Sales & CRM
Leads from every channel, pipelines that match how you sell, quotes, follow-ups and forecasts.
Zoho CRM · Bigin · SalesIQ
Zoho consultant · Dubai, working worldwide Zoho consulting, built around how your business works.
Most Zoho accounts are set up in a hurry and then worked around for years. As a Zoho consultant based in Dubai, we take teams anywhere through the whole Zoho implementation journey, from a first health check to custom apps and automation, so Zoho becomes the system your team actually runs on.
Your Zoho journey
Your Zoho implementation journey, in six stages.
New to Zoho? Start at stage 1. Already running it but stuck? Jump straight to the stage you need. One team, and each stage is scoped and priced on its own.
-
Health check & discovery
We map how work really flows today, review any Zoho you already have, and agree what success looks like before anything is built.
- Process mapping
- Free health check
- Plan & edition advice
-
Implementation
Zoho set up for your business, not the default: modules, pipelines, users, roles, templates, and your data moved in cleanly.
- Setup & configuration
- Data migration
- Roles & permissions
-
Customization
When the standard screens fall short: custom fields and layouts, Blueprints, Deluge functions, CRM widgets and Zoho Creator apps.
- Deluge
- Blueprints
- Widgets
- Creator apps
-
Integration
Zoho connected to the rest of your business: your website, WhatsApp, payment gateways, banks, e-commerce and other software through APIs.
- REST APIs
- Webhooks
- Zoho Flow
- Payment gateways
-
Automation & AI
Workflows that run on their own, and AI where it helps: lead scoring, drafted replies, document reading, and agents that work inside Zoho.
- Workflows
- Zia
- AI agents
-
Training & support
Short guides your team will actually read, hands-on training, and a monthly plan or hourly help for changes as you grow.
- Training
- Guides
- Monthly support
Zoho across your business
Zoho apps for every team in your business.
We set up Zoho department by department, so each team gets what it needs and everything shares the same customer data.
Marketing
Email campaigns, landing forms and lead nurturing, all feeding the same CRM.
Zoho Campaigns · Forms · Marketing Automation
Finance & accounting
Invoices, expenses, VAT and e-invoicing set up correctly, with deals flowing into invoices automatically.
Zoho Books · Invoice · Expense · Inventory
Customer support
Tickets from email, chat and WhatsApp in one place, with SLAs and AI-drafted replies.
Zoho Desk · SalesIQ
Operations & custom apps
Approvals, reconciliations, job cards and portals built as Zoho Creator apps for work no standard app covers.
Zoho Creator · Deluge · Flow
Analytics
Dashboards that pull from all your apps, so owners and managers see one version of the numbers.
Zoho Analytics · CRM dashboards
People & HR
Employee records, leave, hiring and onboarding, connected to the rest of your Zoho.
Zoho People · Recruit
Projects & collaboration
Won deals turned into projects, with tasks, files and team chat in one place.
Zoho Projects · WorkDrive · Cliq
Stage 1 · free
Free Zoho health check.
Paying for Zoho but your team still works around it? We'll review your setup and send a short written report: what works, what's broken and what to fix first. Free, with no obligation and no sales pitch.
- A 30-minute call to understand your goals
- Safe access: a temporary read-only user or a screen-share. Never your password.
- A written report you keep, whatever you decide
What we review
- UsageWhich apps and features your team uses, and where they fall back to spreadsheets.
- Data qualityDuplicates, empty fields and records people don't trust.
- AutomationsWorkflows and functions that misfire, clash or nobody needs.
- Connections and planIntegrations that break, apps you pay for but don't use, and whether your plan fits.
Questions
Zoho consulting FAQs.
Do we need Zoho One, or just one app?
Many small teams only need Zoho CRM, or CRM plus Books. Zoho One makes sense when you'll use several apps. We recommend the smallest setup that does the job.
Can you fix a Zoho setup someone else built?
Yes. We start with a free health check, keep what works and clean up the rest without stopping your team.
Can you move our data into Zoho?
Yes. We move data from spreadsheets, accounting software or another CRM. We clean it first, test the import on a sample, and only switch over when the numbers match.
What's the difference between customizing Zoho and building a Creator app?
Customization changes an existing Zoho app with fields, layouts, workflows and Deluge functions. A Zoho Creator app is a new application for a process no standard app covers, such as approvals, reconciliations or portals. Both share data with the rest of your Zoho.
Do we need to buy Zoho licences from you?
No. You can buy licences directly from Zoho. We charge for setup and building work only.
Do you offer ongoing Zoho support?
Yes. After launch you can choose a monthly support plan for changes and fixes, or book help by the hour (AED 250 per hour) when you need it.