Professional services
Win more work and deliver it profitably, on one connected platform.
For consultancies, agencies and advisory firms, we connect CRM, proposals, projects, timesheets, resourcing and billing, so utilisation and margin are visible every day.
- Zoho Premium Partner
- Odoo Partner
- UK-based team
- Fixed milestones
and email
One platform
One database- Win work faster with signed proposals
- Time and resources planned together
- Profit visible on every project
The challenge
Why firms leak time and revenue.
Your people are your product. When systems do not support them, utilisation, cash flow and client experience all suffer.
Unbilled time is often the fastest way to fund a new system.
Unbilled and lost time
Timesheets are late or incomplete, so billable hours slip through the cracks every month.
Poor resource visibility
You cannot see who is available or overbooked, so projects stall or people burn out.
Slow proposals
Quotes and statements of work are rebuilt from old documents, delaying wins.
Cash flow surprises
Invoicing lags delivery, milestones are missed and debtors grow.
Unknown project margin
Budgets are tracked in spreadsheets, so overruns are spotted too late.
Client data in silos
Pipeline, delivery and finance live in separate tools with no shared client view.
How we help
From first conversation to final invoice.
We configure Zoho or Odoo around your service lines, pricing models and approval processes.
CRM and pipeline
Track opportunities, referrals and key accounts with forecasting your partners trust.
Proposals and e-signature
Templated proposals and engagement letters, signed online and converted to projects.
Project and task management
Plans, milestones, budgets and client portals in one place.
Timesheets and expenses
Mobile time capture and approvals that flow straight to billing.
Resource planning
See capacity by skill and team, and plan staffing across projects.
Billing and revenue
Fixed fee, time and materials or retainer billing, automated and accurate.
Recommended platforms
Purpose-built stacks for service businesses.
Both platforms are strong for professional services. We match them to your size and billing model.
Zoho for firms
Ideal for firms that value a best-in-class CRM and flexible project tools.
- Zoho CRMPipeline, accounts and forecasting.
- Zoho ProjectsPlans, tasks, timesheets and portals.
- Zoho Sign and BooksEngagement letters and billing.
- Zoho AnalyticsUtilisation and margin dashboards.
Odoo for firms
Ideal for firms that want PSA-style planning and accounting in one ERP.
- Odoo CRM and SalesPipeline, quotes and contracts.
- Odoo Project and TimesheetsDelivery tracking and time capture.
- Odoo PlanningResource scheduling by role and skill.
- Odoo AccountingInvoicing, WIP and revenue reporting.
Imagine one connected business
What changes when every team runs on one Zoho platform?
Right now, sales probably lives in one tool, finance in another and service in a third. Every handover means re-keying, and every report starts in a spreadsheet. As a UK Zoho Premium Partner, we replace that patchwork with the full Zoho ecosystem, from Zoho One implementation to Zoho CRM, Zoho Books, Zoho Desk and Zoho Creator, so every team finally works from one source of truth.
Choose a team below and see what changes for them
50+ CONNECTED APPS01 / 09 · Sales & CRM
Zoho CRM implementation that helps you sell
From chasing spreadsheets to a pipeline you can trust. Pipelines, Blueprint sales processes, quotes and live chat, designed around how your team really sells.
- Lead, deal and account management with territory rules
- Blueprint processes, approvals and quote to order
- CRM migration from Salesforce, HubSpot or spreadsheets
02 / 09 · Marketing
Zoho Marketing Plus and campaign automation
From guesswork to campaigns that prove their revenue. Email, journeys, social, forms and events in one place, with every response flowing back into Zoho CRM.
- Lead scoring and nurture journeys
- GDPR-friendly consent and preference management
- Campaign ROI reporting tied to CRM revenue
Shares data with: Sales & CRMAI & Analytics
03 / 09 · Customer service & field service
Zoho Desk and Zoho FSM implementation
From overflowing inboxes to service customers rave about. Omnichannel helpdesk, SLAs, portals, remote support and field service, all with full customer context.
- Ticketing, SLAs and escalation rules
- Self-service help centre and customer portal
- Engineer scheduling, job sheets and parts tracking
Shares data with: Sales & CRMOperations
04 / 09 · Finance & accounting
Zoho Books implementation for UK businesses
From month-end firefighting to real-time numbers. HMRC-recognised, Making Tax Digital ready Zoho Books, billing, expenses and payments, synced with CRM and inventory.
- Chart of accounts, VAT and MTD setup
- Bank feeds, reconciliation and multi-currency
- Migration from Sage, Xero or QuickBooks
Shares data with: Sales & CRMOperationsHR & People
05 / 09 · Operations, inventory & ecommerce
Zoho Inventory and order management
From stock surprises to orders that flow. Multi-warehouse inventory, purchasing, fulfilment and online stores, linked to Books, CRM and your couriers.
- Stock control, batches, serials and reorder points
- Sales and purchase order workflows
- Shopify, Amazon and courier integrations
Shares data with: FinanceServiceSales & CRM
06 / 09 · HR & people
Zoho People and Zoho Recruit implementation
From paper forms to people who feel looked after. Applicant tracking, onboarding, HR records, leave, performance and learning in one place.
- Careers site and recruitment pipelines
- Digital onboarding and employee self-service
- Leave, timesheets and appraisal cycles
07 / 09 · Projects & collaboration
Zoho Projects and Zoho Workplace rollout
From scattered tools to one secure workplace. Projects, agile sprints, business email, chat, files and an intranet that keep everyone moving together.
- Project templates, timesheets and billing
- Email migration from Microsoft 365 or Google
- Company intranet and team channels
Shares data with: FinanceHR & PeopleSales & CRM
08 / 09 · Contracts, e-sign & compliance
Zoho Sign and contract management
From chasing signatures to deals closed in minutes. Legally binding e-signatures, contract lifecycle management and secure password management.
- Quotes and contracts signed from inside CRM
- Renewal alerts and approval workflows
- Delivered by an ISO 27001 certified team
Shares data with: Sales & CRMHR & People
09 / 09 · Analytics, AI & custom apps
Zoho Analytics, Zia AI and Zoho Creator development
From rear-view reports to decisions powered by AI. Cross-app dashboards, Zia AI agents, low-code Zoho Creator apps and integrations with the rest of your systems.
- Board-level dashboards across every Zoho app
- Zia AI agents for sales, service and operations
- Bespoke Zoho Creator apps and API integrations
Shares data with: SalesMarketingFinanceOperations
Depth, not just breadth
Most partners stop at setup. That is where we get started.
Switching apps on is the easy part. The real value comes from how deep each app goes into your business. Drag the slider to see how far our Zoho consultants and Deluge developers can take it.
Our UK Zoho CRM extensions: Companies House Verification UK Postcode Address Finder Creditsafe Credit Check View all →
LEVEL 1 · CONFIGURE
Zoho set up around your processes
Modules, fields, layouts, roles, permissions and data migration mapped to how your business works.
Example: a clean Zoho CRM with your sales stages, territories and user roles.
LEVEL 2 · AUTOMATE
Zoho workflow automation
Workflows, Blueprints, approvals, assignment rules and Zia AI agents that remove manual admin.
Example: a won deal creates the Zoho Books invoice and Projects job automatically.
LEVEL 3 · CUSTOMISE
Deluge development and custom functions
Deluge scripting, custom buttons, widgets, client portals and complex business logic.
Example: a supplier portal with pricing rules calculated in Deluge.
LEVEL 4 · INTEGRATE
Zoho API integrations
Connect Zoho with accounting, ecommerce, telephony, data warehouses and legacy systems via REST APIs, Zoho Flow and webhooks.
Example: Shopify orders, courier labels and stock levels synced in real time.
LEVEL 5 · EXTEND
Zoho Creator apps and Marketplace extensions
Bespoke low-code apps, Catalyst services and published Zoho Marketplace extensions built by our in-house team.
Example: our Companies House Verification extension for Zoho CRM.
Not sure which Zoho apps you actually need? Most businesses pay for apps they never use. In a free 30-minute call, a certified consultant will show you exactly where to start.
What changes
What changes for your firm.
Typical improvements our professional services clients report.
More billable time captured
Easy mobile timesheets mean less revenue slips away.
Healthier utilisation
Resource planning balances workloads and exposes spare capacity.
Faster cash collection
Automated milestone and retainer billing shortens debtor days.
Margin on every project
Live budgets versus actuals flag overruns early.
How we deliver
A clear, proven path from first workshop to go-live.
Every engagement follows SCALE, our five-phase delivery framework, so you always know what happens next, who is doing it and what it costs.
Scope
We map your service lines, pricing models, approvals and client lifecycle.
Craft
We design the target workflows, dashboards and a phased rollout.
Assemble
We configure CRM, projects, time and billing and migrate clients and live projects.
Launch
We train partners, managers and staff by role and go live with support.
Evolve
We refine reporting, automate more steps and add AI assistance over time.
Try before you commit
Start a free Zoho or Odoo trial
Explore the apps yourself, then talk to us about fit. Signing up through ThoughtLogik links your account to us as your partner, so help is on hand from day one.
FAQs
Questions we often hear
Can't see your question? Book a free call and speak to a certified consultant.
Is Zoho or Odoo better for a consultancy?
Zoho CRM with Zoho Projects suits firms that want a leading CRM and flexible delivery tools. Odoo suits firms that want resource planning, timesheets and accounting natively in one ERP. We recommend the fit after a short discovery call.
Can we bill fixed fee, retainers and time and materials?
Yes. We configure billing rules for each engagement type and automate invoices from milestones, retainers or approved time.
Can clients see project progress?
Yes. Client portals show tasks, milestones, documents and invoices, reducing status emails.
Do you integrate with Xero or QuickBooks?
Yes. If you prefer to keep your accounting package, we integrate it with CRM and projects.
How long does implementation take?
Most professional services rollouts take 6 to 12 weeks, depending on the number of service lines and integrations.
Start your project
Ready to run a more profitable practice?
Tell us about your business and goals. A certified consultant will get back to you within one working day with practical next steps.
- Free, no-obligation consultation
- UK-based Zoho and Odoo partner
- Clear plan, milestones and pricing