Samartha Information Systems is a certified Zoho Partner in Australia helping small and medium businesses achieve digital transformation through customised Zoho solutions. We specialise in Zoho set-up, CRM training, AI automation, and ongoing support that aligns with your business goals.

Zoho Services for Australian Businesses

As a trusted Zoho consultant, we provide comprehensive services to help you implement, optimize, and scale your operations using the full Zoho suite.

End-to-End Zoho Implementation Services

Zoho CRM Set-up for Small Business
We set up and configure Zoho CRM, Zoho Books, Zoho Projects, Zoho Desk, Zoho People, Zoho Inventory, and the complete Zoho One ecosystem. All setups are tailored to your business needs and Australian compliance standards.

Customised Work flow Automation in Zoho
We streamline your operations with automation using Zoho Blueprints, Deluge scripting, approval flows, and advanced logic to reduce manual tasks and boost productivity.

Zoho Data Migration & Integration Services
We securely migrate data from spreadsheets, legacy CRMs, and accounting software. We also integrate Zoho with third-party systems using APIs, webhooks, and tools like Zapier, Zoho Flow.

Zoho Training and On boarding Programs
We deliver hands-on Zoho CRM training and on-boarding for your sales, support, finance, and admin teams. Our training is customised for your business processes and user roles.

Ongoing Zoho Support in Australia
Our local support team offers SLA-backed maintenance, troubleshooting, and user assistance to ensure smooth business continuity and scalable use of Zoho products.

Unique Zoho Services – Only at Samartha Information Systems

We go beyond standard implementation with services that are not commonly offered by other Zoho partners in Australia.

AI-Powered Zoho CRM Sales Automation

We integrate AI tools with Zoho CRM to create intelligent sales play-books. These systems automate follow-ups, prioritise leads, generate emails using GPT-powered suggestions, and help you close deals faster.

Industry-Specific Zoho CRM Templates for Australian Markets

We have ready-to-deploy CRM templates designed for:

• NDIS Providers

• Mortgage Brokers

• Migration Agents

• Buyers’ Agents

• Construction and Trade Businesses

These templates include local work-flows, terminology, and compliance settings to accelerate your Zoho implementation.

AI-Powered Micro learning via Zoho People

We create micro learning modules inside Zoho People to support team training and onboarding with bite-sized lessons (3–5 minutes). Perfect for fast-growing teams that need scalable training without downtime.

Automated Compliance Tracker using Zoho Projects

We help you track ASIC, ATO, ISO, and other regulatory deadlines using Zoho Projects and Zoho Creator. Our RPA-based automation sends timely alerts and creates tasks automatically to ensure compliance.

Zoho ROI Booster – Quarterly Business System Review

Every quarter, we assess your Zoho set-up and provide a detailed report on system usage, automation effectiveness, and module performance. This helps you maximise your return on investment and identify growth opportunities.

ISO 27001/Essential8 -Informed Zoho Cybersecurity Setup

We implement your Zoho system with ISO 27001 and Essential Eight security principles in mind — helping you meet Australian privacy laws and cyber security obligations.

Smart Re-targeting via Zoho CRM + Google/Meta Ads

We connect your Zoho CRM with Google Ads and Face book/Meta Ads to automatically re target leads based on engagement, lead score, and customer life cycle — improving your marketing ROI.

Executive Dashboards in Zoho Analytics

We build boardroom-ready dashboards with real-time metrics for business owners. These include revenue tracking, cash flow insights, sales performance, and operational KPIs, designed specifically for Australian SMEs.