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​​Zoho Services Package

Zoho business automation technology deployment in a cost effective and outcomes-based way for small and medium-size businesses.

Quick Start CRM

For a standard configuration above the out-of-box CRM experience

$3,500 - $6,000

Create data fields for lead, contact, account, and deal modules

Configure sales progress stages

Integrate with the email service provider

Automate 1-3 routine workflows and communications

Contigure 1-3 reports

Setup usert access levels and security profiles

Train your team 

Custom Project

For anything beyond the out-of-the-box functionality

$5,000 - $25,000+

Create custom CRM modules

Implement automated processes and workflows

Setup a product catalog in Zoho CRM

Setup web forms / connect various lead sources to the CRM

Set an invoicing solution

Integrate with other Zoho apps or / and 3rd party tools.

Migrate data

Implement advanced dashboards and reports

Automation Project

For advanced system migration, integration, or custom requirements.

Inquire for Quote

Create custom CRM modules and relationship mapping

Setup an item catalog in Zoho CRM

Sync various lead sources to the CRM

Workflow mapping and process review

Custom integration and automation feature development.

Implement advanced dashboards and reports, as well as data analytics.

Custom integration with 3rd party tools

Migrate enterprise application data with an advanced data prep technique

Support Package

Purchase a monthly support plan to receive assistance if you run into problems that you can't seem to solve on your own. Or need help with additional upgrades and optimization to the system

Our Zoho Certifications 

Our skilled team has put in thousands of hours of work to get a thorough understanding of Zoho CRM, so you don't have to. Feel free to ask us about any of these badges during our consulting calls.

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