Zoho packages

Zoho packages for one-vendor businesses

Run the whole business on one licence, or start with the single app that hurts most.

Full build 6x faster month end close for a consulting firm we moved to Zoho One

Zoho One Implementation

One vendor, one licence, and data that moves between departments on its own.

What's included

  • Application selection workshop, then up to eight Zoho apps configured and connected
  • Zoho CRM configured to your sales process
  • Zoho Books or Finance Plus wired to CRM for quote to cash
  • Zoho Desk for support with SLA automation
  • Cross-application workflows so data moves without rekeying
  • Zia AI enabled where it earns its place
  • Migration from the tools you are retiring
  • Department-by-department training

Not included: Custom Deluge applications beyond configuration · Third-party apps outside the Zoho suite

Yours to keepConfigured Zoho One tenantCross-app automationMigration reportTraining materials
Quick start No code Blueprint automation and setup, no developers needed

Zoho CRM QuickStart

A CRM your team is genuinely using by the end of week two.

What's included

  • Pipeline, module, and field configuration
  • Lead capture and assignment rules
  • One email and one telephony integration
  • Blueprint process automation for your key stages
  • Core reports and dashboards
  • Data import with deduplication
  • Team training

Not included: Zoho Creator custom apps · Multi-entity finance setup · Complex third-party integrations

Yours to keepConfigured Zoho CRMImported dataDashboardsTraining session
Full build Field-first training built for people who are not desk workers

Zoho FSM Implementation

Every job visible live, technicians on mobile, invoices raised the day work completes.

What's included

  • Work order and service appointment model
  • Dispatch console with scheduling rules
  • Technician mobile app configuration and rollout
  • Parts, inventory, and asset tracking
  • Zoho Assist remote support setup where relevant
  • Invoicing wired to Zoho Books
  • Field team training designed for people who are not desk workers

Not included: Hardware procurement · Custom mobile app development · IoT sensor integration

Yours to keepConfigured Zoho FSMDispatch workflowsMobile rolloutField training
Quick start Reconciled opening balances signed off before go live

QuickBooks to Zoho Books Migration

Books moved with history intact, and finance finally connected to the CRM.

What's included

  • Chart of accounts mapping and cleanup
  • Historical transaction, customer, and vendor migration
  • Opening balance reconciliation
  • Bank feed and payment gateway reconnection
  • Tax configuration for your jurisdictions
  • CRM to Books integration for quote to invoice
  • Finance team training

Not included: Audit or accounting advisory services · Payroll migration · Multi-entity consolidation beyond two entities

Yours to keepMigrated Zoho BooksReconciliation reportConnected CRM and finance
Ongoing support Whole estate covered, not one app at a time

Zoho Managed Services

One consultant who knows the whole estate and keeps it working as one system.

What's included

  • Named Zoho consultant across your active apps
  • Configuration changes and new automation
  • Deluge scripting for small custom needs
  • User support and onboarding
  • Monthly review and recommendations

Not included: Major new application rollouts, scoped separately

Yours to keepMonthly reportContinuous backlog delivery

In every package

The floor is the same, whatever you pick

A written scope

Everything in and out, agreed before we start.

A fixed price

Quoted against that scope. Changes are priced separately, and only if you want them.

Senior architects

People who ship these builds every week, not juniors learning on your project.

Thirty day hypercare

We stay close after go live, then hand over documentation you can actually use.

FAQ

Questions about Zoho packages

Fixed scope, fixed price

Not sure which Zoho package fits?

Tell us what is not working on a free thirty minute call. We will tell you which package fits, or that none of them do and what you need instead.

Ask me anything