Your Zoho CRM has rules fighting each other.
We connect via scoped OAuth and run our own audit engine across every module, layout, Blueprint, Workflow Rule and Deluge function — then hand you a prioritised roadmap. Nothing changed without your say-so.
Modules, Layouts & Fields
The whole data model, standard and custom.
What we inspect
- Module inventory — redundant custom modules, misused sub-forms
- Layout proliferation and fields duplicated across layouts
- Field types — text where a Pick List / Multi-Select / Lookup belongs
- Formula fields referencing removed fields; lookup vs relationship misuse
- Field counts against per-module edition limits
What it surfaces
Field & layout sprawl hitting edition caps, and picklist fragmentation breaking reports.
- 01Connect
Scoped OAuth, read-only
You authorise Zoho OAuth2 with read scopes only. Discovery never requests write access. Revoke it any time from your Zoho account.
- 02Snapshot
Point-in-time baseline
Before anything else we capture a full inventory — modules, layouts, fields, Blueprints, rules, functions — plus a data backup as a timestamped baseline you keep.
- 03Analyse
Our engine walks every component
Our own audit engine systematically inspects every module, Blueprint, rule and Deluge function — quantifying fill rates, duplicates, fragmentation and automation health, in execution order.
- 04Report
Findings + Health Score
You get a categorised findings report with a CRM Health Score and sub-scores, plus the evidence behind every finding — field-utilisation tables, duplicate counts, automation dependency maps.
- 05Remediate
Staged, reversible fixes
Each fix is proposed, approved, applied in a controlled batch, and logged against Zoho's Audit Log. We validate in a Sandbox first, archive over delete, and merge with primary-record rules.
- 06Architect
Future-state roadmap
A forward architecture and governance plan — Blueprint-governed stages, field-creation discipline, an audit cadence — so the CRM stays clean long after we've handed it back.
It depends on your Zoho edition and the size of your org — the number of modules, fields, rules and Deluge functions all factor in. We confirm the price on the initial scoping call, before any work starts. If you then want us to implement the fixes, that's a separate engagement — but you own the roadmap either way.
Zoho OAuth2 with read-only scopes for the discovery phase. You authorise it, you can see exactly what it can touch, and you can revoke it any time from your Zoho account. We never request write access to analyse.
The analysis is read-only and credit-aware, so it respects your API limits and never degrades your instance. Nothing is changed during discovery. If you later approve fixes, we validate in a Sandbox where available, and every change is snapshotted, staged, logged and reversible.
Perfect — that's what the prioritised roadmap is for. It's specific enough for your admin to action directly. Hire us only if you'd rather we did the heavy lifting.
All of them. The audit adapts to what your edition exposes — the deeper analysis (Blueprints, Functions/Deluge, Sandbox) simply lights up on the editions that include it.
It depends on the size and complexity of your org. A thorough audit of a real Zoho org is proper work — we'll give you a clear timeframe on the scoping call, then walk you through the findings before you decide what happens next.
See what's really in your Zoho org.
Book a short scoping call. We'll walk through your org, agree the scope and price, and schedule your audit from there.