For law firms, accounting firms, consultancies and agencies. NimNit designs and manages a Zoho One system built for how your business works, so you can focus on clients, not software.
Inquiries arrive by phone, email and web form, then get retyped into spreadsheets. Conflicts checks and engagement letters take days.
Time lives in notebooks and memory, so billable hours leak every week and invoices go out late.
Proposals, engagement letters and deliverables are scattered across email, desktops and shared drives.
Past clients rarely hear from you until they need something, and by then they may have called someone else.
We usually recommend Zoho One Growth for firms of 5–20 and Zoho One Complete for firms that want billing and accounting on the same platform.
Most professional services firms start with Growth to connect intake, engagement letters and delivery, then add Books in Complete.
Real workflows we design and deploy. Every one is tailored during discovery.
A web intake form creates the CRM record. A consultation is booked in Zoho Bookings. After the call, a Zoho Sign engagement letter goes out, and once it's signed the project is created in Zoho Projects.
Time logged in Zoho Projects flows to Zoho Books. Invoices are drafted automatically at month end for partner review, and payment reminders follow on schedule.
Closing a project triggers a satisfaction survey. Happy clients get a review request, and 60 days later a referral check-in.
Every Monday, Zoho Analytics sends pipeline, utilization, work in progress and receivables to the partners.
These are target ranges from our implementation plans. Your actual results depend on your starting point and adoption.
Book a free discovery call. We'll map your current tools, find your biggest automation opportunities and recommend the right Zoho One tier.