ARR Automation for Zoho CRM

Harmonize Zoho data into a durable ARR foundation—goodbye spreadsheet drift.

We’ll assess your data health and show your readiness to automate ARR.

Why teams call us

The biggest blockers we solve inside Zoho CRM.

Custom fields vary by team and pipeline
Churn is captured inconsistently
No shared truth for board-ready ARR

How it works

We don’t store ARR in your CRM — we build an ARR Data Cube in your warehouse, compute the monthly Roll-Forward (New, Expansion, Contraction, Churn) in ELT, and surface it in BI for a CFO-owned data layer.

Seven-element ARR schema in your warehouse
Movement tagging with policy-driven logic
Retention and cohort analytics by product and segment
One-click refresh to BI

Under the hood

  • We map seven core elements — Customer, Start Date, Expiration Date, Units, Unit Price (native), Product, and Segmentation — to ensure reconciliation to GAAP and Billing with auditability built in.

Integration Notes for Zoho CRM

Typical field mappings and architecture patterns we implement.

Ingest Deals, Products, custom fields; normalize terms and dates
Stitch IDs for cross-system joins (CRM ↔ Billing/ERP/Usage)
Surface in Tableau/Looker/Power BI

FAQs

Do you support multiple currencies?
Yes—both constant-currency and booked-currency views with FX impact lines.

Related integrations

Explore other CRMs and ERPs we support.

Other CRMs

Popular ERPs

Ready to trust your ARR?

We’ll build the ARR cube and roll-forward inside your stack, then hand you the keys.