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Simpro logo+Zoho
Zoho Certified PartnerField service integrationTwo-way sync

Connect Simpro with Zoho CRM seamlessly.

Connect Simpro with Zoho CRM so won deals become jobs, customer and site details stay in sync, and job status flows back for follow-up and reporting.

Book a free consultation →Call +61 485 005 101
Zoho Authorized Partner
★★★★★
100+ Zoho projects delivered · Rated 5.0 by our clients

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SimproField service
Two-waysync where needed
Monitorederrors caught early
Fixedprice scoping

Trusted by leading Australian organisations

Ray WhiteSavillsPickles AuctionsNSW GovernmentQueensland GovernmentWestpacRio TintoVan Brunt & Co. General ContractorsPaddington Uniting ChurchNewtown MissionHousing AustraliaUNSW SydneyAllianzMelbourne Cake StudioFernoRacing QueenslandConservation ManagementWaratah KitchensAUS EnergyInterim FinanceBody ArmourPurple Cow Real EstateUpskills QLDRecruitUp GlobalFulie Energy
Zoho Authorized Partner
Zoho CRM certifiedZoho Desk certifiedZoho Analytics certifiedZoho Creator Certified DeveloperZoho Creator Certified Expert

Zoho Authorized Partner. Certified across Zoho CRM, Desk, Analytics and Creator, implementing Zoho for clients across Australia, the US, UK and Canada.

Zoho OneCRMBooksDeskProjectsInventoryAnalyticsCreator
How we help you

Sound familiar? Here’s how we fix it.

The challenges we hear most from growing businesses, and how Zoho Simpro integration done properly turns them around.

The problemLeads slipping through the cracks
→
With Inayah + ZohoEvery enquiry captured in Zoho CRM, assigned and followed up automatically.
The problemThe same data typed into three systems
→
With Inayah + ZohoZoho apps share one database, and we connect Xero, MYOB and the rest.
The problemNo clear view of the numbers
→
With Inayah + ZohoLive Zoho Analytics dashboards replace end-of-month spreadsheets.
The problemA system nobody actually uses
→
With Inayah + ZohoWe configure Zoho around how your team works, then train every role.
The problemOffshore or DIY setups gone wrong
→
With Inayah + ZohoWe fix, simplify and document what is there before building more.
The problemManual follow-ups and reminders
→
With Inayah + ZohoWorkflows, SMS and Zia AI handle the chasing for you.
How it works

How Simpro and Zoho work together.

Data moves automatically in the direction your process needs.

Field serviceZoho CRM / FSMZohoCustomers & sitesCustomers & sitestwo-wayWon deals → jobsWon deals → jobsto ZohoQuote statusQuote statusto SimproJob status & invoicesJob status & invoicesto SimproReal-time sync
01

Customers & sites sync

Customers & sites kept in step between Simpro and Zoho automatically.

02

Won deals → jobs sync

Won deals → jobs kept in step between Simpro and Zoho automatically.

03

Quote status sync

Quote status kept in step between Simpro and Zoho automatically.

04

Job status & invoices sync

Job status & invoices kept in step between Simpro and Zoho automatically.

05

Automation rules

Workflows trigger the right action at the right time.

06

Error monitoring

Failed syncs flagged and fixed before they cause problems.

Benefits

What the integration changes.

Less admin, faster action and numbers everyone trusts.

Simpro dashboard (sample)OverviewTeamTrendsAIApps connected12one loginManual re-keying−85%eliminatedReports automated28scheduledTeam adoption92%+40 ptsThroughput by weekW1W2W3W4W5W6W7W8go-liveWork by statusDoneWorking on itPlannedStuck62%
No double entryStop re-keying data between Simpro and Zoho.
Faster follow-upTeams act on live information, not yesterday’s export.
Clean reportingOne set of numbers across systems.

Figures shown are illustrative samples. Your own baselines are agreed during discovery.

Our approach

From scoping to live sync.

Every integration is mapped, tested and documented.

01STEPMapFields, direction andtriggers agreed.02STEPBuildConnector or customintegration configured.03STEPTestSample data synced andvalidated.04STEPLaunchLive sync with monitoringswitched on.05STEPSupportUpdates as both systemsevolve.
Our story

Technology should make work easier, not harder.

Inayah Consulting began with a simple frustration: watching good businesses buy great software, then struggle because nobody took the time to understand how they actually work. Before Inayah, our Principal Consultant Paul Bharti spent years delivering technology change for organisations like BT, Westpac, HSBC, McKinsey and PwC. He saw the same lesson everywhere: the process has to come first.

Today we bring that discipline to growing businesses. We sit with your team, map how work really flows, and only then design Zoho around it. Many of our clients come to us after an offshore or DIY setup that didn’t stick, and the most rewarding part of our work is the moment a team stops fighting their system and starts trusting it.

We are based in Sydney and work with clients across Australia, the US, UK and Canada. You work directly with a senior consultant from first call to go-live.

What we stand for

Process firstWe map how you work before configuring anything.
Senior-led, accountableOne experienced consultant owns your project end to end.
Honest recommendationsTechnology-agnostic: we also implement HubSpot, Smartsheet, Pipedrive, Microsoft Dynamics and Jira, so we recommend what fits.
Built to be usedTraining and hypercare until your team runs it confidently.
Zoho Certified Partnercertified across the Zoho suite
5.0 ★on every rated Zoho client review
4 countriesAustralia, US, UK and Canada
PRINCE2 · ITILenterprise delivery discipline
Top Ratedon Upwork
Proof of success

Real Zoho projects, real results.

A selection of Zoho engagements, with results in our clients’ own words.

▶
Video case study

Pickles Australia

Watch how Inayah implemented Zoho for Pickles, one of Australia’s leading auction groups.

“Paul really hit the ground running as soon as we engaged him. We had a lot of quick wins.” — Nadeen Lawand, Product Manager, Pickles

Watch on YouTube →
Trades · Forecast Air ConditioningZoho CRM, invoicing and dashboards
Challenge
Running on instinct and spreadsheets: leads falling through the cracks, messy scheduling, slow manual invoicing and no visibility.
Solution
A Zoho setup tracking every lead from enquiry to job completion, automated invoicing and a readable dashboard.
Result
“Within weeks of going live, we’d already caught leads we would have previously missed and cut the time our team spent on admin significantly.”
Not-for-profit · Newtown MissionZoho implementation and ongoing support
Challenge
A church, community support and not-for-profit organisation needed a system suited to its unique work.
Solution
Zoho implemented alongside the team, with clear guidance, training and ongoing support.
Result
“A system that is practical, effective, and genuinely suited to our organisation.”
Recruitment · RecruitUp GlobalZoho One and Zoho Recruit
Challenge
An international recruitment firm needed Zoho One and Zoho Recruit tailored to its processes.
Solution
Automations, customisation and process optimisation across Zoho One and Zoho Recruit.
Result
“He understood our needs and quickly came up with solutions and process optimisations.”
Energy · Fulie EnergyCRM selection and Zoho CRM
Challenge
No prior CRM knowledge and a limited budget.
Solution
A clear comparison of CRM options, then a Zoho CRM implementation within budget.
Result
“Paul was helpful at all stages, and a pleasure to work with.”
Food & retail · Melbourne Cake StudioZoho discovery workshop
Challenge
Systems were not supporting how the business operates.
Solution
A workshop to map processes in detail and identify what wasn’t working.
Result
“We now have a detailed plan and a much better direction for moving forward with Zoho.”
Asset finance · Chevron FinanceZoho CRM reporting
Challenge
A complex report was needed from an existing Zoho CRM.
Solution
Report built quickly, plus a review of how Zoho could do more for the business.
Result
Uncovered “lots of ways we can use the system to improve”.
▶
Video testimonial: Fulie EnergyWatch Natasha Devlin’s team talk about their Zoho CRM journey

More from our Zoho portfolio

Zoho One for Plus Render (Spain)Zoho One for BN HealthyZoho Campaigns for Kyabel PropertyZoho One for SBIS (small business coach)Zoho Recruit for Delgao Shaw ExecutiveZoho support for Upskills QLDZoho Inventory and Xero integrationZoho Bigin API integration for a steel storage manufacturerZoho CRM for a hospitality businessZoho CRM for an education businessZoho for an accounting firmProcess automation for a brokerage firm
Zoho integrations

Zoho, connected to the tools you already use.

See all integrations →
Xero logoMYOB logoQuickBooks logoJustCall logoAircall logoEmployment Hero logoRingCentral logoServiceM8 logoSimpro logoSAP logoMicrosoft 365 logoGoogle Workspace logoShopify logoWooCommerce logoStripe logoSquare logoSlack logo
Client reviews

What our Zoho clients say.

5.0
★★★★★
100+ Zoho implementations
“

Game-changer for our business

“Paul came in, understood our operation quickly, and built us a Zoho setup that actually made sense for a trade business like ours. No fluff, just a clean system that tracks every lead from first enquiry to job completion, automates our invoicing, and gives me a dashboard I can actually read.”

— Alex Hourani, Owner, Forecast Air Conditioning
★★★★★
“

An absolute Zoho wizard

“He tailored the system perfectly to our needs, combining deep technical knowledge with exceptional attention to detail.”

— Zoho CRM & Campaigns client, Plumbing
★★★★★
“

Thoughtful, practical support with Zoho

“Rather than just jumping straight into setup, the workshop gave us the space to go through our processes in detail, identify what wasn’t working, and map out a much clearer plan for how Zoho can be used to optimise and streamline the business.”

— Melbourne Cake Studio
★★★★★
“

Genuine understanding of our organisation

“Paul takes the time to listen, understand how we operate, and work alongside us to implement a system that is practical, effective, and genuinely suited to our organisation… he continues to provide ongoing support as our organisation develops.”

— Newtown Mission
★★★★★
“

Streamlined our entire business

“They streamlined our entire business using Zoho One, saving us countless hours of manual work. The implementation process was smooth, professional, and completely stress-free.”

— NUVIAX
★★★★★
“

Valued, responsive support

“Fantastic responsive service: Paul and his team support some of our very complex Zoho setup problems. They continue to be valued support for our business.”

— Brian Abrahamson, Upskills QLD
★★★★★
FAQ

Frequently asked questions

Straight answers to the questions we hear most.

Does Zoho integrate with Simpro?

Yes. We connect Simpro and Zoho using native connectors, Zoho Flow, marketplace extensions or custom API integrations, depending on what your process needs.

Native connector or custom integration?

We start with native or marketplace options where they meet your needs, and build custom Deluge or API integrations where they don’t.

How long does an integration take?

Simple connector setups take days. Custom two-way integrations are scoped and quoted as a fixed price.

Do you maintain the integration?

Yes. Our managed support plans include monitoring and updates when either system changes.

Connect Simpro and Zoho properly.

Book a free consultation with a Zoho Authorized Partner.

Book a free consultationCall +61 485 005 101