Set up and migrate
From spreadsheets, Teamleader or HubSpot into Zoho CRM and Books, with your pipeline, your invoicing and your VAT rules the way you run them. Clean data in, from day one.
Zoho consultant
Zoho, set up the way your company actually works.
Next to design and build work, I help SMEs get Zoho One running: CRM, Books, Desk and the apps around them. Over five years of it, one client on it since 2016, and my own company runs on it.
What's in the box
Apps45+
DataEU: Amsterdam, Dublin
Licenceone per employee
What I do
Three things, in this order
Automate the boring part
Flow, Deluge and the built-in workflows: quotes that follow up on themselves, invoices that leave when a deal closes, tickets that land with the right person.
Train and hand over
Your team learns the parts they use, documented in your words. Then I step back, with a few days a month if you want them.
Where I have done this
One client, on Zoho One since 2016
2016 to now
The single accountable person
Nitra, a construction engineering consultancy. I chose Zoho One over Salesforce and HubSpot and have owned the whole tenant since: CRM, Books, Creator, Campaigns, Analytics.
One platform instead of many
Zoho Creator
From spreadsheets to a system that keeps them certified
Their training centre's bookings, certificates and audit trail, built in Zoho Creator inside the same subscription. In daily use for years, and now being rebuilt.
In daily use since 2016
Why Zoho
The right choice for most SMEs
Your data stays in the EU
Zoho runs its own data centres in Amsterdam and Dublin. A Belgian company's customer data never has to leave the EU, which keeps the GDPR conversation short. Certified to ISO 27001, 27017, 27018 and 27701, with a SOC 2 Type 2 report.
Everything an SME needs, one price
Zoho One bundles more than 45 apps, from CRM and invoicing to helpdesk, HR and analytics, for one licence per employee. Start with CRM and Books, add Desk or Projects when you need them: it is already one system.
Open APIs: your data stays yours
Every Zoho app has a full REST API and webhooks. Your data goes in and out whenever you want, to your webshop, your accountant's tools or a BI dashboard, and every automation you build is yours to keep. Not locked in a black box, which is still the norm for a lot of the software Flemish SMEs run on.
AI-ready, through Zoho MCP
MCP is the open standard that lets an AI assistant such as Claude work inside your own systems. Zoho ships its own MCP server, so you can ask "which invoices are overdue?" or "draft a follow-up for every open quote" in plain language, with your permissions and your data where it already is. No developer needed. I run my own books this way.
When a consultant makes sense
When it pays off
- You are moving out of spreadsheets or another CRM and want the data to arrive clean.
- Three or more apps have to talk to each other: CRM, invoicing, support, a webshop.
- The team stopped using the CRM because it fights the way they work.
- You want it live in weeks, not a quarter of evenings.
When it doesn't
A solo founder with a simple pipeline can set up Zoho CRM in an afternoon. If that is you, do it yourself. Come back when the invoicing has to follow, or when the second person joins.
