Zoho Implementation

Zoho SalesIQ

Live chat, visitor tracking, and chatbot configured to capture and qualify leads in real time.

What we configure

• Live chat widget setup and routing rules
• Visitor tracking and behaviour-based triggers
• Chatbot flows for lead qualification and FAQ handling
• Integration with Zoho CRM to push conversations as leads
• Operator dashboards and response SLA configuration

Who it's for

Businesses with website traffic that isn't converting or sales teams that have no visibility into who is visiting their site and what they're looking at.

Zoho SalesIQ

Zoho Forms

Custom forms for lead capture, internal requests, surveys, and approvals connected to the rest of Zoho.

What we configure

• Form design with conditional logic and field rules
• Multi-page forms with progress indicators
• Submission routing to Zoho CRM, Desk, or email
• Automated response emails on submission
• Approval workflows triggered by form entries

Who it's for

Teams collecting information through email, paper, or Google Forms with no automated follow-up or data routing.

Zoho Forms

What we configure

• Job posting templates and multi-channel publishing
• Candidate pipeline with custom hiring stages
• Interview scheduling and feedback collection
• Offer letter generation and onboarding triggers
• Integration with Zoho People for seamless hiring-to-employee handoff

Who it's for

HR teams hiring regularly who need structure, traceability, and less back-and-forth on WhatsApp and email.

Zoho Recruit

What we configure

• Salary structure setup with components and deductions
• India statutory compliance: PF, ESI, PT, TDS
• Automated payslip generation and distribution
• Direct bank transfer integration
• Payroll reports and year-end filings

Who it's for

Businesses running payroll manually or on basic accounting tools, and teams wanting Payroll connected directly to Zoho People.

Zoho Payroll

Zoho Sprints

Agile project delivery configured for development teams running sprint-based workflows.

What we configure

• Sprint board setup with custom statuses and swimlanes
• Backlog management and story point estimation
• Velocity tracking and burndown chart configuration
• Team capacity planning and workload visibility
• Integration with Zoho Projects and Bug Tracker

Who it's for

Development teams running scrums informally on Jira or spreadsheets who need a lightweight, connected agile tool inside the Zoho ecosystem.

Sprints

Zoho Bug Tracker

Structured bug reporting, assignment, and resolution connected to your development workflow.

What we configure

• Project and module setup with custom severity levels
• Bug submission forms for internal teams and clients
• Assignment rules and escalation workflows
• SLA configuration for resolution timelines
• Integration with Zoho Sprints and Zoho Projects

Who it's for

Development and QA teams tracking bugs over email or spreadsheets with no structured resolution workflow or client-facing visibility.

Bug Tracker

Zoho Creator

Custom business applications built on low-code without a full development team.

What we configure

• Application architecture and data model design
• Custom forms, workflows, and approval chains
• Role-based access and user permission setup
• Integration with third-party tools and Zoho apps via API
• Reports and dashboards built into the application

Who it's for

Businesses with a specific operational workflow that no off-the-shelf tool covers and who need something built, maintained, and owned internally.

Creator

Zoho WorkDrive

Team file storage with structured access, replacing shared Google Drive or Dropbox.

What we configure

• Team folder hierarchy and naming structure
• Role-based access permissions by department
• External sharing rules and link expiry settings
• Migration from existing cloud storage
• Integration with Zoho Writer, Sheet, and Show

Who it's for

Teams sharing files over WhatsApp, email attachments, or personal Google Drive accounts with no version control or access management.

WorkDrive

Zoho Cliq

Team messaging and channel communication structured around how your organisation actually works.

What we configure

• Channel structure by team, project, and function
• Direct message and thread configuration
• Bot integrations for notifications and reminders
• Integration with Zoho CRM, Projects, and Mail
• Admin controls for retention and guest access

Who it's for

Teams running internal communication across WhatsApp groups and email threads with no searchable history or structured channels.

Cliq

Zoho Meeting

Video conferencing and webinars fully integrated with your Zoho calendar and CRM.

What we configure

• Meeting room setup and host permissions
• Calendar integration for one-click meeting scheduling
• Webinar configuration for external audiences
• Recording storage and access controls
• Integration with Zoho CRM for client meeting logging

Who it's for

Teams using personal Zoom or Google Meet accounts with no integration to their CRM or calendar and no central record of client calls.

Meeting

Zoho Office Suite Writer, Sheet, Show

Document, spreadsheet, and presentation tools built into your Zoho Workplace environment.

What we configure

• Template setup for documents, reports, and presentations
• Collaborative editing and comment permissions
• Integration with WorkDrive for centralised file storage
• Export and import settings for Microsoft Office compatibility
• E-signature workflows via Zoho Sign integration

Who it's for

Teams working across Microsoft Office and Google Docs with no unified document environment or organisations wanting a fully owned, ad-free alternative.

Office Suite

Zoho Calendar

Shared scheduling connected to your email, meetings, and CRM activity.

What we configure

• Individual and shared team calendar setup
• Resource calendars for rooms and shared assets
• Integration with Zoho Mail, Meeting, and CRM
• Recurring event and reminder configuration
• External calendar sync with Google or Outlook

Who it's for

Teams scheduling across personal calendars with no shared visibility into availability, meetings, or resource bookings.

Calendar

Zoho Expense

End-to-end expense reporting from employee submission to finance approval to reimbursement.

What we configure

• Expense categories, limits, and policy rules
• Multi-level approval workflows by department or amount
• Receipt scanning and auto-categorisation
• Integration with Zoho Books and Zoho Payroll
• Mileage tracking and travel request management

Who it's for

Teams still collecting receipts on WhatsApp or managing reimbursements manually through email chains.

Expense

Zoho Billing

Recurring billing and subscription management automated from plan creation to renewal.

What we configure

• Subscription plans, pricing tiers, and trial periods
• Automated billing cycles and renewal reminders
• Proration handling for upgrades and downgrades
• Integration with Zoho Books for revenue reconciliation
• Customer portal for self-service plan management

Who it's for

SaaS businesses or service firms billing clients on recurring schedules who need automation beyond manual invoicing.

Billing

Zoho Invoice

Professional invoicing configured to your billing workflow from creation to payment confirmation.

What we configure

• Invoice templates matched to your brand
• Automated payment reminders at custom intervals
• Multi-currency and tax configuration
• Client portal for invoice access and payment
• Integration with Zoho Books for seamless reconciliation

Who it's for

Freelancers, agencies, and small businesses sending invoices manually and chasing payments over email.

Invoice

Zoho Payments

Payment collection built into your Zoho ecosystem — no separate gateway juggling.

What we configure

• Payment gateway setup and integration
• Automated payment links attached to invoices
• Reconciliation with Zoho Books and Zoho Billing
• Refund and dispute workflow configuration
• Multi-currency payment acceptance

Who it's for

Businesses collecting payments through separate tools that don't talk to their accounting or billing system.

Payments

Zoho Checkout

Standalone payment pages — no website or developer needed to start collecting payments.

What we configure

• Branded checkout page design and setup
• One-time and recurring payment options
• Custom fields for order or customer information
• Confirmation emails and webhook triggers
• Integration with Zoho CRM and Zoho Books

Who it's for

Businesses that need to collect payments quickly for events, services, or products without building a full e-commerce setup.

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