Zoho One 
Zoho Inventory 
Zoho WorkDrive 
Zoho Flow · Automation
We understandthe process
We listen and surface where it really gets stuck.
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Zoho Authorized Partner · Dortmund
Your entire operation. In one Zoho system.
Scattered spreadsheets, disconnected tools and processes no one can see cost you time and revenue every day. We build a Zoho architecture where everything comes together: sales, operations and numbers. Automated, connected and measurable.
Video · 90 sec
The Zoho ecosystem we build end-to-end
One system, not ten
What Zoho One brings your business.
The difference isn't one more tool, it's a system where everything comes together.
Today
Without Zoho One
- Data scattered across 10+ tools, no single source of truth
- Tools don't talk to each other, everything typed twice
- Separate licences, costs you can't keep track of
- Reporting painfully pieced together from Excel
- Every department working on its own island
With Flexwork
With Zoho One
- All data in one system, a single source of truth
- Apps natively connected, automation instead of retyping
- One licence, 45+ apps, predictable costs
- Real-time dashboards across the whole company
- Sales, finance, HR & support under one roof
Behind the badges 
Real people behind every Zoho badge.
FXW is a certified Zoho partner based in Dortmund, a real, reachable team that knows the whole Zoho ecosystem inside out.
- Based in Dortmund, Germany
- A real, reachable team
References
What our clients say.
Our case management process now seamlessly connects patients, doctors, insurance companies, and internal teams. Zoho helped us standardize workflows, improve response times, and maintain complete documentation throughout each case.
We mapped our entire workflow from lead acquisition to project execution, material purchasing, and production. The result is a connected process that gives our team full visibility and reduces administrative effort significantly.
The partner acquisition process we built together gives us a clear overview of every opportunity and follow-up. What was previously managed across emails and spreadsheets is now a structured and scalable process in Zoho.
As a sales representative, I have to manage a large number of customer inquiries, offers, and follow-ups every day. With Zoho, we established a structured sales process that helps us stay on top of every opportunity and respond to customers much more efficiently.
The integration of our mobile app with Zoho CRM and the improvements to our user management have significantly enhanced our internal operations. Their team quickly grasped our needs and implemented effective solutions.
We're very satisfied with the professional support we received for integrating and automating our Zoho CRM system and project management tools. Their help with troubleshooting and system enhancements was extremely valuable. A knowledgeable partner for Zoho.
Automating our business processes with Zoho has led to a significant increase in efficiency. The implementation of CRM, automation, and project management tools supported by structured workflows has optimized our operations. A clear recommendation for this partner!
Connecting our CRM with social media tools and accurately tracking lead sources has noticeably improved our sales processes. The integration of various tools now works seamlessly.
Business Process Consulting
We don't just install software. We redesign how your business runs.
Most Zoho partners start with the tool. We start with your process, mapping how work actually flows, finding where time and money leak, and redesigning it before a single automation is built. Zoho is how we implement the fix. The consulting is where the value is.
- 01
Map the real process
We document how work actually happens today, not the org chart, the reality on the ground.
- 02
Find what's broken
Bottlenecks, double data entry, manual hand-offs and blind spots that quietly cost you hours.
- 03
Redesign, then automate
We re-architect the flow first, Zoho then automates the improved process, never the mess.
What we build
We don't sell a tool, we sell a system.
We don't sell a license and walk away. We understand how your business works and design the architecture to match.
Zoho CRM & Sales
A Zoho CRM your sales team will actually use, every step traceable from lead to close. Modules, views and permissions shaped around your process.
AI automation
Every manual entry, every missed follow-up has a cost. With Zoho Flow, Deluge and AI agents (GPT, Claude, Gemini) we turn routine into flows that run in the background.
System integration
E-commerce, accounting, telephony, WhatsApp … We connect your tools to Zoho via REST API, webhooks and Zoho Flow. Data in one place, no more breaks.
Data & analytics
Don't decide on gut feel. With Zoho Analytics we build real-time dashboards your leadership checks every morning, clear and readable.
Case study · Solar · Switzerland
From 45 minutes to 1: we rebuilt quote generation.
At a Swiss solar provider, every quote was manual work across several tools. We merged the entire flow into Zoho. Result: 90% time saved, 4 → 1 entry steps, 0 lost installation documents.
One login · One bill · One platform
This is where it all lands: Zoho One. Without Zoho One: 35 tools, 35 bills.
The same consolidation as the solar project: the core business apps, seamlessly unified, one login, one bill, one platform.The exact same jobs, scattered across dozens of vendors, logins and contracts nobody can keep in sync.
CRM 
Bookings 
SalesIQ 
Forms 
Campaigns 
Social 
Survey 
Sites 
Commerce 
Books 
Invoice 
Subscriptions 
Expense 
Inventory 
Desk 
Assist 
Mail 
Cliq 
Meeting 
Calendar 
WorkDrive 
Writer 
Sheet 
Show 
Notebook 
Vault 
Sign 
People 
Recruit 
Payroll 
Projects 
Creator 
Flow 
Analytics 
Tables How we work
Four steps, no surprises.
Every project runs through the same transparent process. You always know which phase you're in.
- 01Discovery
- 02Architecture
We designthe system
Modules, automations and dashboards, with your sign-off.
- 03Build
We takeit live
Configuration, integration and migration, cleanly live.
- 04Handover
We hand itto your team
Training and go-live support, ready to run.
Meet the team
Not a call center. A team that handles your project personally.
When you call, we pick up. The same steady people know your setup from the first call to go-live, no ticket queue, no rotating contacts, no outsourcing. A small team on purpose, so your project always has an owner.
- Direct access, you reach the people doing the work
- One steady team from kickoff to go-live
- Certified Zoho specialists
Transformations
What we changed for real businesses.
1 / 21
Solar
A Swiss solar company wanted to automate every step from lead to rooftop installation.
Pain
- Quotes drafted in Word, 30 to 45 min of typing and formatting per request
- Project Manager data maintained in four separate modules, one mix-up froze the whole project
- Installation documents scattered across private OneDrive folders, nobody knew where
- When a Zoho Flow failed silently, the customer noticed it first
Gain
- Quotes generated via Document Merge from CRM in one click, pre-filled, done
- Pick the Project Manager once → CRM, Projects, WorkDrive and permissions all in sync
- Order trigger → team folder + "Montage Dokumente" sub-folder created automatically
- Flow error alerts reach the team, before the customer calls
Project Duration ~3 months
Built with
Zoho CRMZoho ProjectsZoho WorkDriveZoho FormsZoho Flow
Manufacturing
A US industrial manufacturer standardised its full sales process, from first inquiry to signed contract, inside a single Zoho stack.
Pain
- Quotes were hand-formatted in Word, hours per proposal
- Estimators spent days hunting for comparable past projects across folders
- Sales talked to the wrong contacts; decision-makers stayed out of reach
- No unified process, every opportunity took its own path through the funnel
Gain
- PDF quotes generated from CRM in one click, hours become minutes
- Material-list approval Blueprint cuts downstream errors significantly
- Hunter/Apollo enrichment focuses outreach on the right decision-makers
- CRM ↔ Books bidirectional sync, both systems always reflect the same truth
Project Duration Ongoing since 2026
Built with
Zoho CRMHunter / ApolloLinkedInZoho FormsZoho FlowZoho Marketing Automation
AI SaaS
A remote AI SaaS startup wires product, billing, and sales data into a self-running revenue stack.
Pain
- Plan upgrades were manually pushed into the CRM, days of lag
- Revenue lived in Billing, pipeline in CRM, no single truth
- Investor reports were stitched together by hand from spreadsheets
- Workspace activity stayed invisible, upgrade conversations happened too late
Gain
- Every payment appears live as a CRM transaction, revenue ops works from one source
- Trial, paid, and churn stages set automatically by webhooks
- Cohort analysis surfaces which acquisition channels produce real value
- Marketing spend defended with data via CAC and cost-per-user reports
Project Duration Ongoing since 2023
Built with
Zoho CRMZoho BillingZoho Analytics
Assistance Services
A European assistance & service-operations company rolled out the entire Zoho ecosystem in one go.
Pain
- Requests, contracts, and invoices lived in disconnected tools and spreadsheets
- Cases were assigned manually, tickets stalled on the wrong teams
- Contracts were copy-pasted out of old Word documents
- Documents scattered across local drives, lost files were a daily reality
Gain
- Automated case assignment and prioritisation, no more manual triage
- Dynamically generated contracts and quotes from CRM data in seconds
- Service-based invoicing with automated reconciliation, accounting runs quietly in the background
- Operational KPI panel gives leadership a clear morning view
Project Duration ~1 month
Built with
Zoho OneZoho CRMZoho BooksZoho WriterZoho FlowZoho Analytics
E-Commerce
A German commerce brand runs both B2C and B2B on one foundation.
Pain
- B2C orders and B2B deal flow ran on two separate tools
- Customer, order, and invoice had to be linked manually
- Incoming invoices were keyed in line by line
- Year-end handoff to the tax advisor was a multi-week scramble
Gain
- Shopify orders flow automatically to inventory movement and invoice
- OCR reads incoming invoices, manual data entry is over
- CRM ↔ Books bidirectional sync; B2B pipeline + contract data live in one system
- DATEV export streams continuously, no year-end panic mode
Project Duration ~1 month
Built with
Zoho CRMShopifyZoho BooksDATEVZoho InventoryMigration
Partner Programs
A German B2B provider built a repeatable partner-acquisition program: from LinkedIn outreach through NDA and contract to opened vendor account, everything runs in one CRM flow.
Pain
- LinkedIn connections leaked into spreadsheets sales never saw
- NDAs went out by email, PDF attachment, and manual chasing
- Won events were manually pushed into CRM and into accounting
- Follow-ups slipped, partner conversations lost their momentum
Gain
- LinkedIn leads flow directly into the CRM partner pipeline
- NDA generated in seconds, signed via e-signature, triggers Won
- Won deals auto-open vendor accounts and kick off the onboarding project
- Bookings calendar for discovery calls feeds straight into CRM records
Project Duration ~6 months
Built with
Zoho CRMLinkedInZoho SignZoho BookingsZoho WriterZoho Projects
Field Service
A German field-service provider connects sales, ticketing, dispatch, and billing into one platform.
Pain
- Travel surcharges were estimated by hand for every address, mistakes were routine
- Technicians had no visibility on the customer device when they showed up on site
- Reports were written on paper and typed into the system days later
- Monthly billing was a marathon of Excel and Word
Gain
- Address entry → travel zone and surcharge populated on the deal automatically
- Atera inventory, asset management, and maintenance contracts in one CRM view
- Voice-to-text report plus customer signature on a single mobile screen on site
- PandaDoc contract signature auto-triggers Won
Project Duration ~4 months
Built with
Zoho CRMAteraPandaDocMetaZoho DeskZoho Creator
Event Catering
A German event-catering operator runs several service lines side-by-side, each with its own pipeline and dynamic price calculator.
Pain
- Quotes were calculated by hand, crew, travel cost, and service mix pieced together in Excel
- Web forms on the old platform leaked without the team noticing
- Follow-up emails to customers went out manually, many never went out at all
- Long-lead bookings could not be accepted, booking horizon was too short
Gain
- Web form → CRM deal in one click, multilingual for B2B clients
- Crew-and-staff calculator delivers the quote in seconds
- Birthday and referral triggers re-engage existing customers automatically
- Booking horizon extended to 20+ days, customers plan months ahead
Project Duration ~2 months
Built with
Zoho CRMZoho FormsZoho BookingsWordPress
Real Estate
A German real-estate investor needed a unified platform for investor onboarding, portfolio tracking and lifecycle accounting.
Pain
- Investor data scattered across Excel, mailboxes and notes
- Manual KYC with paper forms and duplicate data entry
- Email-based meeting coordination with double-bookings and friction
- No single view on capital calls, distributions and investor communication
Gain
- Every investor visible in CRM with full history and portfolio
- KYC, meetings and bookkeeping mesh automatically
- Clean migration of legacy data into a normalised model
- Every email and conversation per investor auditable on record
Project Duration ~1 month
Built with
Zoho OneZoho CRMZoho FormsZoho BookingsZoho MailZoho Books
Lead Generation
A German lead-generation platform had web leads, bookings and CRM deals running in separate worlds.
Pain
- Web leads landed in mailboxes and got lost in day-to-day work
- Bookings appointments without an automatically linked deal
- Every sales rep invented their own approach
- No reliable numbers on where conversions actually came from
Gain
- Every lead becomes a structured deal immediately
- Standardised process from inquiry to closure
- Deluge scripts performant, maintainable and documented
- Marketing ROI clear per source and funnel stage
Project Duration ~2 months
Built with
Zoho CRMZoho FlowZoho Analytics
Finance & Documents
A German mid-market business wanted to professionalise its invoicing, quotation and dunning processes.
Pain
- Word/Excel templates without consistent brand identity
- Dunning handled ad hoc, often weeks past due date
- No reusable communication baseline for overdue customers
- Time-consuming manual creation of every document
Gain
- Every invoice and quote reflects the brand
- Dunning sequence starts automatically when due
- Consistent customer communication without friction
- Finance can focus on substance instead of formatting
Project Duration ~5 months
Built with
Zoho Books
Multi-Vendor Sales
A German distribution business with multiple vendors and field sales needed a unified sales platform.
Pain
- Vendor catalogues and prices scattered across spreadsheets
- Field reps planned routes manually and lost time on the road
- Quotes and invoices retyped by hand into systems
- Direct sales and distributor business blended in reporting
Gain
- One CRM for all vendors with dynamic filtering
- Geo-optimised routes, more customer visits per day
- Document data lands in the right fields automatically
- Revenue dashboard by customer and vendor highlights profit sources
Project Duration ~1 month
Built with
Zoho CRMAircallMapslyZoho FlowZoho Marketing AutomationZoho Sites
Wedding Planning
An Austrian event planner for weddings and team-building events needed an end-to-end platform from web lead to signed quote handover.
Pain
- Wedding inquiries spread across inbox, WhatsApp and notes
- Quotes written in Word with copy-paste, every offer looked different
- Down-payment and final invoices created by hand
- Dunning, vacation tracking and social media lived in separate tools
Gain
- Every inquiry automatically spawns project + down-payment invoice
- Quotes go to e-signature with one click
- HR, marketing and finance in one central stack
- Brand identity consistent across every customer document
Project Duration ~3 months
Built with
Zoho OneZoho CRMZoho ProjectsZoho BooksZoho FormsZoho Sign
Workforce Management
A German property-management and personnel-services provider needed an end-to-end platform from lead to invoice, including a mobile app for field workers.
Pain
- Field hours captured on paper and retyped into Excel
- Contracts printed and mailed, contract cycles took weeks
- No visibility on which employee is working where right now
- Interim and final invoices had to be reconciled by hand
Gain
- Mobile app delivers hours and GPS straight into billing
- Contracts run end-to-end digitally via e-signature
- Fleet with TÜV, rental period and mileage in one module
- Dashboards expose personnel allocation and project costs transparently
Project Duration ~3 months
Built with
Zoho CRMZoho CreatorZoho ProjectsZoho BooksZoho WriterZoho Sign
Renewable Energy
A German solar installation business needed an end-to-end stack from Facebook lead ad to final invoice.
Pain
- Leads from social ads and landing pages piled up in different mailboxes
- Material usage retyped into Excel at night, often incomplete
- Incoming invoices manually pulled from emails
- No visibility on project profitability before kickoff
Gain
- Every lead source automatically lands in the right CRM pipeline
- Material usage flows from scan into inventory and finance
- Incoming invoices auto-fetched via API and booked into Books
- Profitability is transparent before commitment
Project Duration ~3 months
Built with
Zoho CRM3CXMetaGetMyInvoiceZoho BooksZoho Inventory
Security Solutions
A German security firm with years of accumulated CRM chaos needed a structural rebuild of its sales stack.
Pain
- Grown CRM chaos with no clear module structure
- Sensitive data equally visible to every role
- Online-download leads created duplicates instead of preserving history
- Manual triage of qualified leads cost hours every day
Gain
- Clean Lead/Contact/Opportunity/Customer hierarchy with clear transitions
- Role-based visibility for sensitive fields
- Online-download leads auto-attach to the existing contact
- Standardised opportunity stages (Qualifying → Evaluation → Negotiation → Won/Lost)
Project Duration ~7 months
Built with
Zoho CRMLinkedInMigration
Consulting
A German management consultancy wanted to run on a fully integrated Zoho One platform from day one.
Pain
- Multiple logins for every app in the daily workflow
- Project billing required manual Excel mapping
- DATEV handover ran on email attachments and follow-ups
- Historical projects sat unlinked outside the CRM
Gain
- One password unlocks the whole Zoho One ecosystem
- Timelogs in Projects flow automatically into invoices in Books
- Receipts move via auto-BCC to the tax advisor with no detour
- Excel timelog mapping imports the legacy project history into CRM
Project Duration ~7 months
Built with
Zoho OneMicrosoft AzureZoho CRMZoho ProjectsZoho BooksDATEV
Coaching
A German business-coaching provider running multiple programs, multiple sites and Meta ads needed a complete lead-to-coaching machine.
Pain
- Leads from Meta, multiple sites and WhatsApp landed in separate inboxes
- Quotes were assembled manually per program
- Coaching completions stayed scattered in email threads with no file
- Forgotten follow-ups left pipelines cold
Gain
- One lead pool across all channels with clear source tracking
- Dynamic quotes at the push of a button, program- and client-specific
- Coaching-complete automatically files the Workdrive folder
- Reminder and follow-up sequences keep every lead warm
Project Duration ~13 months
Built with
Zoho CRMMetaWhatsAppZoho ProjectsZoho BooksZoho Writer
Reputation Management
A German reputation- and review-management provider needed a fast, fully automated path from website inquiry to customer review.
Pain
- Website leads were keyed into the CRM manually, or not at all
- Quotes were built as PDFs, slow to send, slow to answer
- Prices had to be calculated by hand for every service combination
- Post-payment review reminders simply got forgotten
Gain
- Website API auto-creates every lead as a deal with campaign source
- Email estimate is dispatched the moment the stage hits ANGEBOT
- Dynamic prices compute from product × service unit
- Automated sequence: pre-payment reminder → invoice → review reminder
Project Duration ~5 months
Built with
Zoho CRMZoho BooksAPI Integration
HR Tech
An Austrian HR-tech SaaS platform needed a subscription model that automatically computes annual CPI-based price uplifts.
Pain
- Annual CPI calculation ran by hand in spreadsheets
- First invoice after license start arrived late and unreliably
- Subscription changes were not mirrored back to CRM
- Renewal letters were hand-curated Word documents
Gain
- CPI index values land directly in CRM and drive pricing automatically
- License start auto-triggers the first draft invoice
- Subscription changes write back to the matching deal
- Renewal letters are generated from templates with the live pricing formula
Project Duration ~12 months
Built with
Zoho CRMZoho BillingZoho WriterMigration
Premium Retail
A German premium retailer for spa and whirlpool products, with nearly 30 field sales agents, a Shopware shop, an SAP backbone and an in-house workshop, needed Zoho to unify sales, service, warehouse and marketing.
Pain
- Field orders were tracked on paper and over the phone
- Product catalogue drifted between Shopware, SAP and sales
- Workshop and warehouse processes lived in Excel and clipboards
- Unsigned orders stalled because nobody followed up systematically
Gain
- Digital order form per brand, consistent across roughly 28 sales agents
- A single synchronous product catalogue across Shopware, SAP and CRM
- Warehouse, workshop and field-technician apps in Creator
- System auto-sends a prefilled PDF for unsigned orders
Project Duration ~29 months
Built with
Zoho CRMSAPShopwareZoho CreatorZoho Landing PageZoho FSM
Frequently asked
What you'll want to know before the call.
What does a project cost?
A fixed price instead of open-ended hourly billing. We give you the exact figure after the free discovery call, once scope and modules are clear. No surprise costs, no endless engagement.
How long does the rollout take?
Usually around 30 days from discovery to go-live. You know exactly what's delivered every week.
Do we have to give up our existing tools and data?
No. We migrate your existing data cleanly into the new system and connect your current tools via integration where it makes sense.
What happens after go-live?
Team training and 30 days of support are included. After that we stay reachable as your partner if you want, a real team, not ticket roulette.
Is our data secure and GDPR-compliant?
Yes. Zoho runs EU data centres, processing is GDPR-compliant, and we set up roles and permissions tailored to your team.
Is it worth it for a small team?
Yes. We build exactly the scope your team needs today, in a way that grows with you. No overkill, no licence bloat.
Let's start
Let's build your
business flow together.
In a free 30-minute discovery call we listen to your processes and show you, with concrete numbers, what Zoho will bring you. No commitment.
Start the Workflow Planner