All Zoho apps under one subscription, with one admin console. You introduce them in the order that suits your business.
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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.
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
Sales and CRM
Customers, deals and quotes in one place, for a small team or a sales department.
- Zoho CRMCRM for pipeline, quotes and customer contact.See Zoho CRM
- Zoho BiginA light CRM with contacts, deals and follow-up.See Zoho Bigin
Marketing
Newsletters, forms, surveys and social media, with the contacts from your CRM.
- Zoho CampaignsNewsletters and campaigns, with lists from your CRM.See Zoho Campaigns
- Zoho Marketing AutomationCustomer journeys across channels, lead scores and handover to sales.See Zoho Marketing Automation
- Zoho SocialSchedule posts, answer replies and follow the results.See Zoho Social
- Zoho SurveySend surveys and turn the answers into action.See Zoho Survey
- Zoho FormsOnline forms whose answers land straight in your systems.See Zoho Forms
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.
- Zoho ProjectsProjects with tasks, planning and time tracking.See Zoho Projects
- Zoho PeoplePersonnel files, leave, attendance and onboarding.See Zoho People
- Zoho RecruitVacancies, candidates and interviews in one hiring process.See Zoho Recruit
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.
- Zoho BooksOnline accounting: invoices, purchases and bank transactions.See Zoho Books
- Zoho InvoiceQuotes, invoices and payments for small service businesses.See Zoho Invoice
- Zoho BillingSubscriptions, recurring invoices and payments.See Zoho Billing
- Zoho ExpenseClaim, approve and reimburse expenses.See Zoho Expense
- Zoho CommerceWhat Zoho Commerce is and when it fits.See Zoho Commerce
- Zoho InventoryStock and orders for smaller trading companies.See Zoho Inventory
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.
CRM software for SMEs
What a CRM does for an SME and when Zoho CRM or Bigin fits.
Read: CRM software for SMEsCompare CRM: Zoho CRM, HubSpot and Salesforce
Zoho CRM, HubSpot and Salesforce side by side, with sources and without amounts we cannot check.
Read: Compare CRM: Zoho CRM, HubSpot and SalesforceZoho Workplace as an alternative to Microsoft 365
Mail, documents, storage, chat and video in one workplace, as an alternative to Microsoft 365.
Read: Zoho Workplace as an alternative to Microsoft 365Process
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.