Zoho One for financial companies

Recently we had two projects from financial companies: private equity management and selling diamonds with blockchain currency.

Zoho CRM  implemented GDPR and security rules for data management. It means it is also secure for financial companies.

Private equity management company

Blockchain company


Zoho CRM setup, configuration and data migration from Salesforce: web forms, workflows, blueprint for leads management, custom buttons, custom functions

Zoho Sales IQ – chat, coding, analytics

Zoho Campaigns

Zoho Analytics

Zoho Projects

Zoho Cliq/Slack integration

Gsuite integration


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