Zoho CRM setup and configuration

Zoho CRM Setup

If you want to manage your customer relationships in a lot better and effective manner, then Zoho CRM is the right tool for your company.

It has plenty of integrations and tools that can help you manage your sales process efficiently. Zoho has changed its modules during the last 5 years. The user interface has changed drastically and it is a good direction. It can be used by micro, small and medium-sized businesses.

zoho crm setup and configuration

There are three options worth to mention:

Zoho CRM as a part of Zoho One apps
Zoho CRMPlus – a set of apps: Zoho CRM, Desk, Projects, Sales IQ, Campaigns, SalesInbox, Social, Survey, Analytics.
Zoho Begin – the simplest CRM for salespeople.

We help in choosing the best option for your business.

Our work includes

Design and Planning

Design Implementation

Standard Configuration

Standard and Custom Integrations

Web Forms

User Security Settings

Workflows and Automation

Email and Mail Merge Templates

Data Import

Custom Reports, Dashboards and Views

Chat and Ticketing system*

*it is premium offer for setting up Zoho Sales IQ chat and Zoho Desk

Custom needs

Quick Start
Zoho CRM setup
$1,999
Design and Process Alignment Session
Customization of Existing Fields/Modules
Custom View and Home Page Settings
Overview Training online – 1 hour
Import 500 records
Contact

Standard Setup
Zoho CRM setup with customizations and workflows.
$5,000
As “Quick Start” plus
Customization of Core Modules
Sales/Marketing Process Alignment
The Configuration of Views and Workflow Rules
Chat
Webform integration
Data Import – 1000 records
User Creation
Scenario-Based Training 1 hour
Contact

Custom
Zoho CRM setup with custom buttons, functions, modules, imports, exports, integration.
>$ 8,000
Relevant Items From “Advanced”
Custom Modules
Data Work and Import
User Role and Security
Web Forms
Process Automation
Email and Mail Merge Templates
Integrations
Your Custom Needs
Contact