Zoho CRM
A CRM built around how you actually sell — clean pipelines, smart automation and dashboards you'll open every day.
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We set up Zoho properly, connect it to the tools you already use, move your data across without losing history, and stay on afterwards to keep it working. One certified team across the whole Zoho suite.
Nearly every rescue project we take on started in one of these three places. If any of them sounds familiar, it's fixable.
We configure what Zoho already does well, and build the rest ourselves. Same team either way, so nothing gets lost in a handover.
We start by watching how your team actually works, then build Zoho around that — not around a demo script. Pipelines, layouts and permissions that people recognise on day one.
Process mapping workshops
Module and pipeline setup
Roles, layouts and automation
Zoho rarely lives alone. We wire it to your storefront, billing tool, messaging channels and in-house systems over proper APIs, with logging you can actually read when something breaks.
REST and webhook builds
Two-way record sync
Retries, alerts and logs
Coming off HubSpot, Salesforce, Pipedrive, spreadsheets or an ageing ERP? We map every field, kill the duplicates and run a full rehearsal before anyone switches over.
Field mapping and clean-up
Trial run, then live run
Post-migration record audit
The unglamorous work that saves hours: blueprints, approval chains, scheduled jobs and Deluge functions that quietly do what someone used to do by hand.
Blueprint process design
Deluge custom functions
Zoho Flow orchestration
When the standard modules genuinely can't do it, we build the missing piece in Zoho Creator — inspections, field ops, customer portals — instead of sending you off to another vendor.
Operations and field apps
Customer and partner portals
Works on phones, not just desks
Most Zoho setups drift within a year. A retainer with us keeps admin tidy, ships small improvements monthly and keeps new joiners trained.
Named Zoho admin
Monthly improvements
Training and adoption help
Plenty of partners stop at CRM and Zoho One. We implement, customise and support the rest of the suite too,
so finance, inventory, support and HR all sit on the same records instead of four separate tools.
The full business operating system
Sales pipelines and customer data
Accounting and compliance
Stock, orders and fulfilment
Support ticketing and SLAs
Custom low-code applications
Workflow and app orchestration
BI dashboards and reporting
HR, onboarding and attendance
Project and resource delivery
Email and journey marketing
Secure business email suite
Four stages, fixed checkpoints, and no surprise invoices halfway through.

WhatsApp Business and Twilio for messaging, Shopify and WooCommerce for orders, Stripe and Razorpay for payments, QuickBooks and Xero for the books - plus whatever you built in-house. We build the connection and we keep it running.
From first lead to final invoice — I set up, automate and connect your sales and billing so your team sells faster and gets paid on time.
A CRM built around how you actually sell — clean pipelines, smart automation and dashboards you'll open every day.
Subscriptions, invoices and payments on autopilot — so recurring revenue flows in without manual chasing.
Book a free 30-minute call — walk away with a clear plan, no strings attached.
FAQ
Everything you need to know about working with us.
Yes. Amwhiz is a Zoho Certified Partner, and we also run a HubSpot Diamond Solutions Partner practice. The same in-house team handles Zoho implementation, integration and migration work from start to finish.
All of them. Zoho One, CRM, Books, Inventory, Desk, Creator, Flow, Analytics, People, Projects, Campaigns and Mail are the ones we touch most, and we'll happily take on anything else in the suite — as a single app or one joined-up system.
A focused Zoho CRM rollout usually takes three to six weeks. A wider Zoho One programme with integrations and data migration tends to run eight to fourteen weeks, mostly depending on how messy the existing data is.
We do this most months. Because we run a HubSpot practice too, we know both data models well — associations, activity history and automation logic get rebuilt properly instead of dumped into a CSV import.
Yes, and it's the work we're best known for. WhatsApp Business, Twilio, payment gateways, Shopify and WooCommerce stores, plus bespoke ERPs. Every integration ships with retry logic and logging so you're not guessing when a record goes missing.
Support runs as a monthly retainer sized to your usage — admin changes, new automation, enhancements and user training. Tell us your team size and we'll quote a realistic number rather than a package tier.
New to Zoho, halfway through a migration, or living with a setup someone else never finished, send us the short version and we'll come back with a plan and an estimate, not a sales deck.