The Smartsheet Alternative, Run For You

What changes is that we run Zoho Projects for you while the data stays in your own account. Nothing sits behind an agency account, so there is no export to negotiate and no leverage held over you. If you bring this back in house, it is already yours.

Not on its own, but it feeds the system that does. We connect Projects to Zoho Books so approved billable time and project expenses flow through to draft invoices with the correct client and rates already attached. You review and send rather than rebuilding the month from timesheets and memory, which is where most of the billing leakage in service businesses happens.

Yes, and the handoff is worth configuring properly. We set it up so a won deal creates a project from the right template with the client, contacts, and agreed scope already attached. Delivery then starts from what was actually sold instead of a verbal summary. Sales can also see delivery progress without interrupting the project team to ask for a status update.

A blueprint defines how a task must move through its stages and what has to happen at each transition. You can require a field to be filled, force an approval, or automatically assign the next owner before a task advances. We build blueprints for the processes you repeat, which is how a documented process becomes something the system enforces rather than something people are reminded about.

Yes. The client portal gives clients visibility into progress, milestones, and the documents you choose to share, without exposing internal notes, budgets, margins, or other clients. We configure those permissions deliberately during setup and review them as your project list grows, because portal access left on defaults is the most common way a client sees something they should not.

Most clients are running live work in Zoho Projects within three to four weeks. The first week or two covers structure, templates, roles, and migration. After that we build the automation, timesheet and billing configuration, and integrations while your team is already using the system. We deliberately get daily use working before the advanced pieces, because a system nobody has opened yet cannot be tested properly.

Managed Zoho Projects is a subscription where we run your Zoho Projects environment for you at a flat monthly rate. That covers the initial build, project structure and templates, task workflows, timesheets and billing setup, automation, reporting, and the integrations into the rest of your Zoho apps. It also covers the ongoing changes as your process shifts, so the configuration stays current instead of slowly going stale after launch.

Zoho Projects is Zoho’s project management application. It handles projects, task lists, subtasks, and dependencies, milestones and phases, Gantt charts and baselines, kanban boards with custom statuses, timesheets and billable time, issue tracking, document storage, and client portals. It connects to Zoho CRM, Books, Desk, Cliq, and Analytics, which is the main reason teams already inside Zoho choose it over a standalone tracker.