CRM Packages

BASIC ADVANCED ULTIMATE
Customisation Setup Fee € 2625 (excluding VAT) € 5250 (excluding VAT) BASED ON SCOPE
Zoho CRM Price does not include Zoho CRM Licenses Price does not include Zoho CRM Licenses Price does not include Zoho CRM Licenses
Customer Support € 50 Monthly Based on Scope Based on Scope
What’s included? Remote Business Process Review
2 day of Configuration
1 day of Training onsite
Onsite Business Process Review
Proof of Concept
4 days of Configuration
1 day end user Training
½ day Admin Training
Customer Success Meeting
Onsite Business Process Review
Proof of Concept
X days of Configuration
X day end user Training
X day Admin Training
Customer Success Meeting
CRM Review
Business Process Review Customer Questionnaire
Agree on Pipeline Stages
Agree on Modules
Agree on Custom Fields
Agree on Data Migration
Agree on Reports
Agree on Webform
Agree on Users
Agree on Training
Agree on IMAP
Customer Questionnaire
Agree on Pipeline Stages
Agree on Modules
Agree on Custom Modules
Agree on Custom Fields
Agree on Data Migration
Agree on Reports
Agree on Dashboards
Agree on Webform
Agree on Users
Agree on Roles & Profiles (security)
Agree on Training
Agree on IMAP / POP
Customer Questionnaire
Agree on Pipeline Stages
Agree on Modules
Agree on Custom Modules
Agree on Custom Fields
Agree on Data Migration
Agree on Reports
Agree on Dashboards
Agree on Webform
Agree on Users
Agree on Roles & Profiles (security)
Agree on Training
Agree on IMAP / POP
Agree on Integration of other Zoho Products
Agree on API
General User Setup
Company Details
Company Logo
Signature
User Setup
Company Details
Company Logo
Signature
User Setup
Company Details
Company Logo
Signature
Salesforce Automation (Modules) Lead Settings
Account Settings
Contact Settings
Deal Settings
Call Settings
Task Settings
Event Settings
Lead Settings
Account Settings
Contact Settings
Deal Settings
Call Settings
Task Settings
Event Settings
Other Module Settings
Custom Module Settings
Lead Settings
Account Settings
Contact Settings
Deal Settings
Call Settings
Task Settings
Event Settings
Other Module Settings
Custom Module Settings
Security Roles & Profiles Not included Custom Roles & Profiles Custom Roles & Profiles
Workflow Rules & Automation Not included 2 Workflow Rules Based on Spec
Data Migration Basic Data Migration (data must be clean and well presented) Advanced Data Migration (data must be clean and well presented) Custom Data Migration from existing CRM or relevant databases (data must be clean and well presented)
Reports 3 Custom Reports 5 Custom Reports Based on Spec
Dashboard 3 Dashboards 5 Dashboards Based on Spec
Webform 1 Custom Web to Lead form (code only provided) Webforms Based on Spec
Training End user Training Tailored Admin and End user Training Tailored Admin and End user Training
Email IMAP ( Must have Microsoft 365 or Google Mail Cloud) Email Integration, subject to compatibility with current provider Email Integration, subject to compatibility with current provider