Zoho Authorized Partner · Claude Partner Network

Human intelligence.
AI execution.

Transformatiive is a business systems and AI-execution consultancy based in Oeiras, Portugal, and a Zoho Authorized Partner. We architect, build and operate the systems your business runs on — Zoho, custom applications and AI — and we take responsibility when what you built with AI has to become serious. For small and mid-sized companies in Portugal and Europe.

What we do

Architect. Build. Operate.

Two ways in, one philosophy: deep Zoho delivery, and bespoke AI & custom development. And, increasingly, the value is in what comes after building — architecture, assurance and ongoing operation. Most clients combine both.

Pillar A

Zoho, augmented by AI

The Zoho One suite, implemented and optimised with rigour — and accelerated by our AI methodology.

  • CRM implementation & sales
  • Optimization & adoption
  • Support & operations
  • Finance & invoicing
  • Automation & integration
  • Process audit & acceleration
Explore Zoho →
Pillar B

AI & Custom

Bespoke applications and AI — built, rescued, operated and owned by seniors, production-grade from day one.

  • Custom applications (AI-accelerated)
  • AI agents & assistants
  • Intelligent automation
  • AI app rescue & production
  • AI enablement (your team, supervised)
  • AI-ops: operation & accountability
Explore AI & Custom →
×

Most clients combine both — Zoho as the reliable system of record, custom where it is a real differentiator, connected by an integration layer so it all works as one system.

Our approach

Human intelligence × AI execution

Our value lives where the two meet — senior people who understand your business, multiplied by AI that executes, automates and accelerates the delivery.

Human intelligence
  • Senior consultants who understand your business
  • Systems architecture and solution design
  • Proven delivery methodologies
  • Judgment, context and the final decision
AI execution
  • AI agents and intelligent automation
  • Accelerated build, testing and documentation
  • Custom applications, delivered faster
  • Data-driven insight at scale
Case study

Driving efficiency for global operations.

We implemented Zoho One for a global logistics leader, automating key workflows and building custom dashboards for real-time visibility. The implementation reduced manual processing by 50%, went live in 6 weeks, and was deployed across 3 countries.

50%
Reduction in manual processing
6
Weeks to go live
3
Countries deployed

Trusted by growing businesses

ART — Transformatiive client
About Branding — Transformatiive client
Anthea Security — Transformatiive client
Brendamour — Transformatiive client
Burroughs — Transformatiive client
CENOR — Transformatiive client
CLS Security UAE — Transformatiive client
Engegic — Transformatiive client
First Class Luxury — Transformatiive client
Frotcom — Transformatiive client
Helibravo — Transformatiive client
Informador Fiscal — Transformatiive client
Jaba Recordati — Transformatiive client
Just Baked — Transformatiive client
Leasys — Transformatiive client
HiFly — Transformatiive client
Nexity — Transformatiive client
Oeiras Valley — Transformatiive client
Redlight — Transformatiive client
SCA Management — Transformatiive client
TLG — Transformatiive client
TOBE — Transformatiive client
Universidade de Coimbra — Transformatiive client
Villas Mercearia — Transformatiive client
Fluxograma — Transformatiive client
Junta de Freguesia de Barcarena — Transformatiive client
Junta de Freguesia de Carnaxide e Queijas — Transformatiive client
ART — Transformatiive client
About Branding — Transformatiive client
Anthea Security — Transformatiive client
Brendamour — Transformatiive client
Burroughs — Transformatiive client
CENOR — Transformatiive client
CLS Security UAE — Transformatiive client
Engegic — Transformatiive client
First Class Luxury — Transformatiive client
Frotcom — Transformatiive client
Helibravo — Transformatiive client
Informador Fiscal — Transformatiive client
Jaba Recordati — Transformatiive client
Just Baked — Transformatiive client
Leasys — Transformatiive client
HiFly — Transformatiive client
Nexity — Transformatiive client
Oeiras Valley — Transformatiive client
Redlight — Transformatiive client
SCA Management — Transformatiive client
TLG — Transformatiive client
TOBE — Transformatiive client
Universidade de Coimbra — Transformatiive client
Villas Mercearia — Transformatiive client
Fluxograma — Transformatiive client
Junta de Freguesia de Barcarena — Transformatiive client
Junta de Freguesia de Carnaxide e Queijas — Transformatiive client
Artificial intelligence

AI, applied to your business.

Not AI for its own sake — agents, automation and assistants grounded in your data. Your team operates; we design the limits, supervise and stay accountable. AI executes; your people decide.

AI Agents

Agents that draft, triage, research and act inside your operation — connected to your systems.

Intelligent Automation

AI workflows that classify, extract, summarise and route — removing manual work between your tools.

AI Assistants (RAG)

The flexibility of chatting with your data, without the chaos of an unbounded tool — grounded, traceable and secure.

AI App Rescue

Your prototype works in the demo, not in production. We make it serious — audit, hardening and ongoing accountability.

Industry-agnostic

Built for any sector.

We model your operation, not a template — the same system flexes to any industry we work with.

Sales & CRM

Centralised leads, automated cycle, a pipeline you can forecast.

  • Predictable pipeline, with AI-generated close forecasts on Zoho CRM data
  • Fewer deals lost: automatic lead qualification and routing
  • Proposals and follow-ups drafted by AI in seconds — reviewed and approved by the team
  • A single view of the customer: sales, billing and support on one screen (Zoho One)

Customer Support

Helpdesk, tickets and SLAs unified across your channels.

  • First-line replies suggested by AI, validated by a human before sending (Zoho Desk)
  • Tickets classified, prioritised and routed automatically
  • SLAs met, with predictive alerts before they're breached
  • A knowledge base that builds itself from resolved tickets

Operations

Projects, resources and delivery connected end to end.

  • Projects, resources and delivery managed on real data, not spreadsheets (Zoho Projects)
  • Repetitive manual tasks eliminated with automated flows (n8n + Zoho)
  • Bottlenecks and deviations detected by AI before they affect delivery
  • The status of every operation visible to management in real time

Finance & Billing

Quote-to-cash with no re-keying between systems.

  • From quote to cash with no re-keying (Zoho CRM → billing system)
  • Automatic invoicing and reconciliation, with fewer errors
  • Invoice and receipt data extracted by AI, no manual typing
  • Real-time financial visibility per account, to decide faster

Automation & AI

Agents and workflows that remove manual work for good.

  • End-to-end processes automated between Zoho and external systems (n8n, APIs)
  • AI agents that handle repetitive work and free up the team
  • AI prepares and proposes; the human decides and approves
  • Tailored integrations that connect the tools you already use

Analytics

Real-time dashboards and decision-ready insight.

  • Real-time dashboards with the KPIs that matter to the business (Zoho Analytics)
  • Natural-language questions answered by your own data (AI)
  • Automatic alerts when an indicator moves out of range
  • AI-generated forecasts and trends to anticipate decisions
Why Transformatiive

Boutique by design.
Built to scale.

01

Senior architecture & final accountability

Work directly with senior architects who carry the final responsibility — no handoffs, no delegation. The judgment AI cannot give you.

02

AI-accelerated

We use AI to automate delivery, accelerate execution and reduce time to value.

03

Business-first

We focus on outcomes that drive efficiency, growth and customer satisfaction.

04

Operating partner (AI-ops)

We don't disappear at delivery. We operate, monitor and evolve your AI and automation, with human review before every critical action (human-in-the-loop) — fixed scope and price, never by the hour.

FAQ

Frequently Asked Questions

Transformatiive is a consulting firm specialized in Zoho implementation and business process automation, based in Oeiras, Portugal. We are Zoho Authorized Partners and members of the Anthropic Claude Partner Network.

We provide CRM implementation services, customer support and helpdesk, automation and system integration, financial management with Zoho Books, and operational process audit and acceleration.

We work primarily with organizations in Portugal, with active projects also in other European countries, the United States, Brazil, and the Middle East.

Most implementation projects are completed within six to eight weeks. Process audit and accelerated automation projects can deliver tangible results in three to four weeks.

The first step is an initial conversation, with no cost or commitment, to assess the fit between the organization's needs and our services. You can schedule one through the contact form or by email.

Yes. Transformatiive is a Zoho Authorized Partner and implements the Zoho One suite, including Zoho CRM, Zoho Desk, Zoho Books, Zoho Bigin and Zoho Creator.

Transformatiive is a member of the Anthropic Claude Partner Network. This membership supports the AI accelerators we use to design, configure, test and document Zoho implementations.

Each project is delivered as a fixed-scope proposal with a defined price and timeline, based on the organization's processes and objectives. Transformatiive does not work with open-ended budgets, and the first step is a conversation at no cost.

Transformatiive works primarily remotely with organizations in Portugal, Europe, the United States, Brazil and the Middle East, with on-site work when a project requires it. We work in Portuguese and English.