Zoho CRM / Automation / Business Systems

Your Zoho ecosystem, built right.

We implement, customize, and optimize the full Zoho stack — CRM, Flow, Creator, Bookings, Campaigns, and more — so your team actually uses it and your data works for you.

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Configure and customize
CRM modules, fields, layouts, and roles tailored to your workflow.
Automate with Flow & Deluge
Workflow rules, blueprints, custom functions, and cross-app triggers.
Connect and report
Dashboards, advanced analytics, and integrations across your full Zoho stack.
Operations Snapshot
Zoho Apps Connected
8+ integrated
40+
custom workflows
3.2x
faster lead-to-close
-60%
manual data entry
First automation live in under 2 weeks.

What we deliver

Three focused service lines to implement, automate, and connect your Zoho stack.

Zoho CRM Implementation

Full CRM setup from scratch or cleanup of an existing mess — modules, layouts, roles, pipelines, scoring rules, and data migration.

Learn more about Zoho CRM Implementation ->

Automation & Workflow Design

Workflow rules, blueprints, Zoho Flow connections, approval processes, and custom Deluge functions to eliminate repetitive work.

Learn more about Automation & Workflow Design ->

Integrations & Reporting

Connect CRM to Bookings, Campaigns, Creator, Desk, and third-party APIs. Build dashboards and advanced analytics that drive decisions.

Learn more about Integrations & Reporting ->

Proof you can measure

Clarity, speed, and cost reduction - not vanity metrics.

50+
Processes documented

Across trades and professional services.

30%+
Cost reduction

Typical waste removed from admin time.

2-4x
Faster delivery

From clearer scopes and automated handoffs.

3
Weeks to first win

Time to ship the first automation or playbook.

How it works

Simple, transparent steps. Quick wins first, long-term stability next.

01

Discovery Call

Map your workflows, systems, and friction points. Align on outcomes and risks.

02

Analysis & Proposal

Rank opportunities by impact and effort. Deliver a clear plan with quick wins first.

03

Implementation & Iteration

Document, automate, and measure. Tune with your team until it sticks.

Case studies

Recent engagements across trades, field services, and professional services.

60% faster job setup

Construction Remodeler: Cutting Setup Time by 60%

Standardized scopes, automated handoffs, and templated estimating to reduce admin time.

Construction / Trades
automationconstructionprocess
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35% faster dispatch decisions

Field Services: Real-Time Ops Visibility

Centralized scheduling, status dashboards, and alerting to keep dispatch and crews aligned.

Field Services
operationsdashboardsautomation
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Let's fix the biggest bottleneck first

Ready to map your operations?

Book a working session to document a core workflow and identify the quickest win for your team.

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