One Task. One Function. One Workflow. Your Whole Business.
Imagine one customer record, connected teams, automated follow-ups and information exactly where you need it.
That's what we help you achieve with Zoho One.
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All working together. Zoho CRM at the heart.
Zoho CRM brings your customer information, enquiries and relationships into one place. From there, we connect the applications and workflows your business needs — so people aren't chasing updates or entering the same details twice.
It's not about using every app. It's about making the right apps work together.
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Your central customer hub
Zoho One brings together more than 45 business applications. Here are some of the main ones we connect to Zoho CRM to support your everyday work.
Your customer hub: enquiries, sales, quotes and relationships.
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Collect enquiries and send information straight into CRM.
Keep customer documents and files organised.
Connect invoices, accounts and financial processes.
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Essential for businesses that manage stock, orders and purchasing.
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Build custom apps, widgets and workflows for your business.
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Manage customer support requests as tickets.
Plan jobs, assign tasks and track progress.
Create an intranet or extranet for teams and partners.
Share training and knowledge with your team.
Business email, or connect Gmail and Microsoft Outlook / 365.
Plan and manage your social media activity.
These are selected applications, not the full Zoho One catalogue. App availability and licensing may vary. TrainerCentral can also support more dedicated online learning needs.
The Nude Window partnered with Dynamic Digital Solutions to implement Zoho One and simplify complex business processes, including quoting.
Hear their experience in the original Zoho One implementation case study.
▶ Watch The Nude Window Story
“Our quoting system is complex and I did not think we would be able to quote on the job. Kim made the impossible possible and made it simple for us using layouts similar to what we are used to. My dreams have become a reality with Zoho One.”
“I did not realise it was possible for passengers coming off a cruise ship to scan a QR code and hire and pay for a car in under 7 minutes. Once hired they have day trip itineraries on their mobile device. You can pretty much build anything with Zoho One.”
“Everything is in one place - so easy to access and use. Kim has a wealth of knowledge and experience in systems and has trained me how to use Zoho One. Zoho One can create anything your business needs to run effectively and efficiently.”
Already using software for jobs, accounting, accommodation, legal matters or marketing? We can explore connecting it with Zoho CRM, so the right information reaches the right people.
ServiceM8, AroFlo, simPRO, Formitize
Resly, Booking.com
Actionstep
Xero, MYOB, QuickBooks
WordPress, Facebook, Instagram, SE Ranking
ChatGPT, Claude and compatible AI services
Custom connections are scoped around your workflows and depend on the capabilities of each system. Setup and third-party charges may apply.
We integrate Zoho Books into the workflow first. If you use Xero for accounting, we can connect Zoho Books with Xero as an optional add-on.
For businesses managing stock, Zoho Inventory is an essential part of the connected setup.
Optional Xero integration add-on.
We start with what's slowing you down, then build and connect the workflows that make everyday work easier.
We look at how enquiries, quotes, jobs, invoices and customer follow-ups currently move through your business.
Outcome: A clear picture of where time is being lost.
We map the customer journey, decide what belongs in Zoho CRM, which Zoho apps are needed and what existing software should connect.
Outcome: One practical workflow designed around your business.
We configure CRM, forms, dashboards, job tracking, notifications and approvals to reduce manual administration.
Outcome: Less double handling and fewer missed steps.
Where supported, we connect accounting, field service, accommodation, legal and AI tools so information can move between systems.
Outcome: Less time switching between applications.
We test workflows, train your team and provide ongoing support as your business changes.
Outcome: A system your team knows how to use.
A form captures the details in Zoho CRM.
Customer details are already available.
The team receives the information needed.
Zoho Books handles the financial workflow.
Automated reminders keep things moving.
Illustrative workflow — actual steps and automations are customised to each business.