Professional Services

Catalyst Connect has had the privilege of implementing and supporting Zoho for hundreds of professional service organizations. Over the years we have developed a best practice implementation of Zoho One that serves as a foundation for most Professional Service organizations. The following document outlines typical business processes, workflows, and Zoho features we deploy to meet these use cases. Clients typically deploy this best practice starting point as a means to get a jump start on their implementation since it provides a robust framework of apps, functions and automation to ensure the Zoho apps get setup properly.

Zoho For Professional Services Overview

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