Techpase

Simplify business with Zoho

Techpase specializes in Zoho implementation and business process automation. We implement and customize Zoho applications that align with your business processes, so whether you’re a growing SME or a scaling enterprise, Zoho works for you, not the other way around.

  • Sales to finance
  • Operations and HR
  • One connected system
How Zoho connects your teams Pick a team
Zoho One
Sales · 3 connected apps

An illustration of how Zoho apps can share data between departments once they are set up together.

Zoho apps we implement

We set up and configure Zoho apps across departments, from sales and support to finance and admin, and connect them so information flows without re-entry.

Zoho CRM

Leads, deals and pipelines with automation rules and dashboards, customized to how your team sells.

Sales

Bigin

A simpler pipeline CRM for small teams, with drag-and-drop pipelines, task automation and WhatsApp integration.

Sales

Zoho Books

Accounting, invoicing and payments, connected to your CRM so quotes and invoices come straight from your deals.

Finance

Zoho Inventory

Stock, orders and warehouses kept in sync with your sales and accounting.

Operations

Zoho People

Onboarding, attendance, leave and performance management, with a self-service portal for employees.

People

Zoho Projects

Projects, tasks and timelines your team can plan, assign and track together.

Operations

Zoho Analytics

Data from across your apps in custom dashboards, with scheduled reports delivered to your inbox.

Reporting
Also working with Zoho Billing Zoho Expense Zoho SalesIQ Zoho FSM Zoho Commerce TrainerCentral

How we implement Zoho

Six stages take you from the first conversation to a system your team uses every day, and keep it working as you grow.

01

Business needs assessment

We begin by understanding your operations, goals, and team structure to recommend the right Zoho apps.

OperationsGoalsTeam structureApp recommendations
02

App implementation

Setup and configuration of Zoho apps across departments, from sales and support to finance and admin.

SalesSupportFinanceAdmin
03

Customization and personalization

We tailor workflows, layouts, fields, automation rules, and dashboards to fit your team’s needs.

WorkflowsLayoutsFieldsAutomation rulesDashboards
04

User onboarding and training

Empower your team with the knowledge they need to use Zoho confidently from day one.

OnboardingTeam training
05

Data migration and integration

We migrate your existing data securely and integrate Zoho with your other platforms, planning the switch with you to keep disruption to your daily work as low as possible.

Secure data migrationPlatform integrations
06

Ongoing support and optimization

As your business grows, we help evolve your Zoho system to keep it aligned with new challenges and opportunities.

SupportOptimization

Integrations that complete the picture

Zoho becomes more useful when it talks to the tools your customers and team already use.

WATI

WhatsApp with WATI

As WATI Partners, we connect WhatsApp to Zoho CRM so enquiries become leads and your team can follow up with approved template messages.

WhatsApp automation
Zoho Voice

Cloud telephony with Zoho Voice

Click-to-call from Zoho CRM, automatic call logs and recordings on each record, and follow-up calls scheduled with reminders.

Cloud telephony

Workflow automation and APIs

We automate repetitive work between Zoho and other platforms using Zapier and custom APIs, from lead assignment to payment reminders.

Workflow automation

Data migration

Your existing records move into Zoho securely, so your team starts with the history it needs instead of a blank system.

Training and ongoing support

Go-live is the start. We make sure your team is confident with Zoho and that the system keeps up with your business.

Training your team

User onboarding and training give your team the knowledge they need to use Zoho confidently from day one.

Support after go-live

As your business grows, we help evolve your Zoho system to keep it aligned with new challenges and opportunities.

Why choose Techpase

  • Expert in SME automation
  • Fast turnaround time
  • Scalable and future-ready setup
  • Seamless integration with WhatsApp and third-party platforms

What clients say about their Zoho setup

Thanks to Techpase and Zoho Apps, managing our multiple outlets is now faster and easier. Their custom solutions streamlined our workflows.
Harish PRetail Sales Head, Nubra Group
Techpase automated our departmental processes using Zoho, improving accuracy and saving us hours of manual work every week. Their team helped us stay focused on strategic goals.
Manohar DasManager Operations, Skybrick Projects

Questions about Zoho implementation

Can’t find your answer? Message us on WhatsApp and we’ll reply.

Which Zoho apps does Techpase work with?

We commonly implement Zoho One, Zoho CRM, Bigin, Zoho Books, Inventory, Billing, Expense, People, Projects, Analytics, SalesIQ, FSM, Commerce and TrainerCentral.

Can you move our existing data into Zoho?

Yes. We migrate your existing data securely and integrate Zoho with your other platforms, and plan the switch with you to keep disruption to your work as low as possible.

Will our team be trained?

Yes. User onboarding and training are part of every implementation, so your team can use Zoho confidently from day one.

Do you support us after go-live?

Yes. As your business grows, we help evolve your Zoho system to keep it aligned with new challenges and opportunities.

Can Zoho connect with WhatsApp and our phone system?

Yes. We connect Zoho CRM with WhatsApp through WATI and with Zoho Voice for cloud telephony, and use Zapier or custom APIs for other tools.

How is pricing decided?

Zoho licensing and Techpase’s implementation charges are separate. We share our implementation charges in a formal proposal once we understand your requirements. How your Zoho licences are billed depends on the subscription you choose and the channel you buy it through.

Ready to get started?

Let’s turn Zoho into your business growth engine. Book a consultation or message us on WhatsApp to talk through your requirements.

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