✅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