Paying for Zoho, but your team still works in Excel?
It happens a lot: Zoho was set up in a hurry, by someone else, or around a process that has since changed. We look at how your system is configured, find what makes it hard to use, and give you a report on what to fix and in what order.
Signs your team is working around Zoho
- Important fields stay empty because nobody asks for them.
- Salespeople keep a parallel Excel file ‘just to be safe’.
- Reports show different numbers from the accounts, and nobody trusts them any more.
- Automations clash: the customer gets two emails, or none.
- You pay for licences for people who no longer log in.
- Nobody remembers who set up a rule, or why.
What we check
| Area | What we check | What you get |
|---|---|---|
| Data structure | Modules, fields, duplicates, fields nobody fills in | A list of fields to keep, merge and delete |
| Pipelines | The stages compared with how the team sells today | Proposed stages, drawn on one page |
| Automation | Workflows, Deluge code, rules that contradict each other | A list of rules to fix or remove |
| Roles and access | Who can see and who can change what | A proposed roles matrix |
| Licences and costs | Paid versus active users, the right plan | What you can drop and what you can change in the subscription |
| Integrations | Telephony, forms, messaging, your shop | What works, what's broken, what's missing |
How it works
- 1 / 5
Access
You give us temporary administrator access to your Zoho account.
- 2 / 5
Analysis
We go through the system and talk to the people who work in it.
- 3 / 5
Report with priorities
You get what we found, in order of importance.
- 4 / 5
Proposal for the fixes
At a fixed price, for whatever you choose from the report.
- 5 / 5
The work
We fix what you picked from the report and update the documentation after testing with your team.
The report is yours. You can fix what we found yourself, with us or with someone else.
What the contract says
- 1
1. The price in the proposal is fixed.
If you want something extra along the way, you get a change request with its own price. We only start on it once you approve it.
- 3
3. The Zoho account is in your company's name.
The data and the account belong to you. At handover you get the Handover pack: documentation, Deluge code, diagrams and administrator access.
- 4
4. We commit to the deadline in the contract.
If we are late through our own fault, the compensation is written into the contract.
Questions about the Zoho audit
Zoho was set up by another partner. Will you work on it?
Yes. It doesn't matter who set it up. We start from what's in the account now.
Do we have to stop work while you check?
No. The audit runs alongside your normal work. Fixes that change the process are made after you approve them, usually in a test environment first.
What happens to our data while you have access?
You can see our access in your account and revoke it at any time. We don't take data out of the account.
Can we have just the audit, without the fixes?
Yes. You get the report and decide what to do next.
Do you check the subscription too?
Yes. Sometimes the plan is bigger than what you use; sometimes you're paying for users who no longer work in the system. We tell you what you can change.
Tell us what isn't working in your Zoho.
After the consultation and analysis, you get a fixed-price proposal.
Monday to Friday, 09:00–18:00. We reply the same working day.