Sales & customers
Zoho CRM and Desk for customer relationships and service.
Bring your business tools into a clearer flow. Etech helps you choose, implement and extend Zoho applications around the way your teams work, with custom solutions for the gaps.
Zoho CRM and Desk for customer relationships and service.
Zoho Books and Expense for finance workflows.
Zoho Inventory for stock and order processes.
Zoho People and Recruit for HR processes.
Zoho Projects and Analytics for delivery and reporting.
Zoho Creator and Flow for applications and integrations.
Choose the Zoho applications that fit your requirements, then configure roles, records and everyday processes around your teams.
Connect steps, assignments and approvals using supported automation, with clear rules and visibility into the process.
Build focused applications or extend supported Zoho capabilities when standard configuration does not cover the way you work.
Connect Zoho with your other business systems, subject to the available APIs, subscriptions and access permissions.
Prepare and map existing records, validate test imports and agree a transition plan for the data your team needs.
Help users get comfortable with everyday tasks, document the setup and agree how changes and support requests will be handled.
The process includes the people who will use Zoho every day, with time to test their tasks and settle into the new setup.
Map your teams, customer journey and current tools. Agree which Zoho apps belong in the first phase.
Set up workflows and permissions, build agreed custom capabilities and prepare the data and integrations.
Walk through everyday scenarios with users, check the data and refine the setup before launch.
Document ownership, support your team and plan the next changes as your requirements develop.
Start with the part of the business that needs attention. We confirm the Zoho products, editions and access needed for configuration, custom applications, extensions and integrations before implementation.
Yes. We can review an existing setup, identify gaps and scope configuration, migration, integration or training work. Access and changes are agreed with you before work begins.
Yes. We can scope a custom application or extension where the Zoho product and plan support it, or consider a connected standalone tool. We review platform capabilities, interfaces and maintenance needs before choosing the approach.
We assess the source data, available exports and destination fields first. An agreed migration includes mapping, cleanup responsibilities, test imports and validation. What can be transferred depends on the source and the selected Zoho apps.
We review available integrations, APIs, subscriptions and permissions for each system. Standard connectors or a scoped custom integration may be appropriate, depending on the workflow and platform capabilities.
Share your current tools and the workflow you want to improve. We’ll help scope the right next step.