Every module below can be scoped on its own - but each is designed from day one to share data with the others, so your CRM, ERP, Books and HR system are one build, not four vendors.
Where every engagement starts - a clear-eyed look at what you're already running before we propose anything.
A structured review of your current setup - Zoho or otherwise - scored against how your business actually operates day to day. You get a gap analysis, a prioritized roadmap and a scoped cost estimate, not a generic sales deck.
The system your sales team lives in every day - built around your actual pipeline, not Zoho's default one.
We design lead routing, deal stages, territory and quota rules, and approval flows around how your team actually sells - then automate the parts that shouldn't need a human: follow-up reminders, quote generation, renewal alerts, and handoffs to delivery or finance.
For operations too specific for an off-the-shelf ERP - built module by module on Zoho Creator.
Sales, procurement, production, supply chain and inventory, designed around your real operating model - single site or multi-location, central warehouse or distributed. We've built this for a 67-unit, central-kitchen catering operation running sales through inventory from one HQ system.
A 67-location central-kitchen operator was running stock counts, purchase needs and production plans off spreadsheets, unit by unit. One HQ system replaced it: every site now updates in real time instead of feeding finance an emailed count at month-end, and the manual reconciliation that used to eat days out of every close is gone.
Custom applications for the workflows that don't fit neatly into a CRM or an accounting system.
Not every process belongs in CRM or Books. Approval trackers, internal portals, asset registers, service logs, custom request systems - built directly on Zoho Creator with Deluge automation and widgets, shaped around your process instead of forcing your process into someone else's template.
Purchase request to payment, as one audited flow instead of six spreadsheets and an inbox.
A full Procure-to-Pay engine: purchase requests, RFQs, vendor selection, quotes, purchase orders, GRN, inspection, inventory, payments, fixed assets and gate pass - with matrix approvals and three-way matching between PO, GRN and invoice built in, not bolted on.
Purchase-to-payment previously moved through email threads and a standalone spreadsheet tracker, with three-way matching checked by hand against paper GRNs. It now runs as one audited flow - matching happens automatically against every GRN and invoice, and every approval is logged in the system instead of chased over chat.
Billing, compliance and reconciliation that keep pace with operations instead of trailing a month behind.
Zoho Books configured for GST-compliant invoicing, connected directly to your CRM, ERP and P2P forms so purchase orders, GRNs and payments post without manual re-entry. We build the reconciliation and reporting layer finance teams actually check every day.
Onboarding, attendance and payroll that hold together across shifts and sites.
Zoho People configured for the way your workforce is actually structured - multiple sites, shift patterns, contract and payroll staff - with onboarding, attendance and leave workflows that feed straight into payroll instead of a separate spreadsheet each month.
Lead capture and nurture that hands sales a qualified conversation, not a raw form fill.
Zoho SalesIQ chatbots, Campaigns workflows and lead scoring rules designed to qualify before a lead ever reaches a rep - built with the same lead-capture-first architecture we've used for course-advisor and sales chatbots, wired straight into CRM pipelines.
Nearly every engagement starts with the systems audit - it's how we scope what's actually needed. From there, most clients build out CRM or P2P first and expand once the data model is in place. We design every build so the next module plugs in rather than requiring a rebuild.
Yes. Roughly half of new engagements start from spreadsheets and disconnected tools. The audit call covers licensing and migration as part of the scope.
Fixed-fee, phase-wise, scoped after the audit - you see the module breakdown and payment schedule before any build work starts.
Every build includes role-based training and documentation, with an optional AMC for ongoing support, fixes and small enhancements.