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    Operion Group

    Solutions

    Zoho partner for SMEs

    Zoho is a suite of business apps for sales, customer service, projects, HR and collaboration. We set those apps up around the way your team works, next to your ERP.

    Operion is a Zoho partner with certified consultants.

    150 million users (source: Zoho, press release March 2026)

    Our role

    What we do with Zoho

    We set up Zoho apps for SMEs. We start with a scoping phase: which app removes the biggest bottleneck, who will use it and which data belongs in it. Then we configure the app from the standard, move your data across, train your team and stay available after go-live.

    For us Zoho is always a business app next to your ERP, never the ERP itself. For accounting, trade and stock we work with Uniconta and BizBloqs. There is no integration between Zoho and Uniconta or BizBloqs, so we agree with you in advance which data you keep where.

    Approach

    A fixed scope and an estimate in advance

    A separate system, such as a Zoho app, we set up as a project. You know in advance what is included, because we fix the scope and give an estimate before we start. We keep the start small: a limited set of fields and stages that your team actually fills in, and extension only once the basic process works.

    Professional services firms and trading companies in the SME segment that want to move their sales, customer contact and collaboration out of separate programs and spreadsheets. Usually these are teams where one or two people manage the system next to their own work.

    Zoho apps

    All 24 Zoho apps, by topic

    For each app we describe who it suits, how we set it up and when something else fits better.

    Zoho One

    All Zoho apps under one subscription, with one admin console. You introduce them in the order that suits your business.

    View Zoho One

    Sales and CRM

    Customers, deals and quotes in one place, for a small team or a sales department.

    Marketing

    Newsletters, forms, surveys and social media, with the contacts from your CRM.

    Service

    Customer questions as tickets and a live chat on your website.

    • Zoho DeskCustomer questions as tickets, with assignment and a knowledge base.See Zoho Desk
    • Zoho SalesIQLive chat, chatbot and visitor insight, connected to your CRM.See Zoho SalesIQ

    Projects and HR

    Tasks and hours per project, the personnel file and recruiting.

    Finance next to Uniconta

    Uniconta is our standard for accounting and stock; these apps are not an alternative to it. For each app we explain when it fits. There is no integration between Zoho and Uniconta or BizBloqs.

    Collaboration

    Mail, team chat and electronic signing. Together they make a workplace.

    • Zoho MailBusiness email, calendar and contacts on your own domain.See Zoho Mail
    • Zoho CliqTeam chat with channels, calls and alerts from your apps.See Zoho Cliq
    • Zoho SignElectronic signing, with templates and a complete audit trail.See Zoho Sign

    Platform

    Build your own apps, automate processes and analyse data.

    • Zoho CreatorAn app of your own for the process that fits nowhere.See Zoho Creator
    • Zoho FlowConnect apps and processes automatically, without programming.See Zoho Flow
    • Zoho AnalyticsDashboards and reports on your Zoho data and imported files.See Zoho Analytics

    Go deeper

    Choosing and comparing

    Three pages for anyone who is still orienting.

    Process

    From discovery to go-live and beyond

    Discovery of the commercial and operational steps, set-up from the standard, migration of your data, training tailored to your team and aftercare after go-live. Read the full approach at IT implementation.

    Zoho set up around your process?

    Tell us how your commercial process runs today. We will tell you what a compact first set-up looks like.