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ZOHO FOR CONSULTING & PROFESSIONAL SERVICES

Consulting & Professional Services,
engagements, timesheets and billing.

Run proposals, engagements, timesheets, resourcing, retainers and billing, so every engagement is profitable and every hour is billed.

Talk to an industry expert See how it works
Consulting & Professional Services on Zoho · built on Zoho
KConsultingDashboardPipelineEngagementsTimesheetsBillingReports
DashboardSearch records…PK
Pipeline₹1.6 Cr+10% this month
Active engagements344 over budget
Utilisation76%This month
Retainers billed₹28 LThis month
Hours by practice
StrategyFinanceHRTaxTechOps
Recent activity
Engagement E-221DeliveryPending
Proposal · Retail groupProposalIn review
Timesheet · Week 44ApprovalApproved
Retainer invoice · Client BBillingIssued
Engagement E-209ClosedDone
Engagement letter e-signed
THE CHALLENGE

What slows consulting & professional services teams down today.

01Proposals and scope driftEngagement scope is lost between sales and delivery.
02Utilisation is a guessTimesheets are filled late and rarely analysed.
03Retainers and billing slipRecurring invoices and collections are managed by hand.
HOW IT WORKS ON ZOHO

One connected flow, end to end.

Every step is configured around your process during implementation.

1PitchProposal and estimate
2SignEngagement letter
3DeliverTasks and timesheets
4BillMilestones or retainers
5ReviewMargin and feedback
WHAT WE BUILD

Built for Consulting & Professional Services, not adapted to it.

Proposal and engagement CRMEstimates, proposals and e-signed engagement letters.
Timesheets and utilisationConsultant hours, utilisation and margins.
Retainer billingRecurring invoices and automatic reminders.
Practice dashboardsPipeline, utilisation and receivables by practice.
THE ZOHO STACK

The Zoho apps behind Consulting & Professional Services on Zoho.

Licensed, implemented and supported by Kelevo, a Zoho Premium Partner.

CRZoho CRMManage leads, deals and customers in one place, with process automation, omnichannel communication, analytics and AI built in.Explore CRM →PrZoho ProjectsProject management with tasks, Gantt charts, timesheets, issue tracking and team collaboration.Explore Projects →BiZoho BillingSubscription and recurring billing with automated invoicing, payments and dunning.Explore Billing →BoZoho BooksGST-ready online accounting for invoicing, banking, expenses, inventory and financial reporting.Explore Books →SiZoho SignLegally binding digital signatures with workflows, templates and audit trails.Explore Sign →AnZoho AnalyticsSelf-service BI and analytics: dashboards, reports and AI insights from all your business data.Explore Analytics →
CLIENTS IN THIS SECTOR

Consulting & Professional Services businesses that run on Zoho with us.

Zoho implementations Kelevo delivered directly in this sector.

DiDA LLP
Dawn & Dusk Advisors
FAQS

Questions we often hear.

Do you have experience in consulting & professional services?

Yes. Kelevo has delivered Zoho implementations for businesses in this sector, and our consultants start with a process workshop before configuring anything.

Can Zoho connect to the systems we already use?

Yes. We integrate Zoho with ERPs such as SAP, Microsoft Dynamics and Tally, payment gateways, telephony, marketplaces and in-house tools using native connectors, Zoho Flow or custom APIs.

How long does an implementation take?

Most projects go live in phases. After a short discovery, we share a phase-wise plan with scope, timeline and commercials before work begins.

TALK TO AN INDUSTRY EXPERT

Planning Zoho for consulting & professional services?

A 45-minute discovery call maps your process to the right Zoho apps, with an indicative scope and plan.

Book a discovery call →