Diagnose
Full mapping of what's installed: modules, fields, automations, permissions, and integrations. You get a written document with what's broken, why, and what each fix will cost.
Someone already implemented Zoho for you.
Now it needs to actually work.
AGIVIX diagnoses and rebuilds existing Zoho systems for B2B companies operating in Israel — when the implementation stalled halfway, the consultant who built it is no longer available, and the team has quietly gone back to running everything in spreadsheets.
What a typical system looks like when I walk in
Website → Zoho CRMConnected
Payment gateway → Zoho CRMPartial
Priority ERP → Zoho CRMManual
Israel Invoicing → Zoho CRMDisconnected
The missing connection is almost always the one costing the most money.
How to tell the system is not really working
In most companies I walk into, Zoho is actually running. It's just not what's managing the business. The common signs:
- The real pipeline lives in a spreadsheetSales updates the CRM at the end of the month, so the report looks good.
- Quotes are retyped into the ERP by handSomeone re-enters the same details into the second system, and sometimes gets it wrong.
- Nobody can explain a specific fieldThere are calculated fields nobody remembers building, when, or why.
- Automations are switched offThey were disabled after making a mess, and nobody has touched them since.
- Reports don't reconcile with accountingThe numbers in the CRM and the numbers in the books don't agree.
- The person who built it is unreachableThe implementation stopped mid-way, and the knowledge left with the consultant.
What an offshore Zoho consultant doesn't know
A large share of the problems I see come from systems configured without Israeli market context.
Israel Tax Authority invoicing
Allocation numbers from the Tax Authority, and connecting them to documents leaving Zoho. The threshold dropped to ILS 5,000 pre-VAT in June 2026, and it touches almost every B2B transaction.
VAT, ILS, and payment terms
"Shotef+30" that calculates correctly (it's not the same as Net 30), dual-currency handling, and ILS/USD transactions that don't break the reports.
Israeli payment gateways
Cardcom and Tranzila integration, including refunds and failed-transaction handling.
Priority ERP
Sync between CRM and orders, inventory, and invoicing in the ERP — with clear ownership of every field.
What I do
Two main paths
Most of my work is fixing existing Zoho systems, and connecting them to Priority. The two usually arrive together: a system that stalled, and an ERP receiving its data by hand.
Primary practice
Rescue an existing Zoho system
Zoho is installed and running, but the business works around it, not through it. I start with a fixed-price diagnostic that ends in a written document.
Second practiceConnect Zoho to Priority
The same details typed twice, and a CRM and ERP that disagree on the numbers. I sync customers, orders, inventory and collections — with clear ownership of every field.
I also handle migrations to Zoho and greenfield implementations, for companies that aren't there yet.
How I work
Three stages of rescue
I don't start from scratch, and I don't throw away what's already working. I start by understanding exactly what exists.
Fix
Work runs by priorities agreed together — starting with what's costing money or time every day. Development happens in a sandbox and rolls to production in versions, without knocking down the team's workday.
Support
A system returns to being messy when nobody's holding it. Monthly support for changes, incidents, and team training — so it doesn't return to square one a year from now.
Second practice
When the CRM and the ERP don't talk
In companies running both Zoho CRM and Priority, the connection between them is usually where the most time — and sometimes money — gets spilled.
Typed twice
A salesperson closes a quote in the CRM, and someone in operations retypes the same details as an order in the ERP. Prices, quantities and payment terms fall between the two keystrokes.
Customer numbers that don't match
The customer is created in the CRM before they exist in Priority, then created again. Two records for one customer, and reports neither side will sign off on.
A sync that breaks in silence
Someone adds a mandatory field on one side. The sync keeps running, fails, and a queue of records that never made it piles up — until a customer calls.
What I do
Diagnose the existing connection (or map it from scratch), agree with you who owns each field and which way it flows, build in a sandbox, and roll to production in versions.
Two findings that explain why I start with a diagnostic
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6–10%
of CRM failures are attributed to the platform itself. Over 60 percent are attributed to human and organizational factors — change resistance, insufficient training, absent leadership commitment. Replacing the system is almost never the answer.
Aggregate analysis of analyst reports · Huble
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17%
of a salesperson's workweek goes to CRM data entry, from a study of more than 3,000 salespeople. Only about 30 percent of the week goes to actual selling — and that's the moment the parallel spreadsheet is born.
Forrester · State of Sales, summary
Common questions
How long does a diagnostic take, and what does it cost?
About two weeks from when I have access to the system. The price is fixed: ILS 4,000–12,000, by complexity — set on a short scoping call, based on user count and integration scope. At the end you receive a written document with what's broken, why, and what each fix will cost — even if you decide not to continue with me.
Do you build new systems or only fix existing ones?
Both, but the majority is rescue. If you already have Zoho, rebuilding is almost always cheaper than starting from scratch — most of what was built is worth keeping.
What if the previous consultant left no documentation?
That's the normal case, not the exception. Part of the diagnostic is reconstructing what was built: modules, calculated fields, active and disabled automations, and permissions.
Do you work with Priority ERP?
Yes, and it's one of my two main practices — orders, inventory, invoices, collection status, and customer numbers. Full details on the integration page.
Can you work on just part of the system?
Yes, and it's usually preferable. I work by priorities agreed together, starting with what's costing money or time every day.
What is an allocation number, and why does it matter to me?
An allocation number is an authorization from the Israel Tax Authority required for invoices above a certain threshold. The threshold dropped to ILS 5,000 in June 2026, so almost every document leaving Zoho needs to be connected to this process. If it isn't set up on your end — it will block collections.
Want to know what's actually happening in your system?
Fill in your details and I'll get back with a preliminary assessment and what I'd look at first.
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