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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.

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