Basic setup
from€1,990
You’re moving to Zoho CRM from spreadsheets or another CRM, or starting with a CRM for the first time.
What’s included
- Leads from two sources, like your website and Facebook lead forms, marked by source
- One messenger, like WhatsApp on a company number or Instagram Direct: chats in the client record
- Automatic manager assignment for deals, plus tasks and reminders if a reply is late
- Your client base moved in from a spreadsheet or old CRM, if it needs no cleanup first
- A sales pipeline with your own deal stages
- A simple dashboard: deals by stage and where they get stuck
- Roles and access rights for your team
- Training for each role and a day‑30 check: who uses Zoho and what gets in the way