Zoho Workplace and Mail
Email, documents and collaboration on your domain.
- Zoho Mail
- WorkDrive
- Cliq
Zoho Implementation Services
Zoho, configured around how your team works.
Zoho Workplace, Zoho Mail and Zoho business apps set up with the right roles, data and integrations, then supported as you grow.
What you get
- App selection
- Clean data migration
- Integrations that work
Challenges we solve
Make Zoho work as one system.
Challenge
You subscribed to Zoho apps nobody set up properly
What changes
Apps configured for your actual workflows
Challenge
Data is split between Zoho and old tools
What changes
Clean migration into one place
Challenge
Zoho apps don't talk to your other systems
What changes
Integrations with your website, WhatsApp and accounting
Challenge
Staff don't know how to use it
What changes
Practical training for each team
What's included
Our Zoho services.
Business app setup
Configure the Zoho apps your teams need.
- Zoho CRM
- Zoho Books
- Zoho Desk
Data migration
Bring in contacts, deals, invoices and history.
- Mapping
- Cleaning
- Validation
Roles and permissions
The right access for every team and person.
- Profiles
- Roles
- Sharing rules
Integrations
Connect Zoho to your site, WhatsApp and other tools.
- Web forms
- APIs + Deluge
Support
Ongoing changes, users and helpdesk.
- Admin support
- New workflows
- Training
How we deliver
A clear process, with something to see at every step.
01
Assess
Review your current setup and risks.
You getAssessment report
02
Plan
Design the target setup and migration steps.
You getMigration plan
03
Migrate
Move data and services in planned stages.
You getCompleted migration
04
Secure
Harden access, backups and email security.
You getSecurity checklist
05
Manage
Monitor, update and support every day.
You getMonthly health report
Technology
Tools and platforms we work with.
We choose tools to fit your goals, team and budget, not the other way round.
Cloud
CloudLeloAWSGoogle Cloud
Workplace
Google WorkspaceZoho Workplace
Security
SSLSPF / DKIM / DMARCFirewallsAutomated backups
Monitoring
Uptime monitoringAlertsLog review
Related services
One team, so nothing gets lost in the handoff.
Service
Google Workspace
Setup, migration and administration of Gmail, Drive and Meet.
Learn more →ServiceBusiness Email
Professional email on your domain with strong deliverability.
Learn more →ServiceWorkflow Automation
Automations between Zoho and your other apps.
Learn more →ProductTelemantix
Sales CRM with WhatsApp inbox, pipelines and sales automation.
Visit telemantix.com →FAQ
Questions we hear often.
Should we choose Zoho or Google Workspace?
Both work well. Zoho is cost-effective with a broad app suite; Google Workspace is strong for collaboration. We help you decide based on your needs.
Can you migrate us from another CRM into Zoho CRM?
Yes, including contacts, deals, notes and history where the source system allows export.
Do you write custom Zoho functions?
Yes, using Deluge scripts and Zoho APIs where configuration isn't enough.
Can Zoho connect to WhatsApp?
Yes, through the WhatsApp Business API and integrations we set up.
Start a conversation
Tell us what you want to build, automate or grow.
We'll connect you with the right Optimantix team.
1A short call to understand your goals
2A recommended approach and scope
3A clear plan before any work starts
