• Runs 24/7

  Nurturing, reminders and data processing happen overnight and on weekends, not when someone gets to them.

• Consistent every time

  A rule runs the same way on the thousandth record as on the first, which removes the typos and skipped steps that cost money.

• Lower operating cost

  Hours of manual admin per week disappear, so the same team handles far more volume without new hires.

• Works with the tools you have

  Microsoft 365, QuickBooks, HubSpot, Shopify, Zoho or an in-house database. We automate around the systems you already pay for.

1. Lead capture and routingScoring, round-robin assignment, territory rules and nurture sequences from web form to CRM, whichever CRM you use.
2. Finance workflowsQuote-to-invoice, payment reminders, reconciliation and approval chains between your CRM and QuickBooks Online, Xero or Zoho Books.
3. Communication sequencesFollow-ups and notifications across email, SMS through Twilio, Microsoft Teams, Slack or Zoho Cliq.
4. Cross-system data syncValidation, deduplication and real-time updates between any systems with an API.
5. Operational automationsApprovals, inventory alerts, scheduled reports, task assignment and SLA monitoring.

1. Week 1MapWe document the current process, its triggers and its exceptions, and agree the rules in writing.
2. Weeks 2 to 3BuildWorkflows built in a sandbox, in code, in a workflow tool or in Zoho, with logging, retries and error alerts.
3. Final weekTest and hand overRun against real records with your team, then switch on with monitoring and documentation.

• Your team re-keys the same data into two or three systems.
• Leads or tickets wait because follow-up depends on someone remembering.
• Your tools (Microsoft 365, QuickBooks, Zoho or anything else) should talk to each other and do not.
• You want fewer errors without adding admin headcount.

• Full-stack capability

  Custom front ends, APIs and databases when you need full control; Creator's native forms and reports when they are enough. No feature is off the table.

• Web and mobile

  Responsive web apps for desktop, tablet and phone, plus native iOS and Android apps when the field needs them. See mobile app development.

• Connects to anything

  APIs link your app to your CRM, accounting, ERP, payment gateways, IoT devices and any external service.

• Secure by default

  Role-based access, single sign-on, encryption in transit and at rest, and audit trails, on AWS, Azure or Zoho's infrastructure.

1. Application designUser flows, data model and interface design agreed before the build starts.
2. Operations platformsInventory, job costing, project tracking, field service, scheduling and industry-specific tools.
3. Internal tools and admin panelsThe screens your team lives in all day: queues, boards, approvals and search that actually finds things.
4. Custom interfacesDashboards, drag-and-drop boards, maps and real-time views, as standalone apps or as widgets inside Zoho.
5. Integration bridgesConnections to ERPs, payment gateways, IoT and any external system, with logging.

1. Weeks 1 to 2DesignRequirements, data model, stack recommendation and clickable interface mock-ups you sign off.
2. Weeks 3 to 8BuildSprint-based delivery with a working demo every week.
3. Weeks 9 to 12Test, launch, trainUser acceptance testing, data migration, go-live and role-based training.

• No packaged product matches how you actually work.
• Spreadsheets and email have become your system of record.
• You want to own the code and host it where you choose.
• Or you already pay for Zoho and want the app to live inside it.

• Self-service around the clock

  Customers check status, download documents and pay invoices at 10 p.m. without calling you.

• Fewer status emails

  Every "where are we on this?" becomes a page they can check, so your team gets its day back.

• Secure by design

  Single sign-on, multi-factor login, role-based access and an audit trail of who saw and changed what.

• Your brand, not a template

  Your logo, your domain and your design, built to feel like part of your business rather than a vendor's.

1. Client portalsOrders, projects, invoices, documents and support tickets for each customer account.
2. Partner and vendor portalsDeal registration, purchase orders, onboarding paperwork, commissions and shared pipelines.
3. Employee intranetsPolicies, requests, time off, training and announcements in one logged-in home, with Microsoft 365 or Google sign-in.
4. Payments and signaturesStripe payments, saved cards, invoice history and signed agreements inside the portal.
5. Tickets and messagingSupport requests, threaded messages and notifications tied to the account, visible to your team in your CRM or help desk.

• Work Order Hub

  A client-facing project portal with milestones, roles and weekly status briefs.

• Warranty Center

  Self-service warranty lookup, product activation and guided claims triage for end customers.

• Public Course Catalog

  A student portal with course search, registration, checkout and a My Courses area.

• Commission Hub

  A rep-facing portal with payouts, statements and account performance for a sales team.

• Your team answers the same status questions by email every day.
• Customers or partners need documents, invoices or updates you currently send by hand.
• You want vendors to submit orders and paperwork into your system, not your inbox.
• Staff need one place for requests, policies and training.

• Works offline

  Forms, photos and signatures are saved on the device and sync when the connection returns, without duplicates or lost work.

• One codebase, two platforms

  React Native or Flutter ship to iOS and Android together, so features and fixes land on both at once and cost less to maintain.

• Uses the phone properly

  Camera, barcode and QR scanning, GPS and maps, push notifications, Face ID or fingerprint login and signature capture.

• Connected to your systems

  Jobs, customers and stock come from your CRM or ERP, and every update flows back in real time. No double entry at the office.

1. Field service appsJob lists, routes, checklists, photos, parts used and customer sign-off, online or offline.
2. Customer appsOrdering, booking, account status, loyalty and payments with Stripe, Apple Pay and Google Pay.
3. Sales and inspection appsVisit logging, quotes, inspections and barcode inventory counts on the road.
4. Companion appsA mobile front end for an existing web app, CRM or portal, sharing its API and logins.
5. Store release and upkeepApp Store and Google Play submission, TestFlight betas, crash reporting and updates for each new OS version.

1. Weeks 1 to 3DesignScreens, offline rules and a clickable prototype you try on your own phone.
2. Weeks 4 to 12BuildSprints with a fresh test build on your phone every week through TestFlight and Google Play testing.
3. Weeks 13 to 16ReleaseReal-device testing, store listings, review submission and a staged rollout to your users.

• Your field team fills in paper forms or texts photos to the office.
• Crews work where the signal drops and still need the job details.
• Customers keep asking for an app to order, book or check status.
• Your web system works, but nobody can use it comfortably on a phone.

• No limits on customization

  Records, fields, layouts, branded interfaces and business logic built to your specification, not a template.

• CRM to ERP

  Grow from pipeline management into inventory, purchasing, finance and HR without changing platforms or re-keying data.

• Central data hub

  The CRM becomes the master record that syncs with QuickBooks, Xero, Shopify, Microsoft 365, the Zoho suite and your other systems.

• AI where it helps

  Deal predictions, lead scoring and follow-up drafts from OpenAI, Claude or Zia, configured for your data.

1. Data model and configurationRecords, fields, layouts, page styling and role-based views, custom or in Zoho CRM.
2. AutomationPipelines, approvals, scheduled actions and business rules: Blueprints and Deluge on Zoho, code-level rules in a custom build.
3. InterfacesQuoting tools, dashboards and mobile views, as custom screens or as widgets inside Zoho CRM.
4. IntegrationsAccounting, support, e-commerce and marketing systems, two-way and logged.
5. ERP expansionInventory, purchasing and finance modules so the CRM becomes the operating system of the business.

1. Week 1DiscoveryPipeline, roles, reports and a data audit, plus the platform recommendation and migration plan.
2. Weeks 2 to 5Build and automateData model, automations and integrations built in a sandbox and reviewed weekly.
3. Weeks 6 to 8Migrate, test, trainClean import, user acceptance testing, role-based training and go-live.

Already on Salesforce, HubSpot or a spreadsheet? We integrate with it, or migrate you off it. See modernization and migration.

• Your current CRM is a database nobody trusts or updates.
• Sales, operations and finance keep separate copies of the same customer.
• You are outgrowing spreadsheets, accounting-only software or a starter CRM.
• You want a partner with 30+ full systems behind them, not a first project.

• Any system to any system

  Salesforce, HubSpot, QuickBooks Online, Shopify, Stripe, Zendesk, Microsoft 365, Zoho and in-house databases, in any combination.

• Real-time sync

  Two-way flows that update instantly. No nightly batches, no stale records, no "let me check the other system".

• Your own API

  Documented REST APIs and webhooks for your product or partners, with keys, rate limits and a developer portal.

• Built to fail safely

  Retry logic, queueing, logging and alerts, so a timeout never turns into lost data.

1. CRM and salesSalesforce, HubSpot, Zoho CRM and custom CRMs synced with the rest of the business.
2. E-commerceShopify, WooCommerce, Magento, Amazon and Zoho Commerce orders synced to inventory and accounting.
3. Accounting and paymentsQuickBooks Online, Xero, Zoho Books, Stripe and PayPal reconciliation and financial sync.
4. Communication and supportTwilio, Zendesk, Microsoft 365, SharePoint, Slack and Zoho Desk tied to the customer record.
5. Everything elseREST and SOAP APIs, webhooks, SQL databases, ERPs, shipping carriers and IoT devices.

1. Week 1SpecifyField mapping, direction of sync, conflict rules and error handling agreed on paper.
2. Weeks 2 to 4BuildMiddleware, authentication, transformations and logging in a sandbox.
3. Final weekVerifyParallel run against production data, then cut over with monitoring and alerts.

Plus any external system with an API: ERPs, e-commerce, payments, shipping, databases.

• Someone exports a CSV from one system and imports it into another every week.
• Orders, invoices or tickets exist in two places and never quite match.
• A vendor's "integration" covers only half of what you need.
• You want the connection documented and maintainable, not a black box.

• Nothing lost

  Every table, attachment and history note is mapped, and record counts are reconciled before and after the move.

• Clean data, not copied mess

  Duplicates merged, formats standardized and broken relationships fixed, so the new system starts out trustworthy.

• Zero-downtime cutover

  Parallel runs and a rehearsed switch-over, usually over a weekend, with a rollback plan on standby.

• The logic survives

  Formulas, macros and unwritten rules are documented and rebuilt on purpose, not dropped by accident.

1. Spreadsheets to a real systemExcel and Google Sheets workbooks rebuilt as a database with forms, permissions and history.
2. Access and on-premise appsMicrosoft Access, FileMaker and legacy SQL Server applications moved to the cloud as modern web apps.
3. CRM migrationsSalesforce or HubSpot to Zoho CRM, Zoho to a custom CRM, or whichever direction your plan calls for.
4. Accounting migrationsQuickBooks Desktop to QuickBooks Online, Xero or Zoho Books, with opening balances and history reconciled.
5. Documents and filesFile shares and SharePoint libraries moved with folder structures, permissions and links intact.

1. Weeks 1 to 2Audit and mapAn inventory of data, logic and integrations, then a field-by-field mapping you sign off.
2. Weeks 3 to 8Build and rehearseThe new system is built and full test migrations run until every count reconciles.
3. CutoverSwitchFinal delta migration, validation and go-live, usually over a weekend, with rollback ready.
4. First 30 daysHypercareDaily checks, fast fixes and the old system kept read-only for reference.

• A critical process runs on a spreadsheet only one person understands.
• Your Access or on-premise app is tied to one aging machine.
• You are leaving a platform (Salesforce, Zoho or QuickBooks Desktop) and dread the move.
• You tried a migration before and the data did not survive it.

• Every channel, one message

  Email, social, SMS and web campaigns share segments and content, so the story stays consistent wherever a prospect meets you.

• Scoring and nurturing

  Behavioral lead scoring flags the hot prospects and moves the rest through automated sequences until they are ready.

• Sales cadences

  Structured multi-touch outreach in your CRM, so no lead is dropped after the second attempt.

• Proof of return

  Dashboards that tie campaigns to pipeline and revenue, not just opens and clicks.

1. Email journeysSegmentation, A/B testing, autoresponders and behavior triggers in Zoho Campaigns, HubSpot or a custom sender.
2. SMS and messagingTwilio SMS and WhatsApp sequences, with opt-in and opt-out handled properly.
3. Sales cadencesMulti-touch outreach and follow-up automation in Zoho CRM Cadences, HubSpot sequences or your own CRM.
4. Website tracking and scoringVisitor tracking, forms and lead scoring that write back to the CRM record.
5. Social and extrasSocial scheduling and listening, landing pages, webinar and survey campaigns, and cross-channel analytics.

1. Week 1PlanAudiences, lifecycle stages, the scoring model and a content inventory.
2. Weeks 2 to 4BuildJourneys, templates, forms, tracking and the CRM sync.
3. Weeks 5 to 6Launch and measureFirst campaigns live, dashboards in place, tuning on real results.

• Marketing and sales argue about which leads are ready.
• Nurturing happens when someone has time, which is rarely.
• You want marketing data in the same place as your CRM, whichever CRM that is.
• You need reporting that shows revenue, not vanity metrics.

• One inbox

  Email, phone, chat, social and web forms land in a single queue with the customer's full history attached.

• Branded knowledge base

  Searchable articles, FAQs and how-to guides on a support center styled to your brand, open around the clock.

• Portal and community

  Customers submit tickets, track status and help each other, which cuts volume and builds loyalty.

• SLAs and automation

  Auto-routing, escalations and SLA timers, so every ticket has an owner and a clock.

1. Help desk setupZoho Desk, Zendesk or a custom desk: departments, teams, ticket views, SLAs, escalation rules, macros and branding.
2. Support centerKnowledge base, community forum and customer portal styled to match your website.
3. Omnichannel intakeEmail, web forms, live chat, social and phone (through Twilio or Zoho Voice) routed into one queue.
4. AI assistSuggested replies, ticket summaries and auto-tagging with OpenAI or Claude, reviewed by your agents.
5. Training and reportingAgent and customer onboarding, documentation and support performance dashboards.

1. Week 1DiscoverChannels, ticket types, team structure and any existing help content.
2. Weeks 2 to 3ConfigureYour help desk, automations, SLAs and the support center design.
3. Weeks 4 to 5Content, train, launchFirst articles published, agents trained, channels switched over.

• Support lives in a shared inbox and things fall through.
• The same questions arrive every day and could be answered by an article.
• You need response-time commitments you can actually measure.
• Sales should see a customer's support history in the CRM, and support should see the account.

• Your ledger, connected

  QuickBooks Online, Xero or Zoho Books synced two-way with your CRM, e-commerce store and payment processor.

• Zoho Books when it fits

  Native links to CRM, Inventory, Projects and Expense. The natural choice for businesses already on Zoho One.

• Finance on autopilot

  Invoice generation, recurring billing, payment reminders, expense approvals and reconciliation run on a schedule.

• Accounting partners

  Bookkeeping, chart of accounts and bank reconciliation delivered with trusted accounting professionals.

1. Ledger setup and cleanupChart of accounts, taxes, payment gateways, invoice templates and bank feeds in QuickBooks Online, Xero or Zoho Books.
2. CRM-to-invoice automationQuotes to invoices, deal-to-order workflows and payment status on the deal, from any CRM.
3. Payments and recurring billingStripe and PayPal payouts matched to invoices, subscriptions, reminders and expense approvals.
4. Custom finance toolsCommission calculators, job costing, approval portals and Power BI reporting where off-the-shelf stops.
5. Partner servicesBookkeeping, chart of accounts design and reconciliation through our accounting partners.

1. Week 1ReviewCurrent ledger, taxes, invoicing flow and the integration points.
2. Weeks 2 to 3Configure and connectYour accounting platform, gateways and the CRM automation.
3. Week 4Reconcile and go liveParallel run on a closed period, training, then cutover.

• Sales closes deals in the CRM and finance re-creates them as invoices by hand.
• Chasing payments is a person's job rather than a schedule.
• You want one view of revenue, expenses and cash across departments.
• You want to keep QuickBooks or Xero, or move to Zoho Books, and need someone who knows both.

• Dashboards built around your KPIs

  Pipelines, funnels, margins, utilization and service levels, designed with the people who will use them.

• Reports on a schedule

  Daily, weekly or monthly PDF and Excel reports delivered automatically. Nobody builds a report by hand again.

• Every source in one model

  CRM, accounting, support, SQL databases, APIs and CSV files joined into a single dataset.

• Insights, not just charts

  Trend detection, anomalies and forecasts, from Zia or AI models, that surface what a static chart would hide.

1. Data integrationConnectors to your apps, databases, spreadsheets and third-party systems, with refresh schedules.
2. Data modelCleaned, joined tables and calculated metrics in a SQL warehouse or Zoho Analytics, so numbers agree across every report.
3. DashboardsSales performance, marketing return, support metrics and financial health, filterable by team and period.
4. Automated deliveryScheduled exports to stakeholders plus threshold-based alerts.
5. Embedded analyticsWhite-labeled dashboards inside portals, custom apps or client-facing systems.

1. Week 1DefineThe questions each dashboard must answer, the sources and the owners.
2. Weeks 2 to 3Model and buildConnectors, data model and the first dashboards reviewed with users.
3. Week 4Refine and scheduleCorrections, permissions, scheduled delivery and training.

Plus REST APIs and CSV imports from any other system.

• Monthly reporting means someone spends days in spreadsheets.
• Different departments quote different numbers for the same metric.
• Leadership wants a live view rather than a slide deck.
• You want to expose dashboards to clients or partners securely.

• Whole-suite view

  Sales, marketing, support, finance, HR and operations planned together, so nothing is set up twice or left out.

• Phased roadmap

  Quick wins first, then the deeper transformation, each phase with a fixed scope and budget.

• Cross-app workflows

  Lead to invoice to ticket to renewal without manual hand-offs between departments.

• Adoption, not just installation

  Role-based training and documentation, so the team actually uses what was built.

1. Discovery and auditCurrent tools, processes and pain points across every department.
2. RoadmapA prioritized implementation plan with quick wins, longer-term goals and licensing advice.
3. Core rolloutCRM, Books, Desk, Creator and the other priority apps configured to your requirements, with data migrated from Salesforce, HubSpot, QuickBooks or spreadsheets.
4. Cross-app automationWorkflows that connect sales, marketing, support and finance, plus integrations to the non-Zoho tools you keep.
5. EnablementTraining, documentation and an ongoing optimization cadence after go-live.

1. Weeks 1 to 2Audit and roadmapInterviews, systems review and a phased plan with budget.
2. Months 1 to 3Core appsCRM, Books and Desk live, data migrated, first automations running.
3. Months 3 to 6ExpandRemaining apps, cross-app workflows, analytics and ongoing optimization.

And whichever of the remaining Zoho apps your roadmap calls for.

• You bought Zoho One and use two or three apps of it.
• You are moving to Zoho from Salesforce, HubSpot or a patchwork of tools.
• You want one partner accountable for the whole stack.
• You are planning growth and need systems that keep up.

• Fast and findable

  Prerendered pages, clean URLs, structured data, SSL and a CDN, so search engines and visitors both get speed.

• Connected to your CRM

  Every form, chat and booking lands in your CRM with its source, so the site feeds the pipeline.

• Built by developers

  Custom HTML, CSS and JavaScript when the design or logic needs it, not a theme with limits.

• Measured from day one

  Privacy-friendly analytics in place at launch, so you can see what the site does for you.

1. DesignStructure, page designs and content plan, reviewed with you before build.
2. BuildCustom-coded pages or a Zoho Sites build, responsive on every screen.
3. IntegrationsForms, bookings, live chat and CRM lead capture with attribution, into Zoho, HubSpot or any CRM with an API.
4. SEO and performanceMetadata, structured data, clean URLs, image optimization and speed checks.
5. Launch and trainingDomain, SSL, hosting, analytics, and a walkthrough so your team can edit content.

1. Zoho Sites1 to 3 weeksDesign, content, forms and launch.
2. Custom build4 to 10 weeksDesign system, custom code, integrations and testing.
3. After launchOngoingNew pages, features and content changes through a monthly retainer.

• Your website and your CRM have never met.
• You need bookings, portals or logged-in features, not just pages.
• You want a site that loads fast and ranks, on hosting you control.
• You want a straight answer on template versus custom before spending anything.

• Click-to-call

  Dial any contact, lead, deal or ticket from the record itself. No manual dialing, no copying numbers.

• Automatic logging

  Duration, notes, outcome and an optional recording saved to the record for every call, plus AI transcripts and summaries if you want them.

• IVR and routing

  A professional auto-attendant, queues, business hours and rules that send callers to the right team.

• Call analytics

  Volume, wait times, durations and agent performance in dashboards you can act on.

1. NumbersLocal, toll-free or international numbers provisioned, and existing numbers ported.
2. CRM integrationClick-to-call, screen pops and call logging in Zoho CRM, HubSpot, Salesforce or a custom CRM.
3. Help desk integrationCaller ID with ticket history and clean hand-offs to agents in Zoho Desk, Zendesk or your own desk.
4. IVRGreetings, menus, business hours, voicemail and routing rules.
5. Power dialer and SMSOutbound calling lists with scripts and scheduling, plus two-way SMS for sales and support teams.

1. Days 1 to 2PlanTeams, numbers, call flows, hours and recording policy, plus Twilio or Zoho Voice.
2. Week 1 onwardConfigureVoice platform, IVR, queues and the CRM and help desk integrations.
3. Final weekPort and trainNumbers switched over, team trained, dashboards live.

• Reps log calls by hand, or not at all.
• Your phone system and your CRM know nothing about each other.
• You want a professional auto-attendant without on-premise hardware.
• Managers need call reporting that is not a guess.

• The right model for each job

  Claude, GPT or Azure OpenAI picked per task, from long-document analysis to drafting and classification, with costs you can predict.

• Your data stays yours

  Business API tiers that do not train on your data, and Azure OpenAI when records must stay inside your Microsoft tenant.

• Grounded in your data

  Answers drawn from your documents, SharePoint, CRM and tickets, with sources shown, not guesses.

• Agents that take action

  Classification, routing and record updates written back to your systems through APIs and webhooks, with every action logged.

1. AI in your CRMEmail drafts, deal summaries, close-date predictions and lead scoring in Zoho CRM, HubSpot, Salesforce or a custom CRM.
2. Knowledge assistantsChat over your documents, policies and tickets, in Microsoft Teams, your portal or your website.
3. Document processingInvoices, forms and contracts extracted into structured data and checked before anything is posted.
4. Model routingA unified layer that picks Claude, OpenAI or Zia by task, cost and accuracy.
5. Custom agentsMulti-step agents that act in your systems, with approvals and human review where it matters.

1. Week 1Use case and data reviewWhat the model sees, what it may do and how success is measured.
2. Weeks 2 to 4Prototype and evaluateWorking integration in a sandbox, tested against real records with your reviewers.
3. Weeks 5 to 6Harden and roll outGuardrails, logging, cost controls and a staged release to the team.

Models are connected through their APIs, with your keys and your data policies.

• Your team reads, summarizes or classifies the same kinds of documents every day.
• You want AI inside the tools your team already uses, not another tab to copy and paste into.
• You need control over which data leaves your systems and where it goes.
• You want measured results from one use case before scaling to more.