| 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 |
| 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 |
Migrating CRM?
We are here to make the switch seamless. Provide us with a full system backup & we will restore the data and attachments to Zoho CRM for you.
Interested in a Demo?
We provide Training for Zoho CRM either online or at your premises.Also your CRM system can be migrated to Zoho CRM with overwhelming upsides to cost, functionality & support.
