Detail

We focus purely on customization and configuration, not generic “installation”. Here’s the breakdown of what we set up for retail businesses:

• Zoho CRM Customisation: We tailor lead and opportunity modules, pipeline stages, customer profiles, store-wise data, loyalty programs, and follow-up automation.

• Zoho Inventory & Books Configuration: Manage multi-store/in-store + online inventory, auto-reorder levels, vendor management, stock transfers between stores, and local tax compliance (for example, in Tunisia). 

• Point-of-Sale (POS) & Omnichannel Integration: Connect your in-store POS and your e-commerce store to Zoho so that stock, sales, customers, and invoicing are unified.

• Marketing & Customer Engagement: Use Zoho Campaigns and Social modules to segment shoppers, send targeted offers, automate loyalty emails, and measure campaign effect.

• Analytics & Dashboards: Configure Zoho Analytics to build retail-specific dashboards: top-selling products, slow-moving items, regional performance, customer purchase trends.

• Workflow & Automation: Using Zoho Flow/Creator, we set up workflow automations: e.g., when a product’s stock falls below a threshold, automatic purchase order triggers; when a customer shops 3 times, auto-send loyalty email.

• Localization & Compliance: Ensure the system is aligned with your country’s retail norms: multi-currency, tax rules, local language/custom fields (as the case in Tunisia shows). 

• Training & Handover: We provide configuration documentation, user training for your team, and handover so you’re ready to operate.

In today’s fast-moving retail world—whether it's local markets, multiple outlets, or regional chains—staying on top means more than just having good products. You need smart automation, deep customer insight, and real-time control of stock, sales, and marketing.

That’s where our service comes in. We specialise in customising and configuring the Zoho suite (Zoho CRM, Zoho Books, Zoho Inventory, Zoho Analytics, Zoho Campaigns & more) exclusively for retail businesses. We make sure the system aligns with your exact workflow: from in-store and online channels to customer engagement and data-driven decisions. With our help, you get a system that works for you—no generic setup, only tailored configuration.

Benefits

• Unified View: All your stores, online and offline, and all customer data in one place.

• Faster Decisions: With dashboards, you see what sells, where stock is, and what promos work—instantly.

• Better Customer Engagement: Tailored offers, loyalty tracking, and automated follow-ups mean happier customers.

• Reduced Manual Effort: Inventory errors, duplicated data, and manual reports go away; the system works for you.

• Cost Efficiency: Smarter stock control, fewer out-of-stock or overstocks, fewer manual hours wasted.

• Scalable Setup: Whether you have 1 outlet or 50, the system grows with you.

• Local Market Fit: Because we configure for your region’s language, tax rules, and business culture (the Tunisia case shows this).

Our Experience

We are experts in the Zoho ecosystem and have implemented retail automation solutions for regional retail chains, multi-location stores, and local market businesses. In our work in Medenine, Tunisia, we helped retailers move from manual, fragmented systems to a unified Zoho platform—customised for their sales process, inventory flows, customer engagement and market dynamics. Because we focus only on configuration and tailoring, we speak your language: you won’t get generic modules—you’ll get workflows built for your store, your team, your customers.

What We Provide

• Deep requirements gathering: workflows, outlets, customer segments, inventory flows.

• Configuration of Zoho CRM modules: leads, contacts, deals, pipelines, and custom fields.

• Setup of Zoho Inventory & Books: stock rules, multi-outlet transfers, vendor management, and local tax setup.

• Integration of POS/e-commerce with Zoho: syncing sales, stock, and customers.

• Marketing automation setup with Zoho Campaigns/Social: segmentation, templates, triggers.

• Analytics dashboards: retail KPIs, product sell-through, regional performance.

• Workflow automation with Zoho Flow/Creator: auto-alerts, reorder triggers, loyalty flows.

• Training and handover: user guides, admin handover, basic team training.

With our expert service of Zoho CRM & retail automation configuration, your retail business gets a system built to match your exact workflow, your customer journey, and your growth ambitions. We handle all the customization and configuration—so you can focus on what you do best: serving your customers and growing your brand.