2nd Floor, A-139, Sector 63, Noida 201309, Uttar Pradesh, India
Zoho solutions for CA firms, consultants, agencies and law practices: leads, engagements, timesheets, billing and client management.
Zoho, Odoo and AI solutions for Professional Services businesses in Noida, Delhi NCR and across India. Zoho solutions for CA firms, consultants, agencies and law practices: leads, engagements, timesheets, billing and client management.
| What | Professional Services technology solutions |
|---|---|
| Who | Shyphan AI Solutions, Zoho Premium Partner and Odoo partner, Sector 63, Noida |
| Where | Delhi NCR on site, all of India remotely |
| How | Discovery, fixed-scope quotation, phased delivery, training and support; India-ready setup with GST, WhatsApp, IndiaMART and Razorpay |
| Contact | +91 95651 53545, contact@shyphan.com |
Consulting firms, agencies, CA and legal practices juggle many clients, deadlines and deliverables at once. Work is tracked in email and spreadsheets, hours go unbilled and follow-ups slip.
Shyphan AI implements Zoho CRM, Projects, Books and Desk for professional services firms so every enquiry, engagement, task, hour and invoice is connected and visible to partners.
Engagements and deadlines managed from inboxes.
Hours not captured, invoices below actual effort.
Recurring filings and renewals tracked manually.
Referrals and enquiries not pursued systematically.
Client documents across drives, WhatsApp and email.
Revenue, WIP and receivables per partner unknown.
Enquiries, referrals, proposals and client accounts.
Engagements, recurring compliance tasks and timesheets.
Time-based and retainer billing with GST and reminders.
Client document management with access control.
Client requests and queries with SLAs.
Document summaries, drafting help and email triage.
How work usually runs before the systems are connected.
How it runs once Shyphan AI has implemented and automated it.
Every engagement a tracked project Timesheets flowing into invoices Recurring compliance tasks with reminders CRM pipeline with automated follow-ups Live revenue, WIP and receivables dashboardsWe understand your business, teams, processes and objectives before touching any software.
We choose the right platform and design the solution architecture around how you actually work.
We configure and customize the system, module by module, against your requirements.
We connect your existing applications, accounting data, website, WhatsApp and marketplaces.
We automate repetitive processes, approvals, notifications and data movement.
We prepare your team, migrate data and move the solution into production with a controlled go-live.
We keep improving and supporting the system after launch as your business grows.
Zoho Projects implementation for delivery teams that need plans, tasks, timesheets, billing and client visibility in one place.
GST-compliant cloud accounting for Indian businesses, implemented and migrated from Tally by Shyphan AI.
Engagements, timesheets, billing and HR for firms.
Engagement pipelines, proposals and client communication logs.
Time-based billing, TDS receivables and client statements.
Engagement tracking, document collection and compliance registers for firms.
Leave, appraisals and payroll for professional staff.
Zoho Projects configured for Professional Services businesses in India.
Zoho Desk configured for Professional Services businesses in India.
Zoho Inventory configured for Professional Services businesses in India.
Zoho
A practical checklist for Indian businesses choosing a Zoho partner: partner tier, certifications, GST and Tally...
Read article
Zoho CRM
How Indian sales and support teams run WhatsApp inside Zoho CRM: Business API setup, templates and opt-ins, lead...
Read article
Zoho CRM
What a real estate CRM in India must do: portal lead capture from 99acres and MagicBricks, site visit tracking, unit...
Read articleHeadquartered in Noida, Sector 63. On-site discovery and go-live support across Delhi NCR, with remote implementation and support for businesses in every Indian state.
Yes. Recurring compliance tasks, client documents, time tracking and billing are handled with Zoho Projects, WorkDrive and Books.
Yes. Zoho Books supports retainer invoices, time-based invoices and expenses on the same client.
Yes. Client portals and WorkDrive shared folders allow secure document exchange.
Yes. Zoho CRM records referral sources and referral partners with reporting.
Technology solutions for Manufacturing businesses across Delhi NCR and India.
Technology solutions for Trading & Distribution businesses across Delhi NCR and India.
Technology solutions for Construction businesses across Delhi NCR and India.
Share a few details and we will reply with a practical recommendation, timeline and a clear quote.
Talk to Shyphan AI about your processes and get a practical technology plan built around them.
Written and reviewed by Vikas Saroj, Co-Founder and COO of Shyphan AI Solutions, a Zoho Premium Partner and Odoo partner in Noida. Figures come from Shyphan AI's partner console and delivery records. Last reviewed 28 September 2026.
Top Zoho Partner, MEA, Q3 2026. Headquartered in Sector 63, Noida, Delhi NCR.
Share a few details and a senior consultant from our Noida team replies within one working day.
