Speak With Australia's #1 Zoho Partner

Free Zoho Consultation: What is it?

Smartmates’ free Zoho consultation, known as the Planning Session, is a complimentary video call with a Project Manager and senior Zoho engineer matched to your needs.

The session is designed to work even if you come in with only a vague sense of what you need. Everything you share is protected by Smartmates’ Automatic NDA, covering all clients from the moment of first contact.

What Gets Covered in the Session

The session follows a consistent structure, though the depth of each part depends on your situation. Here is how the time is typically used:

• Review your current setup
  What tools you’re using, what’s working, and what isn’t, before recommending anything.
• Map your business processes
  Sales workflows, team structure, data flows, and manual bottlenecks.
• Identify integrations and pain points
  What Zoho needs to connect with and where the gaps are.
• Determine the recommended approach
  New setup, migration, automation, or restructures.
• Open Q&A
  Licensing, costs, timelines, billing model, anything on the table.

What You Receive After

At the conclusion of the session, Smartmates prepares a complimentary Project Plan Estimate, a written document covering everything you need to make an informed decision:

• Recommended Scope
  A clear description of what needs to be done and in what order.
• Time Steps
  A a realistic breakdown of the implementation phases with indicative hours for each.
• Cost Estimate
  An honest, hourly-based cost estimate so you can evaluate the investment before committing.
• Implementation Approach
  Whether Smartmates recommends a phased rollout, a full build, a migration, or a stabilisation of your existing setup.

Your Dedicated Zoho Project Manager and Engineer

From the outset, you’ll be assigned a dedicated Zoho Project Manager and Engineer, both selected based on their experience in your industry and the specific Zoho platform your project requires.

Before work begins, a brief scoping session ensures the team is fully aligned to your requirements. Training is delivered online, recorded, and accompanied by written documentation tailored to your specific business.

If you review the Project Plan Estimate and decide to move forward, the next step is straightforward. Smartmates uses an hourly billing model with pre-purchased blocks of time. Work begins only after you have agreed to the written scope. Nothing is billed until that agreement is in place. Smartmates will flag any changes to scope or hours before additional billing occurs.

Book Your Free Zoho Consultation

Schedule your spot. Speak with certified experts, get clear next steps, transparent costs, and complete freedom to decide.