Industry Solutions

Zoho for Professional Services & Consulting

Proposals, Delivery, and Utilization in One System

Proposals built from scratch each time, profitability invisible until after the engagement, utilization tracked in a spreadsheet nobody updates — Flowpeak connects the whole engagement lifecycle.

Discuss Your Process

Where it breaks down today

Manual Proposals

Proposals are built from scratch each time.

Invisible Profits

Project profitability isn't visible until after the engagement.

Untracked Utilization

Consultant utilization is tracked in a spreadsheet nobody updates.

Where Zoho fits

Zoho CRM

Proposals & Pipeline

Proposal tracking through to won engagement.

Zoho Projects

Engagement Delivery

Delivery tracking per engagement.

Zoho People

Utilization

Consultant time and resourcing visibility.

Zoho Books

Billing

Project-based invoicing.

How the apps connect

The operational flow showing how data moves once this is set up.