Zoho One
One suite to run the whole business
Zoho One brings CRM, finance, HR, support, marketing and analytics together. We help you decide what to switch on first, set it up properly and connect it to the way your teams already work.
The problem
Signs your business has outgrown separate tools
- Sales, finance and support each keep their own customer lists.
- Reports take days because data has to be copied between systems.
- You pay for several unrelated subscriptions that don't talk to each other.
- New staff need logins to too many tools before they can start work.
What we deliver
Services and deliverables
Rollout plan
A phased plan for which Zoho One apps to adopt first, based on your priorities and budget.
Zoho CRM setup
Pipelines, lead capture, quotes and sales reporting configured for your process.
Finance & operations
Zoho Books, Inventory and related apps connected to CRM so deals flow into invoices.
People, support & marketing
Zoho People, Desk and Campaigns set up where they add value.
Data migration & integration
Customer, product and historical data moved in, with Deluge automation joining the apps together.
Training & admin
User training, admin handover and ongoing support as you add more apps.
Use cases
Where this helps
Typical situations where clients bring us in.
- Replacing a mix of spreadsheets and standalone apps with one connected system
- Linking CRM deals to quotes, invoices and payments in Zoho Books
- Giving managers one dashboard across sales, finance and support with Zoho Analytics
- Onboarding new staff with single sign-on across every business app
Our approach
How we deliver it
- 01
Discover
We map your teams, current tools and the data each one depends on.
- 02
Prioritise
Together we pick the apps that deliver the most value first, rather than switching everything on at once.
- 03
Build
Apps are configured, connected and loaded with your data, then tested with your team.
- 04
Expand
Once the first phase is in use, we add further apps and automation step by step.
FAQ
Common questions
Get started
Talk to us about Zoho One
Share some context and we'll arrange a call to understand your requirements. No obligation.
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