based on product tier? We design systems that drive real work, not just record it.