Zoho for IT Services & Software Companies
IT services firms usually run pre-sales in a CRM, delivery in a project tool, support in a helpdesk, and billing in an accounting tool — none of them talking to each other. Flowpeak connects the four so a signed SOW turns into a scoped project automatically.
Discuss Your ProcessWhat we usually find
Siloed Handoffs
Handoff from sales to delivery relies on a Slack message or a forwarded email.
Blind Support
Support tickets tracked with no visibility into SLA terms or contract status.
Disconnected Billing
Recurring AMC or subscription billing managed on a separate spreadsheet from the CRM.
What we'll ask you first
Before we build, we understand. Your answers shape the architecture of your Zoho IT services stack.
Start with these answers- 1
Are you primarily project-based, retainer-based, or a mix?
- 2
What are you using today for support tickets and SLA tracking?
- 3
Roughly how many active clients or contracts need to be migrated in?
Where Zoho fits, function by function
We map every critical stage of your process to a specific, optimized Zoho tool.
Pipeline & Pre-sales
Opportunities, scoping notes and proposals tracked from first call to signed deal.
SOW & Contracts
Statements of work signed digitally and linked to the CRM deal.
Project Management
Delivery tracked against the original scope, with resource allocation visible.
Support & SLAs
Tickets linked to the client’s contract and SLA terms automatically.
Recurring Billing
AMC and subscription invoicing generated on schedule.
Delivery Analytics
Utilisation, ticket trends and account health in one dashboard.
The process, end to end
A seamless flow of data throughout your entire lifecycle.
Opportunity & Scoping
SOW & e-Sign
Project Execution
Support & Ticketing
Recurring Billing
Delivery Analytics
Ready to talk?
Tell us your current tools, your team size and your top priority — that's all we need to scope a first conversation. No generic sales pitch, no obligation.