From fragmented Zoho apps to one operating system
Tamooh consolidated Go Tax Refunds onto Zoho One, cut subscription sprawl, and connected sales, finance, telephony, and their public claim journey.
At a glance
Zoho One implementation for a UK tax-refund firm — CRM customization, Books & QuickBooks, Zoho Sign, Zoho Voice telephony, and website / custom software APIs.
1
Zoho One org
5
Major workstreams
CRM ↔ Books
Lead-to-cash
Live
Call logging
The challenge
What had to be true
Go Tax Refunds ran several independently subscribed Zoho apps plus third-party tools — fragmented data, duplicated effort, and higher combined cost.
- 1
Reduce total cost of ownership by consolidating standalone Zoho subscriptions into Zoho One.
- 2
Establish a single source of truth across sales, finance, and operations.
- 3
Migrate users, configurations, and historical data without disrupting live claims.
- 4
Customize CRM to tax-refund workflows (PAYE, CIS, Self Assessment journeys).
- 5
Connect accounting, e-sign, telephony, custom software, and the public website.
The solution
How we layered the product
As a Zoho Authorized Partner, Tamooh provisioned Zoho One and delivered five connected workstreams — from licensing consolidation to API integrations.
Platform consolidation
Discovery of existing Zoho spend, Zoho One recommendation, org provisioning, and licensing rationalization.
CRM + finance + signing
Custom modules and automation for lead-to-cash; Zoho Books, Zoho Sign, and QuickBooks kept in sync.
Voice + website + custom apps
Zoho Voice with real-time call logging and recording; API bridges to proprietary software and gotaxrefunds.co.uk.
Spotlight
Connected tax-refund operations
Sales, documents, accounting, and phone activity share one CRM timeline — so agents see the full client journey while claims move online.
Context
Sales & claims
System
Zoho CRM
Experience
Custom tax-refund workflows & layouts
Context
Finance
System
Books + QuickBooks
Experience
Customers, quotes, invoices synchronized
Context
Comms & web
System
Zoho Voice + Website API
Experience
Call records + inbound leads into CRM
Capability map
What we shipped
- Zoho One org setup & roles
- CRM field / layout / workflow customization
- User & historical data migration
- Zoho Books integration
- QuickBooks integration
- Zoho Sign from CRM records
- Zoho Voice call logging & recording
- Website lead capture into CRM
- Custom software API sync
Results & impact
What changed for the business
- Lower recurring cost via a single Zoho One license.
- Single source of truth — less fragmentation and re-entry.
- Streamlined lead-to-cash across sales, accounting, and signing.
- Real-time communication visibility on CRM records.
- Automated exchange between Zoho and the client’s own systems.
Technology stack
Built with
Principles
What kept it stable
- CRM at the center of operations
- Consolidate before customizing
- Migrate with validation, not hope
- Telephony belongs on the timeline
- Public web and CRM must share data
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Plan your Zoho One consolidation
Tell us about locations, systems of record, and payment constraints — we’ll map a delivery plan.
Related: Zoho CRM & Zoho One →أسعار ذكية ودعم استثنائي
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