We map your processes first, then build the Zoho stack that runs them. CRM, Books, Desk, Creator, and the apps that fit — designed as one connected system, not ten disconnected tools.
We start by mapping how your business actually works today — sales motion, finance flow, service operations, who does what manually. This isn't a generic discovery call; it's a structured audit that reveals where Zoho will compound value and where it would just be new software laid over old problems.
We design the Zoho stack that runs your business — which apps, how they connect, what custom work fits where. You see exactly what we're building before we build it: scope, timeline, success criteria, and a phased rollout that fits your budget.
Our certified team configures Zoho CRM, Books, Desk, Creator, and the supporting apps as one connected system. We integrate WhatsApp, Razorpay, Tally, telephony — whatever Indian-business stack you need. Weekly demos, no surprises.
We train every team — sales, ops, finance, support, admins — on their specific workflows. Not generic Zoho training; how your business runs in your system. On go-live day we're on-site or online with your team. We don't disappear.
Implementation is week 14. The real value comes in months 4–12 when your team is using the system every day. Monthly architecture reviews, evolution as you grow, a dedicated solution architect who knows your business — on flexible monthly retainer.
This is what we mean by "designing your business in Zoho." Pick a process you recognise and see exactly which apps deliver each step — and how they hand off to each other.
From a stranger filling out your web form to money in your bank account. Eight steps across five Zoho apps, all connected.
Visitor fills out form on your site or landing page.
Zoho FormsCRM auto-routes to right salesperson by region or industry.
Zoho CRMDrip emails go out automatically based on lead source.
Zoho CampaignsCRM template auto-fills pricing, discounts, terms.
Zoho CRMQuote sent for digital signature, status tracked live.
Zoho SignBooks auto-creates invoice with GST, sends to customer.
Zoho BooksPayment gateway captures, Books auto-reconciles.
Books + RazorpayCRM updates status, kicks off onboarding workflow.
Zoho CRMSpreadsheet handoffs. Lost leads. Manual quote-building. Missing invoices. The "did finance get this?" follow-up emails.
One customer record from form to payment. Live revenue dashboard. Sales-to-finance handoff that just happens. Time saved per deal: 2-5 hours, conservatively.
From order placement to customer receiving goods. Six steps across four apps. Common for distribution, e-commerce, manufacturing.
Sales team or web order entry, with credit-limit check.
Zoho CRMInventory locks units, picks closest warehouse, raises pick list.
Zoho InventoryWarehouse confirms, AWB generated, customer notified via WhatsApp.
Inventory + WhatsAppBooks generates GST invoice, sends to customer with tracking link.
Zoho BooksPOD captured, delivery confirmed, status updated everywhere.
Zoho InventoryIf issue arises, ticket created with full order context.
Zoho DeskManual stock checks. Spreadsheet dispatch trackers. "Where's my order?" calls. Disconnected service tickets with no order context.
End-to-end order visibility from one screen. Customer self-service tracking. Service team that can see what was ordered without asking sales.
From job posting to a productive team member on day one. Six steps across four apps. Often overlooked, but a productivity multiplier.
Recruit publishes role to job boards and your careers page.
Zoho RecruitApplication pipeline, interviews scheduled, scorecards collected.
Zoho RecruitOffer letter generated, sent for signature, accepted digitally.
Zoho SignRecruit pushes record to People, IT triggers laptop & account setup.
Zoho PeopleDay-1 tasks assigned to manager, IT, finance, training team.
People + CliqRole-based learning path queued, attendance tracked.
Zoho PeopleSpreadsheet candidate trackers. Manual offer-letter formatting. "Has IT got their laptop?" coordination. New joiners on day one with nothing to do.
Productive new joiners on day one. HR analytics across the funnel. A repeatable process you can scale from 5 hires/year to 50.
From first design to long-term partnership. Most clients start with a single service and grow into managed support over time.
Before we touch Zoho, we map your processes and architect the system. Discovery, design docs, app selection, integration plan.
End-to-end Zoho deployment — single app or full Zoho One — configured around your processes, not a generic template.
When standard modules don't match how you work, we extend Zoho — Deluge scripting, custom modules, Zoho Creator apps.
Connect Zoho with the rest of your stack — WhatsApp, payments, telephony, e-commerce, legacy ERP, custom systems.
Moving you into Zoho without losing data, history, or business continuity. Spreadsheets, legacy systems, partial Zoho setups.
Post-go-live partnership — admin, troubleshooting, new features, training refreshes, quarterly architecture reviews.
Five industry patterns we've built Zoho stacks for. Each one is a real implementation pattern — different businesses, same playbook approach. Pick yours.
Every lead from phone, WhatsApp, portals, and brokers ends up in one pipeline — followed up, scheduled, and diagnosed.
Long sales cycle, complex execution. We connect sales to delivery so nothing gets lost between site survey and commissioning.
Field-sales orders flow from rep to fulfilment to invoice cleanly — while keeping the WhatsApp interface customers actually use.
One customer record connects sales, service, AMC contracts, and consumables — across the full lifetime of the equipment.
Broker calls, heat numbers, live rates, WhatsApp negotiations — turned into one funnel with branded PIs in two minutes and a pipeline the MD can actually run.
CRM
Books
Desk
Inventory
Creator
People
Campaigns
Forms
Analytics
Flow
Sign
Projects
Cliq
Mail
SalesIQ
Recruit
WorkDrive
FSMMost engagements aren't greenfield. Pick where you are today and see how we move you forward.
We map what's in your spreadsheets and notebooks. Decide what migrates, what gets archived.
Architect modules, processes, automations to match how your business actually works.
Configure Zoho, migrate data with validation, integrate WhatsApp / payments / accounting.
Train your team, run parallel for a week, fully cut over. Typical: 4-6 weeks total.
Tell us what you're tracking in Excel and WhatsApp today. We'll send a tailored migration plan within 24 hours.
Review your existing CRM setup. Identify what to keep, fix, or rebuild.
Choose which additional Zoho apps fit your processes. Design the integration map.
Move to Zoho One or CRM Plus. Configure new apps. Connect everything.
Train team on new modules. Build automation. Typical: 6-10 weeks.
Show us what's already configured and where you're stuck. We'll map the smoothest path to a paid, fully-designed Zoho stack.
Some keep Tally for compliance + use Zoho Books for ops. Others go fully Zoho. We help decide.
Extract masters, ledgers, transactions from legacy systems to clean transfer format.
Configure Zoho Books with your CoA, GST, tax setups. Build CRM around your sales process.
Sales first, then ops, then finance. Total: 8-12 weeks for full migration.
Tell us what's running on-prem today — custom builds, SAP modules, legacy CRMs. We'll send a phased migration plan in 24 hours.
Full review of what was built — modules, fields, workflows, customisations, integrations.
Decide what stays, what gets fixed, what gets replaced. Document the gaps.
Fix broken workflows. Finish abandoned customisations. Add what was missing.
Train people on the actually-working system. Typical: 4-8 weeks.
Share what's working, what's broken, and what's missing. We'll send a rebuild-and-complete plan within 24 hours — no judgment about how you got here.
Map your Tally chart of accounts, ledgers, GST setup. Identify what stays in Tally (compliance, returns) vs what moves to Zoho (CRM, ops, dealer mgmt).
Hybrid: Tally for compliance + Zoho on top. Full-stack: Zoho ERP replaces Tally. We help you choose based on team readiness and CA preference.
Tally-Zoho sync configured for masters, invoices, payments, stock. Field-level mapping validated with your accountant.
Sales team trained first (week 1-2). Operations next. Finance team last. Typical: 6-10 weeks for hybrid, 10-14 weeks for full-stack.
Tell us about your current Tally setup and which processes live outside it. We'll send a hybrid or full-stack ERP plan within 24 hours.
All three start with the same listen-and-architect approach. The difference is scope. Most clients start at Operating System and move to Continuous after go-live.
A single Zoho app, designed and built around how you actually work. Right when you need to nail one thing first.
What's includedMulti-app process architecture. Sales, service, finance, operations — connected as one system. The full solution.
What's includedOngoing solution partnership after go-live. Your dedicated solution architect, on monthly retainer.
What's includedAnswer six questions about your team, apps, and timeline. We'll send a custom pricing range and a recommended engagement tier within 24 hours — no sales call required.
Clotus Infotech is a verified Zoho Authorised Partner on the official Zoho Partner Directory — not pay-to-play, it requires certified team members, completed implementations, and ongoing customer-satisfaction scores.
Verify our profile on Zoho Partner DirectoryVerified reviews from clients who've gone through the process — and seen the difference modern systems make to how their business runs.
[REVIEW QUOTE 1 — paste your strongest review here. A great testimonial names a specific outcome, e.g. "Clotus rebuilt our entire lead-to-cash on Zoho in 6 weeks. Our team finally has one source of truth."]
[REVIEW QUOTE 2 — pick a review that names a different outcome from #1. AI/automation, Zoho project, ROI claim, or specific time savings work great here.]
[REVIEW QUOTE 3 — pick a review that praises team quality, communication, or partnership style. Different angle from outcome-focused ones.]
[REVIEW QUOTE 4 — a Zoho-specific review here showing depth across both platforms. Implementation, customisation, or migration angles work well.]
[REVIEW QUOTE 5 — pick a review that mentions specific industry knowledge or solving a thorny technical problem.]
[REVIEW QUOTE 6 — final review. Pick something that speaks to long-term partnership or post-go-live support.]
Honest answers to what we hear most from buyers evaluating Zoho.
Bring your situation. We'll bring 100+ engagements of pattern recognition. In 30 minutes you'll know whether Zoho fits, what an engagement looks like, and where to start.