Zoho Finance Suite

Books, Subscriptions, Expenses

We implement Zoho Books, Subscriptions, Inventory, Expense and Projects so sales, operations and finance work from the same data. From accurate quotes and invoices to payment collection and clear reporting, we connect Zoho CRM with your finance tools for smooth handovers and fewer manual steps.

  • From CRM to invoice: map Zoho CRM stages to Books (Quotes, Sales Orders, Invoices, Credit Notes) with the right fields and approvals.

  • Invoicing & payment collection: gateways (card/direct debit), automated reminders and sensible dunning rules.

  • Products & pricing: item catalogue, price lists, discounts, taxes; optional Inventory for stock/warehousing.

  • Subscriptions & recurring billing: plans, add-ons, proration, trials, upgrades/downgrades.

  • Expenses & time: Projects, timesheets, chargeable expenses and mileage rules.

  • Dashboards & reporting: AR/AP, cash position, revenue by product/channel, WIP and profitability.

How we work

Finance audit: current quote/invoice flow, tax rules, product catalogue, payment preferences.
Implement & integrate: configure Books/Subscriptions/Inventory, connect to CRM, gateways and bank feeds; automate handovers.
Embed & optimise: train your team, publish playbooks, tune reminders/dashboards and support month-end.

Why Choose Us?

Expertise

Boasting many years of in-depth experience in Customer Relationship Management, our team possesses a wealth of specialised knowledge. Our expertise extends beyond mere implementation; we excel at optimising CRM systems to align with your business objectives, ensuring your CRM solution not only meets your immediate needs but also grows with your business.

Bespoke Customisation

Understanding that no two businesses are the same, we pride ourselves on our capability to devise personalised CRM solutions. Our process starts with an in-depth analysis of your business model, customer journey, and unique challenges. From this, we tailor every facet of your CRM strategy, from system configuration and integration to user interfaces, ensuring it aligns perfectly with your specific requirements.

Tangible Results

Our commitment to delivering measurable outcomes is evidenced by our clients' success stories. Through detailed case studies and glowing testimonials, we demonstrate the transformative impact our CRM services have had on businesses across a variety of sectors. From significant increases in customer satisfaction scores to noticeable growth in sales and revenue, our clients have benefitted from the advantages of partnering with us.

Comprehensive Support

We recognise that the value of a CRM system is not just in its deployment but in its continued use and optimisation. Hence, we offer extensive support and training programmes designed to empower your team. Our support goes beyond the initial setup, providing you with the tools and knowledge needed to fully utilise your CRM system. From personalised training sessions to round-the-clock technical support, we ensure you have access to expert advice and assistance whenever necessary, helping you to continually maximise your CRM investment.

How We Work

  • Discovery: Explain how you start with a thorough understanding of the client’s business, goals, and current customer management processes.
  • Strategy Development: Describe the process of developing a customized CRM strategy, including selection, customization, and integration.
  • Implementation & Training: Outline the steps involved in implementing the CRM solution and training the client’s team to use it effectively.
  • Ongoing Support: Highlight the continuous support and optimization services you offer to keep the CRM system performing at its best.

Client Feedback

Discover How We've Helped Brands

At Futuro Digital Consultancy, our clients are at the heart of everything we do, and their experiences speak volumes about our commitment to delivering exceptional service. Below, you’ll find reviews from clients who have experienced the difference we make. Each story is a testament to the personalized care, innovative solutions, and unwavering support we provide. 

Futuro Digital ConsultancyExcellentFuturo Digital Consultancy5.0See all reviews review us onMaria A.Maria A. ★★★★★ Since 2018, we have been working with Futuro Digital Consultancy, and our experience has been very positive. Under Robert's skilled guidance, our CRM and digital marketing initiatives have seen substantial improvements at Harding Chartered Surveyors. With their support, our revenue has more than doubled and our lead generation has increased significantly. Robert and his team offer insightful and practical solutions that have markedly enhanced our business operations. We appreciate their dedication to delivering measurable results and would recommend their services to those seeking to improve their digital strategies.Ava KAva K ★★★★★ Review My CRM built my website which I am perfectly happy with. They took on board everything I have asked for, plus they gave me good advice on technical issues and SEO. I highly recommend them.Kate S.Kate S. ★★★★★ Rob is a real asset. He will sort out any issues promptly and has great ideas for improvements. He ensures that everything runs smoothly.James B.James B. ★★★★★ Rob has been our CRM consultant for a number of years now. He knowledge and expertise are greatly appreciated and he is always on hand to help resolve issues quickly. He has allowed us to scale our basis with a top notch CRM that is bespoke and has automation which saves us countless hours.Sen Wellness “Sen W.Sen Wellness “Sen W. ★★★★★ Rob was very respectful and knowledgeable to work with. Through his expertise and guidance, Rob helped out company achieve significant SEO growth, strategically place Google Ads, set up Google Tag manager to improve conversion, as well as offer technical support for our website using CDN services + JavaScript configuration. Thank you, Rob, for being very accessible and always responding timely and with kindness. Our website is now in a much better place both front-end and back-end technically.I would like to specifically point out that Rob had helped our website growth from 14 to 70 clicks per day through organic content.js_loader

Need Help with a Project?

Lets Work Together

Phone

Tel: +44 20 7866 6690

Email

Info@futurodigitalconsultancy.com

Location

Futuro Digital Consultancy, 124 City Road, London, EC1V 2NX

"*" indicates required fields

Your Name*
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
This field is for validation purposes and should be left unchanged.
Scroll to Top