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Zoho Audit & Health Check

If your Zoho "feels messy" - duplicate records nobody is cleaned up, workflows nobody remembers building, licenses nobody is using - an audit tells you exactly what is wrong before you spend more money making it worse. You get a report. What you do with it is entirely up to you.

This is for you if...

You've been on Zoho for a year or more and things have drifted from how it was originally set up

You're paying for licenses or add-ons and aren't sure anyone's using them

You're about to hand Zoho over to a new admin or partner and want a clean baseline first

What's included

Deliverable
What it means for you
Module & workflow review
Every active module, automation and workflow rule checked against what it's actually meant to do
User roles & permissions check
Who can see and change what, and whether that still matches who should
License utilisation review
Which paid seats, add-ons and modules are actually being used
Data quality check
Duplicate records, broken required fields, orphaned data - flagged with counts, not vague warnings
Integration health check
Whether connections to other tools are actually syncing, or silently failing

How we work

A transparent, structured process so you always know what happens next.

1
01

Access & Scope

2
02

System Review

3
03

Findings Report

4
04

Prioritised Fix Roadmap

What you get at the end

A written report ranking every issue by risk, impact and effort to fix - so you can prioritise the two or three things that actually matter instead of trying to fix everything at once.

Questions people ask

Do you need admin access to our Zoho account?
Yes, at least read-level admin access for the modules in scope. Access can be revoked the moment the audit ends.
Is this a one-time thing or ongoing?
One-time by default. Businesses that want this on a recurring basis usually move to Managed Services instead.
Do we have to hire you to fix what you find?
No. The report is yours to act on however and with whoever you choose.
How long does an audit take?
Typically 3-10 business days depending on how many apps and users are in scope.

Thinking about Zoho Audit & Health Check?

Have these answers ready and we can scope a first conversation without back-and-forth:

Roughly how many users and which Zoho apps are we auditing?

Is there a specific problem that triggered wanting an audit, or is this a general check-up?

Who internally can grant admin access for the review?

Contact Flowpeak