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Independent Zoho consultancy for US, UK and EU teams

One consultant. Every record accounted for.

I move your data into Zoho without losing history, configure the modules your team will actually use, and train the people who have to live in it on Monday morning. One person scopes it, builds it, and answers for it.

dry run · sample outputpassed
ModuleRecordsCheck
Accounts4,182ok
Contacts38,914ok
Deals + history11,640ok
Notes & attachments96,203ok
Open invoices1,207ok
Field map
412/412
Orphans
0
Rollback
ready

illustrative figures

Teams have moved off

  • Salesforce
  • HubSpot
  • Pipedrive
  • QuickBooks
  • Excel
  • Zendesk
  • Monday

The data moves. The numbers still agree.

Most migrations transfer the records. What separates a clean one from a costly one is whether anybody can prove the numbers still agree afterward. Every engagement here ends in a reconciliation you can hand to your accountant, and a decisions log you can hand to the next admin.

How I work
140+
Migrations delivered
2017
Zoho consultant since
2.1M
Rows in the largest record set
1
Build client at a time

Services

Everything your Zoho needs. One person accountable.

No account manager, no handoff between a sales team and a delivery team. You talk to the person doing the work.

  • Data migration

    Full-fidelity moves into Zoho from Salesforce, HubSpot, Pipedrive, QuickBooks or spreadsheets — history, attachments and relationships intact.

    dry run → reconcile → cutover
  • Implementation

    CRM, Books, Inventory and Desk configured around your process: pipelines, layouts, permissions, approvals and the automations that remove manual steps.

    scoped module by module
  • Training & enablement

    Role-based sessions in your own org with your own data, plus a written admin handbook so the knowledge doesn't leave with me.

    recorded · 30-day clinic
  • Rescue & clean-up

    For orgs already live but untrusted: de-duplication, integrity repair, broken workflow rebuilds and honest documentation.

    typical 2–4 weeks
  • Custom Deluge work

    Creator apps, Deluge functions and Flow integrations for the processes the standard suite doesn't cover — commented and handed over.

    fixed price per app
  • Ongoing support

    A retainer for teams who want someone who already knows their org, without hiring a full-time admin.

    from $550 / month
All services

How it works

A fixed sequence, not a discovery phase that never ends.

  1. 01week 1

    Discovery

    I audit your current system, profile the data and map every field. You get a written plan, a risk list and a fixed quote — yours to keep either way.

  2. 02weeks 2–4

    Build & dry run

    Configuration happens in a sandbox org alongside a full dry-run migration. You review real data in a real environment before anything is committed.

  3. 03cutover

    Go live

    Live migration in a quiet window with a rollback plan already written. Reconciliation report delivered before your team logs in on Monday.

  4. 0430 days

    Train & hand over

    Role-based training, admin handbook and a follow-up clinic once the real questions surface. Then you own it — no lock-in.

Proof

How you know it worked.

Client work is under NDA, so you won't find logos here. Every engagement instead produces evidence you hold yourself.

Reconciliation report
Source and target compared module by module — counts, control totals and trial balance. Unexplained differences go to a migration suspense account that must be zero at sign-off.
Dry-run evidence
Every migration rehearses in full against a sandbox org before the live run. You review your real data in the new system before anything is committed.
Signed decisions log
Every configuration decision is written down as it's made, and documentation, scripts and admin credentials are yours from day one. No lock-in.

Partnership · since 2026

Official Zoho Consulting Partner.

SuiteMentor is an official Zoho Consulting Partner for Zoho Recruit and Zoho People, covering implementation, training and ongoing support for both.

  • Implementation
  • Training
  • Support
Plan a Recruit or People rollout
  • Zoho Recruit
  • Zoho People

Migration or rebuild? Ask in thirty minutes.

A thirty-minute call is usually enough for me to tell you which one you have, and roughly what it costs. No obligation, no deck.