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All Things IBO
All Things IBO
This is the right place for IBOs

Automation & Dashboards

Let All Things IBO take the weight off your shoulders with our expert-built Zoho One Automation Setups — designed specifically for Independent Business Owners in the virtual call center space.

We help you streamline your entire business operation with custom automation inside Zoho One, giving you more time to grow and lead your team.

What Is Zoho One Automation?

Zoho One is an all-in-one suite with over 40+ integrated apps that handle everything from forms, email campaigns, and e-signatures to CRM, scheduling, and onboarding — and we bring it all together for you with a system built from the ground up.

You’ll get a complete backend solution that:

  • Automates applicant tracking and onboarding

  • Sends registration confirmations and agent checklists

  • Captures digital signatures

  • Tracks and manages your agent roster

  • And keeps everything organized in one secure place

Why Work With Us?

✅ We understand the IBO space
✅ We’ve built hundreds of systems for Arise IBOs & similar models
✅ We know exactly what you need — and what you don’t
✅ You’ll never be left in the dark — full onboarding support included

Important Setup Details

  • All plans require Zoho One

    • $105/month for flexible user

    • $45/month/user (best for IBOs) we recommend this plan when it is time to fully register

  • 30-day free trial available (We will tell you how to extend it to 60 days)

  • We’ll set up your Zoho account – don’t create one in advance

  • You must have a published website for at least 30 days to verify your domain

  • Add-on automation available for businesses offering other services (travel agents, VAs, pledge drives, etc.)

  • What Happens After You Order?

    1. We’ll set up your Zoho One

    2. You’ll be added to our Exclusive Cliq chat for updates

    3. Once your order is completed, you’ll receive a detailed invoice (due in 10 days)

    4. We’ll maintain your login for troubleshooting and updates

    5. You will be have access to an exclusive portal and bi weekly application development sessions. 


    • 🔥 Ultimate Automation – $375

    Our most complete solution for serious scaling.

    Includes:

    • 4 key Zoho apps for automation

    • Video registration walkthrough

    • Automated follow-up emails

    • New agent checklist

    • Confirmation form & setup

    • CRM setup with integration


    Get Automated

    🚀 Advanced Automation – $310

    Perfect for solo IBOs ready to streamline.

    Includes:

    • 4 key Zoho apps

    • Video registration guide via email

    • CRM, Forms, Sign, Campaigns setup

    • Simple & clean workflow

    • *No follow-ups or additional documents included

    Get Automated

    ⚙️ Deluxe Automation – $250

    More hands-on recruiting? This is for you.

    Includes:

    • 6 Zoho apps with meeting tools

    • Applicants can schedule onboarding calls

    • You guide them personally through onboarding

    • Ideal for those who want more control in the process

    *This automation  does not provide the steps and/or emails. IBOs must walk new candidates through registration

    Get Automated