Transform Your Business with End-to-End Zoho One Implementation
What is Zoho One?
One Platform. Every Function. Total Control.
Zoho One is an all-in-one suite of over 45+ business applications that lets you manage every aspect of your organization—Sales, HR, Finance, Projects, Support, and more—from a single, unified platform.
What is Zoho One Implementation?
Zoho One implementation involves customising, integrating, automating, and deploying Zoho’s suite to fit your unique business processes. From data migration to role-based user access and advanced workflows — we handle it all, end-to-end.
Our Zoho One Implementation Approach
Zoho Apps We Implement – Deep Dive
A full Zoho One implementation is not just about setting up apps. It’s about unlocking efficiency, visibility, and automation across every department.
Sales, Lead Management & Automation
▪ Centralized lead capture from website, social, and emails
▪ Sales pipeline tracking with stages and reminders
▪ Automated follow-ups and deal insights
Finance, Invoicing & Compliance
▪ GST-compliant invoicing and automated recurring bills
▪ Vendor and customer payment tracking
▪ Bank reconciliation & reports
HRMS: Attendance, Leave, Onboarding
▪ Track employee attendance, check-in/out, shifts
▪ Custom workflows for leave, appraisal, exit
▪ Onboarding with document upload and training checklist
Salary Disbursement & Compliance
▪ Process salaries with auto-calculation of TDS, PF, ESI
▪ Employee payslip portal
▪ Statutory reports (Form 16, PT, etc.)
Customer Support Helpdesk
▪ Ticket creation via email, website, or chat
▪ SLA rules, auto-assignment, escalation
▪ Customer satisfaction surveys
Project Management & Collaboration
▪ Task assignment, Gantt charts, milestones
▪ Budget tracking and time logging
▪ Client collaboration on shared portals
Email & Drip Marketing
▪ Email sequences based on user actions
▪ List segmentation
▪ Campaign analytics and A/B testing
BI Dashboards & KPIs
▪ Real-time reports from all modules (CRM, Books, Projects)
▪ Custom dashboards by role (Sales, Finance, HR)
▪ Predictive analytics via Zia AI
Custom Internal Tools
▪ Build low-code apps for approvals, forms, asset tracking
▪ Integrated workflows
▪ Role-specific forms & access
Internal Communication
▪ Real-time chat, channels, and task alerts
▪ Connects with all Zoho apps
▪ Mobile and desktop ready
Industries We Serve
Our consultants understand your business and tailor the Dashboard process accordingly.
Construction & Infrastructure
Centralized project management and real-time site tracking reduce delays and manual errors. Automated billing, vendor onboarding, and labor management improve efficiency.
Wholesale & Distribution
End-to-end inventory, sales, and finance tracking ensure smooth order processing. Automated credit control and stock updates enhance operational accuracy.
Clinics & Diagnostic Center
Patient scheduling, billing, and staff rostering are streamlined under one system. CRM and campaigns help retain patients through follow-ups and reminders.
Educational Institutes & Coaching Centres
Manage inquiries, admissions, and fee payments with ease. Track student engagement and automate communication for better retention.
Pharma & Life Sciences
Automate compliance, approvals, and documentation. Manage samples, sales reps, and customer engagement through integrated CRM and Creator apps.
Real Estate & Property Management
Track leads, property listings, and sales with Zoho CRM. Automate documentation, commission payments, and agent performance reports.
IT Services & SaaS Companies
Streamline lead management, project delivery, and support tickets. Custom apps, timesheets, and client communication are all integrated.
Manufacturing & Fabrication
Monitor production, inventory, and quality checks in real-time. Automate purchase orders, vendor workflows, and dispatch scheduling.