Running a project-based business has its own challenges and most business systems are not built to solve your problems.
That’s why an end-to-end platform that can integrate your marketing and sales, project management, ERP, and HR functions, which can provide you with real-time visibility and insights into your performance can be a key business attribute. A platform that can streamline your workflows, automate your tasks, and improve your collaboration and communication can help you grow your business and increase your profitability.
Growthline leverages Zoho One for these functionalities
1. Capture and nurture leads, create quotes and proposals, and automatically create a project plan for an opportunity based on the completion of a specific sales stage.
2. Plan and manage your projects, track your progress and milestones, and collaborate with your team and clients with Zoho Projects. Incorporate your clients and or vendors into the project via a portal.
3. Track your capital goods (COGS), hours and expenses against the project, invoice your customers, and monitor your cash flow and profitability with Zoho Finance Plus (Books.)
4. Manage your human resources, payroll, benefits, and compliance with Zoho People and Zoho Payroll.
And much more,
If you are an ETO (Engineered-to-Order) project-based manufacturer or a building material distributor who also installs and services your products, you know how challenging it is to manage all the aspects of your business. From generating leads and closing deals, to planning and executing projects, to tracking costs and revenues against the project, to managing your employees and contractors, you have a lot of moving parts to keep track of.
Zoho One is a flexable solution
It can be configured to incorporate and integrate both project management and project accounting and show you the profitability or loss of an individual project or a portfolio of projects. With Zoho One, you can make data-driven decisions and optimize your operations. With Zoho’s other applications for analytics, document management, marketing automation, social media, chat, video conferencing, and more.
Zoho One & Microsoft 365
Integrate Zoho One with Microsoft 365’s suite of applications including teams and copilot and integrate your legacy MRP systems data into Zoho One
However, implementing and customizing Zoho One for your project-based business can be a complex and time-consuming process. You may not have the expertise, resources, or time to configure and customize the software to fit your specific needs and goals. That’s where Growthline Partners can help.
Growthline Partners is a consulting company that specializes in implementing Zoho One software for project-based manufacturers and building material distributors. We have the experience and knowledge to configure, customize and integrate Zoho One’s modules to provide an end-to-end solution for your project-based business. We have developed custom modules and components using Zoho creator to address specific sales order, purchase order, supply chain and Zoho finance (Books) requirements and can help you set up and integrate the Zoho apps, train your staff, and support you throughout your journey.