Zoho One

BDO can implement Zoho One in your business.

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Zoho One and BDOBDO Digital is a Zoho Advanced Partner

Your customer relationship management (CRM) system is key to the ongoing success of your business. Our team has deep experience in all aspects of CRM and can work with you to identify areas for automation, analytics and integration and help you create and implement your CRM strategy. 

BDO Digital is a Zoho Advanced Partner, and specialise in the implementation, customisation and support for Zoho One.

What is Zoho One?

Zoho One is a cloud platform offering more than 45 integrated applications across CRM, marketing, finance, HR, support, collaboration, analytics, and IT - all accessible through a single dashboard, login, and bill. It features built-in automation, unified security controls, mobile access, and robust integration capabilities.

Designed to streamline operations and enhance productivity, Zoho One helps team to collaborate effectively, keep data synchronised, and scale alongside business growth. 

Why use Zoho One?

Zoho One offers a unified system to help businesses win customers, manage employees, track finances and handle operations. It offers a range of benefits, including:

  • Forward-thinking functionality. Zoho One offers full customisation options to allow businesses to tailor the software to their needs now and into the future. 
  • Powerful integration and automation. The Zoho Marketplace has 2000+ extensions for Zoho products, along with pre-built Zoho-to-Zoho connectors plus third-party and custom API integrations. Automation features help to streamline CRM workflows, gain financial insights, support HR processes and boost marketing activity.
  • Dedicated in-app support via Zoho Concierge, along with an extensive self-help library and built-in multi-channel support.
  • An easy-to-use configuration. This includes single-sign on across all apps, a unified UI and customisable dashboards, and drag and drop builders to ensure users of all technical abilities can maximise Zoho One's value.

Features to benefit a range of industries

Zoho One offers a range of benefits to suit businesses across multiple industries. This includes:

  • Pre-configured templates and process blueprints for manufacturing, retail, education, healthcare, and more
  • Vertical-tailored dashboards and KPIs that reflect industry best practices out of the box
  • Marketplace add-ons and partner extensions focused on niche requirements (e.g., legal case management)

Support across functions

Finance
  • Automated invoicing, expense tracking and bookkeeping in Zoho Books
  • Real-time financial dashboards with drill-down analytics for P&L, cash flow and balance sheets
  • Tight compliance & audit trails: Every transaction, approval and edit is time-stamped and traceable
Operations
  • Centralised project and resource management in Zoho Projects for transparent task allocation
  • Inventory, purchase orders and vendor management in Zoho Inventory
  • Effective collaboration through notes, shared group emails and spreadsheets
Sales / customer service
  • 360-degree customer view in Zoho CRM: leads, deals, support tickets and billing in one place
  • Live chat and visitor-tracking with Zoho SalesIQ to engage prospects in real time
  • Omnichannel helpdesk in Zoho Desk: email, phone, chat, social media and self-service portal integration
  • Seamless cross-team handoff: marketing campaigns and social media leads flow straight into CRM, then into a service queue when “Won” deals need onboarding
IT
  • Centralised user provisioning, role-based access control and multi-factor authentication
  • Device management policies including remote wipe, app management and conditional access rules
  • Audit logs and compliance-ready security reports to satisfy ISO, GDPR, HIPAA and SOC 2 requirements

Client case studies

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A tailored CRM built for growth

When New Zealand wellness brand BePure sought to overhaul their software system for B2B sales, they weren’t sure where to start - but soon learned the value of sourcing a customised solution, drawing on outsourced expertise, which helped their business efficiency soar!


Find out how BePure simplified B2B sales and gained real-time visibility with a tailored Zoho CRM, implemented by BDO Digital.

Read BePure's story here

Meet our BDO Digital team

Josh Ambler

Josh Ambler

Partner, BDO Digital National Leader
View Bio

Contact our team

We offer digital services nationwide. Contact us for a free consultation to see how we can help your business.