• Discovery and requirements workshop
  Mapped to your business processes, not a generic template.
• Zoho CRM setup
  Pipelines, custom fields, modules, user roles, and permissions.
• Data migration
  From your existing CRM, spreadsheets, or legacy system.
• Workflow automation
  Lead routing, task triggers, follow-up sequences, and approval flows.
• Integration with your existing tools
  Accounting, email, project management, and more.
• Dashboard and reporting configuration
  Aligned to your KPIs.
• Staff training
  Hands-on sessions with documentation for ongoing reference.
• Post-go-live support
  Certified consultants available after launch to resolve issues and refine the setup.

Discovery and Scoping: Before Any Work Begins

Most failed implementations start without a proper scope. We spend time upfront understanding how your business operates during the Planning Session: your sales process, your data structure, your team’s daily workflows, and what you need Zoho to do that your current tools can’t. Nothing moves forward until you’ve reviewed and agreed the scope.

Zoho CRM Setup

A properly configured Zoho CRM reflects how your team actually sells. We configure your CRM to match your pipeline stages, deal values, contact hierarchy, and reporting needs.

This includes:

• Custom modules and fields specific to your industry and sales process
• Lead and deal pipeline stages mapped to your actual workflow
• User roles, profiles, and access controls
• Email integration and activity tracking
• Sales forecasting and territory management where applicable

Data Migration

We handle migrations from Salesforce, HubSpot, spreadsheets, or any other system you’re moving away from. Before a single record moves, we audit your existing data for duplicates, missing fields, and structural mismatches.

Our migration process includes:

• Data audit and cleanup before import
• Field mapping between your old system and Zoho CRM
• Staged migration into a test environment first
• Validation checks on all imported records
• Rollback plan documented and agreed before go-live

Workflow Automation

Manual processes slow teams down. We build the automations that remove repetitive tasks and keep your pipeline moving without human intervention.

Common automations we configure:

• Lead assignment rules based on source, territory, or value
• Automatic task creation at each pipeline stage
• Follow-up email sequences triggered by deal activity
• Internal alerts when deals stall or deadlines pass
• Approval workflows for quotes, discounts, or contract stages

Every automation is tested before go-live and documented so your team understands what’s running and why.

Training and Post-Go-Live Support

We don’t hand over a configured system and disappear. Training is built into every implementation, and our team stays available after launch.

What’s included:

• Hands-on training sessions for your team before go-live
• Written documentation covering your specific setup
• Admin-level training for whoever manages the system internally
• Post-launch support via our prepaid hours model for the first 30–60 days

Most clients keep a small hours allocation active after go-live for refinements, additional automation builds, and new user onboarding.

Implementation Timeline: What to Expect

Timelines vary depending on scope, but here’s a typical structure for a mid-complexity implementation:

• Week 1-2
  Discovery, scoping, and data audit.
• Week 3-5
  CRM configuration, data migration, and automation build in staging.
• Week 6
  Testing, UAT, and staff training.
• Week 7
  Go-live and hypercare support.

Larger or more complex environments, multiple Zoho products, deep integrations, or significant data volumes, may run to 10–12 weeks. We give you a realistic timeline during discovery, not an optimistic one that slips.

Book Your Free Zoho Consultation

As Australia’s Zoho Partner of the Year for four consecutive years, we provide clear, structured guidance so you understand exactly what your implementation requires and what it will take to execute it properly.