Español
FrançaisSales & CRM
Manage prospects, accounts, proposals and commercial follow-up.
FOR AGENCIES, CONSULTANCIES & PROFESSIONAL SERVICES
Deliver every engagement with less admin and clearer visibility
Connect sales, projects, time, resourcing and billing using Zoho, automation and tailored solutions — so your team spends more time on clients and less on coordination.
PIPELINE+18% this quarter
AUTOMATIONS42 live
WHERE OPERATIONS BREAK DOWN
Challenges we commonly solve
If these sound familiar, you're exactly who we build for.
!Proposals managed through email and spreadsheets
!Client information captured multiple times
!Sales disconnected from delivery teams
!Limited visibility into project profitability
!Documents scattered across drives and chat
!Manual status updates to clients
!Delayed and inconsistent billing
!No consolidated management dashboard
CONNECTED OPERATING MODEL
Connect your entire operation
One flow from first contact to analytics — with your channels and tools connected around it.
- 1Lead Generation
- 2CRM
- 3Proposal / Follow-up
- 4Project Setup
- 5Time & Delivery
- 6Invoicing
- 7Renewals
- 8Analytics
WHAT WE CAN BUILD
Built for professional services
A connected set of capabilities designed around how your organization actually runs.
Project Delivery
Coordinate engagements, tasks, milestones and resourcing.
Time & Resourcing
Track time, utilization and capacity across your team.
Billing & Finance
Connect delivery with invoicing, retainers and profitability.
Document Management
Centralize contracts, deliverables and client files.
WhatsApp Automation
Send confirmations, reminders and status notifications.
Analytics
Monitor sales, utilization, margins and delivery KPIs.
Integrations
Connect accounting, marketing and client systems.
THE IMPACT
What changes after implementation
✓Less duplicate data entry
✓Faster proposal turnaround
✓Better sales follow-up
✓Improved delivery visibility
✓More reliable reporting
✓Faster billing cycles
✓Better client communication
✓Lower dependency on spreadsheets
EXAMPLE USE CASES
Practical improvements across the entire journey
Focused solutions that remove friction from the work your teams handle every day.
Lead-to-project handoff
Turn a won opportunity into a structured project with the right client, scope, team and timeline already in place.
Automated client updates
Keep clients informed with timely reminders, milestone notifications and status updates across their preferred channels.
Delivery-to-invoice flow
Connect approved time, milestones and retainers to billing so finance can invoice faster and with fewer corrections.
FAQ
Questions we hear from this industry
Can Zoho manage retainers and recurring billing?
Yes. We configure retainer, milestone and recurring billing so invoicing stays connected to delivery.
Can you migrate data from our existing tools?
Yes. We plan, clean, map and migrate data from spreadsheets and existing platforms while protecting business continuity.
Can we track utilization and profitability?
Yes. Dashboards can connect time, capacity, project costs and billing to show utilization and profitability clearly.
Can contracts be read automatically?
Yes. AI-assisted workflows can extract key contract details and route them into the right records and approval processes.
Can client conversations be connected to the CRM?
Yes. Email, WhatsApp and other supported channels can be linked to the relevant contact, account and engagement.
Can each consultant see only their clients?
Yes. Roles, profiles and sharing rules can be configured so each person sees only the information they need.
READY TO CONNECT YOUR OPERATIONS?
Talk to an industry expert Build a services business that runs with less friction.
Tell us where work slows down today. We'll help you map a practical path from disconnected tools to one clear operating model.