OCTFIS TECHNO LLP
Zoho Customization • Add-ons • Automation

Build a Smarter Zoho System for Your Business

We design custom Zoho modules, add-ons, dashboards, templates, integrations, WhatsApp automation, Tally synchronization, and data migration solutions for growing businesses.

Automation Overview

LIVE

₹27.9L

Monthly business value tracked

128

Approvals automated

96%

Manual process reduction

30+

Zoho service solutions

15+

Custom Modules

20+

Add-ons & Extensions

10+

Automation Categories

100%

Custom Workflow Focus

Service Categories

Complete Zoho services for implementation, customization, automation, reporting, templates, data migration, and business integrations.

Custom Module

Custom operational modules for industry-specific workflows.

  • Bill of Entry Module
  • Bill of Materials Module
  • Auto PO Generate
  • Purchase Request
🧩

Our Add On

Ready and custom add-ons for Zoho CRM, Books, Billing, and Inventory.

  • IndiaMART Extension for CRM
  • Google Address Autocomplete
  • Zoho Inventory to Tally Integration
  • Dynamic PDF Templates
📊

Analytics Dashboard

Actionable dashboards for finance, sales, approvals, and inventory.

  • Sales Dashboard
  • Finance Analytics
  • Inventory Dashboard
  • Approval Monitoring
📄

Custom Templates

Modern templates for invoices, sales orders, PDFs, and dispatch documents.

  • Invoice Templates
  • Sales Order Templates
  • Package Templates
  • Advanced PDF Layouts

Custom Module Development

Build structured modules inside Zoho for real business operations, approvals, production, inventory, service, fleet, and finance.

Operations Modules

  • Bill Of Entry Module
  • Bill Of Materials Module
  • Auto PO Generate
  • Purchase Request
  • Order Tracking Sheet

Service & Job Modules

  • Job Card
  • Jobwork
  • Tool Repair Module
  • Item Warranty Module
  • QC Model

Logistics & Fleet Modules

  • Fleet Management
  • Driver Sheet
  • Loading Sheet
  • Barcode Printing
  • SO Approval

Finance Modules

  • Cheque Printing
  • Subscription Details
  • Pending Approvals
  • Purchase Approval Flow
  • Custom Finance Reports

Zoho Add-ons & Extensions

Extend your Zoho ecosystem with marketplace lead sync, Books automation, Inventory logic, Tally integration, and advanced PDF generation.

CRM Extensions

  • IndiaMART Extension For CRM
  • Google Address Autocomplete Extension For CRM
  • Auto Currency Exchange Rate Updater For CRM
  • TradeIndia Extension For CRM
  • Fetch Leads From Google Sheets Into CRM
  • City, State, And Country GeoData Populator For CRM
  • Exporters India Extension For CRM

Books & Billing Add-ons

  • Zoho Billing To Tally
  • Customer Rating Extension For Books
  • Item Margin And Margin Percentage For Books
  • Dynamic PDF Templates For Books
  • Innovative Template Designs For Books
  • Item Weight Calculator For Books

Inventory & Order Add-ons

  • Zoho Inventory To Tally Integration
  • Auto Currency Exchange Rate Updater For Books
  • Auto Currency Exchange Rate Updater For Inventory
  • Sales Order Packages To Invoice For Books
  • Retainer Invoice From Sales Order For Books

Marketplace Toppings

  • IndiaMART RealTime Leads For CRM
  • IndiaMART RealTime Contacts
  • TradeIndia Topping
  • ExportersIndia Topping
  • IndiaMart Topping

Automation that connects your complete business workflow.

We connect Zoho CRM, Books, Billing, Inventory, Creator, Analytics, Tally, WhatsApp, marketplaces, and custom databases into a single automated operating system.

Lead capture from IndiaMART, TradeIndia, ExportersIndia, and Google Sheets.
Invoice, order, approval, dispatch, and inventory workflow automation.
Tally integration for accounting, inventory, vouchers, and reporting.
WhatsApp alerts for invoices, payments, orders, and marketing campaigns.

01. Lead Capture

Marketplace, website, forms, and sheets lead data enters CRM automatically.

02. Zoho Processing

CRM, Books, Inventory, Billing, and Creator workflows process data.

03. Automation Trigger

Approvals, invoices, notifications, PDFs, and integrations run automatically.

04. Reports & Sync

Dashboards, Tally sync, WhatsApp updates, and management reports stay live.

Other Services

Supporting services for communication, finance, payroll, migration, and operational digitization.

💬

WhatsApp Integration

Automated WhatsApp notifications for invoices, payments, leads, orders, and approvals.

📣

WhatsApp Marketing Tool

Campaign messaging, customer segmentation, template messages, and campaign analytics.

👥

Payroll Services

Payroll setup, salary structures, payslips, attendance sync, and employee records.

🧮

Accounting & Book-Keeping

Clean books, invoices, expenses, reconciliation, financial tracking, and reporting.

🔄

Data Migration

Migration for customers, vendors, items, opening balances, transactions, and inventory.

Our Delivery Process

A structured execution process for reliable Zoho customization, clean implementation, and long-term support.

Requirement Study

We understand business processes, users, modules, reports, and existing system gaps.

Solution Blueprint

We define module structure, automation logic, integration flow, dashboard scope, and templates.

Development & Setup

We configure Zoho, build modules, create workflows, integrate APIs, and prepare reports.

Testing & Training

We test use cases, validate data, train users, and refine the system before final handover.

Frequently Asked Questions

Common questions about Zoho custom modules, add-ons, integrations, dashboards, and support.

Can you build a custom module inside Zoho?

Yes. We can build custom modules for operations, purchase, service, job cards, fleet, QC, warranty, loading sheets, approvals, and finance workflows.

Do you provide Zoho to Tally integration?

Yes. We support Zoho Inventory to Tally, Zoho Books to Tally, Zoho Billing to Tally, and custom voucher or transaction sync based on your workflow.

Can you automate WhatsApp messages from Zoho?

Yes. We can automate WhatsApp messages for invoices, payment reminders, lead alerts, order updates, approval notifications, and marketing campaigns.

Do you create custom Zoho templates?

Yes. We design custom invoices, sales orders, purchase orders, delivery documents, package templates, barcode layouts, and dynamic PDF templates.

Ready to Build Your Custom Zoho Solution?

Get custom Zoho modules, add-ons, dashboards, templates, WhatsApp automation, Tally integration, data migration, and long-term support for your business.

Contact Us Today →