Zoho & WhatsApp automation

Zoho business automation that removes the manual work.

We build Zoho Creator apps, Zoho CRM workflows and WhatsApp automation that take repetitive admin off your team — approvals, reminders, reports, order updates and follow-ups. Built around how your business already works, not the other way round.

What we automate

The work your team repeats every week

Attendance & payroll

Shift patterns, overtime, leave accrual, mid-month joiners and retro corrections calculated by rules, with a full audit trail. We have built this engine to a client’s exact specification.

Client & staff portals

Zoho Creator portals where clients or staff submit requests, track status and download documents — without emailing you for every update.

CRM workflows

Leads assigned automatically, follow-ups scheduled, deals moved on by rules. Blueprints keep multi-step sales and service processes on track.

Approvals & requests

Purchases, leave, expenses and internal requests routed to the right person, with reminders when something is waiting.

Reports & dashboards

The numbers you rebuild in spreadsheets every week, pulled together automatically and kept up to date.

Integrations

Zoho connected to Shopify, payment gateways, courier services and your other tools, so data is entered once and flows everywhere else.

Why automate

What changes when the busywork runs itself

Fewer mistakes

Rules run the same way every time. No missed rows, no copy-paste errors, no formula someone overwrote.

Time back for your team

Hours spent on data entry, chasing and reporting go back into work that needs a person.

Faster responses

Customers and staff get confirmations and updates straight away, not when someone gets to the inbox.

One source of truth

Everyone works from the same live data instead of five versions of the same spreadsheet.

Grow without adding admin

More orders, clients or staff do not have to mean more people doing paperwork.

A clear audit trail

Every change is logged — who did what, and when. Useful for payroll, compliance and settling disputes.

WhatsApp automation

Reach customers where they already reply

We connect the official WhatsApp Business Platform to Zoho CRM or your own system, so messages go out automatically and replies land against the right customer record.

Order & booking updates

Confirmations, dispatch notices, appointment reminders and delivery updates sent the moment the status changes.

Lead follow-up

A new enquiry triggers a WhatsApp message to the customer and a task for your team — so no lead waits until tomorrow.

Two-way support inbox

Customer replies appear in Zoho CRM on the right contact. Your team answers from one place, with quick replies for common questions.

Payment & renewal reminders

Friendly, scheduled reminders for due invoices, renewals and expiring plans, stopped automatically once paid.

How WhatsApp pricing works

Since 1 July 2025, Meta charges per delivered template message. The rate depends on the category — marketing, utility or authentication — and the recipient’s country. Replies inside an open 24-hour customer service window are free, and utility templates sent inside that window are free too. We design your flows to use those free windows wherever possible.

How we work

From one manual process to a system that runs

1. Map the process

We walk through how the work is done today, where it slows down and what the rules really are. You get a written scope and price.

2. Build with demo data

We build and test in Zoho with demo data, and show you working screens as we go — not just at the end.

3. Launch & train

We move your real process across, train the people who will use it and stay close for the first weeks.

4. Improve over time

Once the first process runs itself, we look at the next one. Ongoing support if you want it.

FAQ

Questions about Zoho and WhatsApp automation

Do I need to be using Zoho already?

No. We can set up Zoho Creator or Zoho CRM from scratch, or build inside the Zoho apps you already pay for.

Can you connect WhatsApp to Zoho CRM?

Yes. Zoho CRM supports the official WhatsApp Business Platform. You need a Meta Business account, a verified business and a phone number registered for the API. We handle the setup, the message templates and the workflows that send them.

What does WhatsApp automation cost to run?

Since 1 July 2025 Meta charges per delivered template message. The rate depends on the message category (marketing, utility or authentication) and the country of the person receiving it. Replies inside an open 24-hour customer service window are free, and so are utility templates sent inside that window. We design flows to keep these costs low and estimate them for your volumes before you commit.

Do you use unofficial WhatsApp tools?

No. We only use the official WhatsApp Business Platform. Unofficial automation tools break WhatsApp’s terms and can get your business number blocked.

How do you handle our data?

We build and test with demo data, keep access limited to what the project needs, and hand over full ownership of the app, the code and the data at the end.

How long does a project take?

It depends on the process and the number of integrations. You get a written scope, price and timeline with your quote, before any work starts.

Tell us what takes too long.

Describe one process your team repeats every week. We will tell you honestly whether automating it is worth it — and what it would take. Related reading: five signs you need automation, not another hire.