About Us
More than Zoho
For over 20 years Clareti has been helping companies transition from legacy or expensive systems to ones based on Zoho’s extensive range of low cost business applications.
Clareti are business and technology specialists
Experts in business systems that clients use to run their everyday processes
For over 20 years Clareti has been helping companies transition from legacy or expensive systems to ones based on Zoho’s extensive range of low cost business applications.
Clareti are business and technology specialists and experts in business systems that clients use to run their everyday processes.
Clareti is a specialised technology consultancy whose people have decades of experience in all aspects of customer facing roles and many different business systems.
Our experience extends across many direct or intermediated industries and business models including healthcare, technology, financial services, auto, banking, communications, industrial, membership organisations and not-for-profits.
Highly experienced
We have completed hundreds of projects across many industries and can call on a wealth of experience in completing projects on time and on budget. Our technical experts will help you get the best out of the systems you use.
Good with people
We are great believers in building relationships and like the personal touch. We are not afraid to give our expert opinion based on logic, knowledge, experience and passion.
Very technical
We relish the harder requirements that others may avoid due to their technical limitations. We are proud of our inhouse technical team who meet the challenge head on!
A complete service
We are far more than just Zoho experts and have a rich history in many different CRM and digital business systems. We offer a one-stop solution and only take on projects we know will bring value to our clients.
Real World Expertise
CRM & ZOHO CASE STUDIES
Life Sciences/CRO Case Study
A major achievement was the cost saving of licensing, reduced by over 60% and the implementation cost recouped in less than six months of project implementation.
Legal Industry Case Study
Clareti fully designed the Zoho CRM system, implemented and legacy data migrated within the target timescale of three months and implemented mostly with training being taken on by the client
Technology Sector Case Study
How Clareti built an integrated data Zoho System, where previously disconnected client records became integrated for valuable revenue forecasting
Healthcare Services Case Study
Clareti has implemented Zoho at a number of healthcare services companies who work between the NHS and commercial and non-commercial innovators in the UK and beyond.
Financial Services Case Study
Our client moved from a situation where they used spreadsheets to manage their asset finance clients to a fully integrated digital system which enabled them to concentrate on growing their business rather than focusing on the administrative side of the business.
Zoho Case Studies in action
"How we reduced licence fees by 60% for a Healthcare Client"
CRM
Often a carefully designed CRM system meets many client requirements for a dynamic database of clients and their transactions. We’ve helped hundreds of clients re-design their IT infrastructure in a way that enables transparency of data and process whilst often saving huge amounts of money with Zoho’s low-cost business applications.
Integration
We know that a system is not an island and needs to integrate and ‘talk’ to other parts of your IT infrastructure. Our experience encompasses a large number of ‘out of the box’, semi and full custom API integrations using code or integration platforms such as Zoho Flow or Zapier. Nothing phases our experts.
Zoho Consultancy
For clients that want to adopt multiple Zoho applications within a bundled package such as Zoho One we help explain the applications to look at first and the ones to avoid. It is daunting considering how to implement Zoho One when there are over 50 applications to consider. We’ve worked with many, many clients on this so why not talk to experts to save money in the long
Migration
Migrating from another system whether it is a competitor of Zoho or a legacy or spreadsheet based system can be daunting. We’ve migrated huge amounts of data from other systems to Zoho and they make it very easy to do this. Often the biggest issue is extracting the data from older systems or systems where they believe the data belongs to them rather than you.
Rapid solutions with full aftercare support
We believe in offering an expert service for a reasonable cost, we do this by avoiding the significant office, publicity and other overheads of larger companies. We work with long standing clients on a focused set of projects at any one time. You can always be assured of our full attention.
Why work with Clareti Q&As
For over 20 years Clareti has been helping companies transition from existing or legacy systems to improved Zoho and CRM based integrations. An Avanced Zoho Partner for the past 13 years with exceptional inhouse technical skills to deliver rapid project completion times.
Qu.1 Are you an established company with a track record?
Yes, Clareti was established in 2006 and has grown ever since.
We’ve completed hundreds of projects and encourage you to get in touch so we can provide explanations of what we do and provide references for our work.
Qu.2 How much work is done in the UK?
Clareti does almost all of our work in the UK.
We work with a brilliant software engineer in South Africa occasionally but that is only once we have a client’s permission to do this and when some heavy lifting SQL or coding work is required.
Qu.3 Are you big enough to take on our project?
We are a small company but have taken on some large projects, deploying Zoho systems at some large companies.
We often ‘team up’ with a client’s internal team to act as the subject matter expert for the project. We also have extensive backup available from Zoho if required.
Qu.4 Are you small enough to care?
Clareti cares about all of its clients. We all take personal responsibility for client projects and know our clients very well.
You will know who to deal with and their phone numbers so are never talking to a faceless organisation or a different person every time you seek support from us. You will always be talking with an expert rather than an inexperienced support representative.
Qu.5 What happens if things go wrong?
Things do occasionally go wrong and if they do we are the first to admit it if something is our mistake.
We value our reputation and so always seek to fix things to a client’s satisfaction immediately. We never do the blame game.
Qu.6 How do we get support?
Clareti uses the excellent Zoho Desk system for creating support tickets. Clients can apply for portal access that allows them to monitor existing tickets and create new requests.
We also use Zoho Projects for more complex or long lasting support on specific items. Phone is always available of course to keep the personal contact between Clareti and clients.
Qu.7 What does it cost?
Clareti charges for its project work or support in a variety of ways which are detailed elsewhere on the website. We aim to offer fair prices for UK based services.
We are often able to understand and deliver projects and support far quicker than offshore based support and we have little administrative overhead to recoup in order for Clareti to remain financially sustainable. Please ask for a quote for our services when contacting us.
Qu.8 How do we start?
Once we have had a discussion to establish if Clareti can provide the services you need and we judge that we will be able to deliver value to your organisation, we usually start by conducting a data architecture exercise which will establish an overall data plan for your organisation.
In some cases we don’t need to do this e.g. for long-established systems, in which case we just start by invoicing for one of our support packages and start delivering support and or enhancement services. We are incredibly flexible and can work in a variety of ways usually designed around your processes. Just ask us if you have a preferred method.
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