How we implement Zoho
ProLead is a Zoho Authorized Partner; see our profile in Zoho’s partner directory. Every Zoho project follows our 5D method: Discover, Design, Document, Deploy and Drive. The first three stages fix the process, so the fourth stage configures a system that matches how the business should run, not how it runs today.
A typical implementation includes:
- Fit-gap analysis: which of your process steps Zoho covers out of the box, which need configuration, and which need a Creator app or an integration.
- Configuration: organisation settings, chart of accounts, taxes, item and customer masters, approval rules, templates and user roles.
- Data migration: masters, open transactions and opening balances from spreadsheets or your previous system, with a reconciliation you sign off.
- Workflows and integrations: approval flows, custom functions in Deluge, and connections to banks, marketplaces and other systems.
- Testing and training: test scripts for each process, role-based training and a go-live checklist.
- Hypercare: support through your first month-end close on the new system, then an optional retainer.
Which Zoho product fits you?
| If you are | Start with |
|---|---|
| A service business or trader with simple stock | Zoho Books, plus Zoho Expense if staff spend is significant |
| A business buying from many suppliers, or wanting all spend under one set of controls | Zoho Procurement or Zoho Spend |
| A trader or D2C brand with multiple warehouses | Zoho Books with Zoho Inventory |
| A mid-market manufacturer, distributor or retailer in India | Zoho ERP |
| A company that wants finance, HR and operations on one suite | Zoho One |
| Anyone with a process Zoho does not cover | Zoho Creator for a custom app |
Unsure? Read Zoho ERP vs Zoho Books or book a free process review. Not on Zoho, and not planning to move? See how we work with QuickBooks, Xero, Odoo and other ERPs.
Zoho services
Zoho ERP implementation
Zoho ERP implementation partner for mid-market manufacturers, distributors and retailers in India. Process design first, then configuration and migration.
Read more → Zoho implementationZoho One implementation
Zoho One implementation partner: we design your processes, then roll out Books, CRM, People, Payroll and the rest in phases, with data migration and training.
Read more → Zoho implementationZoho Books implementation
Zoho Books implementation by chartered accountants: chart of accounts, GST and TDS, approvals, bank feeds, multi-currency, opening balances and the close.
Read more → Zoho implementationZoho Inventory implementation
Zoho Inventory implementation for multi-warehouse stock, batches, serials, composite items, landed cost and marketplace orders, synced with Zoho Books.
Read more → Zoho implementationZoho Spend, Zoho Procurement and Zoho Expense implementation
Zoho Spend implementation with Procurement and Expense: requisitions, RFQs, POs, approvals by value, three-way match, cards and posting to Zoho Books.
Read more → Zoho implementationZoho People and Zoho Payroll implementation
Zoho Payroll and Zoho People implementation for India: salary structures, attendance, leave, PF, ESI, PT and TDS, bank payouts and posting to Zoho Books.
Read more → Zoho implementationZoho Creator custom apps
Zoho Creator development and Deluge scripting for processes standard Zoho apps don't cover, designed from your process map and integrated with Zoho Books.
Read more → Zoho implementationZoho Analytics dashboards and MIS
Zoho Analytics dashboards, MIS packs and board reports built on Zoho Books, Inventory, Payroll and other data, designed by finance professionals.
Read more → Zoho implementationZoho Projects implementation
Zoho Projects implementation for services firms: templates, timesheets, billing and profitability in Zoho Books, with Zoho Analytics for deeper analysis.
Read more → Zoho implementationData migration to Zoho
Data migration to Zoho Books and Zoho ERP from Tally, spreadsheets, QuickBooks or Xero: masters, open items and balances, reconciled before go-live.
Read more → Zoho implementationZoho integrations
Zoho integrations with banks, payment gateways, marketplaces and other systems, using native connectors, Deluge functions and APIs, documented and monitored.
Read more → Zoho implementationTraining, hypercare and support
Zoho support services after go-live: role-based training, user manuals, hypercare from 4 weeks to 3–4 months, and monthly support retainers.
Read more → Zoho implementationZoho implementation health check
A Zoho implementation health check for setups that aren't working: we review configuration, data and processes app by app, then fix what is broken.
Read more →Frequently asked questions
Is ProLead an authorised Zoho partner?
Which Zoho apps do you implement?
Can you take over a Zoho setup another partner started?
How much does it cost to fix an existing Zoho setup?
Do you buy the Zoho licences for us?
General information only, not legal, tax or software licensing advice. Zoho features, editions and prices change, so confirm the current position with Zoho or with our team before you commit. See our disclaimer.
