For growing teams who need their sales process connected to project delivery and customer service. Win the deal, sign the contract, kick off the project and support the client, in one system.
One accountable team handles design, build, training and support. Here's what the engagement covers.
Growing service businesses with 5–20 people. You're winning more work than your current tools can handle, handoffs from sales to delivery are dropping details, and client questions are getting lost in inboxes.
A deal is marked Won in Zoho CRM. Zoho Sign sends the contract. Once it's signed, a Zoho Projects project is created from your template with tasks, owners and due dates. The client gets a welcome email with their portal link, and a Zoho Desk account is set up for support, with no manual steps.
When you're ready to automate invoicing, subscriptions, expenses and reporting, Zoho One Complete adds the Financial Engine and a dedicated success manager.
Book a free discovery call and we'll map your deal-to-delivery workflow on Zoho One.