Sales, admin, invoicing and reporting in one connected Zoho setup, built around how your team already works. Live in 4 to 6 weeks, with a fixed scope agreed before work starts.
Every enquiry from every channel lands in one pipeline with an owner and a next step.
Welcome emails, proposals, reminders and invoices go out without anyone remembering to send them.
Clients, deals, documents and payments in one place instead of five tools and three spreadsheets.
One dashboard that shows this month: leads, pipeline, revenue and what is overdue.
Pipeline, targets and lead sources in one view that updates as deals move.
Zoho product screens shown with Zoho's own sample data.
From the first call to a finished result. You always know what is happening, who is doing it and what you get at each stage.
We map how work moves today and agree what the system must do.
Signed scope, quote and go-live date
Pipeline stages, fields, automations and dashboards designed and signed off before building.
Approved blueprint of your system
Built in your own Zoho account. Every Friday: what is done, what is next, anything blocked.
Progress you can click through
Your data is imported and checked, then your team tests real scenarios end to end.
A tested, populated system
Recorded training for each role, written documentation and full admin access handed over.
Your team working in Zoho
Optional Care or Growth plan for fixes, changes and new automations.
Pick what you need. We scope only what your team will use.
Web forms, email, social and phone enquiries straight into the CRM.
Stages, blueprints and reminders so deals never stall.
Welcome sequences, follow-ups and templates in Zoho CRM and Campaigns.
Proposals and agreements sent and signed with Zoho Sign.
Zoho Books with Stripe, VAT and automatic reminders.
Clients book calls or appointments that sync to the CRM.
Clients see their documents, invoices and progress.
Zoho Analytics reports for owners and managers.
Microsoft 365, Google Workspace, Xero, Shopify and more.
Everyone sees what they need and nothing they should not.
Zoho CRM on its own, set up for how you sell. From $950. Typically 2 to 3 weeks.
Sleep consultancy
Read the case study United StatesReal-estate and mortgage businesses, one owner
Read the case study ItalyResidential estate agency, Rome
Read the case studyFixed price agreed after the audit. Most small-business builds land between $2,500–$4,500 depending on apps, users and data. We take on 2 new builds a month, so every project stays founder-led.
Get a fixed quote All pricesRated 4.8 out of 5 across 19 verified reviews.
Samuel has a deep understanding of the platform process, which made working with him very easy. He was very professional and did a great job with the feedback, and made everything work better than expected. I highly recommend Samuel for all future projects.
Samuel was just amazing he know his stuff and did everything requested and also above and explained everything very well surely will be using him again
Samuel O exceeded expectations with his strategic business planning and professionalism. He delivered on time, was polite, and very fluent in communication. "Samuel had done excellent work and I will be sure to use him again." 👏 Highly recommended!
No. We build on the plan you have and tell you honestly if it's the wrong plan for what you need.
About an hour a week: sign-offs, testing and training. We do the building.
Yes. Rescues follow the same process, starting from your account instead of a blank one.
You own everything. Many clients add a Care or Growth plan so the system keeps improving.
Book a free 15-minute fit call. You'll leave knowing whether an audit is worth it, whether or not you hire us.