Services

What we do, at a glance.

Most projects touch more than one of these. We don't sell discrete modules — we help you figure out which mix fits, then deliver it. New to how we work? See our process →

Implementation and configuration

"We bought Zoho. Now what?"

We configure Zoho around how your business actually runs, not the other way around. Single-app setups, full Zoho One implementations, user training, the whole arc.

Zoho OneCRMBooksInventoryDesk
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Data migration

"Our data is in five different systems."

Moving CRMs, accounting systems, spreadsheets, or legacy databases into Zoho — without bringing the mess with you. We plan the migration carefully, including how to clean up data on the way in.

SalesforceHubSpotQuickBooksExcel / CSV
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Custom apps on Creator

"The standard Zoho apps don't quite fit."

Custom apps built on Zoho Creator for use cases the out-of-the-box apps can't handle. Standalone tools or extensions of CRM and Books workflows. Deluge scripting, custom UIs, real business logic.

Zoho CreatorDelugeCustom UI
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Customer portals

"Our clients need a place to log in and self-serve."

Branded portals built on Creator that pull together CRM, Books, Desk, and other backend Zoho apps into a cohesive client experience. Account access, document sharing, status visibility, payments.

Zoho CreatorCRM PortalsSSO
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Integrations

"Zoho needs to talk to QuickBooks. And Stripe. And SharePoint."

Connecting Zoho to the rest of your stack. Native integrations, Zoho Flow automations, and custom API work when the off-the-shelf option doesn't cut it.

Zoho FlowREST APIsQuickBooksSharePointStripe
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Strategy and scope studies

"We're not even sure what to build yet."

A short paid engagement to dig into the problem, sketch a solution, and put real numbers on it. The scope study cost is credited toward the build if you move forward. A low-risk way to get to a real answer.

DiscoveryArchitectureEstimation
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Ongoing support and enhancement

"We need someone to call when things change."

The long-term relationship piece. Most clients work with us for years after the initial build. New modules, follow-on projects, ad-hoc questions, Zoho version changes. Your system grows with the business.

RetainersEnhancementsAdmin support
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Industries

Where we know the workflows.

We work across a lot of industries, grouped here into three categories where we've put in the most time. We know the workflows, the language, and the patterns that tend to work.

Healthcare and life sciences

Patient and provider portals, lab and device workflows, and compliant data handling for healthcare, medical device, and life sciences companies.

HealthcareMedical DevicesLife Sciences

Financial and professional services

CRM pipelines, client and donor management, and admissions workflows for financial services, consulting, education, non-profit, and government organizations.

Financial ServicesProfessional ServicesHigher EducationNon-ProfitGovernment

Manufacturing and distribution

Job tracking, inventory control, warehouse operations, and field service management for manufacturers, distributors, and operations-heavy businesses.

ManufacturingDistributionEnergy ServicesWaste Management

Don't see your industry? We've worked with plenty of others, and we're always picking up new ones. We learn fast, and we'll often borrow patterns from one industry that turn out to fit another. Get in touch and we'll tell you honestly whether we're a good fit.

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Tell us where you're stuck.

Free 30-minute consultation. No pitch deck. We'll listen, give you our honest take, and tell you what we'd do next.

See our process