Run sales, mail and accounts in one place with Zoho
We implement and customise Zoho around your processes, migrate your data and train your team so the system actually gets used.
- Zoho CRM, Mail and automation
- Data migration included
- Team training after setup
CRM & Mail
Set up around your process
Migration
Contacts, deals & history
Training
For your whole team
1 day
Reply to every enquiry
Zoho set up the way your business actually works
CRM & sales pipeline
Leads, deals and follow-ups in one place with stages that match how you sell.
Professional email
Zoho Mail on your own domain, set up and migrated safely.
Invoicing & accounts
Quotes, invoices and payment tracking connected to your sales.
Workflow automation
Automatic reminders, assignments and updates that save hours.
Integrations
Connect Zoho to your website forms, WhatsApp, payment tools and other systems.
Data migration
Bring contacts, deals and history from spreadsheets or your old CRM.
What we set up
Zoho CRM
Pipelines, lead capture, scoring and reports.
Zoho Mail & Workplace
Business email and collaboration.
Invoicing & Books
GST-ready billing and accounting.
Automation & custom apps
Workflows and custom modules.
How our Zoho implementation works
- 1
Understand
We study your sales and operations process.
- 2
Configure
Modules, fields, pipelines and automation set up.
- 3
Migrate
Data imported, cleaned and checked.
- 4
Train
Your team learns the system and gets support.
Choose your Zoho setup
CRM starter
Start tracking leads
- Pipeline & stages
- Lead capture forms
- Basic reports
- Team training
Business setup
Most businesses
- CRM + Mail
- Automation & workflows
- Data migration
- Invoicing
Custom Zoho
Specific processes
- Custom modules
- Integrations
- Advanced automation
- Ongoing support
Zoho apps we set up
Questions we hear most
Which Zoho apps can you set up?
Zoho CRM, Zoho Mail and Workplace, invoicing and accounting apps, along with workflow automation and integrations with your other tools.
Why get help with Zoho instead of setting it up myself?
Zoho is flexible, which also means it is easy to set up badly. We design it around your process, avoid common mistakes and get your team using it sooner.
Can you migrate data from my current CRM or spreadsheets?
Yes. We clean and import contacts, companies, deals and history, and check the data after migration.
How long does a Zoho implementation take?
A basic CRM setup can take a few days to a couple of weeks, while larger setups with automation and integrations take longer. We confirm a plan after reviewing your process.
How much does it cost?
There are two parts: Zoho’s own subscription, which depends on the apps and number of users, and our setup service, which depends on scope. We will quote the service after understanding your needs.
Will you train my team?
Yes. We train your team after setup so they can use the system confidently from the first week.
Can Zoho connect to my website and lead forms?
Yes. Website and landing page forms can send leads directly into Zoho CRM, so nothing is missed.
Can you customise Zoho for my industry?
Yes. We add custom fields, modules, pipelines and automation to match how your industry works.
Do you support us after the setup?
Yes. We help with questions, changes and new requirements after the system is live.
Ready to get started? Let’s talk about your project
Free consultation and a clear quote within one business day.