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Early access, free

A full audit of your Zoho setup.

Security risks, misconfigurations, wasted licenses and missed automations. We find them across any Zoho app or combination and hand you a prioritized report with concrete fixes.

Free during early access · No passwords shared · Revoke access anytime

audit-report.pdfSample
47
Findings
12
Critical
31
Quick wins
Security72%
Configuration55%
Automation38%
Adoption24%
Example finding: Three workflow rules write to a field no layout shows, so the data is quietly lost on every lead conversion.
How it works

Deeper than an API-only scan

Most automated audits stop where the APIs stop. We don't. With your SSO token, the audit also reviews the areas you can only see from inside the apps.

01

Connect with SSO

You grant access with a single sign-on token. You never share a password, we never store credentials, and you can revoke the token whenever you like.

02

API-level scan

Automated checks sweep your settings, roles, profiles, workflows, integrations and data quality through the official Zoho APIs.

03

In-app review

Guided checks inside the web interface cover what the APIs can't reach: layouts, hidden settings, UI-level permissions and the glue between apps.

04

Prioritized report

You get a detailed report. Every vulnerability, issue and improvement comes with a severity, the impact, and the steps to fix it.

Access & trust

You never hand over a password

The whole thing runs on one rule: we can look, on your terms, and you stay in control.

SSO token only

Access goes through single sign-on. No password is ever shared with us, typed by us, or stored by us.

Nothing stored

We don't keep your credentials. The token lives only as long as the audit runs.

Revoke anytime

Cut access in one click from your Zoho admin panel, whenever you want, before or after the audit.

Read-only by default

The audit only reads. Nothing in your setup changes unless you later ask us to fix something.

Coverage

Any Zoho app, or all of them at once

Audit a single app or your whole suite. Combined audits also check the seams between apps, which is where most problems hide.

Zoho CRMZoho DeskZoho BooksZoho InventoryZoho CreatorZoho PeopleZoho ProjectsZoho AnalyticsZoho FlowZoho CampaignsZoho FormsZoho One

Zoho is a trademark of Zoho Corporation. Beam Help is an independent service, not affiliated with Zoho.

The deliverable

What your report contains

  • Security holes and risky settings: exposed API keys, over-broad profiles, stale users, weak sharing rules.
  • Misconfigurations and broken automations: workflows that never fire, fields nothing displays, integrations failing in silence.
  • Wasted licenses and capacity: seats, add-ons and limits you pay for but don't use.
  • Performance and data-quality problems, from duplicate records to overloaded layouts.
  • A prioritized plan: every finding rated by severity and effort, with the next steps spelled out.

Free now, freemium later

During early access the full audit is free, report included. As the service grows, the deeper deliverables become paid tiers, but a free audit stays.

  • Free: a full audit with a prioritized findings report
  • Later: guided remediation plans and re-audits
  • Later: continuous monitoring with alerts
FAQ

Frequently asked questions

Do I have to share a password?
Never. Access works through a single sign-on token that you grant and can revoke at any time. We never see, type or store your password.
Which Zoho apps can be audited?
All the major ones: CRM, Desk, Books, Inventory, Creator, People, Projects, Analytics, Flow, Campaigns and Forms. Alone or combined, including full Zoho One setups.
How is this different from other automated audits?
Most tools stop at what the APIs expose. This audit also reviews the apps from the inside, including layouts, hidden settings and UI-only permissions, so it covers areas API-only tools can't see.
What does it cost?
During early access the full audit is free, report included. Paid tiers for remediation plans and continuous monitoring will come later.
Will the audit change anything in my account?
No. The audit is read-only: it looks and reports. Fixes happen only if you decide to apply them, yourself or with our help.
Early access

Get your free Zoho audit

Spots are limited while we onboard early-access users. Tell us which Zoho apps you run and we'll be in touch.

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