Industry
Zoho for consultancies, agencies, and advisory firms
Professional services firms live and die by utilisation, project delivery, and client relationships. We configure Zoho so your team spends time on billable work, not chasing timesheets, rebuilding reports, or copying data between tools.
Common pain points
- ✕Timesheets submitted late or not at all, making billing a monthly scramble
- ✕No clear view of project profitability until the job is already over budget
- ✕CRM pipeline disconnected from project delivery and invoicing
- ✕Client communication scattered across email, Slack, and phone calls
- ✕Reporting built manually in spreadsheets every month
How we solve them
Zoho Projects
Task tracking, milestones, and timesheets tied to client projects with budget alerts
Zoho CRM
Pipeline management from prospect to signed engagement with deal-to-project handoff
Zoho Books
Time-based invoicing, expense tracking, and GST-compliant billing
Zoho Analytics
Utilisation dashboards, project profitability, and pipeline forecasting
Expected outcomes
- Timesheets submitted weekly with automated reminders
- Project managers see budget burn in real time
- Invoices generated from approved timesheets without manual entry
- Leadership dashboard updated automatically, not rebuilt monthly
Technical approach
For developers and technical evaluators
→ CRM custom modules for engagement types, SOW tracking, and renewal dates
→ Deluge functions for automatic project creation when deals close
→ Zoho Flow integration between Projects timesheets and Books invoicing
→ Analytics data blending across CRM, Projects, and Books for unified reporting
→ Role-based access separating client-facing and internal project data
For executives
We connect your sales pipeline to project delivery and billing in one Zoho stack. Your leadership team gets utilisation and profitability visibility without waiting for someone to build a spreadsheet. Typical rollout takes 6–10 weeks depending on team size and data migration needs.
Discuss your professional services needs
Free discovery meeting. We'll map your processes and recommend a Zoho stack.
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Book a free discovery meeting. We'll listen to what you need and tell you honestly what Zoho can do for your business.