ZOHO CONSULTING SERVICES FOR BUSINESS
Scale your business with Customerization consultants and Zoho solutions
Certificate of Zoho Partnership
Customerization is a Toronto-based Zoho Premium Partner officially recognized by the Zoho Corporation.
This prestigious partnership level reflects outstanding achievements in delivering high-quality services to clients using Zoho technologies.
WORK WITH THE BEST ZOHO SOLUTION PROVIDER
Your company is growing and now you face new challenges like:
”We are adding salespeople which means we need technology to support them so we can manage our customer relationships better.”
”It felt like just yesterday we could run everything in the business on spreadsheets but now I need to hire people just to manage spreadsheets. That seems wasteful
and expensive”
”We are using software for our industry that is supposed to be flexible but I need this software to integrate with other systems.”
”We spend so much time on manual and repeatable tasks every day.”
”We are thinking of using Zoho but want to make sure we have the right implementation partner to support us.”
OUR ZOHO EXPERTS ARE THE RIGHT FIT IF YOU ARE
Experiencing high growth and want to evaluate your technology platforms to support that growth.
Needing help to automate business processes and seamlessly integrate with legacy/proprietary software and your new CRM.
Wanting Zoho expert implementation recommendations for Zoho CRM to maximize your investment.
Wanting to leverage platform customization flexibility options to fit the solution to your individual business needs.
Ready to reduce customer frustration due to missed orders or the disconnect between internal departments.
Ready to unlock your data and make informed decisions based on it. Foster collaboration and teamwork based on access to relevant data & reports.
Our services
As a Zoho consulting partner, we specialize in tailoring business automation solutions to meet the unique needs of small and medium enterprises.
ZOHO CONSULTING
Zoho solution design, implementation, integrations, and testing. All Zoho applications. Zoho maintenance and support packages.
ZOHO SERVICES
Pay as You Go maintenance and support for existing Zoho users and Project-Based implementations for companies new to Zoho.
ZOHO CRM
Quick Start CRM – a simple solution that is up and running in 2 weeks.
Advanced CRM that integrates with Zoho Apps and 3rd party systems.
Zoho One
Navigating 50+ Zoho Apps can be difficult. Let us guide you and deliver a system that actually works. See how RollerUp and BlazeSoft did it with us.
Zoho Creator
Extend Zoho functionality or/and develop custom applications with unique functionality with our Zoho Creator and Deluge development team.
Zoho training
Our services are accompanied by Zoho Training supporting your company with change management and employee adoption of the system.
Your Industry, Our Zoho Expertise
Your business is unique. Partner with a Zoho consulting company that understands your business. We’ll work side-by-side to optimize your Zoho tools implementation and integration to achieve your goals.
Mentor at
Certifications
In the press
Testimonials
As a digital marketing and sales enablement agency, Consultus Digital relies on robust, strategic tools to support our clients’ growth. Customerization Inc. provided us with expert insights into the Zoho ecosystem, helping us structure the platform in a way that aligns seamlessly with our goal of delivering measurable marketing and sales results. Their team demonstrated a strong understanding of Zoho’s capabilities, offering guidance that complements our mission to drive performance and transformation for our clients. Customerization’s strategic approach and clear communication make them a valuable partner for any business looking to maximize their Zoho investment.
“With the right partner in Customerization, we feel we have maximized ROI, and are now seriously looking at expanding into our other areas of the Zoho platform to further enhance our business.”
“Customerization knows Zoho inside and out, and so they were never forcing a solution on us, but rather spent time truly understanding what we had built to date, and how they could create a solution with the desired outcome.”
“At Phoenix Imports, we didn’t have a CRM and were trying to run our business on spreadsheets. Once we selected Zoho CRM – we knew we needed expert help to move our data, set up a process for our sales reps to use the new tool and implement everything quickly. After talking to other companies who used Customerization and hearing about their experience and success, we knew we were on the right track by partnering with them. We now have detailed reports on customer data, our sales reps have an easy to use form where they can efficiently enter data while on sales calls and it was all implemented quickly because Customerization listened to our needs, provided ideas and guided us to the best solution for our needs, while keeping us updated on progress with frequent check-ins that we were all on the same page.”
“As we set up Zoho for our needs, we needed to build integrations and new modules to correctly capture, sort and link our data. Our reporting which we had previously set up took about 5 hours, and now with the Customerization optimization it only takes 15 min. The ROI on our time is outstanding!”
“The results for all of the work so far is time back to me. These automations will save so much clerical time and effort that will be spent on making more money!”
“I’d like to take a moment to thank Customerization for their help in setting up our CRM. Their service was professional, efficient, and comprehensive. Their expertise in integrating our current system with the software was invaluable. Every step of the process was handled with care and concern for an optimal experience.”
“Our business grew faster than we could handle, and we realized automating as many of our ongoing tasks would be the right path to growth. Customerization team helped us THINK, prioritize, and choose the right solutions for our needs. Today, via Zoho, new leads are coming and we definitely have a higher return on our actions (investments of time and effort) as we used to have.”
Benefits of working with our team
We started Customerization because we believe that every business deserves a fit-for-purpose platform to operate effectively. Fully integrated revenue generation infrastructure makes businesses efficient, adaptable, and competitive. We convert decades of experience across industries and markets into each and every client’s success.
local
Just around the corner, in Toronto. Speaking the same business language. Call us, see us in-person, solve problems over a call.
EXPERIENCED
Decades of CRM, Business Applications and Cyber Security experience. In-house and on agency side.
COST-EFFECTIVE
Accurately priced services keep costs under control. Competitive pricing compared to alternatives.
PRODUCTIVE
We value your time, and ours too. The whole team is hands-on, no administrative resource waste.
PARTNER, NOT VENDOR
We focus on processes and solutions rather then software features. And deliver results you can trust.
ALL UNDER CONTROL
Dedicated project supervision at every stage. Scope it right, deliver on time and on budget.
WHY BUSINESSES NEED A ZOHO PARTNER LIKE US
Are you getting the most out of Zoho?
You selected ZOHO to take your business to the next level, envisioning a quantum leap in sales, information flowing freely through your organization, a smooth transition to an online business model.
What’s the most effective way to achieve your goals?
Fully utilizing ZOHO’s potential requires specific expertise. You need experienced professionals who know the ins and outs of ZOHO and can quickly handle any implementation – from the simplest to the most complex – from speedy CRM configuration to integration with your ERP system and data migration, to effective training and user adoption.
That’s where we come in.
As an authorized ZOHO partner, we specialize in maximizing your ZOHO utilization and effectiveness. Our skilled team leverages extensive experience and creative problem-solving to design and implement your entire project — guiding you along every step of the way, helping you make smart choices that empower your organization, mitigate risks, and ensure that your vision of ZOHO’s potential becomes a reality.
We look forward to partnering with you on your ZOHO journey.
FAQ
Zoho has a very reasonable price for the value it brings. It is considered one of the most economically feasible and feature-rich solutions in the business technology market.
You can pay per user per app or you can choose to use app bundles that are priced under one umbrella. The latter fits when your org uses more than one app (e.g., Recruit and CRM) or when you need to serve different LOBs (e. g., Sales, Marketing, Service, Project Management, Finance, etc.)
There are also additional plugins and connectors that are not included in the bundle price, and can be purchased separately (e.g., enhanced social media or e-commerce platform connectors). As your implementation partner, we would work with you to define what apps/ bundles/ add-ons you need to purchase for your specific case.
An example of the bundle pricing is the Zoho One bundle: h
In short, no, you don’t need a developer every time you want to make changes to your Zoho system. Zoho has an intuitive interface, and users are able to perform basic changes like:
- adding or removing data fields
- activating and deactivating apps in Zoho app bundles
- playing with settings
- pulling reports
However, from our experience with many clients, here are some tried & tested tips:
- Go through Zoho User Training
- Use a Zoho partner (like Customerization) to build out the basic setup and configuration and establish a support relationship to partner with you for your future changes.
- When you’re customizing your system (which IS the point of configuring the system that fits your specific business needs and processes), you want to document each step and each change you make because changing stuff in one place can break something in another. Make small changes and test that everything still works; keep track of all your changes to reverse engineer if anything turns out differently than what you expected.
- Keep the system in the hands of one/ max two people who are responsible for it in the organization as part of their day-to-day job responsibilities. This should not be an afterthought system to manage.
That’s understandable. There’s a lot of information out there in the digital marketplace. Let’s review a couple scenarios and give you some guidelines to follow.
1. You are already on Zoho, and you need to maximize its effectiveness. This can be adding a module, or even designing and implementing a complex solution. You already have requirements, but need help on timelines, pricing and implementation expectations.
Here we will follow a similar process. We will set up a call, you will share you requirements and plans as well as the open questions you have. We can then provide validation of your Zoho software purchase plans and provide the guidance you need to feel confident you are on track.
2. You have the scope of work lined up, and Zoho made it to your final list of potential solutions. But, before you purchase the software, you’d like an extra set of eyes to review your plans and software to make sure you avoid any project pitfalls and make sure you are purchasing exactly what you need from Zoho.
Here we will follow a similar process. We will set up a call, you will share you requirements and plans as well as the open questions you have. We can then provide validation of your Zoho software purchase plans and provide the guidance you need to feel confident you are on track.
3. You are still trying to decide between Zoho and a different system.
We are experts in Zoho and Microsoft Dynamics 365, so if those are your two systems that you are trying to decide between then, we can definitely help you with comparing these two solutions by guiding you through the pros and cons. We have a ton of experience helping clients pick the best system for their needs today as well as future proofing your purchase.
In the meanwhile, you can open a free Zoho trial account to test out the software and see how you like it.
A Zoho Partner is a certified expert or a team of experts who help businesses implement, customize, and get the most value from the Zoho software. Instead of spending hours and hours learning Zoho when doing it yourself, business leaders get a guide who understands both the Zoho tech and your business processes and goals.
A Zoho Premium Partner is a top-tier provider recognized by Zoho for deep product expertise, a strong record of successful implementations, and a commitment to strategic business results.
Unlike general consultants, premium partners offer more than just technical setup; they deliver priority access to Zoho support, strategic guidance for digital transformation, and long-term scalability through proven processes.
When you work with a Premium Partner like Customerization, you benefit from advanced customization, faster issue resolution, and a consistent process that ensures nothing falls through the cracks all backed by hundreds of successful projects and deep alignment with Zoho’s product team.
Customerization is industry agnostic given we have accomplished over 300 implementations across a variety of industries and countries, including mortgage brokers, financial services, manufacturing, and professional services along with a long list of customers across a spectrum of industries in retail, education, and local service based businesses.
Yes, especially if you choose a partner who offers flexible pricing options fine tuned to the SME market/ needs. Customerization’s two main Zoho Implementation Services Packages are designed in a cost-effective and outcomes-based way. Choose the one that works for your business here: https://www.customerization.ca/pricing/
Absolutely. Zoho is cloud-based, and Customerization regularly supports clients across Canada and the U.S. You get North American time zones, clear communication, and localized solutions without borders getting in the way.
Yes. With over 50 apps in Zoho One, it’s easy to get overwhelmed. A Zoho Partner like Customerization helps you focus on the apps that move your business forward, then builds a solution around your workflows not the other way around.
A true partner does both. At Customerization, we guide your team through setup and adoption, so your investment actually gets used. We include training, documentation, and support so your team can confidently use the system from day one.
Zoho support helps with technical questions about the software, while a consulting partner designs a system that fits your business needs. Customerization goes beyond support. We help you define goals, build workflows, and integrate tools so Zoho becomes a central part of your operations.