Join The Community Sign Up For Club Zenatta

Making Zoho Work For You

Sales and Marketing Automation Platforms are fantastic tools that can be indispensable to your business, but only if your employees actually use them. At Zenatta Consulting, we understand how to build systems that your employees will use, giving you the information you need to make informed decisions about your business.

UNLIMITED TEAM SEATS 100% SATISFACTION GUARANTEED TRAIN YOUR TEAM IN 7 DAYS

Our Services

Zoho Consulting
& Implementation

As a Zoho Partner, we are here to simplify your life and build systems that fit YOUR growing business needs.

Zoho Finance
Services

Professional back office bookkeeping and accounting services catered to your individual business needs.

Zoho Creator Services

Learn how our team of skilled developers can create the perfect Zoho Creator Application for your business.

Training
Programs

Looking to get your entire team trained up for one low price? Check out our team training programs.

Our
Marketplace Apps

Elevate your efficiency with our Zoho extensions—discover smarter solutions in our Marketplace!

THE Premier Zoho Partner
in the Americas.

zoho premium partner

Since 1998, we have helped companies with their sales and marketing automation needs. Since 2012 we have specialized in Zoho and are one of their top Zoho Premium Partners in the world. 

Brett Martin of Zenatta Consulting
Brett Martin
President
zoho premium partner

THE Premier Zoho Partner
in the Americas.

Since 1998, we have helped companies with their sales and marketing automation needs. Since 2012 we have specialized in Zoho and are one of their top Zoho Premium Partners in the world. 

Brett Martin of Zenatta Consulting
Brett Martin
President
DataYard
DataYard
Read More
My company has worked with Zenatta for over three years, starting from the time we were evaluating Zoho's capabililties until today as a full-blown Zoho user. Brett, Tyler, and the rest of the Zenatta crew have consistently delivered on every challenge we've put in front of them. They've helped us import data from legacy systems, integrate the various Zoho applications, and create automations to streamline our business processes. Tyler and his technical team are especially top notch. Highly recommend!
Televic
Televic
Read More
Prior to Zenatta we experienced a lot of frustration using multiple platforms to complete day to day tasks. For example, we used SuiteCRM for CRM/sales management, Quickbooks for bookkeeping, and HubSpot for marketing management. This created many processes, lots of confusion, and a ton of double or triple work. Upon adopting Zoho after absorbing another company who used it, it became clear that we needed help perfecting our Zoho environment. Zenatta has been instrumental in combing all of the items listed here into the suite of Zoho products.
Fidalgo Coffee Roasters
Fidalgo Coffee Roasters
Read More
We have used Zoho One for four years. After a couple of years on our own, we reached out to Zenatta for some help with training and customization of CRM. They were extremely helpful and knowledgeable. After that, they built a custom Route Invoicing app in Creator for us, and that has gone extremely well. As with any bespoke software, we had changes and bugs along the way. Zenatta has always been efficient with their time. With every just about every task, they take less time than I expect which shows their knowledge of the software and integrity. It is easy for a consultant to pad their time and get bit extra out of the customer. I've never experienced that with Zenatta. In fact, just the opposite. Josh at Zenatta discovered that they built some bad code, told me about it, and fixed it without charging. If you want to get a good feel for the culture of Zenatta, check out their weekly podcast. I can't listen every week, but when I do it is always a treat.
Dwellinc
Dwellinc
Read More
I will only recommend Zenatta at this point. I have worked as the head of operations for two different Real Estate firms, both using Zoho's suite of softwares, and went through 4 other consulting firms. Most firms know how their way around the software, but they don't know code nor do they know the full extent of what the software can do with a high-knowledge, problem solving programmer like Zenatta. We save hundreds of hours a week on automations other partners told me were impossible to implement. Thank you to Tyler, Brett and team for being the best!
Previous
Next
Brett Martin of Zenatta Consulting and Shridar Vembu, CEO of Zoho, posing by a car

Zoho CEO Sridhar Vembu & Zenatta President Brett Martin.

Learn Why Companies Choose Zenatta

Over 700 Clients Across Many Industries...

Did We Mention Our Content?

New Zoho Videos
Every Week!

We never miss a beat uploading multiple Zoho related tutorials, podcasts, and more every week.

The Ultimate
Zoho Resource Library

Find all of our content in one location including blogs, full write-ups to our YouTube content, Zoho resource articles, product reviews and more!

Club Zenatta logo image for registration banner

Our Zoho
Community Forum

 Join us and other Zoho enthusiasts on our FREE online community.   Visit club.zenatta.com to join the community for all of this and more!

crm zen show icon

The CRM Zen Show

Every week we scour the internet for the latest Zoho news. We discuss all of this and more every Friday on our weekly podcast, The CRM Zen Show.

Ask Zenatta
Anything About Zoho

Do you have a specific Zoho-related question?  We’ll we’ve got answers.  Every week we pick a question from our community and answer it on AZAAZ!

Our Zoho Newsletter

Never miss a beat on the latest in the world of Zoho news, our content, code shares and more with our weekly newsletter.  Dropped into your inbox every Monday morning at 6 AM PST!

This Week's CRM Zen Show

Zoho News

Implementation of the Week

  • XML Related List in CRM Custom Locations Module
    • In this build, our client is using a custom module in CRM to track specific Locations where their clients may require product delivery and servicing
    • This client uses FSM and Desk in addition to CRM to manage the majority of their operations
    • While FSM Work Orders and Desk Tickets natively will roll up to the CRM Accounts module, they do not show by default within a custom CRM module
    • To solve for this, and to provide visibility into Work Orders and Tickets specific to a given location, we used a custom XML related list that queries and displays these records each time a user loads the view screen for a specific location
    • This does require that the Work Orders and Tickets store a unique field to link them to the property, but these values are stamped via functions that trigger as part of their standard usage workflows in each app

Code Share of the Week

  • Converting US State Names to State Codes
    • The standard State fields for addresses in Zoho are single-line text fields, which means that users can enter any value they would like. In order to clean up the values in these fields, you might want to run the following bit of code that will convert State Names to their abbreviated two-letter codes instead. One benefit to having a standardized set of State values is for reporting, where “Virginia”, “virginia”, and “VA” would all show up as separate states despite representing the same place.
  • Connect an Open AI Assistant to a Cliq Bot
    • It’s hard to believe that it was only a year ago that the first version of this post was made. To complement this week’s tip, here is the code share as discussed in the video.

New On Zenatta

Tips and Tricks

Question of the Week (AZAAZ)

This Week’s Quizzes

Why Choose Zenatta?

01.

We Are A Zoho Premium Partner

02.

A Top Tier Development Team

03.

We Make Zoho Work For Your Business Needs

04.

Proudly Serving North, Central, and South America Since 2012

Billy Bates

Senior Web Developer

Billy is a Wordpress Developer with an eye for design. His knowledge will help our company website and client sites meet their goals. Billy and his young family have just moved to Ashland Oregon, and are looking forward to exploring the area’s amazing beer, wine, and food. He also has a passion for synthesizers and drum machines.

Lucas Sant'Anna

Consultant

With a background in Operations Research and Data Analysis, Lucas is a Brazilian programmer that likes to get stuff done quickly and reliably. In previous jobs, he implemented industrial job scheduling, fleet management and detailed long-haul route optimization – among other data-driven processes – to reach objectives of increased profit and reduced wasted resources. His goal is to make Zoho fully automated and with more meaningful data for spot-on decisions.

.

.