CRM & ERP · Zoho and Microsoft Dynamics 365
We implement and connect Zoho CRM, Zoho Books, Zoho Inventory and Microsoft Dynamics 365 for growing businesses. Sales, operations and finance work from the same customer and order data, from first enquiry to payment received.
The real problem
Sales closes the deal in the CRM. Then someone emails operations, someone re-types the order, finance raises the invoice from a spreadsheet, and nobody in sales can see whether the customer has paid.
Each handover is a place where details get lost and time goes.
So we map those handovers first: who passes what to whom, in which system, and what gets re-keyed along the way. Then we connect the systems so the data moves on its own.
Lead to cash
01
Zoho CRM · Dynamics 365Website forms, emails and campaigns land in the CRM with the right owner, source and follow-up task.
02
Zoho CRM · Dynamics 365Quotes built from your price list and discount rules, with approvals for anything outside them.
03
Zoho Inventory · Dynamics 365The won deal becomes a sales order, with stock availability visible before you commit a delivery date.
04
Zoho Books · Dynamics 365Invoices generated from the confirmed order, with GST and customer details carried across, not re-keyed.
05
Zoho Books · Zoho CRMPayment status flows back to the CRM, so account managers know who has paid before the next conversation.
Platforms
Zoho CRM, Books and Inventory connected through Zoho's built-in integrations, with custom functions where your process needs more.
Zoho CRM implementation →Dynamics 365 business applications set up for your sales and operations teams, and connected to the rest of your systems.
Microsoft partnership →CRM on one platform and accounting on another? We connect them through APIs, with AWS-hosted integrations where needed.
CRM integration services →Pipelines, automation, data migration and training for teams setting up a CRM for the first time or replacing one.
CRM implementation services →From spreadsheets or a legacy system, with customer, product and transaction data cleaned, migrated and checked before go-live.
Cloud ERP solutions →Where AI fits
AI agents with a defined job, clear rules and human review. We start with one workflow and show you a working demo before you pay.
How a project runs
01
How leads, quotes, orders, invoices and payments move today, and where they get re-keyed or stuck.
02
CRM and ERP set up for your process, with the integrations between them built and documented.
03
Data migrated and checked, then a real order run from enquiry to payment before anyone switches over.
04
Sales, operations and finance trained on their own steps, with support after go-live.
FAQ
It depends on your size, the systems you already pay for and how complex your operations are. We implement both, and recommend one after the requirements review.
Usually, yes. Where both systems have APIs, we connect them so customers, orders, invoices and payment status stay in sync. We confirm what's possible during the requirements review.
Not necessarily. We start with what you already have, and only recommend a change where the current system can't support your process.
Yes. We clean and map customer, product and transaction data, migrate it, and check it before go-live.
Projects are quoted after we understand your requirements, and payment terms are flexible. Software licences are billed separately, based on the apps and number of users you need.
It depends on the systems involved, the number of teams and the data being migrated. We agree a timeline with you after the requirements review.
Yes. We handle fixes, configuration changes and new integrations as your process changes, from the same team that built the system.
Book a call
Bring one handover that keeps going wrong. We'll show you how we would connect it.
Pick a time that suits you.