Platform planning & setup
Choose the Zoho applications that fit your requirements, then configure roles, records and everyday processes around your teams.
Zoho partner solutions
Zoho, shaped around your business.
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.
Discovery, implementation and ongoing support.
Partner solutions & custom buildsYour business appsThe right tools for each team
Connected workflowsPeople and processes in sync
Custom applicationsBuilt around the gaps
Configured around your people,
processes and existing systems.
A setup that fits your team
A platform that fits the process.
Choose the right applications, connect your existing systems and make the setup your own. We support new implementations and improvements to an existing Zoho environment.
Workflow automation
Connect steps, assignments and approvals using supported automation, with clear rules and visibility into the process.
Custom apps & extensions
Build focused applications or extend supported Zoho capabilities when standard configuration does not cover the way you work.
Integrations & APIs
Connect Zoho with your other business systems, subject to the available APIs, subscriptions and access permissions.
Data migration
Prepare and map existing records, validate test imports and agree a transition plan for the data your team needs.
Training & ongoing support
Help users get comfortable with everyday tasks, document the setup and agree how changes and support requests will be handled.
The Etech approach
Built for adoption, not just launch.
The process includes the people who will use Zoho every day, with time to test their tasks and settle into the new setup.
- 01
Understand the process
Map your teams, customer journey and current tools. Agree which Zoho apps belong in the first phase.
- 02
Configure & build
Set up workflows and permissions, build agreed custom capabilities and prepare the data and integrations.
- 03
Test & train
Walk through everyday scenarios with users, check the data and refine the setup before launch.
- 04
Support & refine
Document ownership, support your team and plan the next changes as your requirements develop.
A little more clarity
Before we
get started.
Have a specific system or workflow in mind? Let’s talk it through
Can you work on our existing Zoho account?
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.
Can you build custom applications or extensions?
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.
Can you move our contacts and records from another system?
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.
Can Zoho connect to our other business tools?
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.
Start with a conversation
Make Zoho work the way your team does.
Share your current tools and the workflow you want to improve. We’ll help scope the right next step.