Detail

With this service, you will get comprehensive Zoho configuration and customisation tailored to maritime trade workflows. This includes:

• Zoho CRM setup for shipping contacts: importers, exporters, agents and freight partners with contract tracking and central communication logs.

• Zoho Inventory configuration to track cargo, containers, warehouses, and stock live across port and yard locations.

• Zoho Books setup, including VAT-ready accounting, multi-currency support for global routes, automated invoicing, and financial reporting.

• Workflow setup for documentation such as bills of lading, manifests, customs forms and waybills.

• Zoho Projects configuration to organise shipping tasks, operations schedules, cargo planning and team activities.

• Zoho Analytics dashboards tailored for maritime KPIs — shipment status, cost vs revenue, route performance and operations insights.

• Optional Zoho Creator custom forms for port clearance, approval workflows and tailored shipping documentation. 

This gig focuses on configuration only — not full custom software development — so you get a system that works for your business without unnecessary complexity.

If you run a shipping, freight, import-export or maritime trade company, you know how hard it is to manage cargo tracking, warehouses, billing, documentation, compliance and customer communication — especially when many teams use spreadsheets, paper records, or disconnected tools. Shipping operations are complex, and without a connected system it’s easy to lose control, make mistakes, and slow down business growth.

This gig offers a custom Zoho ERP configuration for maritime and shipping companies. With my help, you will move from manual, scattered processes to a unified, cloud-based system that fits exactly how your business works — no unnecessary features, no heavy development. I configure Zoho tools (CRM, Inventory, Books, Projects, Analytics) to map your real-world processes so your operations become faster, clearer, and scalable.

Benefits

Choosing this Zoho configuration service brings clear and measurable benefits:

• Unified System: No more multiple spreadsheets or disconnected tools — all operations, sales, finance and finance are under one roof.

• Real-Time Visibility: Track cargo, containers, warehouses and shipments in real time with clear dashboards.

• Improved Accuracy: Documents, billing, invoices and customs records are automated — fewer errors and faster processing.

• Better Compliance: Support for VAT, customs documentation and audit-ready reports keeps you compliant with local and international rules.

• Faster Decision Making: Custom reports and dashboards help you make strategic decisions based on data, not guesswork.

• Scalable Operations: The system grows with you as shipment volume, routes, and partnerships expand.

Our Experience

I specialise in Zoho CRM, Zoho Inventory, Zoho Books, Zoho Projects and Zoho Analytics, focusing on service-based and trade industries. We at Zolute Consulting have worked with companies across Egypt and the MENA region to configure Zoho platforms for logistics, shipping and maritime workflows, including documentation, cargo tracking, warehouse management and compliance reporting. We understand both the technology and the real business challenges in port operations — which helps us configure systems that not only work technically, but deliver real business value.

What We Provide

When you order this gig, you will receive:

• A fully configured Zoho ERP system tailored to your shipping and maritime processes.

• Custom workflows and fields for cargo, containers, routes, vendors, customers, finance, and documentation.

• Integration between Zoho modules so data flows smoothly from CRM to Inventory to Books.

• Custom dashboards and reports relevant to your daily operations.

• User roles and permissions setup for teams (operations, finance, admin).

• Data import/migration support from existing spreadsheets or legacy systems.

• Training and handover documentation so your team can use the system confidently.

• Short post-go-live support to ensure everything runs smoothly.

All with a focus on configuration and customisation only — no unnecessary coding — to give you a system that fits your exact business needs.

If you are ready to move away from scattered spreadsheets and manual processes, and bring your maritime trade operations onto a smart, connected Zoho platform, this gig is built for you. I will configure your Zoho system exactly how your business works — no extra development — so your teams can operate faster, with fewer errors, and with clear insight into every shipment, document and financial flow.