How long does it take to get set up?

Most teams see their first connected view within two to four weeks. We start with one job to be done — for example, sold versus delivered — prove the value, then widen from there.

Do we have to change the tools we already use?

No. Everything works inside the tools your business already runs on — we connect them so they behave like one simple system. Your team's daily habits stay; the chasing goes.

Is our business data secure?

Your data remains in your own systems, under your control. Access is role-based throughout, so each person sees only what their role requires — nothing more.

Will our team actually use it?

That's the design goal. Nobody learns a new system. Each person gets exactly the view their role needs — a foreman sees today's tasks, an owner sees sold versus delivered — so adoption feels like relief, not training.

What does 'ask your business a question' actually mean?

You type a plain question — 'which jobs are at risk this month?' or 'what did we sell versus deliver last quarter?' — and get a clear answer drawn from your live CRM, projects, and books.

Every engagement is scoped to the business, and it starts with a free simplification review — a calm look at where your team's time is going and what connecting your systems would return.

Zoho Partner · Montréal — Miami · 647 implementations since 2017

Zoho CRM, Books & Projects —connected, with Claude inside.

One source of truth for construction and professional-services firms: your Zoho apps, your existing tools, and a quiet AI copilot that asks before it writes. Measured capacity back — not another software project.

Free 15-minute review · No commitment

What we connect

Every piece of your Zoho stack — and everything around it.

Zoho CRM + Zoho Projects, implemented for your trade

Deal won → project created → milestones tracked → invoice ready. We implement Zoho CRM and Zoho Projects around how construction and professional-services firms actually run — RFIs, change orders, progress billing — not around a generic template.

Zoho Books without the month-end scramble

Estimates, retainers, payment reminders, bank feeds, project and timesheet billing — configured so "what can we invoice right now?" is a glance, not an investigation. One client watched payment cycles shrink from 45 days to 12.

Zoho MCP setup with Claude — 27 purpose-built tools

We connect Claude to your Zoho through the Model Context Protocol: pipeline and forecast, leads and follow-up, project health, sales-to-delivery. Ask your business a question in plain words; get the answer from your live records. Every write waits for a human yes and lands in Zoho's audit trail.

Zoho Zia or Claude? Honest guidance.

Zia is Zoho's built-in assistant — handy inside single apps. When you need cross-app reasoning (a question that spans CRM, Projects, and Books at once), Claude through MCP goes deeper. We implement Zia where it fits and add Claude where it counts. No hype, just the right tool per job.

Already running n8n workflows? Keep them.

We're tool-agnostic by design. If your automations already run on n8n, Make, or Zapier, we connect them into the same source of truth rather than ripping them out. Your workflows keep working; they just finally share one record.

Autodesk + construction AI, linked to the job

Plans, models, and site documents in Autodesk Construction Cloud, tied to the milestones and RFIs your team tracks in Zoho. The site and the office read the same truth — decisions in hours, not days (43% faster RFI response, measured at Construction Horizon).

Measured, not promised

647

Zoho One implementations since 2017

25–40 %

less administrative time, measured across client engagements

purpose-built MCP tools connecting Claude to your Zoho

See the method: how the 30 free days work · the Horizon Construction case study · simple pricing

Questions fréquentes / FAQ

Asked before every engagement

Are you a certified Zoho partner in Montréal?+

Yes — Zoho Premium ecosystem experience with six Zoho certifications, including Zoho CRM Certified Administrator, and 647 Zoho One implementations since 2017. Based at 1275 Av. des Canadiens-de-Montréal, serving Québec and Miami, in French, English, and Spanish.

What is Zoho MCP and why does it matter?+

MCP (Model Context Protocol) is how Claude reads and acts inside your Zoho apps safely. Our setup exposes 27 purpose-built tools — so answers come from your live deals, projects, and invoices, and every action asks before it writes. It's the difference between a chatbot demo and a copilot you can trust.

Do you replace our existing tools or connect them?+

Connect. Excel, QuickBooks, Microsoft 365, Google, n8n, Autodesk — whatever you already run stays. We close the gaps between tools; we don't sell migrations.

How do we start?+

A free 15-minute review: you show us where the hours go, we show you the two or three connections worth making first. Then one process, a fixed price, and 30 free days on your real data before any decision.

Fifteen minutes. Your stack. An honest answer.

Show us how your tools run today — Zoho or not — and we'll show you the two or three connections worth making first.

+1 438 886 1245 · Montréal — Miami