AVSI Workflows Holding Back Your Profits?

Using D-Tools, QuickBooks,        Excel & more? ✅Manual entry = double work,        errors & lost hours ✅Fix: Integrate CRM, quoting,        finance & inventory for        seamless data flow

Disconnected Tools & Data Silos

Teams can’t track tasks in          real time? ✅ Schedules scattered         across emails &          spreadsheets? ✅ Fix: Use Zoho Projects for       live dashboards & auto-alerts

Lack of Project Visibility

Repeating the same data across tools? ✅ No set approval or PO                processes? ✅ Fix: Automate workflows          with Zoho Creator ✅ Trigger rules, approvals         & data sync

Manual Entry, No Standardization

Delayed billing = cash flow issues Poor inventory =                  shortages & delays ✅Verbal change orders =         missed revenue ✅ Fix: Automate billing,         track stock in real time,         structure COs

Billing, Inventory, & Change Orders

Communication & Predictive Insights

✅ Chats, emails, and files all over the place?Relying on post-project reviews? ✅ Fix: Centralize messages in Zoho CRM ✅ Use Zoho Analytics to predict risks

Learn how to turn your AVSI workflow into a profit-driving machine