Zoho Books
Business accounting, invoicing and expense tracking, configured to keep day-to-day records organized and useful for financial review.
Zoho consulting · implementation · development
Your business.
Your workflow.
Connected by Zoho.
Bring your people, processes and software together. C3 Solutions helps you choose, configure and extend Zoho around the way your business works.
Starting fresh, moving from spreadsheets, or improving an existing Zoho setup? Start with what you want to make easier.
Practical advice.Implementation through ongoing support.
A more connected businessBuilt around you
One connected environmentZoho One
Your teams. A shared way forward.
Sales & relationshipsCRM · SalesIQ
Finance & inventoryBooks · Inventory
Marketing & webSites · Marketing Automation
Customer supportDesk
Operations & peopleCreator · HR workflows
Connections & insightFlow · Analytics
Start with the work
Less working around your software.
More getting things done.
Copying the same information into several systems? Chasing approvals? Relying on spreadsheets because your software almost fits?
We review how your team works, then shape a practical solution. Zoho One can connect sales, marketing, finance, customer support, operations and HR. We help with selection, migration, configuration, reporting, training and ongoing support.
Tell us what’s slowing you down- 01
Configure.
Get the right applications and settings in place, from sales pipelines and invoicing to inventory, access and reporting.
- 02
Connect.
Bring Zoho and your other business systems together, reducing duplicate entry and the manual steps between departments.
- 03
Build.
Extend your setup with tailored workflows, applications, client portals and CRM extensions when standard configuration needs more.
Finance & inventory
Follow the work.
Keep the numbers connected.
Connect orders, stock, invoices and expenses so your team spends less time reconciling records and more time understanding the business.
Zoho Inventory
Orders, purchasing and stock management across sales channels, with connections that help your team coordinate what comes in and goes out.
We connect Books and Inventory, configure reports and automate invoice and expense workflows, with tailored integrations and ongoing support.
Customer engagement
A better connection.
From first visit to ongoing support.
Help your team follow the customer journey with connected websites, marketing, conversations and service.
Zoho Sites
A website built around your brand, giving visitors a clear introduction and a useful next step.
Marketing Automation
Campaigns and timely follow-ups that help nurture leads and guide them through your sales process.
Zoho SalesIQ
Live chat and website activity insights to help your team respond to interested visitors.
Zoho Desk
Customer requests organized in one help desk, supporting a more consistent service experience.
We configure the connections between these tools and your CRM so marketing, sales and support can work with a clearer picture of each customer.
Automation & integrations
Keep work moving.
Without moving every detail yourself.
Connect applications, trigger the right next step and give people fewer routine tasks to manage. Here’s what a connected workflow could look like.
From a new enquiry to an invoice.
Illustrative workflow- Enquiry receivedSites / SalesIQ
- Lead & follow-up createdCRM
- Internal approval requestedConfigured workflow
- Invoice preparedBooks
We map the handoffs, data and approvals before configuring an automation. Your team stays in control of the decisions that need a person.
From a support request to a clearer handoff.
Illustrative workflow- Request receivedDesk
- Assigned to the right personRouting rules
- Team notifiedWorkflow / custom function
- Service trends reviewedAnalytics
Connect requests, assignments and reporting so the right people can see what needs attention and what happens next.
From an order to a coordinated next step.
Illustrative workflow- Order placedAmazon / Commerce
- Order details exchangedFlow / available APIs
- Stock & order coordinatedInventory
- Finance updatedBooks
Integrations depend on the platforms, available APIs, permissions and subscription plans involved. We confirm what’s possible during scoping.
Zoho Flow integrations
Connect Zoho and third-party software, including Amazon and Zoho Commerce workflows.
Custom workflows
Configure rules and triggers across CRM, Books, Creator and other Zoho applications.
Approvals & notifications
Coordinate multi-step approvals and keep the right people informed at the right time.
Deluge custom functions
Add tailored logic and actions when standard automation settings need to go further.
Tasks & projects
Automate assignments, status changes and progress tracking across Sprints, Desk and CRM.
Data & reporting
Synchronize information and configure Zoho Analytics reports to support informed decisions.
Custom Zoho development
When your workflow needs
something of its own.
Build the application, portal or connection your business is missing. We recommend a platform around your requirements and budget, starting with what your existing tools can already do.
Purpose-built business applications
Zoho Creator
Give your team a structured application for gathering information and managing everyday operations.
- Internal tools and operational workflows
- Client portals and structured data collection
- Tailored business management applications
Serverless development & integrations
Zoho Catalyst
Develop specialized logic, backend services and applications for more complex requirements.
- Custom applications and backend services
- Connections to existing business systems
- Specialized logic beyond standard configuration
Industry-specific solutions
Software that speaks your language.
We tailor Zoho vertical solutions around your industry’s terminology, information and relationships. Already using Zoho? A focused improvement to your current setup may be the best place to start.
Talk through your requirements- Your processes
- Organize the system around how your organization actually delivers its work.
- Your modules & workflows
- Adapt fields, records, custom modules and process steps to fit your team.
- Your connected systems
- Plan integrations around existing tools, available APIs and data requirements.
Built by C3 Solutions
Small extensions.
Useful everyday improvements.
Two examples of how we extend Zoho CRM to solve a specific need inside a familiar tool.
Weather for Zoho CRM
Use the address on an Account record to check the client’s current local weather with a Get Weather action.
Ask about the Weather extension
Private Notes for Zoho CRM
Keep private notes on meeting records, making the details of customer interactions easier to organize.
View on Zoho Marketplace (opens in a new tab)How we work with you
A clear plan.
From first conversation to everyday use.
You bring the challenge. We work through the requirements, scope and costing together before implementation begins.
Understand
Review the current process, the people using it and the outcome you want to achieve.
Define
Agree on the approach, deliverables and project costing, including relevant subscriptions and support.
Configure & build
Implement the solution, develop the agreed custom work and test it against your requirements.
Launch & support
Plan the rollout, help your team learn the system and arrange ongoing support as needed.
A few useful answers
Start with a question.
We’ll help with the next step.
ManageEngine services · Coming soon
Have a requirement today? Tell us what you need.
Do we need a custom application?
Possibly, but configuration may be enough. We review your current tools and workflow first, then recommend development where it adds practical value.
Can you improve our existing Zoho setup?
Yes. We can review your configuration, workflows, reporting and integrations, then identify a focused improvement or a broader implementation plan.
Can Zoho connect to our other software?
We assess each connection against the systems involved, their APIs, access permissions and the information that needs to move between them.
Can you help us move from spreadsheets?
Yes. We help plan the transition and map your information and processes into an appropriate Zoho setup, including configuration, migration, training and support.
What does a project cost?
Cost depends on the scope, complexity and integrations. We define requirements and project-specific costing before work begins, and discuss software subscriptions and ongoing support alongside the implementation.
Office suites & technology
The rest of your office. Connected, too.
We also set up and support the everyday tools your team relies on, with integrations, user administration, permissions, security configuration and ongoing troubleshooting.
Zoho Workplace
Email, documents and collaboration, with setup, configuration and training tailored to your team.
Microsoft 365
Business email and custom domains, calendars, shared inboxes and document collaboration.
Google Workspace
Business email, calendars, shared drives, cloud storage and real-time document collaboration.
Compare office suites · Business phones & hardware
Compare the options
Use our existing guides as a starting point. We’ll confirm current plan features and pricing when preparing your quote.
Phones, computers & office equipment
UniFi Talk VoIP setup, configuration and optimization, plus printers, computers and accessories. As Xerox and Lenovo partners, we also source and support equipment from HP, Brother, ASUS, Ubiquiti and other manufacturers.
Let’s make work easier
What should your software
help you do better?
Tell us what you use today and where work gets held up. You don’t need a technical brief to start a useful conversation.