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Official Zoho Partner · Mumbai · Since 2019

Your whole business on Zoho.
Live in 30 days.

We implement Zoho CRM, Books, People, Desk and Creator for Indian businesses that have outgrown spreadsheets and disconnected tools — scoping, migration, automation, training and support, handled by one certified team.

Fixed-scope, fixed-price plan before you commit a rupee

Data migrated from Tally, Excel, Salesforce or HubSpot without downtime

Trusted by Britannia, Emami, Epsilon Carbon & 150+ growing companies

Partner_logo_logo-removebg-preview_edited_edited.png

200+

Implementations

150+

Businesses served

4.9

/5

Client rating

Who we are

The Works is a Mumbai-based Official Zoho Partner. We set up sales, finance, HR and support on one connected Zoho system — from scope to go-live and beyond.

Book your free 30-minute Zoho consultation

The Works is a Mumbai-based Official Zoho Partner. We set up sales, finance, HR and support on one connected Zoho system — from scope to go-live and beyond.

Where are you in your Zoho journey?

No sales pitch, no spam. Your details stay with our consulting team and are never shared.

Official Zoho Partner · Mumbai · Since 2019

Your whole business on Zoho.
Live in 30 days.

We implement Zoho CRM, Books, People, Desk and Creator for Indian businesses that have outgrown spreadsheets and disconnected tools — scoping, migration, automation, training and support, handled by one certified team.

Who we are

The Works is a Mumbai-based Official Zoho Partner. We set up sales, finance, HR and support on one connected Zoho system — from scope to go-live and beyond.

Book your free 30-minute Zoho consultation

The Works is a Mumbai-based Official Zoho Partner. We set up sales, finance, HR and support on one connected Zoho system — from scope to go-live and beyond.

Where are you in your Zoho journey?

No sales pitch, no spam. Your details stay with our consulting team and are never shared.

Fixed-scope, fixed-price plan before you commit a rupee

Data migrated from Tally, Excel, Salesforce or HubSpot without downtime

Trusted by Britannia, Emami, Epsilon Carbon & 150+ growing companies

Partner_logo_logo-removebg-preview_edited_edited.png

7+

Zoho partnership

200+

Implementations

120+

Businesses served

5

/5

Client rating

What "done" looks like

One screen for sales, finance and support - updating itself.

This is a Zoho One operations view like the ones we build. Pipeline, receivables and tickets in one place, with automations running quietly in the background. No more Monday-morning status calls.

Track record

At The Works, we help businesses get the most out of Zoho. We align Zoho’s powerful tools with your goals, ensuring smoother workflows, better customer experiences, and measurable impact. From assessment to deployment and ongoing support, we make sure Zoho works seamlessly for your growth.

Seven years. One Zoho practice. Numbers we can show you.

Want to know what this would look like for your business?

30 minutes on a call is usually enough to tell you what's possible and what it costs.

Trusted by

At The Works, we help businesses get the most out of Zoho. We align Zoho’s powerful tools with your goals, ensuring smoother workflows, better customer experiences, and measurable impact. From assessment to deployment and ongoing support, we make sure Zoho works seamlessly for your growth.

Teams at these companies run on Zoho, set up by us

Britannia

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Zoho WorkDrive

Birla Open Minds

Zoho Books

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Zoho WorkDrive

Emami

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Imperio Railings

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Zoho CRM

ManageEngine

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Epsilon Carbon

People · Payroll

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Reeferon

Artha Group

People · Payroll

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Zoho People

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Stonesoup

Quark Solar

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Projects · Recruit

CRM Integration

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DM Metals

Zoho Desk

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ASM India

Zoho Cliq

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Ting

Why The Works

Most Zoho projects don't fail on the software. They fail on the setup.

Anyone can sell you licences. We're judged on whether your team actually uses the system six months later — so we scope properly, migrate carefully, automate the boring parts and stay on after go-live.

01

Official Zoho Partner since 2019

Direct escalation channels into Zoho, early access to features, and licensing guidance that gets you the right plan instead of the biggest one.

02

Certified consultants, not resellers

Every project is run by a consultant certified on the apps you're deploying. You talk to the person doing the work, not an account manager relaying messages.

03

End-to-end implementation

Process discovery, configuration, data migration, user roles, dashboards, training and handover. One team, one scope document, one point of accountability.

04

Custom workflows & blueprints

Your approval chains, credit rules, GST logic and escalation matrices built into Zoho — so the system enforces your process instead of hoping people remember it.

05

Migration without downtime

Tally, Excel, Salesforce, HubSpot, Freshworks, Slack, Google Workspace. We map, clean, de-duplicate and validate — then run parallel until you sign off.

06

Support that answers

An AMC with named consultants, defined response times and a WhatsApp channel your team can actually use. Plus training so they need it less over time.

Get a free process audit before you spend anything

We'll map your current workflow and show you exactly which Zoho apps you need — and which you don't.

Why Zoho

The real comparison isn't Zoho vs another CRM. It's Zoho vs how you work today.

Most businesses we meet aren't choosing between vendors. They're running on spreadsheets, WhatsApp groups and four tools that don't talk to each other — and paying for it in hours, errors and missed follow-ups.

Excel & WhatsApp

4–6 disconnected tools

Enterprise CRM (Salesforce-class)

Cost per user

Single source of truth

Automation

Reporting

Time to value

Scaling to 100+ users

India-specific needs

Feels free — until you count the hours

Twelve versions of the same file

Manual reminders and follow-ups

Someone spends Friday building the report

Immediate — and permanently capped

Breaks well before that

GST handled manually

Stacks up fast across five subscriptions

Data re-keyed between systems

Zapier glue that breaks quietly

Exports merged by hand

Ongoing integration work

Cost and complexity compound

Depends on the tool

Premium licence + partner fees + add-ons

  • Yes, for sales

  • Powerful, but needs a developer

  • Strong, at a price

6–12 months is common

  • Built for it

Usually needs customisation

Zoho, implemented properly

  • One suite, one bill, typically a fraction of enterprise pricing

  • Sales, finance, HR, support and projects in one record

  • Native workflows, blueprints and Flow — configured, not coded

  • Live dashboards across every app, refreshed automatically

  • Live in ~30 days for a standard rollout

  • Same platform, add apps and users as you grow

  • GST invoicing, e-way bills, TDS and Indian payroll built in

A typical Monday · before

08:40

10:15

12:00

14:30

17:00

19:20

Sales head asks three people for an updated pipeline​

Two reps call the same lead; one didn't see the WhatsApp update

Accounts chases sales for the PO to raise an invoice​

HR reconciles attendance from a shared sheet, by hand​

Support replies to a ticket that came in on Friday​

Someone builds the MIS report for tomorrow's review

The same Monday · after

08:40

10:15

12:00

14:30

17:00

19:20

Pipeline dashboard was already in the inbox at 8:00​

Lead auto-assigned by territory, duplicate blocked at entry​

Deal marked won → invoice raised in Books automatically​

Attendance synced to payroll; HR reviews exceptions only​

Tickets routed by SLA; Friday's was closed on Friday​

Everyone went home. The report refreshes itself.

Not sure which Zoho apps you actually need?

Tell us how your team works today and we'll recommend the shortest path — often fewer apps than you expect.

How it works

A 30-day path from first call to a team that's actually using it

You'll know the scope, the cost and the timeline before week one ends. No open-ended retainers.

Day 0–3

Discovery

We map your current process, tools and data — sales, finance, HR, support. Free, and yours to keep either way.

01

Day 3–7

Blueprint & quote

A written scope: apps, workflows, integrations, migration plan, timeline and fixed price. You approve before we build.

02

Day 7–24

Build & migrate

Configuration, automations, custom modules, integrations and clean data migration — with weekly demos so there are no surprises.

03

Day 24–30

Train & go live

Role-based training for each team, SOP documents, and a parallel-run week before we switch you over fully.

04

Ongoing

Support & optimise

Named consultants, defined response times, quarterly reviews and new automations as your process changes.

05

Industry solutions

We've solved your industry's version of this problem before

Same platform, very different configuration. Here's where we start for each sector.

Manufacturing

From enquiry to dispatch, tracked

Quotation approvals, BOM-linked orders, batch and warehouse visibility, GST invoicing and e-way bills — without re-keying anything into Tally.

IT & services

Billable hours that don't leak

Project plans linked to timesheets, milestone invoicing, resource utilisation dashboards and client support SLAs in one connected stack.

Real estate

Never lose a site-visit lead

Portal and ad leads captured automatically, assigned by project, followed up on a fixed cadence, with booking-to-collection status visible to management.

Logistics

Live status without phone calls

Consignment tracking, driver and fleet records, POD capture on mobile, automated client updates and margin reporting per trip.

Healthcare

Patient journeys without paperwork

Appointment scheduling, consent and record management with role-based access, recall reminders and clean audit trails for compliance.

Finance & BFSI

Compliance built into the workflow

KYC document collection, approval hierarchies, renewal and mandate reminders, secure access controls and a complete activity audit log.

Education

Admissions to alumni, one record

Enquiry capture across campaigns, counsellor follow-up, fee collection and reconciliation, staff attendance and payroll in a single system.

Retail & D2C

One view of stock and customer

Multi-channel orders, stock synced across outlets and marketplaces, loyalty and campaign automation, and daily P&L that's actually current.

Case studies

What changed, in the client's own numbers

Filter by the Zoho product you're considering.

ASM India

Industrial services

Problem

Support requests arrived by email and phone with no queue, no ownership and no SLA. Escalations depended on who shouted loudest.

Solution

Zoho Desk with automated ticket routing, SLA rules by contract tier, and workload-balanced assignment across the support team.

40%

faster ticket resolution

65→92%

SLA compliance​

CSAT up within the first quarter

Get a similar setup for my support team →

Artha Group

Energy & infrastructure

Problem

HR and payroll ran across disconnected sheets. Attendance, leave and claims were reconciled manually every month, with errors and delays.

Solution

Zoho People and Payroll with self-service, automated attendance-to-payroll sync, claims workflows and structured performance reviews.

100%

centralised HR and payroll

100%

Manual work and payroll errors cut sharply​

Fully compliant, real-time reporting

Automate my HR and payroll →

DM Metals

Metals & trading

Problem

Lead conversations were spread across email, phone and messaging apps. Nothing was logged, so handovers and follow-ups fell through.

Solution

All lead communication integrated into Zoho CRM with defined stages, automated reminders and a single activity timeline per contact.

1

unified communication system​

Faster responses, quicker closures​

Clear stages and reminders for every lead

Bring my conversations into CRM →

Maitri Metals

Metal manufacturing, trading & distribution

Problem

The client needed to move away from Google Workspace while preserving existing email, Drive data, user accounts, permissions, and business continuity.

Solution

A pilot-driven migration moved 37 mailboxes and Google Drive data to Zoho Workplace over a controlled three-day weekend, with DNS, MX, SPF, DKIM, permissions, and mail flow fully validated.

37

mailboxes migrated

3

days for full migration

0

operational downtime and data loss

Upgrade your workplace →

Imperio Railing Systems

Manufacturing

Problem

Leads came from multiple verticals and channels into personal inboxes and phones. Follow-ups were missed and nobody could measure which source worked.

Solution

A single CRM across all verticals with source-tagged capture, stage-based follow-up cadence, reminders and management dashboards.

100%

of leads tracked, from every source​

30%

faster response to new enquiries

Higher conversion, zero missed follow-ups

Fix my lead follow-up →

Britannia

FMCG

Problem

Files were scattered across drives and inboxes with no access control, making collaboration across a large agency network slow and risky.

Solution

Centralised WorkDrive structure with permission tiers, shared team folders and real-time collaboration across 100+ external agencies.

100+

agencies collaborating in one place​

File search time cut significantly​

Access control and data compliance in place

Organise my company's files →

Birla Open Minds

Education

Problem

Accounting processes were manual and fragmented across entities, slowing down month-end close and reporting.

Solution

Zoho Books implementation with structured chart of accounts, automated invoicing and recurring reconciliation workflows, plus ongoing support.

1

Streamlined accounting operations​

Manual effort at month-end reduced​

1 yr+

Continuing support partnership

Sort out my accounting →

Quark Solar

Renewable energy

Problem

Hiring ran on spreadsheets and email threads. Candidates dropped off mid-process and no one had visibility into where a role stood.

Solution

Zoho Recruit with a fully digital pipeline, structured interview stages, collaborative feedback and live dashboards for hiring managers.

40%

shorter hiring cycle​

100%

digital process, end to end​

Fewer candidate drop-offs

Digitise my hiring →

Ting

Media

Problem

Slack costs were rising and team communication sat outside the rest of the business stack, with no link to projects or records.

Solution

Planned migration to Zoho Cliq with channel mapping, history transfer and onboarding — completed without data loss or downtime.

Significant subscription savings​

0

data lost in migration

Faster adoption, all tools under one platform

Cut my software costs →

Epsilon Carbon

Chemicals

Problem

IT service requests had no central desk. Backlogs built up, response times were unpredictable and IT had no visibility into recurring issues.

Solution

A centralised, AI-assisted service desk with request categorisation, automated routing, self-service knowledge base and reporting.

Ticket backlog cleared​

Faster responses and higher satisfaction​

Full visibility for the IT team

Set up my IT service desk →

Want the full case study for your industry?

We'll send the detailed write-up — scope, timeline, cost range and results — for the projects closest to your business.

Client voices

Great software is the start. What clients remember is that we stayed.

At The Works, we help businesses get the most out of Zoho. We align Zoho’s powerful tools with your goals, ensuring smoother workflows, better customer experiences, and measurable impact. From assessment to deployment and ongoing support, we make sure Zoho works seamlessly for your growth.

★★★★★

Zoho People centralised employee data, attendance, payroll and benefits and cut a large amount of manual HR work. It has gone beyond what we expected on both functionality and efficiency — and support has been available whenever we needed it.

HR Lead

Artha Energy Resources

★★★★★

Getting started with Zoho was easy with The Works. They handled the setup and guided us whenever we needed direction. A genuinely good experience.

Operations

Stonesoup

★★★★★

We've worked with The Works for over a year. Their help with Zoho Books has streamlined our accounting and improved our overall efficiency — the experience has been exceptional throughout.

Finance Team

Birla Open Minds

★★★★★

They took the time to understand our business and processes first, then adapted Zoho Workspace, Books and Projects around them. That depth of understanding of the Zoho ecosystem is what made the difference.

Founder

Deshna Kasliwal Design Studio

Ready when you are

Talk to a consultant, not a salesperson

Thirty minutes, no obligation, and you'll leave with a clear view of what Zoho would change for you.

★★★★★

Zoho People centralised employee data, attendance, payroll and benefits and cut a large amount of manual HR work. It has gone beyond what we expected on both functionality and efficiency — and support has been available whenever we needed it.

Our experience with Zoho Workplace has been very positive. The platform offers a comprehensive suite of applications that effectively support day-to-day business operations. Zoho Mail, WorkDrive, and the integrated collaboration tools are user-friendly, reliable, and well-structured, making internal communication and data management seamless. The overall workspace is secure, well-organized, and cost-effective, which makes it a strong alternative to other enterprise email and collaboration solutions. We would also like to specifically appreciate Sakshi and Mayukh for their excellent support during the migration from Google Workspace to Zoho Workplace. Their planning, technical expertise, and prompt assistance ensured a smooth and hassle-free transition. They addressed all queries efficiently and ensured minimal disruption to our operations throughout the migration process. Overall, we are highly satisfied with Zoho Workplace and the support provided by the Zoho team.

The Maitri Metals (P) Limited

Artha Energy Resources

★★★★★

We've worked with The Works for over a year. Their help with Zoho Books has streamlined our accounting and improved our overall efficiency — the experience has been exceptional throughout.

We worked with The Works for the implementation of Zoho Workspace, Books and Projects. Sakshi from their team has an in-depth understanding of the Zoho ecosystem and is well placed to assist businesses. I liked the fact that they took out enough time to understand my business and processes and helped adapt the Zoho apps seamlessly with the same. So far, we are happy and satisfied with the outcomes

Deshna Kasliwal Design Studio

Birla Open Minds

★★★★★

They took the time to understand our business and processes first, then adapted Zoho Workspace, Books and Projects around them. That depth of understanding of the Zoho ecosystem is what made the difference.

My experience with Zoho was easy with The Works. They helped out with the set up and directed us whenever needed. Overall had a good experience working with them.

Stone Soup

Deshna Kasliwal Design Studio

★★★★★

Getting started with Zoho was easy with The Works. They handled the setup and guided us whenever we needed direction. A genuinely good experience.

ZOHO offers a wide range of features for managing employee data, attendance, payroll, benefits administration, and more, streamlining HR processes and reducing manual workload. Our organization implemented the HRMS tool to centralize and automate various HR processes, and it has exceeded our expectations in terms of functionality and efficiency. Thanks to Sakshi for being availbale for Support all the time.

AER

Stonesoup

★★★★★

Getting started with Zoho was easy with The Works. They handled the setup and guided us whenever we needed direction. A genuinely good experience.

We have had the pleasure of working with The Works for a year now, and our experience has been nothing short of exceptional. Their expertise and assistance with Zoho Books have been instrumental in streamlining our accounting processes and enhancing our overall efficiency.

Birla Open Minds Pvt. Ltd

Stonesoup

Ready when you are

Talk to a consultant, not a salesperson

Thirty minutes, no obligation, and you'll leave with a clear view of what Zoho would change for you.

Client voices

Great software is the start. What clients remember is that we stayed.

At The Works, we help businesses get the most out of Zoho. We align Zoho’s powerful tools with your goals, ensuring smoother workflows, better customer experiences, and measurable impact. From assessment to deployment and ongoing support, we make sure Zoho works seamlessly for your growth.

Before you ask

At The Works, we help businesses get the most out of Zoho. We align Zoho’s powerful tools with your goals, ensuring smoother workflows, better customer experiences, and measurable impact. From assessment to deployment and ongoing support, we make sure Zoho works seamlessly for your growth.

The questions we get on every first call

  • Licences cost you the same either way — Zoho pays the partner, not you. What changes is what happens after the purchase. A partner scopes your process first, configures the system to it, migrates your data, trains your team and gives you a named person to call. Buying directly means you get the software and a help centre. Most of the rescue projects we take on started as direct purchases where the tool was never configured to match how the business actually works.

  • A single-app rollout — Zoho CRM or Books for one team — typically goes live in about 30 days. Multi-app deployments across sales, finance and HR usually run 6–10 weeks. Complex custom builds on Zoho Creator, or migrations with large and messy datasets, take longer. You'll get a dated timeline in your blueprint before any work starts, so you're never guessing.

  • Yes — from Excel, Tally, Salesforce, HubSpot, Freshworks, Slack, Google Workspace and most other systems. We map fields, clean and de-duplicate records, run a test migration you review, then do the final cutover. For accounting we run parallel for a period so you can reconcile before switching off the old system. Historical data comes across; it doesn't get left behind.

  • Fewer than most people expect at the start. We look at where work currently breaks — usually lead follow-up, invoicing or HR admin — and start there. Zoho One makes sense once you'd use six or more apps across the business; below that, individual apps are usually cheaper. We'll tell you honestly which side of that line you're on, even when the smaller answer is the right one.

  • Implementation is quoted as a fixed price against a written scope, separate from your Zoho licences. It depends on the number of apps, how much customisation and integration you need, how much data is migrating, and how many users need training. Discovery and the quote are free — you'll have a firm number within a week of the first call, with no obligation to proceed.

  • Every implementation includes a hypercare period immediately after launch, when questions and small changes are highest. After that, most clients move to an annual support plan with named consultants, defined response times, a WhatsApp channel for quick queries and quarterly reviews to add automations as your process changes. As an official partner we can also escalate product-level issues directly to Zoho.

  • Usually yes, through Zoho Creator — a low-code platform for building custom modules that sit inside the same ecosystem as your CRM and accounting. We've built dispatch tracking, site-visit management, quality inspection and field-service apps this way. If Zoho genuinely isn't the right fit for something, we'll say so and integrate the tool that is rather than forcing it.

  • This is the real risk, and it's why we spend the first week on process rather than software. Adoption improves when the system removes steps instead of adding them — auto-filled fields, mobile entry, WhatsApp and email logged automatically. We train by role rather than by feature, leave SOPs behind, and check usage data in the first month so we can fix friction while it's still small.

  • Licences cost you the same either way — Zoho pays the partner, not you. What changes is what happens after the purchase. A partner scopes your process first, configures the system to it, migrates your data, trains your team and gives you a named person to call. Buying directly means you get the software and a help centre. Most of the rescue projects we take on started as direct purchases where the tool was never configured to match how the business actually works.

  • A single-app rollout — Zoho CRM or Books for one team — typically goes live in about 30 days. Multi-app deployments across sales, finance and HR usually run 6–10 weeks. Complex custom builds on Zoho Creator, or migrations with large and messy datasets, take longer. You'll get a dated timeline in your blueprint before any work starts, so you're never guessing.

  • Yes — from Excel, Tally, Salesforce, HubSpot, Freshworks, Slack, Google Workspace and most other systems. We map fields, clean and de-duplicate records, run a test migration you review, then do the final cutover. For accounting we run parallel for a period so you can reconcile before switching off the old system. Historical data comes across; it doesn't get left behind.

  • Implementation is quoted as a fixed price against a written scope, separate from your Zoho licences. It depends on the number of apps, how much customisation and integration you need, how much data is migrating, and how many users need training. Discovery and the quote are free — you'll have a firm number within a week of the first call, with no obligation to proceed.

  • Every implementation includes a hypercare period immediately after launch, when questions and small changes are highest. After that, most clients move to an annual support plan with named consultants, defined response times, a WhatsApp channel for quick queries and quarterly reviews to add automations as your process changes. As an official partner we can also escalate product-level issues directly to Zoho.

  • Usually yes, through Zoho Creator — a low-code platform for building custom modules that sit inside the same ecosystem as your CRM and accounting. We've built dispatch tracking, site-visit management, quality inspection and field-service apps this way. If Zoho genuinely isn't the right fit for something, we'll say so and integrate the tool that is rather than forcing it.

  • This is the real risk, and it's why we spend the first week on process rather than software. Adoption improves when the system removes steps instead of adding them — auto-filled fields, mobile entry, WhatsApp and email logged automatically. We train by role rather than by feature, leave SOPs behind, and check usage data in the first month so we can fix friction while it's still small.

Before you ask

At The Works, we help businesses get the most out of Zoho. We align Zoho’s powerful tools with your goals, ensuring smoother workflows, better customer experiences, and measurable impact. From assessment to deployment and ongoing support, we make sure Zoho works seamlessly for your growth.

The questions we get on every first call

Let's start

Book a free 30-minute Zoho consultation

You'll speak to a certified consultant who'll map your current process, tell you which Zoho apps fit, and follow up with a written scope and fixed price. If Zoho isn't right for you, we'll say that too.

WhatsApp us

Fastest reply, usually within minutes during business hours

Call +91 99999 99999

Mon–Sat, 10am–7pm IST · Mumbai office

Pick a slot yourself

Zoho Bookings / Calendly embed — choose a time that suits you

Tell us what you need

Four fields. We'll come back within one working day.

We reply within one working day. No spam, no cold-call lists, no sharing your details.

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