ZOHO BASIC SUPPORT PACKAGES

ZOHO BASIC SUPPORT PACKAGES
For Zoho One, Enterprise or CRM Plus users

New Item
Basic CRM Seet Up
$1500
  • Y
  • 2 Hours
  • 5,000
  • 10 per module
  • Y
  • N
  • Y
  • Y
  • Y
  • N
  • N
  • Y
  • N
  • N
  • N
  • N
  • N
  • N
  • N
  • N
Basic Configuration
$3000
  • Y
  • 4 Hours
  • 10,000
  • 50 per module
  • Y
  • Y
  • Y
  • Y
  • Y
  • Y
  • N
  • Y
  • Y
  • N
  • Y
  • N
  • Y
  • 3
  • N
  • N
Intermediate Config
$5000
  • Y
  • 6 Hours
  • 20,000
  • 50 per module
  • Y
  • Y
  • Y
  • Y
  • Y
  • Y
  • Y
  • Y
  • Y
  • Y
  • Y
  • Y
  • Y
  • 5
  • Y
  • Y
  • Zoho CRM Overview

    Navigation of Zoho CRM, explaining modules and fields and their relationships with each other. Leads, Contacts, Accounts, Deals, Calendar.

  • Training

    As the specifics are required during the support process

  • Importing Records

    Importing clean data into your Zoho CRM system
    *We can quote an hourly rate for data cleansing

  • Custom Fields

    Creating customised fields and configuring them correctly within the Zoho modules

  • Home Page - Basic

    An overview of your Zoho system data from established tables

  • Home Page - Custom

    An overview of your Zoho system data using customised views

  • Leads

    Lead module set up, streams, custom fields. Conversion and mapping

  • Views & Search

    Create views in modules and how to search the Zoho system

  • Sales IQ

    Set Up of Sales IQ on your website

  • Sales IQ Reporting

    Reporting from Sales IQ

  • Sales IQ Auto Response

    Automated responses from Sales IQ enquiries

  • Webform Set Up

    Set up and push to CRM

  • Webform Auto Response

    Automated responses from contact us forms

  • Webform Workflow

    Workflows from contact us forms

  • Mobile application

    Set up of mobile application and functionality

  • Mobile Views

    Create views specific to requirements

  • Email Templates

    Personalised templates for automated communication

  • Campaigns

    Create a campaign, Mailing List, schedule posting

  • Social

    Set up Social Media

  • Lead automation

    Automate lead allocation and process

  • Auto deduplication

    Deduplicate leads from webforms

  • Anti Spam

    Spam deleted from leads from webforms

Free
$0per month
  • 1 project
  • 1 user
  • 200 tasks
  • No support
Premium
$50per month
  • Unlimited projects
  • Unlimited users
  • Unlimited tasks
  • Premium support
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