Services

Everything your business needs to run on Zoho

We don't sell licenses. We build operating systems.

Core offering

Business Operations Implementation

Project-based · Custom quote

We configure the full Zoho suite around your business — not just CRM. Every module is connected, every workflow is intentional.

  • Full Zoho suite configuration and setup
  • Zoho licensing and setup
  • Custom automations and workflow triggers
  • Data migration from your current tools
  • Team onboarding and training
  • Ongoing refinement and optimization
Connect anything

Custom API Integrations

Project-based · Custom quote

We connect Zoho with the third-party platforms your business already runs on — whether that's a proposal tool, ERP, phone system, or industry-specific software.

  • Two-way sync between Zoho and external platforms
  • Webhook and API configuration
  • Custom middleware and automation bridges
  • Portal.io, Air Call, and industry-specific integrations
  • Ongoing integration maintenance available
High demand

QuickBooks → Zoho Books Migration

Flat-rate service · Contact for pricing

  • Full chart of accounts transfer
  • Customer and vendor history migration
  • Open invoices and bill carry-over
  • Integration with Zoho CRM and Portal.io
  • Accountant handoff documentation
  • 30-day post-migration support
Build on top

Custom Apps & AI Tools

Project-based · Custom quote

Zoho has a full REST API and native MCP servers, which makes it a real database you can build on. We set up the data foundation and connections, then build the interface your team actually wants — or hand you clean access so you can build it yourself.

  • Custom dashboards and internal tools built on your Zoho data
  • MCP and API access configured for AI assistants
  • Apps embedded directly inside Zoho as webtabs
  • Client-facing portals pulling live data
  • Everything writes back to one system of record
Ongoing

Monthly Retainer

Monthly · Tiered pricing

Ongoing support and optimization so your Zoho system keeps improving long after launch.

  • Dedicated Zoho consultant on call
  • New integrations and workflow builds
  • Troubleshooting and optimization
  • Priority response time
  • Quarterly system reviews
Try before you buy

Not ready to commit? Take a test drive.

Before you spend a dollar, we'll build you a live Zoho instance configured around your actual workflow — seeded with your real customers so you can click around and see exactly what you'd be getting. No obligation, no credit card, no pitch.

Live Zoho instanceYour real dataAV integrator template
Request your free test drive →