Zoho One Archives - Goldstar IT

How Environet UK Ltd use Zoho Books and Zoho Expense

Environet UK now uses Zoho business software with clarity, purpose, and growing independence. They have a clearer view of their data, stronger processes, and the confidence to handle finance challenges — with Goldstar IT just a call away.

Project Highlights

Client Support | Flexible, on-demand support

Provided expert guidance without a rigid project scope — helping Environet UK troubleshoot issues and evolve their use of Zoho Books as needs changed.

Process & Enablement | Clarity through tailored tuition

Delivered personalised tuition that bridged the gap between accounting knowledge and Zoho system use — empowering Environet UK to manage with confidence.

Zoho Coaching | Zoho Workflow Coaching

Specific challenges included: Opening balances, bank lines to reconcile, differences on the Trial Balance from the accountants and Zoho Books and best practice for VAT reconciliation.

More than just problem-solving, this success story is about empowerment — showing how a flexible, human-centric approach to consulting can unlock major value for businesses who’ve already started their Zoho journey.

Click here to see the Success Story in full.

How does Scaramanga Marketing use Zoho CRM, Zoho Marketing Automation, Zoho Analytics and Zoho Books?

By implementing Zoho business software, Scaramanga gained enhanced visibility into their operations, with a strong focus on revenue, pipeline performance, operational efficiency. The integration of Zoho Analytics with Zoho One Subscription not only centralised their data reporting but also facilitated the creation of highly customised dashboards that provided key insights at a glance.

Project Highlights

Data Integration | Setup and configuration of Zoho Analytics

Reviewed and updated Zoho Analytics to connect with Zoho CRM, Zoho Books while tidying up all information and reports already there with a consistent structure for future additions.

Integration & Efficiency | Custom Revenue Forecasting and Reporting Tools

Developed advanced SQL to help connect all the relevant data required to automatically update the reports within the dashboard.

Client Support | Tailored Dashboards and Custom Widgets

Delivered a fully customised dashboard with tailored widgets, offering Scaramanga a user-friendly interface to access critical business metrics. The dashboard included key reports providing a clear overview of their sales pipeline and operational efficiency.

Overall, Goldstar IT’s solution positioned Scaramanga to make more data-driven decisions, improve sales forecasting accuracy, and drive business growth with a more streamlined and effective reporting system.

Click here to see the Success Story in full.

GiftTrees Partners Ltd embraced Zoho CRM, Zoho Analytics, Zoho Books and Zoho Expense

By migrating from Xero to Zoho business software with Goldstar IT’s help, GiftTrees achieved several key benefits:

Greater Efficiency
Improved Expense Tracking
Cost Savings
Integrated Payment Processing
Smooth Adoption

Project Highlights

Integration & Efficiency | Migration from Xero to Zoho Books

Migrated GiftTrees from Xero to Zoho Books, giving an integrated platform combining new accounting functionality with their pre-existing CRM and Analytics solutions. This streamlined operations, reduced manual data input, clarified the overview and enabled faster access to comprehensive financial data.

Data Integration | Greater financial insights

Once live the data from disparate systems was summarised using Zoho Analytics and pushed to Zoho Books reducing the need for manual entry. An additional integration with the EPOS (Electronic Point of Sale) channel partners reduced the need for lines of data and external calculations.

Client Support | Financial expertise, support and guidance

GiftTrees had an idea of what they wanted, and with our help and collaboration we recommended a more effective solution. By incorporating Zoho Expense and GoCardless, we helped them achieve better financial clarity and smoother processes, ensuring they got more than they initially expected.

Overall, with Goldstar IT’s expertise, the migration to Zoho Books, setup of Zoho Expense and integration of GoCardless not only streamlined GiftTrees’ operations but has also positioned the company well for future growth and success.

Click here to see the Success Story in full.