Create Accountor Login

Managed Zoho

Managed Zoho Consulting Services for Growing Businesses

Our Zoho consulting services get you past the part where you own fifty applications and use four of them. We decide which ones you turn on, wire them to each other, and then run them for you. You deal with one team that knows your account. Ask a question, get a plain answer. Nobody hands you a login and calls that onboarding.

The Zoho Apps Most Teams Start With

Managed Zoho CRM A Zoho CRM consultant on subscription: we design your pipeline, build automation and blueprints, clean your data, and keep reporting right. Yours to own. Your sales process leadsConfiguration that keeps upAPI work where connectors stopAdoption over feature count See details Managed Zoho Books Zoho Books setup for invoicing, reconciliation, and reporting, built inside your own Zoho account by a managed team and kept right month after month. Someone watching your bank feedsRules that match your ledgerAPI work where settings stopReports built around your questions See details Managed Zoho Desk Zoho Desk setup for tickets, workflows, and escalations, built inside your own Zoho account by a managed team and kept right as your support grows. We tune the automationSLAs that mean somethingWe read the ticket dataBuilt around your actual queue See details Managed Zoho Projects Cascadia sets up phases and task lists around how you deliver, builds templates for repeat jobs, and connects logged time to Zoho Books invoices. We build around your delivery processHours that reach an invoiceApprovals that cannot be skippedClient access set on purpose See details Managed Zoho People Cascadia builds your accrual schedules, carryover caps, and approval chains into Zoho People, then tests them before an employee sees a balance. We configure your actual policiesOnboarding that runs without remindersTime that reaches payrollPermissions set on purpose See details Managed Zoho Creator We build and maintain your Zoho Creator apps, Deluge scripts, and portals inside your own account. Requests are done within two business days. Built around your real processDeluge where the clicks run outTested before your team sees itField work treated as first class See details

Trusted by operations globally

Built in the Pacific Northwest, Trusted Well Beyond It

We treat support as a relationship, not a ticket count. The work is boring by design, and boring is exactly what you want from the systems your revenue runs through. We explain all of it in plain language, no technical translation required.

Tell us what is wrong

Most People Arrive with One of These

Most people don’t arrive thinking “I need a Zoho partner.” They arrive because two apps disagree about the same customer, or a renewal lands for licenses nobody uses. This section maps the symptoms we hear most often to the Zoho One, single app, Creator, or automation work that actually fixes them. Find the one that sounds like your month, and we will take it from there.

Not Sure? Talk to Us

Still have a question?

One of my processes lives in a spreadsheet only one person understands

There is always a workflow that no standard app covers, so it ends up in a spreadsheet on one person’s desk. Zoho Creator turns that into a real application with permissions, an audit trail, and a live link to the records it should have been touching all along. See managed Zoho Creator.

I pay for Zoho One and my team uses four of the apps

Paying for fifty applications and using four is the normal outcome, not a failure of discipline. The work is deciding which eight actually matter to your business and configuring those properly, rather than leaving forty-two switched half on. See managed Zoho One.

Somebody retypes every closed deal into an invoice by hand

If a person is copying a won deal out of CRM and into Books, the suite is not doing the job you bought it for. A Deluge function moves the record instead. The number gets typed once and stops disagreeing with itself. See managed Zoho automations.

My crew needs an app in the field and Zoho does not sell one

Off-the-shelf modules stop at the edge of your business, which is usually exactly where the work happens. We build the missing piece in Creator, with mobile forms and offline capture, without forking anything you already run. See managed Zoho Creator.

I need one Zoho app run properly and keep being sold the bundle

Not every business needs fifty applications. If CRM or Books is the entire job, any of our plans covers it. Our plans are priced by hours of Zoho work, not by users or apps, and we will tell you plainly when the Zoho One license would save you nothing. See managed Zoho apps.

My Zoho apps do not talk to each other even though it is one suite

One vendor does not mean one system. Each app arrives with its own admin console and its own field names, and joining them up is a project in itself. We do that project, then keep it working when Zoho changes something underneath it. See managed Zoho automations.

Approvals stall in an inbox and I hear about it from the customer

A discount sign-off or a leave request waits on one person opening their email. Scheduled checks chase it instead, and anything past its window turns up on a report rather than in a complaint. See managed Zoho automations.

It Starts with a Look at Your Admin Console

You do not need a project plan or a budget approved by committee to talk to us. Most engagements start with us looking at what you already own inside Zoho, which usually tells the story faster than a meeting does. From there we scope a first phase small enough to finish and useful enough to matter. Here is how that works.

  1. 01Audit What You Already OwnWhat you already own
    • What you run today
    • Where it is hosted
    • What has been breaking
    • What matters most to the business
    • Where the real risks sit
    • Where the quick wins are
    • No obligation
    • No jargon
    Get Started Now
  2. 02Pick the Short ListThe short list, agreed
    • Map needs to service lines
    • Single line or full plan
    • Exactly what’s covered
    • Exactly what it costs
    • What to expect, and when
    • Nothing hidden in the margins
    • No surprises once we begin
    • Scope agreed in writing
    Get Started Now
  3. 03Run It, Not Just Launch ItRun, not just launched
    • We take over the technical work
    • Continuous monitoring
    • Tested changes, documented
    • Real backups
    • Plain-language updates
    • Transparent reporting
    • A real person when you need one
    • Ongoing improvements
    Get Started Now

Every Zoho App We Manage

Most businesses run well on six or eight apps, chosen in the right order and wired to each other. Every app below has its own page.

Sales and MarketingPipelines, chat, bookings, campaigns, and the pages that bring leads in. CRMBiginSalesIQBookingsCampaignsMarketing AutomationSocialSurveyFormsLandingPagePageSenseSitesThriveBackstage
FinanceAccounting, invoicing, billing, payments, payroll, and point of sale. BooksInvoiceBillingExpenseCheckoutPaymentsPayrollPracticePOSCommerce
Customer ServiceTickets, remote support, field service, and shared inboxes. DeskAssistFSMTeamInboxVoice
HR and LearningEmployee records, hiring, training, and courses. PeopleRecruitLearnTrainerCentral
CollaborationChat, mail, files, meetings, projects, signatures, and passwords. CliqConnectMailWorkDriveMeetingProjectsSprintsBugTrackerSignContractsVaultVaniTablesDomains
Custom Apps and DataCustom apps, integrations, automation, analytics, and developer tools. CreatorFlowRPACatalystSigmaAnalyticsDataPrepAppticsDAPMarketplace

Pricing

Managed Zoho Plans

Three monthly plans that cover any Zoho apps, whether you run Zoho One or individual apps. Pricing is by hours of Zoho work, not by users or apps.

Billed monthlyNo setup feeNo annual contract

Essentials

$250/mo

Every Month

5 hoursof Zoho work each month
Monthlyplanning call
10% offquoted projects
+$375/mofor each extra 5 hours

Plan Extras

  • Monthly health report
  • License savings review
  • Priority project scheduling
Get Started

Growth

$500/mo

Every Month

10 hoursof Zoho work each month
Monthlyplanning call
20% offquoted projects
+$375/mofor each extra 5 hours25% Discount

Plan Extras

  • Monthly health report
  • Annual license savings review
  • Priority project scheduling
Get Started

Scale

$1,000/mo

Every Month

20 hoursof Zoho work each month
Every two weeksplanning call
30% offquoted projects
+$375/mofor each extra 5 hours25% Discount

Plan Extras

  • Monthly health report
  • Semiannual license savings review
  • Priority project scheduling
Get Started

Every Plan Includes

  • User, license, and permission administration
  • Integration and automation monitoring
  • Zoho update reviews before they reach you
  • Renewal and license management
  • Zoho Partner Support handled, with daily follow-ups

How the Hours Work

  • Hours do not roll over to the next month.
  • Planning calls do not use your included hours.
  • Requests that fit in your remaining hours are done that month.
  • Anything larger is quoted as a project, scheduled once you approve it.
  • Covers any Zoho apps, priced by hours, not users.

Plan Requirements

  • Cascadia Web Services is listed as your Zoho Partner on your organization's Zoho subscriptions
  • We have an administrator login in your organization

Ask us

Questions People Ask Before They Sign Up

Tell us what you need Zoho to do, and we will tell you honestly whether we are the right people for it.

Talk to Us

Still have a question?

What happens on the first day?

We look at what you already own inside your Zoho admin console, which usually tells the story faster than a meeting does. Nothing gets reconfigured on day one. Your portal login follows within two business days.

Do I have to buy Zoho One to work with you?

No. If CRM or Books is the entire job, any of our plans covers it. Our plans are priced by hours of Zoho work, not by users or apps, and we will tell you plainly when the Zoho One license would save you nothing.

What if something breaks between two apps at 2am?

A connection between two apps rarely announces that it has stopped. Wiring the suite together is our project, and keeping it working when Zoho changes something underneath it is part of the same job, whatever hour it breaks.

Can my team still make changes in Zoho?

Yes. The organization stays yours and your admins keep their access. Tell us what changed on your side and we will keep the connections between the apps working.

What happens if I want to leave?

The Zoho organization, your data, and everything we built inside it are yours and stay exactly where they are. No exit fee and no hostage-taking.

How do I get started?

Tell us which Zoho apps you pay for and which ones your team actually opens. We will look at the admin console, tell you what we find, and you decide whether to go ahead.

Is there a contract?

No contract. It is month to month, and canceling is a message rather than a process.

What do I see each month?

What we configured, what ran, and what failed, which integrations we repaired, and anything Zoho changed underneath that affects you. Plain language, no translation needed.

Ask Us Anything

We’d love to hear from you!