Your Trusted Zoho Partner in North America

Making Zoho Work For You

As a trusted Zoho implementation partner, we specialize in delivering complete, end-to-end solutions built on the Zoho platform. From initial strategy to system rollout, integrations, automation, and ongoing optimization — we help businesses unlock the full potential of Zoho to streamline operations, improve collaboration, and drive growth.

Our Services

Implementation

Tailored Zoho application setup, customization, and rollout — designed to fit your business processes from day one.

Integration

Seamlessly connect Zoho with your existing tools and platforms using robust API-based integrations.

Automation

We build intelligent workflows that eliminate manual tasks, boost efficiency, and ensure consistency across your operations.

Ongoing Support

Our North America-based support team is always within reach — no off-shore delays, just expert help when you need it.

Training

We ensure your team gets the most out of Zoho through hands-on, role-specific training tailored to how your business operates.

Business Consultation

Not sure which Zoho apps you need? We guide you through product selection to align the right tools with your business goals.

Our Process

Discovery & Process Mapping

Every project begins with deep discovery. We go beyond just gathering Zoho-related requirements – we take the time to fully understand your existing business processes, workflows, and pain points. This allows us to design a solution that fits your operations holistically and drives real impact.

Technical Design Document (TDD)

Next, we create a comprehensive Technical Design Document that outlines every aspect of the planned Zoho configuration. This serves as both a blueprint for our development team and a long-term asset for your organization — supporting future onboarding, troubleshooting, and system changes.

Phased Customization

After the TDD is approved, we begin the customization work in well-defined phases. We maintain full transparency and keep you engaged throughout the process, so there are no surprises — only progress.

Real-World User Testing

Before go-live, we guide you through hands-on user testing with real scenarios. This ensures the system works as expected, and any adjustments can be made before full deployment.

Role-Based Training and Go-Live

Once the build is finalized, we deliver targeted training sessions tailored to each user role. Every session is recorded and provided to your team, making onboarding new staff and preserving institutional knowledge easy and efficient.

FEATURED CUSTOMER SUCCESS STORY

Canadian Choice Windows & Doors adopts Zoho One to grow their business across Canada.

In this story, you will learn how Canadian Choice Windows & Doors transformed its operations using Zoho One and the expertise of the DirectReach team. Here are just some highlights:

28% increase in revenue over the last 2 years

37% drop in errors related to factory orders

21% drop in the number of new service requests related to products or installations

Recent Customer Success Stories

Bio-Test

View Case Study

Appsonnet

View Cast Study

Switch Health

VIP Classic Moulding

View Case Study

Canadian Choice Windows & Doors

View Case Study

Contact us today to find out how DirectReach can help you implement, service or optimize any solutions from the ZOHO stack.

All digital tools you will ever need at the price point you always wanted

Analytics

Create insightful dashboards and reports quickly. Zoho Analytics connects seamlessly with Zoho apps and many third-party tools, making data analysis straightforward.

Assist

Provide remote support to customers through online sessions. While it handles basic support well, it may require additional tools for more advanced needs.

Backstage

Manage in-person or online events efficiently. Zoho Backstage offers a comprehensive event management platform without charging commission on ticket sales.

Bigin

Transition from spreadsheets to a simple CRM. Bigin helps you track and close deals faster with an easy-to-use pipeline management system.

Bookings

Allow customers to schedule and pay for appointments online. Zoho Bookings syncs with your calendar, though it may lack some advanced features.

Books

Handle your business finances in one place. Zoho Books offers comprehensive accounting tools but may require additional integrations for payroll and time tracking.

Campaigns

Design, send, and monitor email campaigns effectively. Zoho Campaigns simplifies connecting with your audience through email marketing.

Checkout

Set up custom payment pages quickly. Zoho Checkout enables you to accept payments online with ease.

Cliq

Facilitate team communication with chat, video, and file sharing. Zoho Cliq offers a customizable collaboration platform comparable to other leading tools.

Commerce

Build and manage your online store. Zoho Commerce is ideal for small businesses within the Zoho ecosystem, though larger operations might consider other platforms.

Connect

Centralize team resources and communication. Zoho Connect serves as an intranet solution, supporting forums, documents, and more.

Contracts

Streamline your contract management process. Zoho Contracts offers robust features and integrations for handling contracts efficiently.

Creator

Build custom applications without extensive coding. Zoho Creator allows you to automate processes and tailor apps to your business needs.

CRM

Manage customer relationships and sales processes. Zoho CRM is a comprehensive tool suitable for businesses of all sizes.

Dataprep

Clean and prepare data for analysis. Zoho DataPrep helps you transform and enrich data for better insights.

Desk

Support customers across multiple channels. Zoho Desk offers a solid help desk solution, though some may prefer alternatives for more advanced features.

Expense

Track and manage business expenses. Zoho Expense automates receipt tracking and approval processes, suitable for many organizations.

Flow

Automate workflows between your apps. Zoho Flow connects various applications to streamline business processes.

Forms

Create and share forms easily. Zoho Forms offers a user-friendly form builder with website embedding and customization options.

Inventory

Manage stock, orders, and inventory. Zoho Inventory helps you keep track of products and fulfill orders efficiently.

Invoice

Send professional invoices and track payments. Zoho Invoice simplifies billing and payment reminders.

Learn

Train your team with custom courses and quizzes. Zoho Learn provides a platform for creating and managing learning materials.

Lens

Offer real-time remote assistance using augmented reality. Zoho Lens enables technicians to guide customers through visual support.

Mail

Secure and ad-free email hosting. Zoho Mail provides encrypted email services for businesses.

Marketing Automation

Manage marketing activities across channels. Zoho Marketing Automation helps you plan and execute campaigns effectively.

Meeting

Host online meetings and webinars. Zoho Meeting offers video conferencing with recording and reporting features.

Notebook

Capture and organize notes. Zoho Notebook provides a sleek interface for note-taking and collaboration.

PageSense

Analyze website visitor behavior. Zoho PageSense offers tools like A/B testing and heatmaps to improve user experience.

Payroll

Simplify payroll processing. Zoho Payroll automates payslip generation and tax calculations.

People

Manage HR operations online. Zoho People automates various HR tasks, enhancing efficiency.

Projects

Plan and track projects collaboratively. Zoho Projects offers tools for task management and team coordination.

Recruit

Streamline your hiring process. Zoho Recruit provides end-to-end solutions for recruitment and applicant tracking.

SalesIQ

Engage website visitors in real-time. Zoho SalesIQ offers live chat and visitor tracking to boost engagement.

Sheets

Create and collaborate on spreadsheets. Zoho Sheet offers a familiar interface with collaborative features.

Shifts

Manage employee schedules and hours. Zoho Shifts helps you organize work shifts and track time effectively.

Show

Create professional presentations with ease. Zoho Show lets you design, present, and share slides directly from the cloud.

Sign

Send documents for e-signature securely. Zoho Sign simplifies signing workflows while ensuring legal compliance.

Sites

Build websites quickly using drag-and-drop tools. Zoho Sites is perfect for businesses that want a simple way to launch a site without coding.

Social

Manage all your social media in one place. Zoho Social helps you schedule posts, track engagement, and grow your audience.

Sprints

Stay agile with project sprints and task boards. Zoho Sprints is built for teams that follow Agile or Scrum frameworks.

Billing

Manage recurring billing and subscriptions. Zoho Billing automates invoicing, payments, and customer management.

Survey

Create surveys and collect feedback easily. Zoho Survey gives you the tools to build, distribute, and analyze surveys.

Teaminbox

Manage shared email accounts as a team. Zoho TeamInbox helps teams collaborate on emails without confusion or overlap — everyone stays on the same page.

Vault

Store and share passwords securely. Zoho Vault is a password manager that protects your credentials with strong encryption.

Workdrive

Store, share, and collaborate on documents. Zoho WorkDrive is a cloud storage platform designed for team collaboration and file management.

Contact us today to find out how DirectReach can help you implement, service or optimize any solutions from the ZOHO stack.