WHAT’S INCLUDED
Everything you need, delivered end to end.
Configuration auditA full review of how your apps are set up today.
Automation auditBroken, duplicate or slow workflows and functions found.
Data quality reportDuplicates, missing values and stale records measured.
Security reviewUsers, roles and sharing checked against best practice.
Licence and usage reviewUnused features and licences identified.
Prioritised action planQuick wins first, then the bigger fixes.
HOW WE DELIVER
A clear path, phase by phase.
Every phase ends with something you can see, test and sign off.
1AccessRead-only review
2AuditConfig, data, security
3ScoreHealth by area
4PlanFixes in priority order
ZOHO APPS WE COVER
Built on the Zoho suite.
Zoho CRMZoho BooksZoho CreatorZoho PeopleZoho Desk
FAQS
Questions we often hear.
Do you need admin access?
We usually work with read access and a walkthrough from your admin.
How long does a health check take?
It depends on the apps and complexity. We agree the scope and timeline before starting.
Do you fix the issues too?
If you want us to. The action plan can be delivered as a project or under a support plan.
RELATED SERVICES
Often delivered together.
SUPPORT & GROWTHManaged Services & AMC →We run and improve your Zoho platform after go-live: admin, fixes, enhancements and monitoring, through an annual maintenance contract or a support-hour bank.SUPPORT & GROWTHTraining & Adoption →Role-based training, admin enablement and adoption tracking, so your teams actually use the system you paid for and keep using it.SUPPORT & GROWTHDedicated Support →SLA-backed support from a named team that already knows your build, with support hours in the US (EST) time zone.