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Everything at your fingertips

We are proud to implement Zoho for our customers because we believe it’s the best CRM system on the market, which is why we’ve chosen to use it in our business.

Zoho is a comprehensive and fully integrated suite of applications with one centralised admin control. Most of the applications are available under a Zoho One subscription package, other applications or upgrades are available for a minimal extra cost.

10 Steps to digital transformation

Exclusively offered by sos consulting

With over 20 years' experience in software design and expert knowledge of Zoho, we have developed advanced tools to support multiple industries. Our exclusive '10 Steps to Digital Transformation' makes our implementation approach manageable and conclusive. Our centralised training on the Gold Coast, means we can offer an affordable solution to ensure your business maximises the full potential of Zoho. Click on the images below to find out more about.

Fully Automated Enquiry and Sales Management

From completing a website form to adding a new enquiry via the phone, this fully automated process will search your Leads and Contacts to ensure no person is ever duplicated, new contacts are linked to existing accounts and every enquiry is a unique record that follows a clear blueprint process from inception to closing a sale.

Advanced Estimating, Tenders and Contract Management

Estimate a Bill of Quantities using templates, tenders, recipes and quick add tools. Brand and customise your proposal layout, including grouping of your BOQ line items. Easily add and remove line items from your master estimate, to present your client with up to 10 estimate scenarios. Once your proposal is accepted, manage key contract dates.

Budget Management with Xero Integrated Invoicing and PO's

Track in real time your estimated costs against your purchase orders and timesheets. With 2-way integration to Xero, you never need to enter or attach an invoice or payment in Zoho. Client invoices integrate to Xero, integrate with Stripe for credit card payments and forecast outstanding revenue for accurate cashflow management of every project.

Compliant Onboarding and Management for Staff and Sub Contractors

Digitalise your onboarding process for Internal Staff and Sub Contractors. Using Zoho Forms integrated with CRM, you can manage the entire process. Capture key information via online applications, including documentation for compliant management of licences, insurance and certifications.

Project Management with Scheduling and Timesheets

Schedule Tasks to create Gantt Charts and Staff Utilisation Reports. Manage timesheets, checklists and customised digital site forms. Timesheets are integrated to the CRM budget, calculating your labour costs and charges using a Schedule of Rates for each contract.

Managing Warranty Issues, Variations and General Support

Manage your warranty issues, create punch lists and attach images, assign to Sub Contractors and track associated costs and related variations. Manage your client support via group email addresses integrated with Zoho desk, with communication threads for better collaboration and quick assignment of tasks to projects.

App Portals for Customers and Sub Contractors

Use SOS custom Web Application with a unique interface experience for your Clients and Sub Contractors to track and update their projects. Using workflows and automations from CRM, upload and distribute your Web Application to users based on their profiles, and control access to CRM data.

Financial Forecasting, Cashflows and Commissions

Access advanced reports for cashflow management and forecasting your business income and expenses. Calculate commission payments for staff using comprehensive commission rules to handle every scenario. Leveraging your integration with Xero, you can automate commission statements based on revenue received.

Marketing, Surveys, Email Campaigns and Social

Maximise your customer service and business growth by leveraging the suite of Zoho Marketing tools. Create email campaigns with links to your website and track the interaction. Create customised Surveys to manage feedback or trends from your clients and prospects. Using Zoho, learn how to manage all your social media sites in one place.

Accounting, Business and Performance Analytics

This course consolidates our expert knowledge of Xero and Zoho. Our team of Business Analysts and Management Accountants will show you how to generate advanced reporting. We will help you to understand the results, including your profit and loss. Through real and accurate information, you will be empowered to make decisions to steer your business in the right direction.

ZOHO BUILDERS

Learn how your Zoho application is configured, including integrating emails and calendars. Customise staff permissions, update modules, templates and forms, plus build your own processes and blueprints. This 2 day course will teach you how to evolve your system as your business changes to ensure you always stay ahead of the competition.

Zoho's Features and Functions

Email, Documents and Activities

  • Email Integration
  • Calendar Integration
  • Desk Ticket Management
  • Document Storage
  • Activity Management

Lead and Quote Management

  • Lead Database
  • Contact Lists
  • Proposal / Quotes
  • Instant Credit Card Payments

Stock and Inventory Management

  • Product/Service Database
  • Price Books
  • Inventory Control
  • Purchase Order Templates
  • Purchase Order Management

Configuration

  • Create Custom Forms
  • Create Custom Modules/Fields
  • Hide and Show Fields based on logic
  • Automated Workflows
  • Process Management
  • Create Custom Mobile Apps

Integrations to other Apps

  • Telephony Integration
  • Google Integration
  • Office 365 Integration
  • Xero Integration (provided by SOS)
  • Dropbox Integration
  • Custom API’s and Integrations
  • Plus many other available integrations

Marketing

  • Social Media Integration
  • Marketing EDM Campaigns
  • Online Surveys
  • Website Analytics
  • Online Presentations/Meetings
  • Online Chat Integration

Job, Project and Invoice Management

  • Job Pipelines
  • Project Management Tools
  • Gantt Charts/Utilisation Reports
  • Timesheet Management
  • Invoice Management
  • Integration to Xero

Reports Dashboards

  • Simple Report Builder
  • Comprehensive Reports
  • Custom Dashboards
  • Database Warehouse
  • Report Schedules

Training & Support

  • SOS Phone Support/Training
  • Custom Staff Portal
  • Zoho Help Videos
  • Zoho Chat Support
  • Dropbox Integration
  • Zoho Community Forum

Security

  • 2 Factor Authentication
  • Advanced User Permissions (Fields, Page, Navigation, Functions)
  • Full Audit Trail