We work with the entire suite of Zoho Products

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Zoho CRM
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Zoho Finance
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Zoho Analytics
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Zoho Projects
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Zoho Campaigns
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Zoho Desk
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Zoho People
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Zoho CRM

Zoho CRM is an industry leading CRM software that enables your business to manage everything from online leads, clients/accounts to opportunities and billing. At OCTFIS we understand your needs and build custom CRM architecture for your specific business needs. We’re Zoho professionals and we’re here to curate solutions for your companies’ specific needs.


You can focus on what you do best, and we do the rest.

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Zoho Finance

Zoho Books is a comprehensive cloud financial platform that takes care of your business finance. 

From core accounting, stock tracking, bank reconciliation, and managing projects, to automating workflows, and keeping your business GST compliant, Zoho Books does it all and more.

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Zoho Analytics

Zoho Analytics is a BI and analytics tool, allowing you to report on all facets of your business. It is similar to competitors such as Tableau or Looker.


At OCTFIS we help your team gather all data within the Zoho ecosystem and integrate with external system. With this data, we build customized dashboards to draw powerful insights on your business.

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Zoho Projects

Zoho Projects allows your team to manage tasks, timelines, contract milestones, and further collaborate and then report on it all. It is similar to competitors such as Asana or Wrike.


At OCTFIS we train staff what the best practices are of this software, and setup templates and integrations to optimize Projects for your business.

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Zoho Campaigns

Zoho Campaigns is a full fledged marketing application, similar to competitors like Mailchimp, and Active Campaign.


Zoho Campaigns can bring your communication with clients to the next level through, email, SMS messaging and even social media!

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Zoho Desk

Zoho Desk is a ticket management system, allowing you to ingest email, social, or phone call tickets from your customers in a streamlined and organized way. It is similar to competitors such as Zendesk.


At OCTFIS, we help your team setup departments, escalation rules and will even handle a migration into the new Zoho Desk platform!

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Zoho People

Zoho People is an HR management application allowing you to track employee holidays, salaries, performance reviews and much more.


With OCTFIS we will guide your team through proper setup, and we will even train HR staff how to use the application moving forward.

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We are adding our expertise in Zoho product and make it suitable for any business.

ZI to Tally Tool
WhatsApp Tool
Custom Templates
ZI to Tally Tool

Key Features:

  • Convert data in three easy steps — Enable users to convert data in three easy steps- Select, Import and Export to Tally for all sales, purchase, and manual journals.
  • Automatic master data conversion — Automatically convert all the master data like customer details, vendor details, item list, account chart, item category, and item unit.
  • Data filtration — Customize the migration process by selecting filter options like date, Zoho Inventory status, sales, purchase, etc. If you use a date filter, it will automatically select the starting date based on the previous migration.
  • Integrate data for multiple branches and organizations — Convert data for all the branches and organizations configured in Zoho Inventory.

WhatsApp Tool

Key Features:

  • Automate your Zoho notification to your customer/vendor and internal staff on the world's fastest and most trending communication platform WhatsApp via this tremendous WhatsApp Tool.

  • Send Transactional records directly to WhatsApp- No extra efforts required, create your transactions ex. Estimate, SO, Invoice etc. as you normally do and the records with its' pdf, will be directly sent from Zoho to Customer/Vendors' WhatsApp.

  • Auto payment reminders - send auto payment reminders to customers to remind them about their outstanding payments and dues, no need to maintain a list to follow up them up manually.

  • Send auto statement - send statements automatically to your Customers and Vendors from Zoho to their WhatsApp by setting regular intervals periods.

  • Send Records for Approval- The approvers set in Zoho Inventory can approve records ex. Estimate, SO, Invoice etc. once receiving records directly through WhatsApp. Saving time and energy.

Custom Templates

Key Features:

  • Altering the existing default Zoho Templates to something you desire. Get your own customized preference built, for any of the below-mentioned Zoho templates.

  • Customize your templates for: Estimates, Sales Order (Proforma Invoice), Invoice, Purchase Orders, Export Documents any more.

  • Get personalized designs with desired Custom fields, Additional columns and get rid off unwanted fields and Template structures. Put your selective Colors, Design, and so on...

  • Individualize your Templates for your own products; as it helps to connect better with your customers.