Zoho Audit Services — A Health Check for Your Zoho Setup
Is your Zoho system hard to use, full of duplicates or risky to change? Zoho audit services from Infobyd give you a clear picture of your setup. As a Zoho Advanced Partner, we start with a review of your current setup — what exists, what is broken and what is not documented. Then we share a plan to fix it.
Infobyd Software Solutions is a Zoho Advanced Partner based in Indore, India, that audits Zoho setups for businesses in India and abroad. We review users, data, automations, custom code, integrations, reports, licences and security settings. You get a report with findings ranked by risk, a list of quick fixes, and a plan and quote for bigger fixes.
- 4.3 on Google (74 reviews)
- 4.8 on Zoho Partner Directory
Why choose Infobyd as your Zoho partner
-
Zoho Advanced Partner certified in Zoho CRM, Creator and Marketing Automation.
-
1240+ clients served since 2016, in India and abroad.
-
Since 2012 our CEO has worked with Zoho since 2012.
-
4.3 Google rating from 74 reviews in Indore.
-
Indore and Patna offices, with online support across India and abroad.
-
24x7 support for clients after go-live.
When do you need a Zoho audit?
Your team avoids Zoho
People go back to Excel or WhatsApp because the system feels slow or confusing.
Your old partner is no longer available
Nobody knows what was built, and nothing is written down.
Reports do not match
Numbers in Zoho are different from your accounts or from what your team says.
You may be paying for more than you use
You are not sure how many licences are in use, or which edition you really need.
What we check
Users and roles
Who has access, what each role can see and change, and old users who are still active.
Data quality
Duplicates, empty key fields, wrong formats and records with no owner.
Automations and workflows
Rules that clash, run twice or no longer match your process.
Custom code (Deluge)
Functions written in Deluge (Zoho's scripting language) — errors, old logic and missing notes.
Integrations
Connected tools such as your website, WhatsApp or accounts software, and whether data still flows correctly.
Reports and dashboards
Which reports are used, which show wrong numbers, and what the owner really needs to see.
Licence usage
Unused users, edition fit and add-ons you may not need.
review your Zoho licencesSecurity settings
Login rules, two-step login, admin access and data sharing settings.
How the audit works
The audit follows five clear steps, from the first call to a plan for what to fix first.
Kick-off call
We understand your business, your Zoho apps and what is bothering your team.
- Your business and your team
- The Zoho apps you use
- What is bothering your team
- Concerns such as wrong reports or extra licences
You get: a shared list of what to check first.
Access
You give us the access we need for the review. We ask you to remove it after the audit.
- Only the access we need
- Given by your admin
- Removed by you after the audit
You get: a review that runs with limited, safe access.
Review
We check each area in the list above and talk to a few users to see how they work.
- Users, roles and security settings
- Data quality, reports and dashboards
- Automations, custom code and integrations
- Licence usage
You get: every area checked, plus what your users told us.
Report
We write down every finding in simple language, ranked by risk.
- Each finding in simple words
- Ranked high, medium or low risk
- A quick-fix list
- A plan and quote for bigger fixes
You get: an audit report you can act on.
Walk-through
We go through the report with you on a call and agree what to fix first.
- Findings explained
- Your questions answered
- What to fix first agreed
- We make the fixes, or your own team does
You get: a clear next step. For ongoing help after the fixes, see Zoho support and AMC.
What you get
An audit report
Every finding in simple language, ranked by risk (high, medium, low)
A quick-fix list
Small changes that can be done fast
A plan and quote for bigger fixes
For changes that need more work
A walk-through call to explain the findings and answer your questions
You can ask us to make the fixes, or give the report to your own team. If you want ongoing help after the fixes, see Zoho support and AMC →.
Which Zoho apps do we audit?
Click an app to see what it does and how we set it up.
Zoho audit services for businesses worldwide
A Zoho audit is done fully online, so your office location does not matter. We review your setup remotely and explain the report on a video call.
Countries we serve
-
IN
India Indore head office and Patna, with clients across the country.
- AE
-
CA
Canada all provinces.
-
ZA
South Africa Johannesburg, Cape Town and more.
-
NZ
New Zealand Auckland, Wellington and more.
How we work across countries
-
Your time zone
we book the kick-off call, user chats and the report walk-through in your working hours.
-
Your currency
we can bill in your currency, such as INR, USD, AED, CAD, ZAR or NZD.
-
Your data centre
we review your account on whichever Zoho data centre it uses (India, US, Europe, Canada, Australia, UAE and more) and tell you if anything about your setup needs a closer look.
Our work, in our clients' words
Real case studies, client reviews and guides linked to this page.
Case studies
All case studiesBuild Block Company
Challenge: Enquiries, quotes and follow-ups lived in spreadsheets, paper and phone calls.
One sales system with reminders and live pipeline reports.
Read case study Education publishingMikky Publication Services
Challenge: Lead data sat in many systems and follow-ups were manual.
30% less manual work and 20% more lead conversions.
Read case study Trading · Madhya Pradesh, IndiaUnique The World of Computer
Challenge: Billing, expenses and GST were done by hand in sheets and paper ledgers.
70% less invoice time and 60% faster compliance reports.
Read case studyWhat our clients say
Copied as written on infobyd.com. See all clients
Best Partner in our Region.
Intuitive and user-friendly! The accounting software is easy to navigate.
Infobyd is a valuable partner and they work hard to optimize our use of all Zoho applications.
Team is very responsive and they have implemented CRM solutions very smoothly
From our blog
All postsFrequently asked questions
What is a Zoho audit?
A Zoho audit is a full check of how your Zoho apps are set up. We look at users, data, automations, custom code, integrations, reports, licences and security, and tell you what is working, what is broken and what is risky.
Will the audit change anything in my Zoho account?
The audit is a review. We make changes only after you approve the fix plan.
Can you audit a Zoho setup done by another partner?
Yes. Most audits we do are for setups built by someone else. We review what exists, list what is broken and what is not documented, and suggest what to fix first.
How long does a Zoho audit take?
It depends on the number of apps, users and automations. We share a clear plan with dates after the first call.
How much does a Zoho audit cost?
It depends on the size of your setup. We share a quote after a short call.
Find out what is really happening in your Zoho
Tell us which Zoho apps you use and what is not working. We will suggest the right audit for your setup.
- Free first call with a Zoho consultant
- Clear plan and quote – no hidden surprises
- Zoho Advanced Partner · 1240+ clients served