Built Around How You Actually Work

We help UK businesses implement and improve Zoho One as a connected operating platform across CRM, finance, HR, recruitment, operations, reporting and automation.

We design the processes, data, permissions, integrations and reporting around how your business actually works, so Zoho operates reliably from day one and can evolve as the business grows.

Connected Zoho One Platform

We design Zoho One as a connected platform across CRM, finance, HR, operations and reporting. Data, workflows and permissions are structured from the start so teams work consistently and leadership has reliable visibility.

Explore Zoho One

CORE

Automation & AI Across Zoho

We introduce automation and AI into operational workflows to reduce manual work, speed up execution and improve consistency. Rules, ownership and auditability are built in so automation remains controlled and reliable.

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Reporting & Intelligence

We build reporting and analytics on structured Zoho data so leadership has clear visibility across the business. Dashboards reduce spreadsheet dependency, improve accuracy and support faster decisions.

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DATA

CRM, Campaigns, Live Chat & Sales Automation

Zoho CRM implemented as a revenue system

Zoho CRM for Sales & Revenue

We implement Zoho CRM around your sales process so teams work consistently, pipeline data is reliable and leadership has clear visibility from lead through to revenue.

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CRM

AI-Assisted Live Chat Integrated with CRM

AI-Assisted Live Chat with CRM

We connect live chat directly to CRM so enquiries can be captured, qualified and routed automatically, with full visibility across the customer journey.

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Live Chat

Email, SMS & WhatsApp Campaigns Aligned to CRM

CRM Campaigns & Messaging

We align campaigns to CRM data and lifecycle stages so communications are consistent, targeted and measurable across the customer journey.

Explore CRM-aligned campaigns

Campaigns

Desk, Portals & AI-Assisted Triage

Secured Customer Self-Service & Account Portals

Secure Customer Self-Service Portals

Customer portals are implemented as a secure, governed self-service layer that gives customers controlled access to accounts, invoices, projects, and approvals while preserving data integrity and full auditability.

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Portal

Zoho Desk Implemented as a Governed Helpdesk

Zoho Desk for Structured Support

Zoho Desk is implemented as a structured, governed helpdesk that standardises case handling, enforces SLAs, and provides clear ownership, escalation control, and consistent service delivery at scale.

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Desk

AI-Assisted Ticket Triage & Routing

AI-assisted triage is implemented as a controlled classification and routing layer that prioritises tickets by intent, urgency, and context while maintaining oversight, accountability, and audit trails.

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Triage

Zoho Recruit Implemented as a Hiring System

Zoho Recruit for Structured Hiring

We implement Zoho Recruit around your hiring process, standardising stages, improving recruiter visibility and reducing manual administration as recruitment volumes grow.

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Recruit

Zoho People Implemented for Workforce Management

Zoho People for Workforce Management

We implement Zoho People to support onboarding, employee records, leave, performance and compliance with consistent processes and reliable workforce data.

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People

Books, Inventory & Order Management

Zoho Inventory Implemented for Operational Control

Zoho Inventory for Stock & Order Management

We implement Zoho Inventory to give teams reliable visibility of stock, orders and fulfilment while connecting operational data with finance and customer processes.

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Inventory

Zoho Books Implemented for Financial Governance

Zoho Books for Financial Management

We implement Zoho Books around your finance processes so invoicing, receivables, payables and cash flow are handled consistently with clear reporting and controls.

Explore Zoho Books

Books

What a Zoho One Engagement Typically Includes

Discovery & Process Mapping

Solution & Application Design

Data Migration & Cleansing

Automation & Integrations

Reporting & Dashboards

Training, Rollout & Support

Every engagement is scoped around the applications and processes you actually need. We do not implement the entire Zoho suite unless there is a clear business case to do so.

Zoho Platform Security, Governance & Compliance

Zoho maintains a range of recognised security, privacy and compliance certifications across its platform. Our implementations are designed to make appropriate use of Zoho’s native controls, including role-based access, permissions, auditability and data protection capabilities.

Where clients have specific regulatory or governance requirements, we incorporate those requirements into the solution design and operating model.

Certifications shown relate to Zoho and relevant platform services. They do not represent certifications held by Mason & Co unless explicitly stated.

Book Your Free Zoho Consultation

If you are planning a new Zoho One implementation, improving an existing setup, or trying to connect CRM, finance, recruitment, reporting or automation, tell us what you are trying to achieve.

Your initial 30-minute consultation is free, with no obligation. You will speak directly with a senior consultant.

Book Your Free Zoho Consultation

30 minutes. No charge. No obligation.