Zoho Customization – ERP &

Zoho Customization – ERP & Field Service Automation

Built a complete ERP and field service automation system for an electrical contracting company using the Zoho ecosystem. The platform streamlined lead management, project workflows, technician dispatch, client communication, invoicing, and field operations into one centralized system.

Our Contribution

Designed and implemented a fully customized Zoho CRM workflow with advanced automation and deal pipelines.

Built an 11-stage Blueprint process with approvals, required-field validation, and automated stage transitions.

Developed AI-assisted lead capture and automated Lead-to-Deal conversion workflows.

Integrated Zoho Books, Zoho FSM, Zoho Inventory, and Zoho Flow for seamless cross-platform operations.

Created automated estimate versioning, invoicing workflows, and real-time communication systems.

Implemented technician dispatch, work order automation, and offline-capable field forms for mobile teams.

Configured role-based access, security permissions, and branded client portal experiences.

Built reliable automation pipelines with logging, retry handling, and workflow monitoring.