Business OS (CRM) · Powered by Zoho

One operating system for the whole business

Sales, marketing, support, HR, finance and operations, running on one unified cloud platform instead of six disconnected tools. We implement and run Zoho as the Group's own recommended business operating system, not just resell licenses.

Why one platform

Break down the silos between departments

Most growing businesses end up with a different tool per department, each with its own login, its own data, and its own blind spots. One connected platform means sales, support and finance are finally looking at the same customer record.

The six functions

Every department, one system

Sales

Sell across every channel

CRM, email, telephony and social selling in one pipeline. Define your sales process, generate quotes and invoices, and enable digital signatures, all without leaving the platform.

Marketing

Reach prospects everywhere they are

A website builder, email marketing, custom forms, surveys and marketing automation, so campaigns and the CRM stay in sync instead of living in separate tools.

Support

One inbox for every channel

Email, phone, social and live chat support requests land in a single queue, with self-service portals and remote-assistance tools for the cases that need more than a reply.

HR

Hire, onboard, and retain

Job postings, resume parsing, interview scheduling, offer letters and onboarding, plus the day-to-day of policies, time tracking and performance reviews.

Finance

Get paid on time

Estimates, invoices, payments and expense tracking, connected directly to the deals your sales team is closing rather than re-entered by hand.

Operations

Fulfil orders, run projects

Order and inventory management, multi-channel selling, and project delivery tools for waterfall or agile teams, all tied back to the same customer and order data.

How Unilakes helps

Implementation, not just licensing

Process mapping

We map how sales, support and operations should actually run before configuring anything.

Platform configuration

CRM, Desk, Books, People and the rest of the suite, configured around your process rather than the default template.

Data migration

Existing customer, deal, and financial records brought over cleanly, not copy-pasted.

Automation & integration

Cross-department workflows automated so a closed deal, a support ticket, and an invoice all update the same record.

Team onboarding

Training so the platform actually gets used, not just switched on.

Ongoing optimization

Falls under the same Managed Transformation model as everything else we build: reviewed and tuned as the business changes.

Related

Where this fits

Portals & Platforms

The broader capability layer this operating system sits within.

View scope →

Partners & Carrier Network

Zoho and the Group's other technology partnerships.

View Partners →