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Supercharge Your Business with Expert Zoho Solutions

At Trimfinity, we’re more than just a Zoho certified consultant — we’re your strategic partner in building smarter ways to work. Our Zoho solutions for business transform disconnected processes into seamless workflows, powered by the flexibility of Zoho’s powerful app suite.

From HR SaaS platforms to finance, sales, and customer engagement, our end-to-end Zoho implementation services help you automate day-to-day tasks, gain real-time insights, and scale operations without the chaos.

We simplify your tech stack, streamline your teams, and deliver solutions designed for sustainable, scalable growth — so you can focus on what truly matters: growing your business.

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Our Zoho Services

http://bilzy%20tech

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
http://zoho%20marketing

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
http://financeplus

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
http://Zoho%20HR

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
http://Zoho%20Projects

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
http://zoho%20Desk

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)
http://zoho%20creator

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
http://zoho-Analytics

 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
http://zoho%20flow

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.
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