A functioning Zoho CRM up and running in just two weeks.

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Typical functionality covers:

• Create the required data fields for lead, contact, account, and deal modules
• Configure all the stages of the sales management project
• Integrate with the email service provider
• Automate 1-3 routine workflows and communications (e.g. birthday greetings)
• Configure 1-3 reports, e.g. sales rep performance, pipeline forecast, activities performance
• Setup user access levels and security profiles
• Train your team to use your system

* Variations are possible based on the discovery meeting outcomes

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Need Features Beyond Basic CRM? Setting Up Zoho One or Multiple Zoho Apps?

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Examples:

• Cusom modules in CRM
• Workflows and automations in CRM
• Add Zoho Desk integrated with CRM
• Migrate data in .csv format
• Setup Accounting and invoicing procedures
• Setup Zoho Project, Zoho WorkDrive, Zoho Bookings, Zoho Mail, Calendars and other applications
• Get Zoho One off the ground!

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

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Typically, you’d need a custom pricing/project to:

• 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
• Setup an invoicing solution
• Integrate with other Zoho apps or/and 3rd party tools
• Migrate data
• Implement advanced dashboards and reports

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Custom approach allows to:

• Design the solution architecture that fits your busienss case perfectly
• Define what Zoho apps to use and how to connect between them
• Provide accurate pricing and implementation timelines
• Often come up with the non-conventional solutions even if you were told that ‘it’s not possible’ before

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starting price with minimum 6 month commitment

Monthly maintenance package that gives you back your time.

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Includes proactive monthly system monitoring, health check, and hands-on support hours.

• 24 hours response time during work hours
• Work hours: 9am-6pm EST excluding Canadian statutory holidays
• Support hours rollover – one month only – rolls over to the next month
• Dedicated support portal to manage your inquiries/ support tickets

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starting price

Managing Zoho in-house and need expert help here and there?

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Buy a bulk of hours and use as needed.

• Zoho consultant, developer, and solution architect expertise included.
• Work hours: 9am-6pm EST excluding Canadian statutory holidays
• Response time depends on the team availability
• The hours need to be used within 6 months from the purchase date
• A minimum purchase of 10 hours at $1’300 is required

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1 hour

Web Conference Details provided upon confirmation.

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Includes:

• During this 1-hour prepaid consulting intensive you can ask anything: share your screen, pick the expert’s brain, show your processes and even your own Zoho configurations, and we’ll share the expert’s advice on the call. We will work collaboratively to get your questions answered.

* This is perfect for you if you want to make sure you are on the right track with your project.

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