AGIVIXZoho Systems, Rescued & Rebuilt

About

My name is Lior Agivayev. Day to day, I'm a CIO at an Israeli company, responsible there for the business systems portfolio — Zoho CRM, Priority ERP, and Power BI — including managing the vendors around them.

That means I don't come to you as someone who read about a CRM–ERP integration. I maintain one, on real data, with a real sales team that complains when something breaks. Most of what I know about where Zoho systems break in Israel, I learned from that side of the desk.

Why rescue, specifically

Almost every Zoho consultant in Israel sells implementation. But the companies that come to me have already been through one — sometimes two. They don't need someone to start over, they need someone who will understand what was built, why it broke, and what's worth keeping.

That's why the start is always a fixed-price diagnostic that ends in a written document. You pay for findings. If you decide to take the document to someone else to execute — that's legitimate, and it's happened.

How I work

  • In stages, not one huge projectI start with what's costing money or time every day, and I measure after each stage.
  • In a sandboxChanges don't go straight to production. Your team's workday doesn't collapse because of a fix.
  • With documentationThe knowledge stays with you. That's exactly the point where the previous implementation broke.
  • Limited capacityI work with a small number of clients in parallel. If I don't have time to do it right, I say so up front.

Areas I'm strong in

Zoho CRM ↔ Priority ERP integration, Israel Tax Authority invoicing and allocation numbers, Israeli payment gateways (Cardcom, Tranzila), VAT adjustments and Israeli payment terms, and rebuilding automations that were switched off.

Talk to me See services

The team

Lior Agivayev

Founder & CEO. CIO at an Israeli company with a Zoho, Priority, and Power BI portfolio. Leads diagnosis, rescue, and implementation of Zoho systems in Israel.

Gal Norman

Legal advisor and system guide. Bridges the legal paperwork with the day-to-day operation of the system, so what's written in the contract also happens in practice.

Oren Haimov

SEO specialist and campaign manager. Runs AGIVIX's digital presence and advises clients on how their system feeds marketing operations.

Zoho experience

7 years with Zoho products — implementation, customization, and support of:

  • Zoho CRMLeads, customers, and sales processes — alongside document templates, automations, and permissions.
  • Zoho CreatorLow-code development of business apps that don't exist off the shelf.
  • Zoho AnalyticsBI and aggregate insights across CRM, ERP, and external sources.
  • Zoho ProjectsWaterfall-style project management with Gantt, timesheets, and milestones.
  • Zoho DeskTicketing system for customer service and support.
  • Custom widgetsFullstack JS/HTML development as extensions to Zoho products, per-need.

3 years of third-party integrations — connecting Zoho to other systems via API:

  • PrioritySync of customers, contacts, and items; automatic creation of orders from CRM-closed deals.
  • MondayTwo-way data sync — for example, hours logged in Monday becoming billing lines in the CRM.
  • Accounting systemsRivhit, iCount, and others — customer sync and automatic invoice generation.
  • Any other APIPrinciple: if the system has an API, it can be connected.

3 years of business-process characterization — writing requirements documents, technical characterization, ERDs, and system architecture for companies of all sizes. Working directly with management and the operational team, in-person or online, to translate a business need into a managed and automated process.