Supercharge Your Business with Smarter Zoho Solutions

At Trimfinity, we don’t just implement software — we architect smarter ways to work. Zoho’s powerful suite of apps allows us to transform disconnected processes into seamless workflows, giving you more time to focus on what matters most: growing your business.

Whether you’re looking to automate day-to-day tasks, gain real-time visibility, or scale operations without the chaos, our tailored Zoho solutions help you get there — faster and with less friction.

Let us simplify your tech, streamline your teams, and support your journey toward sustainable, scalable success.

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Our Zoho Services

Zoho CRM - Sales & Customer Management

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Zoho CRM - Sales & Customer Management

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Build deeper relationships and close more deals. We tailor Zoho CRM to your unique sales cycle and business goals.

  • Lead capture & scoring
  • Sales pipeline design
  • Custom modules, automation & reporting

Zoho Marketing Suite

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Zoho Marketing Suite

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Reach, engage, and convert your audience with intelligent marketing automation.

  • Zoho Campaigns
  • Zoho Marketing Automation
  • Zoho Survey

Zoho Finance Suite

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Zoho Finance Suite

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Streamline your financial operations and stay compliant with ease.

  • Zoho Books
  • Zoho Invoice
  • Zoho Expense
  • Zoho Inventory
  • Zoho Subscriptions

Zoho People & Recruit – HR Automation

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Zoho People & Recruit – HR Automation

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Simplify the entire employee lifecycle – from hiring to performance reviews.

  • Recruitment workflows
  • Digital onboarding & attendance
  • Leave, payroll & appraisal automation

Zoho Projects, Sprints & WorkDrive Project Collaboration

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Zoho Projects, Sprints & WorkDrive Project Collaboration

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Get things done faster – with transparency and collaboration.

  • Zoho Projects
  • Zoho Sprints
  • Zoho WorkDrive

Zoho Desk, Assist & SalesIQ Customer Support & Engagement

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Zoho Desk, Assist & SalesIQ Customer Support & Engagement

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Create delightful customer experiences across channels.

  • Multi-channel support (chat, phone, email)
  • Ticket automation & SLA tracking
  • Remote support with Zoho Assist
  • Real-time engagement with Sales IQ (live chat + lead scoring)

Zoho Creator – Custom App Development

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Zoho Creator – Custom App Development

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Your business is unique. We use Zoho Creator to build apps tailored to your workflows — without the need for complex coding.

  • Low-code development
  • Role-based access & mobile-ready
  • Fully integrated with Zoho & third-party tools

 Zoho Analytics – Business Intelligence

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 Zoho Analytics – Business Intelligence

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Make data-driven decisions with powerful dashboards and visual reports.

  • Real-time insights
  • KPI tracking
  • Data connectors across Zoho, Excel, Google Sheets, and more

Zoho Flow – Integration & Automation

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Zoho Flow – Integration & Automation

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Connect apps, automate tasks, and eliminate silos across your ecosystem.

  • 600+ integrations
  • Drag-and-drop automation builder
  • Event-driven workflows

Healthcare & Clinics

Challenges Solved:

Appointment scheduling, patient record management, billing, compliance, staff coordination

Zoho Apps in Action:
  • Zoho CRM: Patient lead management, follow-up automation
  • Zoho Creator: Custom patient intake & medical history apps
  • Zoho Books: Billing & financial reporting
  • Zoho People: Staff scheduling, leave & HR records
  • Zoho Desk: Patient queries & support ticketing
  • Zoho Analytics: Appointment trends, revenue dashboards

Real Estate & Property Management

Challenges Solved:

Lead tracking, site visit management, property listings, deal closures, after-sales
service

Zoho Apps in Action:
  • Zoho CRM: Property inquiries, sales pipelines, automation
  • Zoho Creator: Custom site visit tracking, document upload portals
  • Zoho Books: Booking invoices, receipts, GST compliance
  • Zoho Sign: Digital agreement signing
  • Zoho Desk: Post-sales service & owner support
  • Zoho Analytics: Sales performance, agent dashboards

E-Commerce & Retail

Challenges Solved:

Inventory sync, multi-channel orders, CRM, logistics, customer support, return
handling

Zoho Apps in Action:
  • Zoho Inventory: Multi-warehouse inventory, reorder alerts
  • Zoho Books: Order invoicing, payment reconciliation
  • Zoho CRM: Customer lifecycle, email & SMS marketing
  • Zoho Flow: Integrations with Shopify, WooCommerce, etc.
  • Zoho Desk: Complaint & return tracking
  • Zoho Analytics: Inventory movement, sales by channel

Education & EdTech

Challenges Solved

Student lifecycle, admissions, fee tracking, HR, performance, communication

Zoho Apps in Action:
  • Zoho CRM: Admission leads & campaigns
  • Zoho Creator: Custom apps for student registration, ID generation
  • Zoho Books: Fee collection, installment plans
  • Zoho People: Staff payroll, attendance, HR lifecycle
  • Zoho Projects: Internal team tasks, course planning
  • Zoho Analytics: Student trends, batch performance

Consulting, IT & Agencies

Challenges Solved

Client onboarding, task tracking, resource billing, project delivery, support

Zoho Apps in Action:
  • Zoho CRM: Lead scoring, deal pipelines, retainer contracts
  • Zoho Projects / Sprints: Project timelines, task assignments
  • Zoho Books: Time-based invoicing, retainer billing
  • Zoho People: Consultant availability, timesheets
  • Zoho Desk: Ongoing client support
  • Zoho Sign: Contracts & NDAs
  • Zoho Analytics: Client profitability & utilization rates

Manufacturing

Challenges Solved

Vendor management, production planning, purchase orders, delivery tracking,
inventory control

Zoho Apps in Action:
  • Zoho Creator: Custom apps for BOM (Bill of Materials), QC forms
  • Zoho Inventory: Raw material tracking, stock levels
  • Zoho Books: Vendor invoices, PO management, compliance
  • Zoho CRM: B2B order management, customer relationship
  • Zoho People: Shift scheduling, workforce HR
  • Zoho Analytics: Production KPIs, inventory vs sales metrics

Nonprofits & NGOs

Challenges Solved

Donor tracking, volunteer management, campaign coordination, reporting & grants

Zoho Apps in Action:
  • Zoho CRM: Donor relationship & communication
  • Zoho Campaigns: Fundraising email automation
  • Zoho Creator: Volunteer portals, event registration apps
  • Zoho Books: Donation tracking, financial transparency
  • Zoho People: Staff & volunteer coordination
  • Zoho Analytics: Impact reports, donation trends

Finance, CA & Accounting Firms

Challenges Solved

Invoicing, compliance, audits, client management, tax tracking

Zoho Apps in Action:
  • Zoho Books: GST filing, audit logs, multi-client books
  • Zoho CRM: Client onboarding, renewals, document follow-up
  • Zoho Sign: Digital agreement & returns filing approval
  • Zoho WorkDrive: Document storage, file versioning
  • Zoho People: Internal payroll & HRMS
  • Zoho Analytics: Client revenue trends, overdue reports

Startups & SaaS Companies

Challenges Solved

Scalable tech stack, lean operations, subscription billing, sales pipelines, agile
development

Zoho Apps in Action:
  • Zoho CRM: Sales tracking, investor pipelines
  • Zoho Subscriptions: SaaS billing, renewals, churn tracking
  • Zoho Books: Payment gateways, expense logs
  • Zoho Sprints: Agile sprints, dev backlogs
  • Zoho Projects: Cross-functional collaboration
  • Zoho People: Rapid onboarding, hybrid workforce
  • Zoho Analytics: ARR, MRR, growth trends

Not Sure What You Need?

No worries — we’ll help you map your current processes and show you how Zoho can automate and optimize every part of your business.

Let’s talk about your goals – and how Zoho can get you there.
Get a Free Consultation