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ZOHO

ZOHO

Zoho is a business management solution offered as a cloud-based platform with monthly/annual subscription. The platform is designed to help businesses increase organizational efficiency and break down internal silos.

The platform supports a low-code application development platform that helps deliver custom web and mobile applications at speed. It provides core functions required by any organization for the smooth running of the organization. These covers

  1. Human resource management.

  2. Finance

  3. Legal

  4. CRM and Digital Marketing

  5. Website and eCommerce

  6. Tools - Project Management, Email, Support, etc.

Our Offerings

Core Zoho Platforms

Zoho One -  It is a cohesive set of 50+ applications that work collectively to run an entire business on the cloud. It covers all the applications a company needs to acquire and serve its customers (marketing, sales, and support apps); run its operations (finance, recruiting, and HR apps); and provide all the tools for its employees to work collaboratively and get their work done (office suite, mail, personal productivity, and collaboration apps).

Zoho CRM and CRM Plus -  Zoho CRM Plus is a single platform that combines customer relationship management (CRM), Visitor tracking, Help desk, Project collaboration, Marketing automation, Social media management, Customer surveys, Activity management, and metrics and KPIs.

Zoho Books -  An online accounting software designed to manage a business's financial operations, including invoicing, expense tracking, bank reconciliation, and tax compliance. It helps businesses organize their financial data, automate workflows, and generate reports, streamlining their accounting processes.

Zoho People Plus -  This platform helps deliver digital HR experiences to your employees while managing the entire employee life cycle (Talent Acquisition, Talent Management, Core HR & Payroll, and Employee Engagement) on a single integrated platform.

Zoho Analytics -  Zoho Analytics is a business intelligence (BI) and data analytics platform used for analysing data, creating reports and dashboards, and sharing insights across teams. It helps users connect, prepare, and analyze data from various sources, discover insights, and make data-driven decisions.

Zoho Commerce -   Zoho Commerce allows businesses build their own ecommerce website, accept orders, track inventory, process payments, manage shipping, and market their brand.

Zoho ZeptoMail -  A dedicated Email sending service to send transactional emails (like welcome mailers, payment receipts, invoices, OTPs, and alert emails) to customers in time.

Complete List of Zoho Platforms We Offer

Projects

CRM

People

Analytics

Recruit

Books

Sites

Forms

Zakya

Contracts

CRM Plus

Zoho One

People Plus

Commerce

ZeptoMail

CRM Flex

Our Offerings - Zoho Services

We, as the Zoho Consulting Partner, offer the following services

  1. Platform Configuration

  2. Platform Enhancements and Customization leveraging Zoho tool kit

  3. Integration with external applications (API | Webhooks)

  4. Data Migration

  5. Platform post-production support

Our Solutions – Zoho Based Value-Added

We continue to enhance value for our customers by building point solutions and accelerators. These solutions enhance productivity, reduce manual errors, and improve time to market. The key solutions are listed below

Web Hosting Industry

Web hosting industry primarily uses WHMCS and HostBill as the billing systems. For our customers in the Web and Cloud hosting industry, we provide end to end services that covers from the configuration of the billing system to the automated bookings of the invoices generated in the billing system (WMHCS, HostBill) in Zoho.

Configuration

WMHCS and HostBill Platform Configuration

  1. User and Privilege Management

  2. Client Account Management

  3. Module Provisioning

  4. Product and Services Configuration

  5. Order Configuration

  6. Payment Gateway Configuration

  7. Billing Configuration

  8. Invoice and Template Configuration

  9. Client Communication Template Configuration

  10. Client Portal Configuration

  11. Ticket Management Configuration

Integration

  1. WHMCS - Zoho Books Integration

  2. HostBill - Zoho Books Integration

The Key features of the integrator are

  1. Partial and Fully Paid Invoices

  2. GST | non-GST | Overseas Customers

  3. Multiple Currency Support

  4. TDS Handling

  5. Customer Creation in Zoho, if not existing

  6. Multi Brand Support

  7. Support for domestic and international customers

  8. Operations Dashboard

Project Management

A solution to sync in 2 separate instances of Zoho Projects. Typically, Zoho Projects can be shared between users of the same instance i.e. Zoho One or Zoho CRM Plus or standalone Zoho Projects. However, in case you would like a set of users having only Zoho standalone Project licenses to sync with Zoho One or CRM Plus projects without purchasing the entire Zoho One or Zoho CRM Plus bundle license, it is not possible.

We have built a bridge that allows Zoho Projects sync up with another instance of Zoho Projects, be it standalone Zoho Projects, or part of Zoho One or Zoho CRM Plus bundle. The sync covers Projects, Milestones, Associated tasks, Issues, tags, Users, etc. The sync is seamless and near real time, and saves a significant cost.

Other Solutions

  1. In addition, we have built following solutions using Zoho

  2. Loan Origination System

  3. ERP for Construction Industry

  4. Wholesale Price Management

  5. eCommerce for a homegrown firm

Let's Make Something Great Together!

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