Smart ERP Automation for Growing Businesses
Octfis helps businesses build Zoho-based ERP systems by connecting CRM, Books, Inventory, Creator, People, Projects, Analytics, and custom workflows for sales, finance, purchase, inventory, production, HR, operations, and management reporting.
ERP Operations Performance
Live movement of sales, purchase, inventory, production, finance, approvals, and delivery activity
ERP Activity Notifications
Connected Operations
Unified sales, finance, inventory, purchase, HR, and reporting workflows.
Faster Processing
Automated approvals, order processing, inventory updates, and finance entries.
Live Visibility
Continuous tracking across departments, transactions, stock, and performance.
Process Control
Improved operational discipline through automation, integration, and dashboards.
Complete Zoho-based ERP implementation and automation services.
We design and implement ERP workflows using Zoho apps according to your business process, approval hierarchy, stock movement, accounting flow, production logic, HR needs, and MIS reporting requirements.
ERP Architecture
Design connected workflows across Zoho CRM, Books, Inventory, Creator, People, Projects, and Analytics.
Inventory & Purchase
Automate stock, purchase orders, vendor workflows, goods receipt, reorder levels, and warehouse reporting.
Finance Automation
Connect invoices, bills, payments, taxes, expenses, approvals, receivables, and accounting reports.
Custom Creator Apps
Build custom ERP modules for production, approvals, service, operations, quality, HR, and internal workflows.
MIS Dashboards
Create dashboards for sales, stock, finance, purchase, operations, employee productivity, and management KPIs.
API Integrations
Integrate Zoho ERP workflows with ecommerce, payment gateways, WhatsApp, Tally, logistics, and external systems.
Connected business workflow from lead to cash and operations.
Automate lead capture, sales orders, stock availability, purchase planning, production tasks, billing, payment tracking, delivery updates, HR workflows, and management reports through one connected Zoho ERP ecosystem.
Lead & Order
Capture leads, create quotations, sales orders, customer approvals, and deal records.
Stock & Purchase
Check stock, trigger purchase, manage vendors, update inventory, and plan fulfillment.
Operations
Manage production, service, projects, approvals, internal tasks, and department workflows.
Finance
Create invoices, track bills, payments, taxes, receivables, expenses, and accounting entries.
MIS Reports
Generate live dashboards for sales, stock, finance, operations, HR, and business performance.
Trusted Zoho ERP implementation partner for growing businesses.
We help businesses move away from disconnected systems and build scalable, automated ERP workflows using the Zoho ecosystem.
Fast Implementation
Quick ERP rollout with phased modules for sales, finance, stock, operations, and reports.
Custom Automation
Automate approvals, stock updates, order processing, invoices, reminders, and department workflows.
Connected Zoho Apps
Integrate multiple Zoho applications into one structured, reliable business operating system.
Dedicated Support
Long-term support, user training, migration help, process consulting, and ERP optimization.
Zoho ERP solutions for multiple business operations.
We customize Zoho ERP workflows based on your sales process, inventory model, finance structure, approval logic, production workflow, service process, and reporting needs.