Partner Chronicles

In this episode, we sit down with Pratik Modi, Founder of FI Digital, to explore one of the most sophisticated Zoho One implementations in the Asia-Pacific region.

FI Digital, a leading Zoho consulting and implementation partner with over 8 years of experience, specializes in helping mid-market and enterprise clients transform their operations. From complex integrations with SAP and NetSuite to deploying Zoho’s AI-powered tools, their team has delivered hundreds of successful projects.

In this conversation:

➡️ How FI Digital replaced fragmented tools with Zoho One across 50+ applications

➡️ Real-world challenges: Tier-based travel calculations, cross-country rollouts, and scaling to 1,000+ users

➡️ Vertical expertise: Financial services, manufacturing, retail, distribution, and logistics

➡️ Why consulting-led, scalable implementations create lasting impact

➡️ The mindset shift from “data entry software” to empowering, enjoyable tools

➡️ How FI Digital stays ahead of the curve with Zoho’s AI and RPA innovations

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In this episode, Sangeeta Nath from Zoho One sits down with Avon Collis, CRM & Automation Specialist at Relevate, to explore how Relevate leverages Zoho One to transform business operations for enterprise clients across Australia, New Zealand, India, Thailand, the UK, and the US.

Avon Collis shares his journey from long, manual workdays to building internal help desks, video-based knowledge management, and end-to-end process automation—all within a single, unified platform.

Learn how veteran-owned values, rigorous change management, and a “global-first” culture fuel Relevate’s mission to deliver scalable, continuous improvements.

Key Takeaways

• Veteran-Driven Values & Intelligence Approach

  Applying military-style intelligence gathering to CRM for deeper customer insights and trust.

• Unified Platform over Disparate Tools

  Consolidating silos—CRM, desk, knowledge base, approvals—into one seamless Zoho One ecosystem.

• Sandbox-First Change Management

  Training staff in a sandbox weeks ahead, using videos and countdowns to drive smooth cutovers.

• Global-First, Human-Centric Culture

  Designing spacious, respectful offices and cross-cultural collaboration (chai, biryani, and all).

• Continuous Improvement via Zoho Desk

  Internal ticketing drives self-help articles, cutting support queries by 50% and reinvesting time savings.

In this episode, Sangeeta Nath from Zoho One sits down with Kim McLachlan, Founder and Director of Dynamic Digital Solutions, to explore how Dynamic Digital Solutions helps businesses build agile, scalable applications using Zoho Creator and Zoho One.

From construction and mining to professional services and healthcare, Kim shares real stories of transforming business operations—building everything from risk registers to HR platforms and supplier portals.

If you're curious about low-code, custom workflows, and how Zoho partners help clients move faster with confidence, this is a must-listen.

Key Takeaways

• Customized Business Apps, Not Generic Tools:
  Dynamic Digital Solutions crafts tailored solutions using Zoho Creator, eliminating the need for one-size-fits-all software.

• Rapid Low-Code Development:
  Kim explains how complex applications can be built and deployed in just days using Zoho’s low-code platform.

• Solving Industry-Specific Problems:
  From compliance in mining to HR in healthcare, Dynamic Digital Solutions creates tools designed around the real-world needs of clients.

• Dynamic Digital Solutions-Zoho Partnership Model:
  Learn how being a Zoho One partner empowers Dynamic Digital Solutions to integrate tools like CRM, Forms, and Analytics seamlessly.

• Behind the Build:
  A look at Dynamic Digital Solutions’ unique approach—working closely with clients throughout the build, not just at the beginning.

Tune in to this episode of Partner Chronicles as Sangeeta Nath from Zoho One  chats with Chirag and Hamish from AariaLife, a leading Zoho Premium Partner, about their success with Zoho One—the ultimate operating system for business! Learn why they transitioned from Oracle NetSuite to Zoho, started with Zoho Books, and now run their entire company on 20+ Zoho apps.

Key Takeaways

• Why Zoho One? – A single platform for CRM, finance, analytics, HR, and more

• Client Success Stories – How AariaLife replaces disconnected tools with seamless business automation

• Remote-Ready Solutions – Why cloud ERP and digital workflows are essential in today’s world

• Trusted Partnerships – Their no-nonsense approach to client consultations (even saying NO when needed)

• Zoho’s Future – Where the platform shines (scalability, integrations) and where it’s evolving (manufacturing, global finance)

What happens when a business leader sees a gap in how companies manage customer relationships and decides to fix it? Megan Cunningham Adams, founder of Onion CRM, did exactly that. In this episode, Akram Aslam from Zoho One dives into Megan’s journey, from the early days of building Onion CRM to helping businesses across New Zealand transform their sales and operations. They unpack the real struggles companies face with CRM adoption, the game-changing role of Zoho One’s all-in-one platform, and why the right technology isn’t just about data, it’s about driving growth. Packed with real stories and actionable insights, this is one conversation you don’t want to miss. Tune in now!

Key Takeaways – Onion CRM & Zoho One  

• Zoho One as a Business OS – Customizable, scalable, and the "engine room" for businesses.

• Implementation – Layered "onion" approach, staged rollout, MVP first, completed in under a month.

• Training – Short, targeted sessions with follow-ups after 4-6 weeks.

• Target Markets – Manufacturing ($10M+), charities, and professional services.

In this episode of Partner Chronicles, powered by Zoho One, Sangeeta Nath, Partner Engagement Specialist at Zoho One, sits down with Kira and Anton from Customerization, a leading Zoho Partner in Canada. They share their expertise in implementing Zoho One for small and medium-sized enterprises (SMEs)—from CRM and automation to accounting, marketing, and beyond.

Discover how Customerization takes a customer-first approach, solving real business challenges with custom solutions, integrations, and digital transformation strategies. They also discuss leveraging Zoho Creator for advanced customization, overcoming technical hurdles, and integrating Zoho with enterprise-level workflows.

The conversation explores the importance of change management, training, and the power of the Zoho community in ensuring a smooth adoption process. Whether you're a Zoho user, business leader, or tech enthusiast, this episode is packed with insights on how Zoho One can streamline operations and drive business growth.

Tune in to learn how Zoho One can be the operating system that transforms your business!

Key Takeaways:

• Customization’s Zoho One Approach:

• Adopted Zoho due to client demand and CRM expertise.

• Uses Zoho end-to-end for operations, from marketing to support.

• Zoho One’s Unique Value:

• 40+ integrated apps for business needs.

• Customizable, scalable, and cost-effective for SMEs.

• Successful Implementations:

• Understands customer pain points and ensures smooth adoption.

• Provides training and change management support.

• Custom Solutions & Challenges:

• Builds tailored solutions like inventory analytics and pricing tools.

• Addresses enterprise needs like lifecycle management and backups.

• Customer Focus & Community Support:

• Prioritizes trust, flexibility, and problem-solving.

• Leverages Zoho’s resources and strong user community.

In this episode of Partner Chronicles, Sangeeta Nath, Partner Engagement Specialist at Zoho One, sits down with Vishal Agarwal, CEO of CRM Masters and a Zoho Premium Partner. Vishal dives into his entrepreneurial journey, sharing how CRM Masters has scaled with Zoho One’s powerful, all-in-one business suite. He unpacks the advantages of Zoho One as an operating system for business, the game-changing benefits for companies of all sizes, and how expert partners like CRM Masters drive digital transformation. If you're looking to streamline workflows, automate processes, and maximize business efficiency with an integrated tech stack, this episode is a must-listen!

Key Takeaways:

• Vishal Agarwal’s Journey – How he founded CRM Masters as a Zoho Premium Partner to help businesses leverage Zoho solutions.

• Zoho One Implementation Strategy – Starting with core apps like Zoho People and Zoho Projects before expanding across organizations.

• Strengths of CRM Masters – A focus on honesty, transparency, and advanced solution design powered by Vishal’s programming expertise.

• Zoho One’s Impact – How it transformed CRM Masters’ own operations, improving accounting, invoicing, and time tracking.

• Tailored Digital Transformation – Helping businesses of all sizes navigate Zoho One with gap analysis and customized solutions.

• Zoho One as a Business OS – How CRM Masters simplifies its feature-rich ecosystem for clients, ensuring long-term success.