Technology & SaaS
Scalable revenue operations for technology and SaaS companies.
We connect marketing, sales, subscriptions, onboarding, support and finance, so your team can grow recurring revenue without adding admin.
- Zoho Premium Partner
- Odoo Partner
- UK-based team
- Fixed milestones
The challenge
Growth breaks the tools that got you here.
Fast-growing tech firms often outgrow their first CRM and billing setup. These are the common symptoms.
If finance and sales disagree on MRR, the systems need joining up.
Disconnected revenue stack
CRM, billing, support and finance do not share data, so MRR is debated.
Manual subscription billing
Upgrades, proration and renewals are handled by hand.
Weak customer success
No early warning when accounts are at risk of churn.
Support without context
Agents cannot see plan, usage or history when helping customers.
Unreliable forecasting
Pipeline and renewal forecasts live in spreadsheets.
Slow onboarding
New customers wait on manual setup and handovers.
How we help
A connected revenue engine.
We implement Zoho or Odoo as the operational backbone for recurring revenue.
CRM and sales pipeline
Lead scoring, pipeline stages and forecasting for new business and expansion.
Subscription billing
Plans, add-ons, proration, dunning and renewals automated end to end.
Customer success
Health scores, onboarding plans and renewal playbooks.
Support desk
Ticketing with full customer and subscription context.
Product integration
Sync usage and account data from your product via APIs.
SaaS metrics
MRR, churn, CAC and net retention dashboards.
Recommended platforms
Platforms built to scale with you.
We choose and connect the right apps for your go-to-market model.
Zoho for SaaS
Ideal for sales-led and product-led SaaS teams.
- Zoho CRMPipeline, forecasting and accounts.
- Zoho BillingSubscriptions, invoicing and dunning.
- Zoho DeskSupport with customer context.
- Zoho AnalyticsSaaS metrics dashboards.
Odoo for tech companies
Ideal for firms mixing services, licences and subscriptions.
- Odoo CRMPipeline and quotations.
- Odoo SubscriptionsRecurring billing and renewals.
- Odoo HelpdeskSupport and SLAs.
- Odoo AccountingRevenue recognition and reporting.
What changes
What changes for your team.
Typical improvements for technology and SaaS clients.
One version of MRR
Sales, success and finance see the same numbers.
Less billing admin
Automated subscriptions and renewals scale without extra hires.
Lower churn
Early warning signals prompt timely customer success action.
Faster onboarding
Automated handovers get customers live sooner.
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 revenue lifecycle from lead to renewal.
Craft
We design pipelines, plans, success playbooks and metrics.
Assemble
We configure the stack, migrate data and integrate your product.
Launch
We train sales, success, support and finance and go live.
Evolve
We iterate on automation, AI and reporting as you scale.
Related solutions
Services tech companies often combine.
FAQs
Questions we often hear
Can't see your question? Book a free call and speak to a certified consultant.
Can Zoho handle subscription billing?
Yes. Zoho Billing manages plans, add-ons, proration, dunning and renewals, and integrates with Zoho CRM and Books.
Can you integrate product usage data?
Yes. We connect your product via APIs to bring usage and account data into CRM and support.
Can we report MRR and churn?
Yes. We build dashboards for MRR, churn, net retention and pipeline from live data.
Do you migrate from HubSpot or Salesforce?
Yes. We migrate contacts, deals, history and custom data with validation before go-live.
How quickly can we go live?
Most revenue operations projects go live in 6 to 12 weeks.
Start your project
Ready to scale your revenue operations?
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