When projects slip, client trust slips with them.
Scattered tools, unclear tracking, billing that arrives late. The work is good, but the system around it keeps spending the goodwill.
From pipeline to payment, one line of sight.
For consultants and service firms: the engagement visible end to end, so delivery, utilisation, and billing stop being separate conversations.
From the pitch to the delivery.
One record per client.
- Handover
CRM and project delivery connected, so the pitch's context reaches delivery.
Zoho CRM Plus · Zoho Projects - Contracts & invoicing
Contracts and invoicing that generate themselves.
Zoho Books
- Utilisation
Utilisation and profitability visible per project, per person.
Zoho Projects - Knowledge
Knowledge kept where the next engagement can use it.
Zoho Workplace
What a practice runs on.
The Professional plan, for a firm that buys, sells, and bills time on one ledger.
See the platform →
One record of the client across sales, support, and campaigns, so the handover from pitch to delivery keeps its context.
See the platform →
Receipts, policies, and approvals, with each claim posted to the ledger.
See the platform →
Email on the firm's own domain, and the files, documents, and meetings that go with it, in one suite.
See the platform →
When every department moves at once: CRM, Books, People, Projects, and more than fifty applications under one licence and one login.
See the platform →
An enquiry email turned into a Zoho CRM deal, with the contact matched and the fields filled, so your team reviews the record instead of retyping it. Built and delivered.
See the platform →
Each engagement planned in phases, hours logged against the tasks they were spent on and approved on a timesheet, then invoiced through Zoho Books.
See the platform →A defined first engagement. Then it is held.
The Systems Suite
CRM, Workplace, and Books set up in ten business days. A day of training follows, then thirty days of support after go-live.
See the scope →After go-liveCARE
Guaranteed response times and Zoho-certified support, so the people who built the system stay with it after go-live.
See the plans →The e-Invoice pointYou can cancel an e-Invoice. You have 72 hours to do it
An invoice issued wrong can be cancelled inside the window. After it closes, the correction is a different process.
Read it in In the Loop →Your expertise deserves a system that matches it.
The client hired the quality of your thinking. The system around it should be built to the same standard.
Tell us what you're building.
Start with where the hours go unbilled.
Or chart your position first, on your own →