Harness the maximum potential of Zoho with the right Implementation Partner.

Every business has its own unique requirements and we are here to assist you on how best to implement your specific Zoho solution app in your business.  Our Zoho consulting and implementation services are based on best practice, experience and expertise and the end-game is to make sure you maximise on the value you will get from your Zoho investment. 

Top-notch, expert-led Zoho Implementation Services to get you over the finish line.

Our Zoho Implementation Services mainly involve helping you to configure the Zoho platform to fit your business processes. In a nutshell, our entire Zoho Implementation Services packages include designing, develop custom functions, migrations configurations, automations, customisations, complex and third party integrations.

Our experience is your competitive advantage.

At Infolytics, we are constantly building our base of industry knowledge through the Zoho implementation services that we are providing across multiple organisations in various sectors.  Through our deep industry insights, we will help you recognise the best Zoho implementation strategies, identify gaps in your processes and predict opportunities for potential business growth.


​Our Zoho expert team comprises of highly skilled and seasoned professionals with backgrounds in Finance, Accounting, Digital Marketing, Customer Experience, IT, Engineering, Telecommunications.  We all come from business so we clearly understand how a business should work in order for it to succeed. Our experience goes beyond IT and technology; we are here to help you build a self-sustaining business.

If you do not find your industry below, don't rule us out just yet as the first stage of our process begins  with a discovery phase to identify and understand your unique business processes and goals. We understand that your business is distinctive that is why we are committed to first learn  about your business before we get started. This will give you comfort that our team of Zoho Business Solution Experts will recommend a suitable action plan for a successful implementation. 

What we can do for your business and much more...

Real Estate & Property Management

Close property deals on the move.

Our Real Estate Zoho Implementation Services are ideal for Real Estate Agents and Developers. Before delivering the right solution, our Zoho expert team will take time to better understand your business and what you are trying to achieve. As a Zoho Authorised Partner, we are more than qualified to also provide you with advice on the most suitable licensing and product choices that can help you develop a 360-view of your contacts, properties and related interactions as well effortlessly close deals on the move.

CRM

Record Management, Territory Management (consolidated view of any property's availability, address, property value), Manage Contracts, Manage KPIs, Estimates (preparing price quotes), Lead Generation, Property Database, Manage Tenants and Landlords, Manage Incoming Requests, Email Templates, Channel Management (email, telephony, social media, chat), Analytics/Reports (custom dashboards, scheduling), Automatic Commission Qualification. 

Web-design

Website Design & Development, Web Traffic Analysis, Lead Generation, Google Ads, Comparable Homes, Territory Management (consolidated view of any property's availability, address, property value).

Social Media Management & Campaigns

Lead Generation, Automate Follow-up Emails, Notifications for Real Estate Agents, Contact Management, Templates (email, sign-up, workflows), Campaign Policy, Integrations to Social Media Channels (Facebook, LinkedIn, Instagram, Twitter, YouTube). 

Third Party Integrations

Integration with Real Estate Syndication Software (PropData and others), API Design & Development, Other Standard Integrations to Zoho, CRM Integration to your property website.

Customisations

Alerts (Lease Expiry, Matching Properties to Leads), Workflows, Automations, Sales Processes.

Migrations

Import Database (Contacts, Property Lists) from Excel and other CRM platforms, Data Cleaning & Validation.

Accounting

Import Transactions from Excel and other Accounting Systems, Automations (Invoices, Estimates/Quotes), Reminders for outstanding Invoices & Estimates/Quotes, Templates (Invoices, Estimates/Quotes, Purchase Orders), Link Zoho Books to your local Bank, Integrate Online Payments with Yoco, Standard Month End Reports (Balance Sheet, Cash Flows, Age Analysis), Expense Management.

Self-service Portals

Agent or Client Portal. 

Ticketing & Customer Support

Tenant Enquiries & Complaints Management, Creation of SLAs for Handling of Queries, Contract Management,  Customise Property & Feedback Reports, Escalation Notifications to Management.

SEO

On-page/Onsite SEO, Off-site/Technical SEO, Content, Analytics & Reporting, SEO Audits, Local SEO Services. 

Healthcare & Medical Services

Improve quality of patient care and utilise resources efficiently.

As more people seek accurate, easily accessible and cost-effective medical services, it is now more important than ever to have health systems in place that are agile, efficient and innovative. Zoho has a suite of business applications that are designed to boost your patient experience,  referrals, compliance, credibility and revenue margins. We are here to help you reduce your operating costs, eliminate operating inefficiencies, boost patient loyalty, effectively manage your stakeholders as well as  increase productivity, collaboration and engagement amongst your staff members.


We have experience implementing Zoho business applications within the healthcare industry and we already have a working healthcare services implementation blueprint designed  to help various and integrated players within the industry such as Hospitals, Clinics, Dialysis Centres, Pharmaceutical Companies, Diagnostic Radiology Centres, Mental Health and Addiction Rehabilitation Centres, Dental Centres, Spas, Medical Aid Insurance Companies, and Telemedicine Service providers.

CRM

Patient Management (assigned doctors, medical aid insurance, prescriptions, follow-ups, pending tests, payment details, emergency contacts etc.), Record Management (patient & medical history, pre & post discharge records),  Appointment Management (appointment reminders, cancellations etc.), Call Centre Integration,  Lead Generation, Omnichannel Setup, Health Campaigns, Equipment Management, Channel Management (email, telephony, social media, chat), Analytics/Reports (custom dashboards, scheduling), KPI Management, Email Templates, Stakeholder Management (staff, suppliers, pathology labs etc.).

Online Booking Management

Appointment Management (bookings, re-scheduling, cancellations, follow-ups, appointment history), Patient Database, Calendar Syncing (Office 365, Google), Automations (notifications, reminders & alerts), Scheduling for Staff and Private Doctors, Custom Billing, Reports. 

Staff Management

Employee Database & Profile Management, Shift Management, Leave Management, Timesheets, Performance Management (completed visits or surgeries, number of appointments, patient outcomes, patient engagement etc.), Case Management to handle Patient Care, Automated Workflows, Targeted & Departmental Announcements, Compliance Management, Learning & Development.

Telemedicine/Telehealth

Online Meetings & Video Consultations, Integrations (CRM, calendars), Team Collaboration, Automations (notifications, reminders & alerts).

Ticketing & Customer Support

Patient Enquiries & Complaints Management, Creation of SLAs for Handling of Queries,  Customise Sales & Feedback Reports, Escalation Notifications to Management, Call Centre Support.

Inventory & Stock Management

Stock Management (dispensary, pharmacy etc.), Warehouse Management, Barcode Scanning Setup, Custom Notifications & Alerts, Automations (Invoices, Estimates/Quotes), Reminders for outstanding Invoices & Estimates/Quotes, Templates (Invoices, Estimates/Quotes, Purchase Orders).

Accounting

Import Transactions from Excel and other Accounting Systems, Setup Tax Rates & Shipping Options, Automations (Invoices, Estimates/Quotes), Reminders for outstanding Invoices & Estimates/Quotes, Templates (Invoices, Estimates/Quotes, Purchase Orders), Link Zoho Books to your local Bank, Integrate Online Payments with Yoco, Standard Month End Reports (Balance Sheet, Cash Flows, Age Analysis), Expense Management.

Data Collection

Patient Feedback, Workflows for Data Collection Forms.

Data Storage & Management

Cloud Storage Management (record management), Access Control/Role-based Security Access, Patient Portal.

Self-service Portals

Dedicated Login Portals for Patients, Customers or Employees.

Migrations

Import Database (Contacts) from Excel and other CRM platforms, Import Products into Website, Data Cleaning & Validation.

Customisations

Reports, Workflows, Automations, Processes, Alerts.

Web-design

Website Design & Development, Data Collection, Lead Generation, Google Ads, Web Traffic Analysis,  Spam Identification, SEO Services.

Social Media, Marketing & Campaigns

Lead Generation, Automate Follow-up Emails, Contact Management, Templates (email, sign-up, workflows), Campaign Policy, Integrations to Social Media Channels (Facebook, LinkedIn, Instagram, Twitter, YouTube), Automate Campaigns (email, social, SMS), Reports & Analytics.

Accounting Consulting, Financial & Advisory Services

Streamline your accounting operations so your team can get more work done.

One of the biggest challenges faced by Accounting Consulting service providers is staying up to date with the latest digital technology trends and in the process, effectively managing these technology adoption costs. Customer needs have also moved beyond tax, payrolls and audits as they now also value authentic business relationships which require time to both build and maintain. This means that Accounting Consulting companies have to find ways to streamline their operations so that they can boost their productivity and be able to focus on other important elements of their business such as effective customer relationship management. In order to stand out and be noticed, it is now more important than ever to invest in the right tools that will drive revenue and build sustainable business growth. 


Here at Infolytics, our team consists of highly experienced and seasoned Financial and Accounting Professionals who understand the challenges that your business is experiencing and how to solve them. From streamlining operations, managing customers and unlocking your e-commerce potential to reporting challenges and effectively managing digital marketing efforts - our team has an in-depth understanding of what it will take for your business to achieve its goals. 

Accounting

Data Migration (Import Transactions from Excel and other Accounting Systems), Setup Tax Rates & Calculations, Automations (Invoices, Estimates/Quotes), Reminders for outstanding Invoices & Estimates/Quotes, Templates (Invoices, Estimates/Quotes, Purchase Orders), Link Zoho Books to your local Bank, Integrate Online Payments with Yoco, Standard Month End Reports (Balance Sheet, Cash Flows, Age Analysis), Expense Management, Role Segregation (User Matrix & Access Control).

Migrations

Capture Ledger Account Opening Balances, Debtor and Creditor Migration, Confirm Accuracy of Debtor and Creditor Aged Analyses, Import Database (Contacts) from Excel and other CRM platforms, Data Cleaning & Validation.

CRM

Customer Management (Interactions, Birthday Reminders, Services Rendered, Updating of Details, Customer Survey Feedback), Customer Document Management,  Automated Required Documents & Activity Reminders (Bank Statement Requests, BBBEE Certificates, Annual Returns, Financial and Tax Returns for Once of Clients, Unapproved Proposals, Compensation Fund Renewals, PAYE & UIF, VAT, Provisional Tax 1 and 2 etc.), Tagging of Lost Customers, Lead Generation, Channel Management (email, telephony, social media, chat), Website Contact Form Workflows and Automations, OmniChannel Setup, Analytics/Reports (custom dashboards, scheduling), KPI Management, Email Templates.

Electronic Signatures 

Internal Signature Configurations, Customer Signature Configurations, Domain Authentication, Integration to CRM, Terms & Conditions.

Social Media, Marketing & Campaigns

Email Campaigns by Customer Profiles, Location, Industry, Specific Services Rendered etc., Automate Campaigns (email, social, SMS), Reports & Analytics, Lead Generation, Automate Follow-up Emails, Contact Management, Templates (email, sign-up, workflows), Campaign Policy, Integrations to Social Media Channels (Facebook, LinkedIn, Instagram, Twitter, YouTube).

Ticketing & Customer Support

Customer Enquiries & Complaints Management, Configuration of Task Dependencies, Job Type Based templates, Timesheets, Reminders & Alerts for Outstanding Tasks, Creation of SLAs for Handling of Queries, Escalation Notifications to Management, Project Workflows, Approvals and Dashboards, .

Data Storage & Management

Cloud Storage Management (record management), Automatic Backups and Security Checks, Access Control/Role-based Security Access, Customer Portal.

Online Booking Management

Appointment Management (bookings, re-scheduling, cancellations, follow-ups, appointment history), Client Database, Calendar Syncing (Office 365, Google), Automations (notifications, reminders & alerts), Scheduling for Internal Team Members, Custom Billing, Reports. 

Data Collection

Customer Feedback, Workflows for Data Collection Forms and Surveys.

Self-service Portals

Dedicated Login Portals for Customers and Employees.

Customisations

Reports, Workflows, Automations, Processes, Alerts.

Web-design

Website Design & Development, Data Collection, Lead Generation, Google Ads, Web Traffic Analysis,  Spam Identification, SEO Services.

Employee Management

Employee Database & Profile Management, Leave Management, Timesheets, Performance Management and Appraisals, Automated Workflows, Compliance Management, Learning & Development.

Retail & E-commerce

Deliver a smooth, seamless & consistent Customer Experience.

A seamless omnichannel experience, flexible buy and return polices, amazing customer support, flexible payment options, on or offline, today's customers want it all.  We are here to help you setup your store, inventory management system, accounting system, payment portals, social media management, marketing and campaign workflows, customer support channels, design your website and provide a full suite of SEO services. We are also a Shopify Partner meaning that we have the right knowledge to help you fully integrate your Zoho apps to your Shopify website should you have one. Our Zoho expert team has lots of experience with both online and offline retail stores, drop shipping and stock management, so we know what it takes to design and deliver the right Zoho implementation strategy for your business.

CRM

Omnichannel Setup, Lead Generation, Record Management, Channel Management (email, telephony, social media, chat), Analytics/Reports (custom dashboards, scheduling), Manage KPIs, Estimates (preparing price quotes), Email Templates, Inventory Management, Online Catalogue of Products & Services.

Inventory & Stock Management

Stock Management, Warehouse Management, Barcode Scanning Setup, Custom Notifications & Alerts, Automations (Invoices, Estimates/Quotes), Reminders for outstanding Invoices & Estimates/Quotes, Templates (Invoices, Estimates/Quotes, Purchase Orders),  Integrations (Shipping/Courier, Shopping Carts, Marketplace, Digital Marketing, SMS).

Web-design

Website Design & Development, Lead Generation, Google Ads, Web Traffic Analysis,  Fraud Detection & Spam Identification, Automations (Shipping, Taxes, Payments), Domain Mapping.

Social Media, Marketing & Campaigns

Lead Generation, Abandoned Cart Management, Automate Follow-up Emails, Notifications for Sales Agents, Contact Management, Templates (email, sign-up, workflows), Campaign Policy, Integrations to Social Media Channels (Facebook, LinkedIn, Instagram, Twitter, YouTube), Automate Campaigns (email, social, SMS), Reports & Analytics (Purchase History, Customer Behaviour).

Third Party Integrations

API Design & Development, Online Shopping Platforms (Shopify, WooCommerce, Ecwid, BigCommerce, Squarespace etc.), Marketplace (Etsy, Walmart, Wayfair etc.),  Shipping Carriers (DHL, FedEx, Aramex, UPS etc.), Payment Gateways (PayPal, Stripe, 2Checkout, Yoco etc.), Mailchimp, Google Analytics, SMS Notifications (Twillio), Other Standard Integrations to Zoho, CRM Integration to your website.

Customisations

Alerts (Opened Emails, Missed calls, Live Chat, Social Media Mentions), Workflows, Automations, Sales Processes.

Migrations

Import Database (Contacts) from Excel and other CRM platforms, Import Products into Website, Data Cleaning & Validation.

Accounting

Import Transactions from Excel and other Accounting Systems, Setup Tax Rates & Shipping Options, Automations (Invoices, Estimates/Quotes), Reminders for outstanding Invoices & Estimates/Quotes, Templates (Invoices, Estimates/Quotes, Purchase Orders), Link Zoho Books to your local Bank, Integrate Online Payments with Yoco, Standard Month End Reports (Balance Sheet, Cash Flows, Age Analysis), Expense Management.

Self-service Portals

Customer Portal. 

Ticketing & Customer Support

Customer Enquiries & Complaints Management, Creation of SLAs for Handling of Queries,  Customise Sales & Feedback Reports, Escalation Notifications to Management, Call Centre Support.

SEO

On-page/Onsite SEO, Off-site/Technical SEO, Content, Analytics & Reporting, SEO Audits, Local SEO Services. 

We have super flexible and affordable implementation packages!

Zoho allows you to use a stand alone solution like Zoho CRM,  Zoho Books or a bundled solution with 40+ apps such as Zoho One. The challenges of implementing a single app versus the full suite offered by Zoho One are diverse. As Zoho experts, we are aware of the challenges to expect so we tend to approach each implementation project with a structured plan that is aligned to your business goals. We therefore have implementation packages that have been carefully put together in a way that we know will work for your business.


The time it will take to complete the implementation process usually depends on the number of Zoho apps that need to be implemented as well as the complexity of any key activities that need to be done. If you would like to know more about our implementation services, just fill out the form below and we will get back to you.

We are here for the long run. 

Once your systems are in place, we are just a phone away. We offer friendly and affordable professional ongoing support and more that happy to help you out with improvements, consulting and training to make sure that you continue to operate at your best. 

Training Services

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Support Services

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Work With Us

There’s no doubt that we are exceptional at what we do and we continuously strive to deliver premium value to our customers.

Our partnership with Zoho means we are knowledgeable about their products and services. As a Zoho Authorised Partner, we are here to provide implementation services that will help you to improve the overall performance of your business.

 

Our talented team of Zoho Business Solution Experts is committed to helping you get the best and most reliable Zoho Implementation Partner services that ensures you achieve your business objectives.