Six things we do, over and over, for B2B consulting firms.
Most engagements blend several of these. Start where the pain is — we’ll tell you what comes next.
Zoho One Implementation
Pipeline, modules, layouts, sharing rules, role hierarchy. Built once, built right. We don't ship a sandbox — we ship a live system your team works in on day one.
- ✓Discovery and process mapping
- ✓Custom modules + layouts for your workflow
- ✓Role hierarchy and sharing rules
- ✓Workflow rules, blueprints, approval automations
- ✓Email, calendar, and meeting tool integration
- ✓Team training and 30-day post-launch support
CRM Migration & Optimization
Already on Zoho but it's a mess? Or on HubSpot/Salesforce/spreadsheets and bleeding seat cost? We audit, untangle, and rebuild — data cleaning included.
- ✓Full audit of existing Zoho instance
- ✓Migrations from HubSpot, Salesforce, Pipedrive, spreadsheets
- ✓Data dedup, normalization, and enrichment
- ✓Pipeline + stage gate redesign
- ✓Automation cleanup (kill what isn't working)
- ✓Documentation handoff
Marketing Automation
Zoho Campaigns + Zoho Marketing Automation: segmentation, drip sequences, behavior triggers, attribution back to CRM deals. Built for sales-led B2B.
- ✓Nurture sequences and post-event drips
- ✓Behavior-triggered re-engagement
- ✓Lead scoring (rule-based or AI-augmented)
- ✓Attribution back to closed deals
- ✓Newsletter and event broadcasts
- ✓List hygiene and deliverability
AI-Augmented CRM
Claude-powered lead scoring, follow-up draft assist, meeting-note summarization. Built with our sister studio Liquid AI. AI inside the CRM you already pay for.
- ✓AI lead scoring with explanations
- ✓Email reply drafts for reps
- ✓Zoom call note capture and summarization
- ✓Deal-stage suggestions and forecasting
- ✓Custom AI agents (RAG over your CRM)
- ✓Integration with Liquid AI products
Billing & Contracts
Zoho Books + Zoho Sign + Zoho Subscriptions wired to the CRM. Quote-to-cash without retyping line items into three systems.
- ✓Quote generation from deal records
- ✓E-signature with Zoho Sign
- ✓Subscription billing and renewals
- ✓Invoice + payment automation
- ✓Stripe sync for credit card payments
- ✓Revenue reporting back to CRM
Reporting & Dashboards
Zoho Analytics dashboards that pull from CRM, Books, marketing, and outside sources. The numbers leadership actually wants — not the canned reports.
- ✓Executive revenue dashboard
- ✓Pipeline velocity + stage conversion
- ✓Marketing-to-sales attribution
- ✓Rep performance scorecards
- ✓Custom KPI dashboards
- ✓Scheduled email reports
We work across all of Zoho One, not just CRM.
Zoho One is 45+ apps. Most consultants only know two or three. We’ve been implementing the suite end-to-end since before AI was a category — which means we know which apps to use, which to skip, and how to make them talk to each other.
And everything outside Zoho your team already uses.
- ●Google Workspace (Gmail, Calendar, Drive)
- ●LinkedIn Sales Navigator
- ●Zoom + Fireflies meeting notes
- ●Stripe billing sync
- ●Slack notifications
- ●Custom REST / webhook integrations
Discovery, scope, build, handoff.
Discovery
30-minute call. We listen, ask questions, and decide together whether we're a fit.
Scope
A written plan — what we build, what it costs, what the timeline looks like.
Build
We implement in your live instance with a clear weekly cadence. Most engagements ship in 4–8 weeks.
Train + handoff
A 2-hour team session and 30 days of post-launch support. After that, the system is yours.
Which of the six is your team’s biggest pain right now?
We’ll talk through it on a free 30-minute call and tell you whether we’re the right team — and what a fix would look like.