ZOHO – Sumo Tech

ZOHO SOLUTIONS

At Sumo Tech, we help South African businesses unlock the full power of Zoho — one of the world’s most comprehensive cloud-based business platforms. As a certified Zoho Authorised Partner, we go beyond software deployment. We take the time to understand your business, map the right tools to your processes, and implement solutions that genuinely make your team more efficient.

Whether you’re a growing SME, a scaling enterprise, or a business ready to move away from legacy systems, we are here to guide you every step of the way

WHAT WE DO

We offer end-to-end Zoho services across the full suite of applications. Our work covers four key areas:

We assess your current workflows, identify inefficiencies, and develop a clear Zoho roadmap aligned to your business goals

We configure and deploy Zoho applications tailored to how your business actually operates, not a generic out-of-the-box setup

We connect Zoho with your existing systems — whether that’s accounting software, e-commerce platforms, or third-party tools — for a seamless flow of data across your business.

We don’t disappear after go-live. We train your team and remain available for ongoing support to make sure you get maximum value from your investment

ZOHO APPLICATIONS

Zoho One unifies your business with over 45 integrated applications under a single subscription, providing a centralized platform to manage operations, improve collaboration, and increase productivity.

By connecting key business functions into one seamless ecosystem, Zoho One helps eliminate data silos, automate processes, and provide real-time insights that support smarter decision-making. With enterprise-grade security, customization capabilities, and scalable solutions, businesses can streamline operations and drive sustainable growth from a single platform.

Zoho CRM is a powerful customer relationship management platform that helps businesses manage their entire sales process from lead capture to deal closure. Track leads, manage opportunities, automate follow-ups, and gain complete visibility into your sales pipeline through a centralized system.

Designed to improve sales efficiency and customer engagement, Zoho CRM enables teams to streamline workflows, reduce manual tasks, and make data-driven decisions with real-time insights and reporting. By keeping all customer interactions and sales activities in one place, businesses can improve collaboration, strengthen relationships, and close deals more effectively.

Zoho Books is cloud-based accounting software designed to help businesses manage their finances with accuracy and ease. It enables you to handle invoicing, expenses, bank reconciliation, and financial reporting in one centralized system.

For South African businesses, Zoho Books can be configured for full local compliance, including correct VAT settings, ZAR currency, and reporting formats aligned with SARS requirements. This ensures your accounting processes remain accurate, compliant, and easy to manage while giving you real-time visibility over your financial health.

Zoho People is a cloud-based HR management system designed to help businesses streamline and automate their employee management processes. It allows you to handle core HR tasks such as employee records, attendance tracking, leave management, onboarding, and performance tracking from a single platform.

Built to improve efficiency and employee experience, Zoho People reduces manual HR work, centralizes workforce data, and provides real-time insights into your team. It helps businesses stay organized, improve compliance, and manage people more effectively as they grow.

Zoho Projects is a cloud-based project management platform that helps teams plan, track, and deliver work efficiently. It allows you to organize tasks, set timelines, assign responsibilities, and monitor progress in real time, ensuring every project stays on schedule.

With built-in collaboration tools and visibility across tasks, deadlines, and budgets, Zoho Projects helps teams stay aligned and productive from start to finish. It simplifies project execution, improves accountability, and gives managers clear insight into overall project performance

Zoho Analytics is a powerful business intelligence and data analytics platform that helps businesses turn raw data into clear, actionable insights. It enables you to create custom dashboards, build detailed reports, and visualize key performance metrics across your organization.

With real-time analytics and easy-to-use reporting tools, Zoho Analytics helps you track trends, identify opportunities, and make informed decisions faster. It centralizes data from multiple sources, giving you a complete overview of your business performance in one place.

Zoho Creator is a low-code/no-code application development platform that allows businesses to build custom applications tailored to their unique workflows. It helps you design, deploy, and manage apps without extensive coding, making it easy to automate processes and digitize operations.

With Zoho Creator, you can streamline complex workflows, connect with existing systems, and improve efficiency across your organization. It enables faster development of business solutions, better data management, and greater flexibility to adapt as your business needs evolve

Zoho Desk is a customer support platform that helps businesses centralize and manage customer interactions across email, chat, phone, and social media. It ensures that all customer queries are tracked and handled efficiently from a single system, improving response times and service consistency.

With automation, ticket management, and context-aware support tools, Zoho Desk helps teams resolve issues faster while maintaining a high standard of customer service. It improves visibility into support performance, enhances team coordination, and helps deliver a smoother customer experience.

DATA MIGRATION SERVICES

Moving to Zoho doesn’t mean starting from scratch. We manage the full migration of your data from legacy platforms, including:

Sage Pastel / Sage Evolution to Zoho Books
Salesforce to Zoho CRM
HubSpot to Zoho CRM

Our migrations are handled with zero data loss, accurate field mapping, and minimal disruption to your day-to-day operations. Your financial history, customer records, and compliance data come with you

BUILT FOR SOUTH AFRICAN BUSINESS

We understand the local context. Our Zoho implementations are configured for South African requirements, including:

15% VAT setup with zero-rated categories and SARS-compliant VAT return formats
ZAR as base currency across all financial modules
Compatibility with South African payroll requirements
Integration with local payment gateways and platforms

We work with businesses across Gauteng, KZN, North West, and the broader South African market

INDUSTRIES WE SERVE

We have helped clients across a wide range of sectors modernise their operations through Zoho:

Financial Services— Client portfolio tracking, compliance documentation, and advisor performance management.
Retail & E-Commerce— Inventory, ZAR pricing, local payment gateways, and order fulfillment in one dashboard.
Professional Services— Quoting, invoicing, project tracking, and billable hours management.
Manufacturing— Supply chain coordination, distributor management, and bulk order pipelines.
Healthcare— Patient inquiry management, appointment automation, and referral coordination
Construction & Field Services— Project cost tracking, timesheets, and site-based billing
Transport & Logistics — Fleet management, delivery tracking, driver coordination, and operations visibility across your supply chain

ZOHO CLIENTS

Kyalami Business park, 9 Brands Hatch Close, Midrand South Africa

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