Zoho One Consulting
One connected system instead of a dozen apps that don't talk to each other.
We run our own business on Zoho One, and we build and customize Zoho systems for small businesses across the country. We design your CRM around the way you actually sell and deliver, connect it to Zoho Books, Sign, Bookings, and WorkDrive, and automate the hand-offs your team does by hand today — so the system fits your business instead of the other way around.
Our Zoho One consulting services are a great fit for:
Small businesses outgrowing spreadsheets and disconnected apps
Companies that bought Zoho One but are only using a fraction of it
Teams whose current Zoho setup is messy, half-built, or no longer fits
Service businesses with a specific process — inspections, quotes, jobs, signings — that generic software doesn't handle well
Owners who want automation without hiring an in-house developer
Getting started is straightforward. Here's what to expect:
We map how work moves through your business today — leads, sales, delivery, billing — and where things get re-typed or dropped.
We design the modules, fields, pipelines, and automations your process needs, and which Zoho apps should connect.
We configure Zoho, build the automations, and move your existing data in so you start with clean records.
We train your team, hand over documentation, and stay available for changes and ongoing administration.
“Derek was extremely helpful in taking over our Zoho One build out and created a really great architecture that will serve my business for years to come. He was receptive to feedback and took all my questions and revisions in stride, and provided a vital service in building the work flows of our CRM. Highly recommend!”
“I really appreciate B2B Solutions for helping me set up my CRM system and everything associated with Zoho One. Showing and explaining how the system work and the automation associated with CRM system. They were very patient with me and made on the fly adjustment to meet my need for my notary business. Thank you soo much for being very attentive to my business.”
Common questions about our Zoho One consulting services.
Have more questions? Browse all FAQs or contact us directly.
We serve small businesses in southwest Washington, Tacoma and the Cedar Rapids area, with offices in Rochester, WA and Cedar Rapids, IA — and remotely nationwide.
Schedule a free consultation and we'll discuss how our Zoho One consulting services can support your business.