Enjoy a 1-month Free Trial
Phase I Setup Fees range from $9,000 to $13,500 depending on complexity
- Basic Finance
- Zoho Books – Invoices, expenses, reconcile accounts
- Zoho Subscription
- Zoho CRM – Custom fields, workflows and alerts, deal tracking, email templates, setup add ons listed below right corner
- Zoho Social – Social media posting and tracking from one place
- Zoho Campaigns – Email marketing, SMS marketing
- Zoho Sign – Signed documents by you and your clients
- Zoho Projects / Zoho Sprints – Waterfall and agile Project Management respectively
- Zoho Desk– Technical support including solutions libraries, workflows/automation, email alerts, templates, email, phone contact information
Phase II Setup Fees range from $18,000 to $27,000 depending on complexity
Include Everything in Phase I plus
- Advanced Finance
- Zoho Inventory
- Zoho Commerce
- Zoho Expense - Zoho Forms – More complex lead and contact information gathering
- Zoho People – Human Resources, goal setting, OKR
- Zoho Recruit – Hire staff through the major job posting sites (Indeed, ZipRecruiter etc.), manage interviews, workflows, email alerts, templates
- Zoho Analytics – Advanced reporting of your CRM, Books, People and many other Zoho and non-Zoho apps
- Zoho Bookings – A calendar where people can schedule appointments and even pay online
- Zoho Survey – Gather surveys including for marketing purposes
- Client Portals - In CRM and Books
Phase III Setup Fees range from $27,000 to $36,000 depending on complexity
Include Everything in Phase II plus
- Zoho Backstage – event planning and management
- Zoho Creator – custom app builder
- Website Analytics
- SalesIQ
- PageSense - Zoho Motivator – sales competitions and reporting to optimize selling
- Showtime – eLearning and webinars, including payment gateways