Zoho partner for Miami · led from Glendale, CA
One CRM for the buyer in Doral and the distributor in Bogotá, with quotes, invoices and follow-ups in English or Spanish.
Miami firms often run Latin American accounts from WhatsApp chats, an English-only HubSpot portal and a freight spreadsheet one coordinator understands. We pull that into Zoho, set up for Florida sales tax, and our LA team supports you on Eastern Time.
Advanced PartnerCertified Zoho consultants
01The short answer
Because their customers sit in more than one country. A Miami sales team quotes in dollars to a buyer in Panama, chases a payment in Colombia and answers a hotel group in Spanish before lunch, and most CRMs bought for US-only selling make each of those steps a workaround.
Zoho runs in Spanish and English for the same company, handles several currencies in the CRM and in Zoho Books, and ties each sale to stock, invoices and support, so an importer or a condo developer stops copying data between four tools.
It is not always right. If your marketing lives on HubSpot’s content tools and you sell only in English on short cycles, staying can make sense, and we will say so.
02From Doral to the bay
Warehouses west of the airport and galleries in Wynwood need very different first builds. Choose a district to see its trades and the apps we would open with. Market context only, never a client list.
Rough sketch of the bay side, not to scale.
Known forInternational and private banking, wealth managers, law and accounting firms serving Latin American families, and fintech startups along Brickell Avenue.
Where we would startA client onboarding flow in Zoho Creator that gathers passports, proof of address and source-of-funds papers in either language, then opens the household record in Zoho CRM.
Zoho Creator
Zoho CRM
Zoho Sign
Known forThe cruise terminals and cargo docks on Dodge Island, the shipping agents, provisioners and tour operators that serve them.
Where we would startFor suppliers to cruise lines, a vessel-call calendar in Zoho CRM with orders tied to each sailing. For tour operators, bookings and guide schedules in Zoho Bookings.
Zoho CRM
Zoho Bookings
Zoho Books
Known forWarehouses, importers and exporters, electronics and consumer goods distributors shipping south, and a large Venezuelan and Colombian business community.
Where we would startPrice lists per country in Zoho Inventory, sales orders raised from the CRM deal, and export invoices in Zoho Books in the buyer’s currency and language.
Zoho InventoryZoho CRMZoho Books
Known forAir cargo handlers, freight forwarders, customs brokers and perishables importers moving flowers, seafood and produce from Latin America.
Where we would startA shipment tracker in Zoho Creator: air waybill, customs status, cold-chain notes and delivery proof on one record, with the customer told by email or WhatsApp at each step.
Zoho Creator
Zoho DeskZoho Books
Known forGalleries, creative and marketing agencies, restaurants and nightlife in Wynwood, and luxury fashion, furniture and design showrooms a few blocks north.
Where we would startFor agencies, client retainers in Zoho Projects billed through Zoho Books. For showrooms, a collector and client book in Zoho CRM with private viewing appointments.
Zoho ProjectsZoho CRMZoho Bookings
Known forLatin America regional headquarters of multinational companies, consulates and trade offices, the University of Miami, and architecture and insurance firms.
Where we would startZoho CRM territories by country, with Zoho Analytics showing each market’s pipeline in dollars for the regional director and in local currency for the country lead.
Zoho CRM
Zoho Analytics
03Six Miami jobs
HubSpot is what Miami teams most often ask to leave, usually once they ship, invoice and sell abroad. It still wins where content marketing is the whole game.
Zoho CRMDeals and quotes carry their own currency, and the order flows into Zoho Books and Zoho Inventory without a second entry.
HubSpotMulti-currency deals exist, but stock and export invoices usually live in another system you have to connect.
Zoho CRMA units module with floor, view and price, deposit milestones per buyer, and the purchase contract sent through Zoho Sign.
HubSpotGood at capturing the inquiry; tracking units and deposit schedules tends to end up back in a spreadsheet.
Zoho CRMLinked to a Zoho Creator tracker, so the account manager sees every open shipment and its customs status on the customer record.
HubSpotCustom objects can hold shipments on higher tiers, but the operations screens still need building.
Zoho CRMZoho Marketing Automation sends each contact the version that matches their language field.
HubSpotHandles multi-language emails well too. Either tool works once contacts carry a clean language field.
Zoho CRMForms, landing pages and Zoho Sites cover the basics.
HubSpotIts content, SEO and landing page tools are polished. If inbound content is your whole engine, it is hard to beat.
Zoho CRMRoom blocks, event dates and deposits as linked records, with invoices raised in Zoho Books when the contract is signed.
HubSpotWorks for the pipeline, though blocks, dates and deposits need custom setup and a separate billing tool.
Weighing it up? Read how a HubSpot to Zoho CRM migration runs or the side-by-side Zoho CRM vs HubSpot comparison.
04Florida rules in the setup
Fewer payroll rules than most states, more sales tax detail than people expect. Florida skips a wage tax but adds a county surtax on sales, so the work sits in Zoho Books more than in HR.
This shows how we configure Zoho, not legal or tax advice. Florida rates, surtaxes and filing rules change, so your CPA or attorney confirms each one before it goes live.
05Your priorities
A Doral distributor and a Brickell wealth manager rarely need the same bundle. Slide each priority to how much it matters to you; the bars only reflect your choices.
06Glendale to Miami
Our LA team, led from Glendale, runs Miami projects by video in your working hours and flies out for on-site work when the project calls for it. Senior people join the first call and stay on the build.
There is no Miami address behind this page. Teams here already meet colleagues in Bogotá or São Paulo over video daily, so a remote partner fits the routine.
Miami is three hours ahead of Glendale, so an afternoon call on your side is a late-morning one on ours.
07Licences and our fee
Take a 20-person import and distribution company with 8 people selling. Zoho CRM Enterprise for the sellers, Zoho Inventory, Zoho Books and three Zoho Desk agents come to $481 a month on yearly plans, billed by Zoho.
Zoho CRM costs $14, $23, $40 or $52 per user per month billed yearly; Enterprise adds the territory rules a multi-country team wants. Zoho One is $37 per employee on the all-employee plan ($740 a month here) or $90 per user on the flexible plan, and pays off once HR and marketing join.
Our fee is a fixed price in a BRD you sign before the build. The first discovery call costs nothing; a large HubSpot portal or years of export history may need a paid scoping stage, approved by you first.
Zoho licences, per month20 staff · 8 sellers · yearly billingSample
| App and plan | Unit | Monthly |
|---|---|---|
| Zoho CRM Enterprise × 8 | $40 / user | $320 |
| Zoho Inventory Premium | $79 / org | $79 |
| Zoho Books Professional | $40 / org | $40 |
| Zoho Desk Standard × 3 | $14 / agent | $42 |
| Paid to Zoho | $481 / mo |
For comparison, Zoho One for all 20 employees at $37 is $740 a month. Florida sales tax not included.
08Four steps
With your markets and languages. We map who you sell to and in which currency before we touch a single field.
Selling into Latin America from Miami?
Book a 30-minute discovery call Walk through how a project runs →09Miami questions
Spanish, currencies, storms and Florida sales tax come up most. Bring anything else to the call.
Yes. Each user picks their own interface language, so a coordinator can work in Spanish while the CFO reads the same records in English. Quotes, invoices and emails can go out in the customer's language from templates we set up for both.
We are led from Glendale and run most sessions by video during Miami business hours. When go-live training or a warehouse walkthrough is better in person, we plan the trip and write it into the BRD first.
Yes. You set US dollars as the home currency and add the currencies your buyers pay in. Each deal and quote keeps its own currency, and reports convert totals back to dollars for management.
We create a tax group for each county you deliver to, combining the state rate with that county's surtax, and mark export and resale customers as exempt with their certificates attached. Your CPA checks the rates before the first invoice.
Zoho is hosted in Zoho's own data centers, not on a server in your building, so staff can keep working from any device with a connection if the premises close. We also avoid scheduling a go-live in the middle of a storm watch.
Yes. Zoho SalesIQ and Zoho CRM connect to a WhatsApp Business account, so chats with buyers in Latin America attach to the right contact instead of staying on one salesperson's phone.
It depends on the size of the portal, the workflows inside it and how much cleanup the language and country fields need. We review it, run test imports and agree the timeline in the BRD before anything moves.
10Let’s talk
Book a 30-minute discovery call with Elite Tech Global. We review your Zoho, AWS, Shopify or WordPress setup, show where AI agents can save time, and agree the next step. If we work together, every requirement and a fixed price go into a signed BRD before the build starts.
Real people, one team. Led by co-founders Ikramul Karim and Khris Kakosimidi, and a 40+ member team across Zoho, AWS and AI.
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