Zoho consulting service

CSL is a Zoho Partner. As an accomplished Zoho Consultant, we serve customers across the United States in selecting the right Zoho product, planning an efficient rollout strategy, importing data, and training users. We are a turn-key Zoho consultant with years of experience deploying and managing Zoho installations for Zoho CRM, Zoho Books, Zoho Desk, Zoho Projects, and Zoho People.

We’re here to help!

Schedule a meeting with our Zoho Consulting Expert.

This field is for validation purposes and should be left unchanged.

100s of successful Zoho deployments

Awards & recognition

We are honored to be recognized for our accomplishments as a global leader, a great employer and a responsible company.

  • logo_g2_medal
  • logo_add_futura
  • logo_goodfirms

With our exceptional expertise and unwavering commitment, we empower businesses like yours to unlock the full potential of Zoho’s suite of powerful tools.

We understand that successfully implementing and utilizing Zoho products requires a deep understanding of your unique business requirements. Our team of seasoned Zoho consultants is equipped with the knowledge and experience to guide you through every step of your Zoho journey, ensuring a seamless transition and maximum return on investment.

Our services

Zoho product rollout

We are here to simplify your adoption process by assisting in the seamless rollout of Zoho products across your organization. Our experts will work closely with your team to develop a tailored implementation strategy, ensuring a smooth transition and minimal disruption to your day-to-day operations.

License consultation

Choosing suitable licensing options can be daunting. Our Zoho consultants will assess your business needs, recommend the most suitable licensing plans, and guide you through the process, ensuring optimal utilization of Zoho products while staying within your budget.

Data migration

Transitioning from legacy systems to Zoho is a critical step in harnessing the full power of a unified platform. We excel in seamlessly transferring your valuable data, ensuring its integrity and accuracy throughout the migration process. Our meticulous approach minimizes downtime and ensures a seamless transfer of critical information.

Customization and development

We specialize in Zoho CRM customization, tailoring the system to align perfectly with your unique business processes. Our expert developers can create custom workflows, widgets, and automation routines that streamline your operations, saving you time and effort. Additionally, we integrate Zoho CRM with external systems for texting, bulk mail, and other digital marketing activities, enabling you to enhance your customer engagement and boost your marketing efforts.

Day-to-day support and training

We provide ongoing support to your end users, ensuring they have the necessary assistance and guidance for their day-to-day operations with Zoho products. Our dedicated support team is just a call or email away, ready to address any questions or concerns promptly. We also offer comprehensive training programs tailored to your organization’s specific needs, equipping your team with the skills and knowledge to leverage Zoho products to their fullest potential.

Why choose Custom Software Lab

Our goal is to empower organizations like yours to leverage the full potential of Zoho products, enabling streamlined operations, enhanced productivity, and accelerated growth.

We offer a comprehensive rollout strategy for the top 5 popular Zoho products, tailored to meet your unique business requirements. Our approach combines meticulous planning, seamless implementation, and continuous support to ensure the successful adoption of Zoho products:

Zoho Desk

Enhance your customer support and deliver exceptional service experiences with Zoho Desk. We work closely with your team to design and implement an efficient support system, enabling streamlined ticket management, knowledge base creation, and multichannel customer engagement. Our experts will provide comprehensive training to your staff, empowering them to resolve customer queries promptly and efficiently.

Zoho Projects

Optimize project management and collaboration with Zoho Projects. Our rollout strategy involves thoroughly understanding your project workflows and business goals, allowing us to tailor Zoho Projects to meet your specific needs. We assist in data migration, configure project templates, and provide comprehensive user training, enabling your team to collaborate seamlessly, track progress, and deliver successful projects on time.

Zoho People

Simplify and automate your HR processes with Zoho People. Our experts guide you through a well-defined implementation strategy, ensuring a smooth migration of your HR data into Zoho People. We customize the system to match your organization’s HR policies and workflows, provide comprehensive training to your HR team, and assist in optimizing processes such as employee onboarding, attendance management, and performance evaluations.

Beyond the initial rollout, our commitment to your success extends to our comprehensive support services. We understand that adopting new software can be challenging, so we are here to assist you every step of the way. Our support team offers expertise in data migration, day-to-day troubleshooting, and user training. Whether you have questions about system functionalities, need assistance with data migration, or require additional user training, our responsive support team is just a call or email away.

Partner with us and embark on a transformative journey with Zoho’s suite of powerful business solutions. Together, we will unlock the full potential of Zoho products, empowering your organization to achieve unparalleled efficiency, productivity, and growth. Contact us today to discover how our expertise can revolutionize your business with Zoho.

What our clients say

It is very difficult deciding on whom to use on the internet for any service as invariably you never meet the person behind the email etc and a lot of trusts has to be present. I cannot fault Custom Software Lab (CSL) professionalism and conduct. Our biggest worry in choosing a developer for our online store was communication, updates. CSL use fabulous software that keeps us in touch with them at all times be it simple tweaks on the web-store to major development changes. The team is quick in response and great at coming up with ideas and solutions when we are unsure of what we want. I would highly recommend them to anyone who is looking into developing their business online.

Amanda Anderson, Managing Director

Party Bag World