iExperts Now

Zoho Customization and Consulting

We work with each client individually to understand goals and objectives, and provide a tailored approach that addresses your unique needs and budget.  Request a consultation with us to get started.

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Custom functions, blueprints and workflows are complex and time consuming to set up.  Our expert level Zoho Developers are able to complete Zoho application customization done quickly and will save you hours of time figuring things out.  Customization can eliminate manual steps or swivels to other applications and automate steps or actions within a workflow. 


Our ideal customers are those with smaller budgets that need simple changes turned around quickly, or an incremental approach to accomplish bigger, more complex needs over time. 


Click the button below to tell us more about your needs.  You will receive a link via email to schedule a consultation with us to review your goals and budget.

Example of Zoho Customization
  • Eliminate manual swivels to other 3rd party applications where information needs to be entered or retrieved.  A custom API integration can automatically retrieve or send information from Zoho.  Any 3rd party application with a standard API is fairly easy for our expert level developers to integrate with Zoho applications.
  • Reduce or eliminate manual steps, such as updating a field from one Zoho module or application to another through custom functions embedded within workflows. This type of integration is quick and easy for us to turn around and will have you hours of time per employee, per day, when these manual steps are eliminated.
  • Configure a series of workflow steps to automate the steps within customer onboarding, service delivery and fulfillment.  Blueprints, the Zoho feature that can orchestrate a series of steps within a process workflow, is time consuming to learn and set up on your own.  An automated workflow delivers immediate dividends on the time it saves for a Zoho user.
  • Build custom reports in Zoho Analytics to provide the fundamental insights your business needs.  Traditional reports in Zoho CRM, Campaigns, Books provide good "out of box" reports, and Zoho Analytics has the power to build dashboards with reports from all Zoho applications that tell the story of your business within a single view.
  • Setup Zoho Campaigns list segments, email templates, and campaign workflows. We can get a new email campaigns up and running fairly quick, saving you the time getting lists from Zoho CRM and Campaigns synced, creating visually appealing and interactive email templates, and setting up the rules and logic for your campaign.
  • And so much more...customization makes just about anything possible within Zoho, across Zoho applications, or other third party applications.
Costs
  • Costs for each request are estimated using a standard development "by the hour" rate.  Our phone consultation helps us understand the changes you need made, and the business process they will support.  An estimate is prepared as a follow up to our discussion outlining each task required to fully complete your customization request, along with the total hours required to complete each request.
  • Our standard development by the hour rate is $99.  While you can easily find a lower hourly rate for Zoho Developers, you will find that it will require much more of your time to find the right developer and manage getting the work done.  We make the process simple and easy by defining requirements, tasks, and estimated costs through our consultation process, assign the work to our development team, and get most customization back in your hands within a few days.  We also make sure you have an understanding of the new configurations and how to use them.   
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iExperts Now, LLC   ♦   P.O. Box 532   ♦   Buffalo, NY 14216   ♦   (716) 414-2494   ♦   contact@iexpertsnow.com